BLOOM TREE PARTNERS, LLC Information

101 PARK AVENUE, NEW YORK, New York, 10178, (212) 984-2478

Report Date: 12/31/2014

Position Statistics

Total Positions 38
New Positions 6
Increased Positions 15
Decreased Positions 19
Positions with Activity 34
Sold Out Positions 10
Total Mkt Value (in $ millions) 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
Conglomerates 2.12%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 6.53%
Financial 12.75%
Healthcare 9.55%
Services 44%
Technology 10.47%
Transportation
Utilities

38 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL C 52,251 21,813 71.67 97,138
FLEETCOR TECHNOLOGIES INC COM 44,570 17,972 67.57 280,085
EXPEDIA INC DEL COM NEW 44,271 9,720 28.13 435,356
CHENIERE ENERGY INC COM NEW 41,497 23,227 127.12 533,110
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 38,485 -14,720 (27.67) 1,071,720
COMCAST CORP NEW CL A 38,190 2,122 5.89 653,820
VOYA FINL INC COM 35,823 -3,336 (8.52) 838,950
HCA HOLDINGS INC COM 35,318 3,079 9.55 474,068
WYNDHAM WORLDWIDE CORP COM 30,759 -6,030 (16.39) 355,593
HERTZ GLOBAL HOLDINGS INC COM 29,980 8,220 37.77 1,340,192
MEMORIAL RESOURCE DEV CORP COM 29,908 -3,628 (10.82) 1,458,937
TRINET GROUP INC COM 29,460 29,460 New 818,116
TWENTY FIRST CENTY FOX INC CL B 29,144 New 866,208
TEAM HEALTH HOLDINGS INC COM 27,444 -1,906 (6.49) 464,765
INTERCONTINENTAL EXCHANGE INC COM 25,012 25,012 New 110,762
MASONITE INTL CORP NEW COM 17,640 -13,005 (42.44) 259,526
ZELTIQ AESTHETICS INC COM 16,432 New 520,000
AMERICAN INTL GROUP INC WT EXP 011921 14,031 8,045 134.40 577,863
CUSTOMERS BANCORP INC COM 13,500 3,963 41.56 538,482
MYRIAD GENETICS INC COM 8,955 New 262,000


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