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) 1,668

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 3.07%
Healthcare
Services 38.24%
Technology 44.12%
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 -5,030 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM -102,221 Sold Out 0
NCR CORP NEW COM -35,149 Sold Out 0
PANDORA MEDIA INC COM -71,323 Sold Out 0
ROCKET FUEL INC COM -2,397 Sold Out 0
T-MOBILE US INC COM -6,850 Sold Out 0
VIPSHOP HLDGS LTD SPONSORED ADR -88,298 Sold Out 0
YAHOO INC COM -144,890 Sold Out 0
ZEBRA TECHNOLOGIES CORP CL A 1,686 1,686 New 21,820
LINKEDIN CORP COM CL A 27,365 27,365 New 123,000
NETFLIX INC COM 66,368 66,368 New 138,000
BAIDU INC SPON ADR REP A 41,787 41,787 New 192,743
SBA COMMUNICATIONS CORP COM 54,525 -40,825 (42.82) 495,506
TIME WARNER CABLE INC COM 103,579 103,579 New 700,000
TRIPADVISOR INC COM 82,498 -16,271 (16.47) 794,858
CHANNELADVISOR CORP COM 13,326 2,834 27.01 837,036
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 31,193 -3,262 (9.47) 911,819
58 COM INC SPON ADR REP A 43,576 2,798 6.86 955,611
MERCADOLIBRE INC COM 117,072 54,000 85.62 1,031,471
FACEBOOK INC CL A 91,653 -36,719 (28.6) 1,221,712