JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 47
New Positions 18
Increased Positions 22
Decreased Positions 23
Positions with Activity 45
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,588

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%
Conglomerates
Consumer Cyclical 3.52%
Consumer/Non-Cyclical
Energy
Financial 2.83%
Healthcare
Services 46.56%
Technology 28.59%
Transportation
Utilities

18 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 70,710 70,710 New 186,000
TIM PARTICIPACOES S A SPONSORED ADR 67,788 67,788 New 3,215,730
TIME WARNER CABLE INC COM 62,321 62,321 New 404,552
BRUNSWICK CORP COM 55,829 55,829 New 1,029,287
SOTHEBYS COM 52,423 52,423 New 1,192,785
APPLIED MATLS INC COM 51,140 51,140 New 2,041,509
FLEETCOR TECHNOLOGIES INC COM 48,791 48,791 New 318,000
FIREEYE INC COM 45,760 45,760 New 1,033,654
HERTZ GLOBAL HOLDINGS INC COM 34,850 34,850 New 1,510,611
APOLLO ED GROUP INC CL A 34,728 34,728 New 1,255,983
ON SEMICONDUCTOR CORP COM 31,878 31,878 New 2,500,267
GROUPON INC COM CL A 29,476 29,476 New 3,603,400
MADISON SQUARE GARDEN CO CL A 28,963 28,963 New 369,664
FORTINET INC COM 19,185 19,185 New 570,806
KING DIGITAL ENTMT PLC ORD SHS 18,080 18,080 New 1,145,052
PANDORA MEDIA INC COM 16,090 16,090 New 1,087,172
ENDURANCE INTL GROUP HLDGS INC COM 14,896 14,896 New 800,000
INFINERA CORPORATION COM 6,064 6,064 New 355,658


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