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) 1,565

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 3.15%
Consumer/Non-Cyclical
Energy
Financial 1.5%
Healthcare
Services 35.42%
Technology 25.7%
Transportation
Utilities

50 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALIBABA GROUP HLDG LTD SPONSORED ADS -55,564 Sold Out 0
AMAZON COM INC COM 80,110 1,272 1.61 189,000
APOLLO ED GROUP INC CL A -20,397 Sold Out 0
APPLIED MATLS INC COM 33,987 -6,659 (16.38) 1,707,044
BANKRATE INC DEL COM 23,453 -20,470 (46.61) 1,879,253
BROADCOM CORP CL A 32,781 -4,707 (12.56) 696,436
BRUNSWICK CORP COM 49,293 -5,300 (9.71) 929,355
CHANNELADVISOR CORP COM -7,944 Sold Out 0
CHARTER COMMUNICATIONS INC DEL CL A NEW 28,344 28,344 New 160,180
COGENT COMMUNICATIONS HLDGS IN COM NEW -26,204 Sold Out 0
CRITEO S A SPONS ADS 80,548 4,518 5.94 1,686,508
ENDURANCE INTL GROUP HLDGS INC COM 54,816 37,688 220.04 2,560,285
FACEBOOK INC CL A 67,561 -38,296 (36.18) 838,752
FIREEYE INC COM -43,693 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -48,342 Sold Out 0
FORTINET INC COM 23,924 1,783 8.05 616,766
GAMING & LEISURE PPTYS INC COM 3,564 3,564 New 96,705
GROUPON INC COM CL A -23,566 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM -30,968 Sold Out 0
HIMAX TECHNOLOGIES INC SPONSORED ADR -7,903 Sold Out 0