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) 1,611

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 2.6%
Healthcare
Services 38.5%
Technology 42.89%
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 -5,097 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM -91,024 Sold Out 0
NCR CORP NEW COM -34,831 Sold Out 0
PANDORA MEDIA INC COM -66,243 Sold Out 0
ROCKET FUEL INC COM -2,419 Sold Out 0
T-MOBILE US INC COM -6,791 Sold Out 0
VIPSHOP HLDGS LTD SPONSORED ADR -81,275 Sold Out 0
YAHOO INC COM -148,502 Sold Out 0
ZEBRA TECHNOLOGIES CORP CL A 1,605 1,605 New 21,820
CHANNELADVISOR CORP COM 13,619 2,896 27.01 837,036
INTERNATIONAL GAME TECHNOLOGY COM 21,263 21,263 New 1,266,397
LINKEDIN CORP COM CL A 25,447 25,447 New 123,000
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 29,926 -3,130 (9.47) 911,819
BLACKBERRY LTD COM 30,684 -36,084 (54.04) 2,807,341
58 COM INC SPON ADR REP A 33,360 2,142 6.86 955,611
TIME INC NEW COM 34,586 34,586 New 1,469,243
BAIDU INC SPON ADR REP A 41,413 41,413 New 192,743
BANKRATE INC DEL COM 41,847 12,342 41.83 3,519,511
SBA COMMUNICATIONS CORP COM 54,337 -40,684 (42.82) 495,506
NETFLIX INC COM 61,104 61,104 New 138,000