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) 1,521

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 3.45%
Consumer/Non-Cyclical
Energy
Financial 2.58%
Healthcare
Services 46.63%
Technology 28.95%
Transportation
Utilities

46 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
MELCO CROWN ENTMT LTD ADR 32,863 -17,086 (34.21) 1,480,979
QIHOO 360 TECHNOLOGY CO LTD ADS 15,099 -37,691 (71.4) 284,885
APOLLO ED GROUP INC CL A 24,127 24,127 New 1,255,983
BROADCOM CORP CL A 33,566 -9,254 (21.61) 796,436
DISH NETWORK CORP CL A -64,592 Sold Out 0
FACEBOOK INC CL A 109,090 -893 (0.81) 1,314,182
MADISON SQUARE GARDEN CO CL A 29,388 29,388 New 369,664
TABLEAU SOFTWARE INC CL A 71,692 -45,973 (39.07) 772,630
ZEBRA TECHNOLOGIES CORP CL A -59,836 Sold Out 0
ACTIVISION BLIZZARD INC COM -79,755 Sold Out 0
AMAZON COM INC COM 68,327 68,327 New 186,000
APPLIED MATLS INC COM 45,730 45,730 New 2,041,509
BANKRATE INC DEL COM 39,172 New 3,519,511
BRUNSWICK CORP COM 52,391 52,391 New 1,029,287
CHANNELADVISOR CORP COM 6,839 -1,765 (20.52) 665,304
ENDURANCE INTL GROUP HLDGS INC COM 14,440 14,440 New 800,000
FIREEYE INC COM 40,633 40,633 New 1,033,654
FLEETCOR TECHNOLOGIES INC COM 47,347 47,347 New 318,000
FORTINET INC COM 19,202 19,202 New 570,806
HERTZ GLOBAL HOLDINGS INC COM 31,164 31,164 New 1,510,611


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