JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 39
New Positions 14
Increased Positions 20
Decreased Positions 17
Positions with Activity 37
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,651

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

Sector Weighting

Basic Materials
Capital Goods 3.28%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.67%
Healthcare
Services 33.49%
Technology 37.28%
Transportation
Utilities

14 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALIBABA GROUP HLDG LTD SPONSORED ADS 99,806 99,806 New 902,000
VIPSHOP HLDGS LTD SPONSORED ADR 84,721 84,721 New 4,106,670
DISH NETWORK CORP CL A 66,686 66,686 New 918,408
PETSMART INC COM 59,356 59,356 New 730,000
CRITEO S A SPONS ADS 49,401 49,401 New 1,239,056
BROADCOM CORP CL A 43,546 43,546 New 1,016,000
RACKSPACE HOSTING INC COM 36,276 36,276 New 764,671
JD COM INC SPON ADR CL A 32,333 32,333 New 1,315,968
YAHOO INC COM 26,411 26,411 New 519,089
VIMPELCOM LTD SPONSORED ADR 24,490 24,490 New 5,944,161
ZENDESK INC COM 11,623 11,623 New 471,899
GRUPO TELEVISA SA SPON ADR REP ORD 11,194 11,194 New 334,156
HIMAX TECHNOLOGIES INC SPONSORED ADR 9,785 9,785 New 1,205,000
IAC INTERACTIVECORP COM PAR $.001 9,135 9,135 New 148,559