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

39 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
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
CHANNELADVISOR CORP COM 15,067 New 837,036
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
58 COM INC SPON ADR REP A -44,426 Sold Out 0
BAIDU INC SPON ADR REP A -47,012 Sold Out 0
BLACKBERRY LTD COM -29,224 Sold Out 0
INTERNATIONAL GAME TECHNOLOGY COM -21,769 Sold Out 0
SIRIUS XM HLDGS INC COM -65,333 Sold Out 0
TIME INC NEW COM -35,041 Sold Out 0
TIME WARNER CABLE INC COM -102,368 Sold Out 0
TRIPADVISOR INC COM -57,083 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -32,224 Sold Out 0
WEBMD HEALTH CORP COM -91,097 Sold Out 0