JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 32
New Positions 11
Increased Positions 18
Decreased Positions 13
Positions with Activity 31
Sold Out Positions 9
Total Mkt Value (in $ millions) 1,518

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.8%
Healthcare
Services 49.38%
Technology 41.49%
Transportation
Utilities

32 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
LAS VEGAS SANDS CORP COM -85,267 Sold Out 0
CHARTER COMMUNICATIONS INC DEL CL A NEW -84,293 Sold Out 0
MCGRAW HILL FINL INC COM -80,842 Sold Out 0
CROWN CASTLE INTL CORP COM -78,653 Sold Out 0
VERIFONE SYS INC COM -71,361 Sold Out 0
FACEBOOK INC CL A 128,201 -68,446 (34.81) 1,711,168
WYNN RESORTS LTD COM -66,877 Sold Out 0
AMAZON COM INC COM -66,325 Sold Out 0
TRULIA INC COM -52,195 Sold Out 0
MELCO CROWN ENTMT LTD ADR 40,565 -27,957 (40.8) 1,205,842
ZYNGA INC CL A -20,125 Sold Out 0
QIHOO 360 TECHNOLOGY CO LTD ADS 92,366 -10,747 (10.42) 885,916
BLACKBERRY LTD COM 60,782 -6,145 (9.18) 6,108,713
BLUCORA INC COM 5,566 New 318,786
SBA COMMUNICATIONS CORP COM 92,430 2,683 2.99 866,506
ROCKET FUEL INC COM 4,125 4,125 New 161,186
T-MOBILE US INC COM 7,300 7,300 New 234,338
COGENT COMMUNICATIONS HLDGS IN COM NEW 67,950 9,595 16.44 1,947,543
MOODYS CORP COM 160,106 13,525 9.23 1,759,411
CHANNELADVISOR CORP COM 14,677 14,677 New 659,036