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) 1,646

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

Sector Weighting

Basic Materials
Capital Goods 3.29%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.7%
Healthcare
Services 33.47%
Technology 37.29%
Transportation
Utilities

39 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
RACKSPACE HOSTING INC COM 36,544 36,544 New 764,671
JD COM INC SPON ADR CL A 32,544 32,544 New 1,315,968
YAHOO INC COM 25,965 25,965 New 519,089
VIMPELCOM LTD SPONSORED ADR 25,738 25,738 New 5,944,161
CHANNELADVISOR CORP COM 18,214 New 837,036
ZENDESK INC COM 11,585 11,585 New 471,899
GRUPO TELEVISA SA SPON ADR REP ORD 11,361 11,361 New 334,156
HIMAX TECHNOLOGIES INC SPONSORED ADR 9,652 9,652 New 1,205,000
IAC INTERACTIVECORP COM PAR $.001 9,090 9,090 New 148,559
58 COM INC SPON ADR REP A -38,884 Sold Out 0
BAIDU INC SPON ADR REP A -44,940 Sold Out 0
BLACKBERRY LTD COM -30,319 Sold Out 0
INTERNATIONAL GAME TECHNOLOGY COM -21,706 Sold Out 0
SIRIUS XM HLDGS INC COM -63,686 Sold Out 0
TIME INC NEW COM -35,497 Sold Out 0
TIME WARNER CABLE INC COM -105,686 Sold Out 0
TRIPADVISOR INC COM -60,322 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -31,640 Sold Out 0
WEBMD HEALTH CORP COM -98,181 Sold Out 0