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) 1,598

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 3.56%
Consumer/Non-Cyclical
Energy
Financial 2.75%
Healthcare
Services 46.43%
Technology 28.55%
Transportation
Utilities

46 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
NETFLIX INC COM -117,179 Sold Out 0
TWITTER INC COM -85,146 Sold Out 0
ACTIVISION BLIZZARD INC COM -84,154 Sold Out 0
ZEBRA TECHNOLOGIES CORP CL A -65,668 Sold Out 0
DISH NETWORK CORP CL A -63,995 Sold Out 0
LINKEDIN CORP COM CL A 36,900 -62,804 (62.99) 141,764
TABLEAU SOFTWARE INC CL A 77,193 -49,500 (39.07) 772,630
VIPSHOP HLDGS LTD SPONSORED ADR 74,247 -48,172 (39.35) 2,490,686
JD COM INC SPON ADR CL A -46,427 Sold Out 0
QIHOO 360 TECHNOLOGY CO LTD ADS 18,025 -44,995 (71.4) 284,885
RACKSPACE HOSTING INC COM -42,355 Sold Out 0
MOODYS CORP COM 84,945 -38,168 (31) 791,366
MERCADOLIBRE INC COM 111,298 -34,559 (23.69) 813,284
COGENT COMMUNICATIONS HLDGS IN COM NEW 27,746 -24,815 (47.21) 807,523
ALIBABA GROUP HLDG LTD SPONSORED ADS 52,011 -24,569 (32.08) 612,610
MELCO CROWN ENTMT LTD ADR 32,219 -16,751 (34.21) 1,480,979
SBA COMMUNICATIONS CORP COM 31,670 -15,268 (32.53) 265,506
GRUPO TELEVISA SA SPON ADR REP ORD -12,197 Sold Out 0
IAC INTERACTIVECORP COM PAR $.001 -10,600 Sold Out 0
BROADCOM CORP CL A 35,445 -9,772 (21.61) 796,436


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