JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 33
New Positions 10
Increased Positions 18
Decreased Positions 14
Positions with Activity 32
Sold Out Positions 8
Total Mkt Value (in $ millions) 1,482

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

Sector Weighting

Basic Materials
Capital Goods 0.1%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.37%
Healthcare
Services 38.64%
Technology 42.48%
Transportation
Utilities

33 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
YAHOO INC COM -147,733 Sold Out 0
VIPSHOP HLDGS LTD SPONSORED ADR -77,720 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM -68,057 Sold Out 0
PANDORA MEDIA INC COM -58,741 Sold Out 0
SBA COMMUNICATIONS CORP COM 53,663 -40,179 (42.82) 495,506
FACEBOOK INC CL A 92,789 -37,174 (28.6) 1,221,712
MOODYS CORP COM 128,721 -32,300 (20.06) 1,406,479
BLACKBERRY LTD COM 26,642 -31,330 (54.04) 2,807,341
NCR CORP NEW COM -30,654 Sold Out 0
TRIPADVISOR INC COM 64,423 -12,706 (16.47) 794,858
T-MOBILE US INC COM -6,119 Sold Out 0
BLUCORA INC COM -4,823 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 27,792 -2,907 (9.47) 911,819
ROCKET FUEL INC COM -2,763 Sold Out 0
WEBMD HEALTH CORP COM 92,588 New 2,485,597
ZEBRA TECHNOLOGIES CORP CL A 1,440 1,440 New 21,820
58 COM INC SPON ADR REP A 35,004 2,248 6.86 955,611
CHANNELADVISOR CORP COM 11,719 2,492 27.01 837,036
COGENT COMMUNICATIONS HLDGS IN COM NEW 68,322 5,475 8.71 2,117,207
BANKRATE INC DEL COM 35,054 10,339 41.83 3,519,511