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) 1,596

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 3.51%
Consumer/Non-Cyclical
Energy
Financial 2.74%
Healthcare
Services 45.85%
Technology 29.09%
Transportation
Utilities

46 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ACTIVISION BLIZZARD INC COM -84,243 Sold Out 0
DISH NETWORK CORP CL A -63,926 Sold Out 0
GRUPO TELEVISA SA SPON ADR REP ORD -11,896 Sold Out 0
IAC INTERACTIVECORP COM PAR $.001 -10,752 Sold Out 0
JD COM INC SPON ADR CL A -44,295 Sold Out 0
NETFLIX INC COM -115,725 Sold Out 0
RACKSPACE HOSTING INC COM -40,528 Sold Out 0
TWITTER INC COM -84,734 Sold Out 0
ZEBRA TECHNOLOGIES CORP CL A -67,863 Sold Out 0
QIHOO 360 TECHNOLOGY CO LTD ADS 17,822 -44,490 (71.4) 284,885
LINKEDIN CORP COM CL A 36,326 -61,827 (62.99) 141,764
COGENT COMMUNICATIONS HLDGS IN COM NEW 27,545 -24,634 (47.21) 807,523
VIPSHOP HLDGS LTD SPONSORED ADR 74,397 -48,269 (39.35) 2,490,686
TABLEAU SOFTWARE INC CL A 78,963 -50,635 (39.07) 772,630
MELCO CROWN ENTMT LTD ADR 32,463 -16,878 (34.21) 1,480,979
SBA COMMUNICATIONS CORP COM 33,024 -15,921 (32.53) 265,506
ALIBABA GROUP HLDG LTD SPONSORED ADS 50,406 -23,811 (32.08) 612,610
MOODYS CORP COM 85,278 -38,317 (31) 791,366
MERCADOLIBRE INC COM 113,022 -35,095 (23.69) 813,284
BROADCOM CORP CL A 36,190 -9,977 (21.61) 796,436