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 46
New Positions 18
Increased Positions 22
Decreased Positions 22
Positions with Activity 44
Sold Out Positions 9
Total Mkt Value (in $ millions) 1,550

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 3.61%
Consumer/Non-Cyclical
Energy
Financial 2.75%
Healthcare
Services 46.21%
Technology 28.78%
Transportation
Utilities

46 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MELCO CROWN ENTMT LTD ADR 32,626 -16,963 (34.21) 1,480,979
HERTZ GLOBAL HOLDINGS INC COM 31,798 31,798 New 1,510,611
SBA COMMUNICATIONS CORP COM 31,794 -15,328 (32.53) 265,506
MADISON SQUARE GARDEN CO CL A 30,468 30,468 New 369,664
ON SEMICONDUCTOR CORP COM 29,603 29,603 New 2,500,267
COGENT COMMUNICATIONS HLDGS IN COM NEW 27,367 -24,475 (47.21) 807,523
GROUPON INC COM CL A 25,944 25,944 New 3,603,400
APOLLO ED GROUP INC CL A 22,382 22,382 New 1,255,983
KING DIGITAL ENTMT PLC ORD SHS 19,706 19,706 New 1,145,052
FORTINET INC COM 19,245 19,245 New 570,806
PANDORA MEDIA INC COM 19,015 19,015 New 1,087,172
ENDURANCE INTL GROUP HLDGS INC COM 18,200 18,200 New 800,000
QIHOO 360 TECHNOLOGY CO LTD ADS 16,820 -41,987 (71.4) 284,885
ZENDESK INC COM 11,038 New 471,899
HIMAX TECHNOLOGIES INC SPONSORED ADR 7,607 160 2.16 1,230,970
CHANNELADVISOR CORP COM 7,325 -1,891 (20.52) 665,304
INFINERA CORPORATION COM 6,935 6,935 New 355,658
ACTIVISION BLIZZARD INC COM -80,908 Sold Out 0
DISH NETWORK CORP CL A -63,604 Sold Out 0
GRUPO TELEVISA SA SPON ADR REP ORD -11,495 Sold Out 0


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