JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 50
New Positions 13
Increased Positions 23
Decreased Positions 27
Positions with Activity 50
Sold Out Positions 18
Total Mkt Value (in $ millions) 1,573

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

Sector Weighting

Basic Materials
Capital Goods 2.57%
Conglomerates
Consumer Cyclical 3.14%
Consumer/Non-Cyclical
Energy
Financial 1.49%
Healthcare
Services 35.19%
Technology 25.8%
Transportation
Utilities

50 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
MELCO CROWN ENTMT LTD ADR -28,613 Sold Out 0
MOMO INC ADR 5,197 5,197 New 308,429
QIHOO 360 TECHNOLOGY CO LTD ADS -15,657 Sold Out 0
YY INC ADS REPCOM CLA 47,759 47,759 New 735,666
APOLLO ED GROUP INC CL A -20,686 Sold Out 0
BROADCOM CORP CL A 32,983 -4,736 (12.56) 696,436
FACEBOOK INC CL A 67,503 -38,263 (36.18) 838,752
MADISON SQUARE GARDEN CO CL A 72,241 40,660 128.75 845,614
TABLEAU SOFTWARE INC CL A 85,653 -1,624 (1.86) 758,256
ZEBRA TECHNOLOGIES CORP CL A 40,414 40,414 New 369,621
CHARTER COMMUNICATIONS INC DEL CL A NEW 28,616 28,616 New 160,180
AMAZON COM INC COM 81,578 1,295 1.61 189,000
APPLIED MATLS INC COM 34,397 -6,739 (16.38) 1,707,044
BANKRATE INC DEL COM 23,434 -20,454 (46.61) 1,879,253
BRUNSWICK CORP COM 49,312 -5,302 (9.71) 929,355
CHANNELADVISOR CORP COM -7,924 Sold Out 0
ENDURANCE INTL GROUP HLDGS INC COM 53,920 37,072 220.04 2,560,285
FIREEYE INC COM -44,675 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -49,230 Sold Out 0
FORTINET INC COM 23,924 1,783 8.05 616,766