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) 1,669

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 2.96%
Healthcare
Services 38.1%
Technology 43.83%
Transportation
Utilities

33 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
BLUCORA INC COM -4,967 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM -99,658 Sold Out 0
NCR CORP NEW COM -35,056 Sold Out 0
PANDORA MEDIA INC COM -70,437 Sold Out 0
ROCKET FUEL INC COM -2,626 Sold Out 0
T-MOBILE US INC COM -7,049 Sold Out 0
VIPSHOP HLDGS LTD SPONSORED ADR -79,635 Sold Out 0
YAHOO INC COM -147,964 Sold Out 0
BLACKBERRY LTD COM 28,579 -33,608 (54.04) 2,807,341
SBA COMMUNICATIONS CORP COM 54,649 -40,918 (42.82) 495,506
FACEBOOK INC CL A 91,408 -36,621 (28.6) 1,221,712
MOODYS CORP COM 131,604 -33,024 (20.06) 1,406,479
TRIPADVISOR INC COM 78,762 -15,535 (16.47) 794,858
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 31,312 -3,275 (9.47) 911,819
ACTIVISION BLIZZARD INC COM 121,255 121,255 New 5,151,000
BAIDU INC SPON ADR REP A 41,347 41,347 New 192,743
INTERNATIONAL GAME TECHNOLOGY COM 21,351 21,351 New 1,266,397
LINKEDIN CORP COM CL A 27,767 27,767 New 123,000
NETFLIX INC COM 65,914 65,914 New 138,000
SIRIUS XM HLDGS INC COM 66,431 66,431 New 18,300,438