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) 1,543

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

Sector Weighting

Basic Materials
Capital Goods 2.66%
Conglomerates
Consumer Cyclical 3.06%
Consumer/Non-Cyclical
Energy
Financial 1.28%
Healthcare
Services 34.74%
Technology 26.69%
Transportation
Utilities

23 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JD COM INC SPON ADR CL A 149,771 149,771 New 4,392,117
SOTHEBYS COM 104,952 50,990 94.49 2,319,885
VIPSHOP HLDGS LTD SPONSORED ADR 91,333 35,915 64.81 4,104,856
AMAZON COM INC COM 82,043 1,302 1.61 189,000
CRITEO S A SPONS ADS 80,396 4,510 5.94 1,686,508
MADISON SQUARE GARDEN CO CL A 70,600 39,737 128.75 845,614
ZENDESK INC COM 63,165 52,684 502.67 2,843,997
LAS VEGAS SANDS CORP COM 59,011 59,011 New 1,122,531
ENDURANCE INTL GROUP HLDGS INC COM 52,895 36,367 220.04 2,560,285
YY INC ADS REPCOM CLA 51,144 51,144 New 735,666
QUNAR CAYMAN IS LTD SPNS ADR CL B 44,965 44,965 New 1,049,352
INFINERA CORPORATION COM 43,689 36,228 485.51 2,082,426
ZEBRA TECHNOLOGIES CORP CL A 41,046 41,046 New 369,621
ON SEMICONDUCTOR CORP COM 40,593 11,365 38.88 3,472,467
PALO ALTO NETWORKS INC COM 40,181 40,181 New 230,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 27,431 27,431 New 160,180
FORTINET INC COM 25,491 1,900 8.05 616,766
SERVICENOW INC COM 24,522 24,522 New 330,000
SOHU COM INC COM 23,574 23,574 New 398,955
PROOFPOINT INC COM 19,046 19,046 New 299,140