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) 1,636

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

Sector Weighting

Basic Materials
Capital Goods 3.3%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.59%
Healthcare
Services 33.5%
Technology 37.3%
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 -37,957 Sold Out 0
BAIDU INC SPON ADR REP A -44,693 Sold Out 0
BLACKBERRY LTD COM -28,270 Sold Out 0
INTERNATIONAL GAME TECHNOLOGY COM -21,592 Sold Out 0
SIRIUS XM HLDGS INC COM -63,228 Sold Out 0
TIME INC NEW COM -35,776 Sold Out 0
TIME WARNER CABLE INC COM -102,445 Sold Out 0
TRIPADVISOR INC COM -59,670 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -32,224 Sold Out 0
WEBMD HEALTH CORP COM -98,057 Sold Out 0
IAC INTERACTIVECORP COM PAR $.001 9,124 9,124 New 148,559
HIMAX TECHNOLOGIES INC SPONSORED ADR 9,339 9,339 New 1,205,000
GRUPO TELEVISA SA SPON ADR REP ORD 11,218 11,218 New 334,156
ZENDESK INC COM 11,580 11,580 New 471,899
CHANNELADVISOR CORP COM 17,318 New 837,036
VIMPELCOM LTD SPONSORED ADR 23,123 23,123 New 5,944,161
YAHOO INC COM 26,427 26,427 New 519,089
JD COM INC SPON ADR CL A 31,939 31,939 New 1,315,968
RACKSPACE HOSTING INC COM 36,062 36,062 New 764,671
BANKRATE INC DEL COM 42,305 New 3,519,511


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