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) 1,536

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

Sector Weighting

Basic Materials
Capital Goods 2.59%
Conglomerates
Consumer Cyclical 3.21%
Consumer/Non-Cyclical
Energy
Financial 1.12%
Healthcare
Services 35.74%
Technology 26.32%
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 145,072 145,072 New 4,392,117
AMAZON COM INC COM 101,332 1,608 1.61 189,000
SOTHEBYS COM 97,041 47,147 94.49 2,319,885
CRITEO S A SPONS ADS 89,773 5,036 5.94 1,686,508
VIPSHOP HLDGS LTD SPONSORED ADR 80,004 31,460 64.81 4,104,856
MADISON SQUARE GARDEN CO CL A 70,524 39,694 128.75 845,614
LAS VEGAS SANDS CORP COM 62,907 62,907 New 1,122,531
ZENDESK INC COM 58,672 48,936 502.67 2,843,997
ENDURANCE INTL GROUP HLDGS INC COM 51,743 35,575 220.04 2,560,285
INFINERA CORPORATION COM 49,853 41,339 485.51 2,082,426
QUNAR CAYMAN IS LTD SPNS ADR CL B 43,821 43,821 New 1,049,352
YY INC ADS REPCOM CLA 43,485 43,485 New 735,666
PALO ALTO NETWORKS INC COM 42,741 42,741 New 230,000
ZEBRA TECHNOLOGIES CORP CL A 39,782 39,782 New 369,621
ON SEMICONDUCTOR CORP COM 36,878 10,325 38.88 3,472,467
CHARTER COMMUNICATIONS INC DEL CL A NEW 29,771 29,771 New 160,180
FORTINET INC COM 29,444 2,194 8.05 616,766
SERVICENOW INC COM 26,565 26,565 New 330,000
PROOFPOINT INC COM 19,354 19,354 New 299,140
SOHU COM INC COM 19,202 19,202 New 398,955