JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 50
New Positions 13
Increased Positions 23
Decreased Positions 27
Positions with Activity 50
Sold Out Positions 18
Total Mkt Value (in $ millions) 1,532

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

Sector Weighting

Basic Materials
Capital Goods 2.71%
Conglomerates
Consumer Cyclical 3.08%
Consumer/Non-Cyclical
Energy
Financial 1.25%
Healthcare
Services 34.72%
Technology 26.75%
Transportation
Utilities

50 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLIED MATLS INC COM 33,475 -6,559 (16.38) 1,707,044
VIMPELCOM LTD SPONSORED ADR 31,965 -2,140 (6.27) 6,317,275
CHARTER COMMUNICATIONS INC DEL CL A NEW 27,519 27,519 New 160,180
TIM PARTICIPACOES S A SPONSORED ADR 25,863 -28,226 (52.19) 1,537,611
FORTINET INC COM 25,429 1,895 8.05 616,766
SERVICENOW INC COM 24,595 24,595 New 330,000
SOHU COM INC COM 23,359 23,359 New 398,955
BANKRATE INC DEL COM 19,150 -16,714 (46.61) 1,879,253
PROOFPOINT INC COM 19,031 19,031 New 299,140
MOMO INC ADR 4,969 4,969 New 308,429
GAMING & LEISURE PPTYS INC COM 3,544 3,544 New 96,705
SIX FLAGS ENTMT CORP NEW COM 323 323 New 7,123
ALIBABA GROUP HLDG LTD SPONSORED ADS -50,277 Sold Out 0
APOLLO ED GROUP INC CL A -16,240 Sold Out 0
CHANNELADVISOR CORP COM -7,411 Sold Out 0
COGENT COMMUNICATIONS HLDGS IN COM NEW -26,584 Sold Out 0
FIREEYE INC COM -49,812 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -49,621 Sold Out 0
GROUPON INC COM CL A -17,476 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM -26,058 Sold Out 0