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) 1,631

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 2.57%
Healthcare
Services 38.64%
Technology 43.04%
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
MERCADOLIBRE INC COM 115,896 53,458 85.62 1,031,471
ACTIVISION BLIZZARD INC COM 114,919 114,919 New 5,151,000
TIME WARNER CABLE INC COM 107,800 107,800 New 700,000
TABLEAU SOFTWARE INC CL A 96,842 60,300 165.02 1,356,895
QIHOO 360 TECHNOLOGY CO LTD ADS 96,581 27,613 40.04 1,240,607
MELCO CROWN ENTMT LTD ADR 78,450 45,796 140.25 2,896,980
TWITTER INC COM 73,181 73,181 New 1,481,993
COGENT COMMUNICATIONS HLDGS IN COM NEW 70,080 5,616 8.71 2,117,207
SIRIUS XM HLDGS INC COM 65,607 65,607 New 18,300,438
NETFLIX INC COM 63,170 63,170 New 138,000
BANKRATE INC DEL COM 41,953 12,373 41.83 3,519,511
BAIDU INC SPON ADR REP A 40,617 40,617 New 192,743
58 COM INC SPON ADR REP A 36,485 2,343 6.86 955,611
TIME INC NEW COM 35,056 35,056 New 1,469,243
LINKEDIN CORP COM CL A 25,548 25,548 New 123,000
INTERNATIONAL GAME TECHNOLOGY COM 21,491 21,491 New 1,266,397
CHANNELADVISOR CORP COM 13,819 2,939 27.01 837,036
ZEBRA TECHNOLOGIES CORP CL A 1,604 1,604 New 21,820