JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

510 MADISON AVENUE, NEW YORK, New York, 10022, (212) 946-7640

Report Date: 03/31/2015

Position Statistics

Total Positions 50
New Positions 13
Increased Positions 23
Decreased Positions 27
Positions with Activity 50
Sold Out Positions 18
Total Mkt Value (in $ millions) 1,581

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 2.51%
Conglomerates
Consumer Cyclical 3.03%
Consumer/Non-Cyclical
Energy
Financial 1.45%
Healthcare
Services 35.23%
Technology 26.42%
Transportation
Utilities

27 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TABLEAU SOFTWARE INC CL A 87,093 -1,651 (1.86) 758,256
FACEBOOK INC CL A 67,561 -38,296 (36.18) 838,752
MERCADOLIBRE INC COM 48,129 -70,960 (59.59) 328,684
BRUNSWICK CORP COM 47,973 -5,158 (9.71) 929,355
BROADCOM CORP CL A 39,805 -5,716 (12.56) 696,436
VIMPELCOM LTD SPONSORED ADR 39,736 -2,660 (6.27) 6,317,275
APPLIED MATLS INC COM 34,721 -6,803 (16.38) 1,707,044
BANKRATE INC DEL COM 22,908 -19,995 (46.61) 1,879,253
TIM PARTICIPACOES S A SPONSORED ADR 22,834 -24,920 (52.19) 1,537,611
ALIBABA GROUP HLDG LTD SPONSORED ADS -56,728 Sold Out 0
APOLLO ED GROUP INC CL A -20,774 Sold Out 0
CHANNELADVISOR CORP COM -7,718 Sold Out 0
COGENT COMMUNICATIONS HLDGS IN COM NEW -25,720 Sold Out 0
FIREEYE INC COM -46,525 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -48,854 Sold Out 0
GROUPON INC COM CL A -23,062 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM -30,816 Sold Out 0
HIMAX TECHNOLOGIES INC SPONSORED ADR -8,112 Sold Out 0
KING DIGITAL ENTMT PLC ORD SHS -17,485 Sold Out 0
LINKEDIN CORP COM CL A -28,068 Sold Out 0


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