JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 39
New Positions 14
Increased Positions 20
Decreased Positions 17
Positions with Activity 37
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,657

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

Sector Weighting

Basic Materials
Capital Goods 3.26%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.68%
Healthcare
Services 33.44%
Technology 37.5%
Transportation
Utilities

39 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
MELCO CROWN ENTMT LTD ADR 56,387 -16,182 (22.3) 2,250,979
QIHOO 360 TECHNOLOGY CO LTD ADS 60,500 -14,855 (19.71) 996,041
BROADCOM CORP CL A 44,018 44,018 New 1,016,000
DISH NETWORK CORP CL A 66,777 66,777 New 918,408
FACEBOOK INC CL A 107,022 8,338 8.45 1,324,940
TABLEAU SOFTWARE INC CL A 112,732 -7,896 (6.55) 1,268,078
ZEBRA TECHNOLOGIES CORP CL A 54,094 52,390 3,074.26 692,623
ACTIVISION BLIZZARD INC COM 72,446 -32,737 (31.12) 3,547,816
BANKRATE INC DEL COM 44,346 New 3,519,511
BLACKBERRY LTD COM -30,614 Sold Out 0
CHANNELADVISOR CORP COM 18,365 New 837,036
INTERNATIONAL GAME TECHNOLOGY COM -21,681 Sold Out 0
MERCADOLIBRE INC COM 138,268 4,456 3.33 1,065,817
MOODYS CORP COM 112,343 -25,421 (18.45) 1,146,945
NETFLIX INC COM 70,390 23,463 50 207,000
PETSMART INC COM 59,283 59,283 New 730,000
RACKSPACE HOSTING INC COM 36,712 36,712 New 764,671
SBA COMMUNICATIONS CORP COM 44,332 -11,491 (20.59) 393,506
SIRIUS XM HLDGS INC COM -63,869 Sold Out 0
TIME INC NEW COM -36,702 Sold Out 0


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