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Fund Holdings of JERICHO CAPITAL ASSET MANAGEMENT LP Filed on 2012-02-10

Link to Original SEC 13F filings sorted on filing date: 2012-02-10 |

1. Fund Information

Fund NameJERICHO CAPITAL ASSET MANAGEMENT LP
Fund Manager
Address540 MADISON AVENUE, 19TH FLOOR
NEW YORK, NY, 10022
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Phone(212) 946-7640
13F Asset Last Qtr$0
13F Asset This Qtr$362,344,000
Asset Change0.00%

2. Comparison of Holdings by Sectors with Last Quarter

3. Top 20 Holdings (Value) of This Quarter

No.SecurityPut/CallStockSharesValue(x$1000)Activity(Shr)% Port.
1.)FOCUS MEDIA HOLDING LIMITED - SPONSORED ADRFMCN2,075,997$40,461New11.17%
2.)SPREADTRUM COMMUNICATIONS, INC. - AMERICAN DEPOSITORY SHARESSPRD1,881,992$39,296New10.84%
3.)TIVO INC.TIVO2,948,477$26,448New7.30%
4.)TIM PARTICIPACOES SA NEWTSU937,026$24,175New6.67%
5.)EZCHIP SEMICONDUCTOR LIMITEDEZCH714,054$20,229New5.58%
6.)RIVERBED TECHNOLOGY, INC.RVBD754,721$17,736New4.89%
7.)VERINT SYSTEMS INC.VRNT639,309$17,607New4.86%
8.)OCZ TECHNOLOGY GROUP INCOCZ2,520,636$16,661New4.60%
9.)SEAGATE TECHNOLOGY.STX967,210$15,862New4.38%
10.)CISCO SYSTEMS, INC.CSCO814,100$14,719New4.06%
11.)RF MICRO DEVICES, INC.RFMD2,714,547$14,659New4.05%
12.)BLUE NILE, INC.NILE338,922$13,855New3.82%
13.)LOGMEIN, INC.LOGM354,831$13,679New3.78%
14.)SOUFUN HLDGS LTD ADR899,159$13,128New3.62%
15.)21VIANET GROUP INC SPONSORED ADR1,361,498$12,458New3.44%
16.)DICE HOLDINGS, INC. COMMON STOCKDHX1,411,251$11,699New3.23%
17.)SHUTTERFLY, INC.SFLY500,000$11,380New3.14%
18.)SKYWORKS SOLUTIONS, INC.SWKS655,066$10,625New2.93%
19.)CALIX, INC COMMON STOCKCALX1,192,400$7,715New2.13%
20.)RPX CORPORATIONRPXC404,459$5,116New1.41%

4. Top 20 (Value) Holdings BOUGHT NEW in This Quarter

No.SecurityPut/CallStockShares NEWValue(x$1000)% Port.
1.)FOCUS MEDIA HOLDING LIMITED - SPONSORED ADRFMCN2,075,997$40,46111.17%
2.)SPREADTRUM COMMUNICATIONS, INC. - AMERICAN DEPOSITORY SHARESSPRD1,881,992$39,29610.84%
3.)TIVO INC.TIVO2,948,477$26,4487.30%
4.)TIM PARTICIPACOES SA NEWTSU937,026$24,1756.67%
5.)EZCHIP SEMICONDUCTOR LIMITEDEZCH714,054$20,2295.58%
6.)RIVERBED TECHNOLOGY, INC.RVBD754,721$17,7364.89%
7.)VERINT SYSTEMS INC.VRNT639,309$17,6074.86%
8.)OCZ TECHNOLOGY GROUP INCOCZ2,520,636$16,6614.60%
9.)SEAGATE TECHNOLOGY.STX967,210$15,8624.38%
10.)CISCO SYSTEMS, INC.CSCO814,100$14,7194.06%
11.)RF MICRO DEVICES, INC.RFMD2,714,547$14,6594.05%
12.)BLUE NILE, INC.NILE338,922$13,8553.82%
13.)LOGMEIN, INC.LOGM354,831$13,6793.78%
14.)SOUFUN HLDGS LTD ADR899,159$13,1283.62%
15.)21VIANET GROUP INC SPONSORED ADR1,361,498$12,4583.44%
16.)DICE HOLDINGS, INC. COMMON STOCKDHX1,411,251$11,6993.23%
17.)SHUTTERFLY, INC.SFLY500,000$11,3803.14%
18.)SKYWORKS SOLUTIONS, INC.SWKS655,066$10,6252.93%
19.)CALIX, INC COMMON STOCKCALX1,192,400$7,7152.13%
20.)RPX CORPORATIONRPXC404,459$5,1161.41%

5. No Stock Was TOTALLY SOLD OUT in the Recent Quarter.