JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 44
New Positions 19
Increased Positions 24
Decreased Positions 19
Positions with Activity 43
Sold Out Positions 12
Total Mkt Value (in $ millions) 1,654

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 1.02%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 51.19%
Technology 32.63%
Transportation
Utilities

44 Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ALPHABET INC CAP STK CL A -107,576 Sold Out 0
BROADCOM LTD SHS -133,825 Sold Out 0
CASEYS GEN STORES INC COM -41,236 Sold Out 0
CRITEO S A SPONS ADS -55,659 Sold Out 0
CTRIP COM INTL LTD AMERICAN DEP SHS -8,221 Sold Out 0
DICKS SPORTING GOODS INC COM -70,098 Sold Out 0
JD COM INC SPON ADR CL A -47,873 Sold Out 0
PALO ALTO NETWORKS INC COM -42,774 Sold Out 0
QUNAR CAYMAN IS LTD SPNS ADR CL B -68,465 Sold Out 0
SERVICENOW INC COM -34,092 Sold Out 0
TABLEAU SOFTWARE INC CL A -34,393 Sold Out 0
VIACOM INC NEW CL B -89,632 Sold Out 0
AMAZON COM INC COM 48,927 -65,061 (57.08) 70,000
VIPSHOP HLDGS LTD SPONSORED ADR 27,341 -26,020 (48.76) 2,481,000
ACTIVISION BLIZZARD INC COM 36,594 -32,155 (46.77) 989,565
MCDONALDS CORP COM 59,523 -44,868 (42.98) 498,348
INFINERA CORPORATION COM 32,896 -4,742 (12.6) 3,001,466
SPLUNK INC COM 32,221 -3,173 (8.96) 587,765
EQUINIX INC COM PAR $0.001 75,151 -5,891 (7.27) 199,895
58 COM INC SPON ADR REP A 17,555 17,555 New 380,973


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