JERICHO CAPITAL ASSET MANAGEMENT L.P.
510 MADISON AVENUE, NEW YORK, New York, 10022, (212) 946-7640
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 47 |
| New Positions | 18 |
| Increased Positions | 24 |
| Decreased Positions | 19 |
| Positions with Activity | 43 |
| Sold Out Positions | 13 |
| Total Mkt Value (in $ millions) |
1,024 |
Sector Weighting
| Basic Materials | |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | 0% |
| Consumer/Non-Cyclical | 1.01% |
| Energy | |
| Financial | |
| Healthcare | |
| Services | 45.66% |
| Technology | 53.33% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
47 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| CABLEVISION SYS CORP | CL A NY CABLVS | -35,152 | Sold Out | 0 | |
| CHARTER COMMUNICATIONS INC DEL | CL A NEW | -112,618 | Sold Out | 0 | |
| CLEARWIRE CORP NEW | CL A | -44,394 | Sold Out | 0 | |
| DISH NETWORK CORP | CL A | -27,548 | Sold Out | 0 | |
| E M C CORP MASS | COM | -17,060 | Sold Out | 0 | |
| EBAY INC | COM | -32,366 | Sold Out | 0 | |
| EZCHIP SEMICONDUCTOR LIMITED | ORD | -14,019 | Sold Out | 0 | |
| FACEBOOK INC | CL A | -28,404 | Sold Out | 0 | |
| IMAX CORP | COM | -33,973 | Sold Out | 0 | |
| LEAP WIRELESS INTL INC | COM NEW | -4,503 | Sold Out | 0 | |
| SHUTTERFLY INC | COM | -58,415 | Sold Out | 0 | |
| TIVO INC | COM | -4,818 | Sold Out | 0 | |
| TW TELECOM INC | COM | -17,292 | Sold Out | 0 | |
| WEBMD HEALTH CORP | COM | 296 | 296 | New | 10,000 |
| COMMVAULT SYSTEMS INC | COM | 4,339 | -13,174 | (75.22) | 59,285 |
| ARUBA NETWORKS INC | COM | 7,452 | 7,452 | New | 560,287 |
| VODAFONE GROUP PLC NEW | SPONS ADR NEW | 8,879 | 8,879 | New | 294,000 |
| SPREADTRUM COMMUNICATIONS INC | ADR | 10,300 | -23,237 | (69.29) | 578,000 |
| ANNIES INC | COM | 10,336 | 10,336 | New | 255,600 |
| MOODYS CORP | COM | 13,559 | 13,559 | New | 197,600 |
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