JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 33
New Positions 10
Increased Positions 18
Decreased Positions 14
Positions with Activity 32
Sold Out Positions 8
Total Mkt Value (in $ millions) 1,642

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

Sector Weighting

Basic Materials
Capital Goods 0.1%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.55%
Healthcare
Services 38.52%
Technology 42.94%
Transportation
Utilities

33 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
BLUCORA INC COM -5,161 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM -92,778 Sold Out 0
NCR CORP NEW COM -35,539 Sold Out 0
PANDORA MEDIA INC COM -70,541 Sold Out 0
ROCKET FUEL INC COM -2,490 Sold Out 0
T-MOBILE US INC COM -7,131 Sold Out 0
VIPSHOP HLDGS LTD SPONSORED ADR -80,866 Sold Out 0
YAHOO INC COM -163,640 Sold Out 0
ZEBRA TECHNOLOGIES CORP CL A 1,626 1,626 New 21,820
LINKEDIN CORP COM CL A 25,835 25,835 New 123,000
NETFLIX INC COM 62,725 62,725 New 138,000
BAIDU INC SPON ADR REP A 42,226 42,226 New 192,743
SBA COMMUNICATIONS CORP COM 56,111 -42,012 (42.82) 495,506
TIME WARNER CABLE INC COM 108,234 108,234 New 700,000
TRIPADVISOR INC COM 76,314 -15,052 (16.47) 794,858
CHANNELADVISOR CORP COM 14,313 3,044 27.01 837,036
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 29,826 -3,119 (9.47) 911,819
58 COM INC SPON ADR REP A 37,374 2,400 6.86 955,611
MERCADOLIBRE INC COM 117,103 54,015 85.62 1,031,471
FACEBOOK INC CL A 93,375 -37,409 (28.6) 1,221,712