JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 39
New Positions 14
Increased Positions 20
Decreased Positions 17
Positions with Activity 37
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,563

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

Sector Weighting

Basic Materials
Capital Goods 3.32%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.53%
Healthcare
Services 33.5%
Technology 37.61%
Transportation
Utilities

39 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
58 COM INC SPON ADR REP A -37,823 Sold Out 0
BAIDU INC SPON ADR REP A -42,396 Sold Out 0
BLACKBERRY LTD COM -26,698 Sold Out 0
INTERNATIONAL GAME TECHNOLOGY COM -21,351 Sold Out 0
SIRIUS XM HLDGS INC COM -60,940 Sold Out 0
TIME INC NEW COM -33,866 Sold Out 0
TIME WARNER CABLE INC COM -100,170 Sold Out 0
TRIPADVISOR INC COM -56,602 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -30,956 Sold Out 0
WEBMD HEALTH CORP COM -92,564 Sold Out 0
IAC INTERACTIVECORP COM PAR $.001 8,924 8,924 New 148,559
NETFLIX INC COM 65,503 21,834 50 207,000
GRUPO TELEVISA SA SPON ADR REP ORD 10,653 10,653 New 334,156
LINKEDIN CORP COM CL A 82,574 56,059 211.42 383,050
SBA COMMUNICATIONS CORP COM 42,963 -11,136 (20.59) 393,506
ZENDESK INC COM 11,019 11,019 New 471,899
YAHOO INC COM 25,357 25,357 New 519,089
ZEBRA TECHNOLOGIES CORP CL A 51,954 50,317 3,074.26 692,623
PETSMART INC COM 59,145 59,145 New 730,000
RACKSPACE HOSTING INC COM 34,663 34,663 New 764,671


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