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) 1,550

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 3.61%
Consumer/Non-Cyclical
Energy
Financial 2.75%
Healthcare
Services 46.21%
Technology 28.78%
Transportation
Utilities

46 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ACTIVISION BLIZZARD INC COM -80,908 Sold Out 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 50,173 -23,701 (32.08) 612,610
AMAZON COM INC COM 69,854 69,854 New 186,000
APOLLO ED GROUP INC CL A 22,382 22,382 New 1,255,983
APPLIED MATLS INC COM 43,872 43,872 New 2,041,509
BANKRATE INC DEL COM 42,551 New 3,519,511
BROADCOM CORP CL A 34,717 -9,571 (21.61) 796,436
BRUNSWICK CORP COM 55,942 55,942 New 1,029,287
CHANNELADVISOR CORP COM 7,325 -1,891 (20.52) 665,304
COGENT COMMUNICATIONS HLDGS IN COM NEW 27,367 -24,475 (47.21) 807,523
CRITEO S A SPONS ADS 66,940 14,837 28.48 1,591,903
DISH NETWORK CORP CL A -63,604 Sold Out 0
ENDURANCE INTL GROUP HLDGS INC COM 18,200 18,200 New 800,000
FACEBOOK INC CL A 106,153 -869 (0.81) 1,314,182
FIREEYE INC COM 42,214 42,214 New 1,033,654
FLEETCOR TECHNOLOGIES INC COM 49,678 49,678 New 318,000
FORTINET INC COM 19,245 19,245 New 570,806
GROUPON INC COM CL A 25,944 25,944 New 3,603,400
GRUPO TELEVISA SA SPON ADR REP ORD -11,495 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM 31,798 31,798 New 1,510,611