JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 33
New Positions 10
Increased Positions 18
Decreased Positions 14
Positions with Activity 32
Sold Out Positions 8
Total Mkt Value (in $ millions) 1,666

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

Sector Weighting

Basic Materials
Capital Goods 0.1%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 3.02%
Healthcare
Services 38.2%
Technology 43.82%
Transportation
Utilities

18 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ACTIVISION BLIZZARD INC COM 119,452 119,452 New 5,151,000
MERCADOLIBRE INC COM 118,196 54,519 85.62 1,031,471
QIHOO 360 TECHNOLOGY CO LTD ADS 109,707 31,365 40.04 1,240,607
TIME WARNER CABLE INC COM 102,977 102,977 New 700,000
TABLEAU SOFTWARE INC CL A 84,521 52,629 165.02 1,356,895
MELCO CROWN ENTMT LTD ADR 83,172 48,553 140.25 2,896,980
COGENT COMMUNICATIONS HLDGS IN COM NEW 73,912 5,923 8.71 2,117,207
TWITTER INC COM 71,225 71,225 New 1,481,993
SIRIUS XM HLDGS INC COM 65,699 65,699 New 18,300,438
NETFLIX INC COM 65,509 65,509 New 138,000
BANKRATE INC DEL COM 50,364 14,854 41.83 3,519,511
58 COM INC SPON ADR REP A 43,031 2,763 6.86 955,611
BAIDU INC SPON ADR REP A 41,528 41,528 New 192,743
TIME INC NEW COM 34,953 34,953 New 1,469,243
LINKEDIN CORP COM CL A 27,577 27,577 New 123,000
INTERNATIONAL GAME TECHNOLOGY COM 21,212 21,212 New 1,266,397
CHANNELADVISOR CORP COM 13,769 2,928 27.01 837,036
ZEBRA TECHNOLOGIES CORP CL A 1,690 1,690 New 21,820