JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 09/30/2015

Position Statistics

Total Positions 37
New Positions 10
Increased Positions 20
Decreased Positions 15
Positions with Activity 35
Sold Out Positions 8
Total Mkt Value (in $ millions) 1,479

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

Sector Weighting

Basic Materials
Capital Goods 3.38%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 47.52%
Technology 19.16%
Transportation
Utilities

37 Positions as of 09/30/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 56,183 -45,170 (44.57) 104,768
ARRIS INTL INC SHS 31,161 2,661 9.34 1,278,148
BAIDU INC SPON ADR REP A -123,140 Sold Out 0
CABLEVISION SYS CORP CL A NY CABLVS 302,995 278,666 1,145.40 9,477,488
CADENCE DESIGN SYSTEM INC COM 50,674 50,674 New 2,484,005
CAVIUM INC COM 24,133 24,133 New 447,564
CHARTER COMMUNICATIONS INC DEL CL A NEW 115,258 115,258 New 676,000
CREE INC COM -18,376 Sold Out 0
CRITEO S A SPONS ADS 50,562 -5,962 (10.55) 1,669,261
CTRIP COM INTL LTD AMERICAN DEP SHS 83,354 83,354 New 2,027,588
DISH NETWORK CORP CL A -30,203 Sold Out 0
ENDURANCE INTL GROUP HLDGS INC COM 13,258 -7,191 (35.17) 1,510,075
FACEBOOK INC CL A -96,427 Sold Out 0
GOGO INC COM 40,110 14,949 59.42 2,938,454
GRUBHUB INC COM 28,742 28,742 New 1,334,979
INFINERA CORPORATION COM 37,162 16,134 76.72 2,368,492
INFOBLOX INC COM 8,188 -2,506 (23.44) 515,274
JD COM INC SPON ADR CL A 89,668 358 .40 3,592,468
KING DIGITAL ENTMT PLC ORD SHS -15,321 Sold Out 0
LEVEL 3 COMMUNICATIONS INC COM NEW -72,899 Sold Out 0


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