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) 1,578

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

Sector Weighting

Basic Materials
Capital Goods 2.57%
Conglomerates
Consumer Cyclical 3.12%
Consumer/Non-Cyclical
Energy
Financial 1.48%
Healthcare
Services 35.07%
Technology 25.85%
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 153,241 153,241 New 4,392,117
SOTHEBYS COM 105,276 51,148 94.49 2,319,885
VIPSHOP HLDGS LTD SPONSORED ADR 104,386 41,048 64.81 4,104,856
CRITEO S A SPONS ADS 82,673 4,638 5.94 1,686,508
AMAZON COM INC COM 80,822 1,283 1.61 189,000
MADISON SQUARE GARDEN CO CL A 72,689 40,913 128.75 845,614
ZENDESK INC COM 64,417 53,728 502.67 2,843,997
LAS VEGAS SANDS CORP COM 58,315 58,315 New 1,122,531
QUNAR CAYMAN IS LTD SPNS ADR CL B 54,923 54,923 New 1,049,352
ENDURANCE INTL GROUP HLDGS INC COM 53,254 36,614 220.04 2,560,285
YY INC ADS REPCOM CLA 49,039 49,039 New 735,666
ON SEMICONDUCTOR CORP COM 43,961 12,308 38.88 3,472,467
INFINERA CORPORATION COM 40,982 33,983 485.51 2,082,426
ZEBRA TECHNOLOGIES CORP CL A 40,529 40,529 New 369,621
PALO ALTO NETWORKS INC COM 37,460 37,460 New 230,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 28,084 28,084 New 160,180
SOHU COM INC COM 26,475 26,475 New 398,955
SERVICENOW INC COM 25,991 25,991 New 330,000
FORTINET INC COM 24,233 1,806 8.05 616,766
PROOFPOINT INC COM 17,359 17,359 New 299,140


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