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) 1,536

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

Sector Weighting

Basic Materials
Capital Goods 2.59%
Conglomerates
Consumer Cyclical 3.21%
Consumer/Non-Cyclical
Energy
Financial 1.12%
Healthcare
Services 35.74%
Technology 26.32%
Transportation
Utilities

50 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
MOODYS CORP COM -87,391 Sold Out 0
TIME WARNER CABLE INC COM -76,869 Sold Out 0
MERCADOLIBRE INC COM 42,956 -63,332 (59.59) 328,684
YAHOO INC COM -49,687 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -49,233 Sold Out 0
ALIBABA GROUP HLDG LTD SPONSORED ADS -47,992 Sold Out 0
FIREEYE INC COM -45,987 Sold Out 0
FACEBOOK INC CL A 78,851 -44,695 (36.18) 838,752
SBA COMMUNICATIONS CORP COM -32,052 Sold Out 0
MELCO CROWN ENTMT LTD ADR -30,553 Sold Out 0
LINKEDIN CORP COM CL A -28,815 Sold Out 0
COGENT COMMUNICATIONS HLDGS IN COM NEW -25,671 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM -25,665 Sold Out 0
TIM PARTICIPACOES S A SPONSORED ADR 20,927 -22,839 (52.19) 1,537,611
PANDORA MEDIA INC COM -19,047 Sold Out 0
KING DIGITAL ENTMT PLC ORD SHS -17,783 Sold Out 0
QIHOO 360 TECHNOLOGY CO LTD ADS -17,666 Sold Out 0
GROUPON INC COM CL A -17,368 Sold Out 0
APOLLO ED GROUP INC CL A -16,089 Sold Out 0
BANKRATE INC DEL COM 17,139 -14,959 (46.61) 1,879,253