JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 40
New Positions 8
Increased Positions 14
Decreased Positions 24
Positions with Activity 38
Sold Out Positions 19
Total Mkt Value (in $ millions) 1,350

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 61.47%
Technology 38.53%
Transportation
Utilities

14 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 155,097 155,097 New 2,624,759
MOODYS CORP COM 121,630 41,062 50.97 1,610,781
YAHOO INC COM 114,406 114,406 New 3,344,223
QIHOO 360 TECHNOLOGY CO LTD ADS 90,562 44,227 95.45 988,992
LAS VEGAS SANDS CORP COM 84,425 30,052 55.27 1,153,664
CROWN CASTLE INTL CORP COM 77,131 27,850 56.51 1,049,408
SBA COMMUNICATIONS CORP COM 74,039 29,128 64.86 841,350
AMAZON COM INC COM 65,429 65,429 New 207,000
VERIFONE SYS INC COM 65,245 65,245 New 2,073,238
WYNN RESORTS LTD COM 64,294 64,294 New 317,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 61,633 33,414 118.41 522,000
BLACKBERRY LTD COM 48,497 48,497 New 6,726,349
WEBMD HEALTH CORP COM 39,063 39,063 New 891,855
BLUCORA INC COM 6,035 6,035 New 318,786


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