JERICHO CAPITAL ASSET MANAGEMENT L.P. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 47
New Positions 18
Increased Positions 22
Decreased Positions 23
Positions with Activity 45
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,588

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%
Conglomerates
Consumer Cyclical 3.52%
Consumer/Non-Cyclical
Energy
Financial 2.83%
Healthcare
Services 46.56%
Technology 28.59%
Transportation
Utilities

47 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ACTIVISION BLIZZARD INC COM -82,735 Sold Out 0
DISH NETWORK CORP CL A -68,917 Sold Out 0
GRUPO TELEVISA SA SPON ADR REP ORD -11,401 Sold Out 0
IAC INTERACTIVECORP COM PAR $.001 -10,016 Sold Out 0
JD COM INC SPON ADR CL A -36,413 Sold Out 0
NETFLIX INC COM -98,306 Sold Out 0
PETSMART INC COM -60,524 Sold Out 0
RACKSPACE HOSTING INC COM -37,981 Sold Out 0
TWITTER INC COM -79,246 Sold Out 0
ZEBRA TECHNOLOGIES CORP CL A -63,063 Sold Out 0
INFINERA CORPORATION COM 6,064 6,064 New 355,658
CHANNELADVISOR CORP COM 6,580 -1,698 (20.52) 665,304
HIMAX TECHNOLOGIES INC SPONSORED ADR 8,863 187 2.16 1,230,970
ZENDESK INC COM 11,665 New 471,899
QIHOO 360 TECHNOLOGY CO LTD ADS 13,028 -32,521 (71.4) 284,885
ENDURANCE INTL GROUP HLDGS INC COM 14,896 14,896 New 800,000
PANDORA MEDIA INC COM 16,090 16,090 New 1,087,172
KING DIGITAL ENTMT PLC ORD SHS 18,080 18,080 New 1,145,052
FORTINET INC COM 19,185 19,185 New 570,806
MADISON SQUARE GARDEN CO CL A 28,963 28,963 New 369,664


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