JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 43
New Positions 11
Increased Positions 20
Decreased Positions 21
Positions with Activity 41
Sold Out Positions 17
Total Mkt Value (in $ millions) 1,236

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

Sector Weighting

Basic Materials
Capital Goods 3.49%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare
Services 36.5%
Technology 26.86%
Transportation
Utilities

43 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
APPLIED MATLS INC COM -26,015 Sold Out 0
BANKRATE INC DEL COM -17,139 Sold Out 0
BROADCOM CORP CL A -34,717 Sold Out 0
BRUNSWICK CORP COM -44,423 Sold Out 0
CHARTER COMMUNICATIONS INC DEL CL A NEW -28,448 Sold Out 0
FORTINET INC COM -26,237 Sold Out 0
GAMING & LEISURE PPTYS INC COM -3,036 Sold Out 0
LAS VEGAS SANDS CORP COM -50,716 Sold Out 0
MADISON SQUARE GARDEN CO CL A -59,294 Sold Out 0
MERCADOLIBRE INC COM -34,433 Sold Out 0
PALO ALTO NETWORKS INC COM -38,629 Sold Out 0
SERVICENOW INC COM -23,565 Sold Out 0
SIX FLAGS ENTMT CORP NEW COM -316 Sold Out 0
SOHU COM INC COM -17,582 Sold Out 0
TIM PARTICIPACOES S A SPONSORED ADR -18,313 Sold Out 0
VIPSHOP HLDGS LTD SPONSORED ADR -76,473 Sold Out 0
YY INC ADS REPCOM CLA -39,321 Sold Out 0
AMAZON COM INC COM 94,646 New 189,000
TABLEAU SOFTWARE INC CL A 29,029 -44,037 (60.27) 301,256
ZEBRA TECHNOLOGIES CORP CL A 43,112 13,531 45.74 538,697


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