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) 1,693

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

Sector Weighting

Basic Materials
Capital Goods 2.96%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.5%
Healthcare
Services 34.93%
Technology 37.01%
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 102,756 102,756 New 902,000
VIPSHOP HLDGS LTD SPONSORED ADR 93,304 93,304 New 4,106,670
DISH NETWORK CORP CL A 69,845 69,845 New 918,408
PETSMART INC COM 57,123 57,123 New 730,000
CRITEO S A SPONS ADS 49,959 49,959 New 1,239,056
BROADCOM CORP CL A 43,190 43,190 New 1,016,000
VIMPELCOM LTD SPONSORED ADR 35,992 35,992 New 5,944,161
RACKSPACE HOSTING INC COM 34,838 34,838 New 764,671
JD COM INC SPON ADR CL A 31,636 31,636 New 1,315,968
YAHOO INC COM 26,904 26,904 New 519,089
GRUPO TELEVISA SA SPON ADR REP ORD 12,360 12,360 New 334,156
ZENDESK INC COM 11,505 11,505 New 471,899
IAC INTERACTIVECORP COM PAR $.001 9,786 9,786 New 148,559
HIMAX TECHNOLOGIES INC SPONSORED ADR 8,025 8,025 New 1,205,000