JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 43
New Positions 11
Increased Positions 20
Decreased Positions 21
Positions with Activity 41
Sold Out Positions 17
Total Mkt Value (in $ millions) 1,236

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

Sector Weighting

Basic Materials
Capital Goods 3.49%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare
Services 36.5%
Technology 26.86%
Transportation
Utilities

43 Positions as of 06/30/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
MOMO INC ADR 18,406 14,723 399.80 1,541,532
YY INC ADS REPCOM CLA -39,321 Sold Out 0
BROADCOM CORP CL A -34,717 Sold Out 0
DISH NETWORK CORP CL A 37,016 37,016 New 632,000
FACEBOOK INC CL A 76,092 2,962 4.05 872,720
MADISON SQUARE GARDEN CO CL A -59,294 Sold Out 0
TABLEAU SOFTWARE INC CL A 29,029 -44,037 (60.27) 301,256
ZEBRA TECHNOLOGIES CORP CL A 43,112 13,531 45.74 538,697
CHARTER COMMUNICATIONS INC DEL CL A NEW -28,448 Sold Out 0
AMAZON COM INC COM 94,646 New 189,000
APPLIED MATLS INC COM -26,015 Sold Out 0
ARRIS GROUP INC NEW COM 29,997 29,997 New 1,169,000
BANKRATE INC DEL COM -17,139 Sold Out 0
BRUNSWICK CORP COM -44,423 Sold Out 0
CREE INC COM 15,957 15,957 New 621,848
ENDURANCE INTL GROUP HLDGS INC COM 35,403 -3,514 (9.03) 2,329,112
FORTINET INC COM -26,237 Sold Out 0
GAMING & LEISURE PPTYS INC COM -3,036 Sold Out 0
GOGO INC COM 28,386 28,386 New 1,843,278
INFINERA CORPORATION COM 28,178 -15,605 (35.64) 1,340,224