JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 43
New Positions 14
Increased Positions 22
Decreased Positions 20
Positions with Activity 42
Sold Out Positions 17
Total Mkt Value (in $ millions) 1,950

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

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 51.82%
Technology 30.53%
Transportation
Utilities

22 INCREASED Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CABLEVISION SYS CORP CL A NY CABLVS 381,631 65,177 20.60 11,429,488
BROADCOM LTD SHS 131,153 131,153 New 899,847
ALPHABET INC CAP STK CL A 111,137 111,137 New 157,000
MCDONALDS CORP COM 110,552 110,552 New 874,000
AMAZON COM INC COM 107,568 38,464 55.66 163,083
ZENDESK INC COM 95,418 3,611 3.93 4,222,050
QUNAR CAYMAN IS LTD SPNS ADR CL B 92,611 18,512 24.98 2,269,318
VIACOM INC NEW CL B 89,478 89,478 New 2,187,735
LEVEL 3 COMMUNICATIONS INC COM NEW 83,918 83,918 New 1,605,785
DICKS SPORTING GOODS INC COM 78,653 78,653 New 1,697,297
EQUINIX INC COM PAR $0.001 71,212 71,212 New 215,565
VIPSHOP HLDGS LTD SPONSORED ADR 66,047 66,047 New 4,842,157
ACTIVISION BLIZZARD INC COM 64,083 64,083 New 1,859,094
PALO ALTO NETWORKS INC COM 52,992 52,992 New 351,242
ARRIS INTL INC SHS 48,708 19,605 67.36 2,139,148
PROOFPOINT INC COM 47,937 11,937 33.16 822,813
INFINERA CORPORATION COM 40,832 12,671 44.99 3,434,166
CASEYS GEN STORES INC COM 37,609 37,609 New 335,799
TABLEAU SOFTWARE INC CL A 35,113 9,974 39.68 679,176
SERVICENOW INC COM 34,650 34,650 New 484,746