BLOOM TREE PARTNERS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 48
New Positions 13
Increased Positions 20
Decreased Positions 25
Positions with Activity 45
Sold Out Positions 21
Total Mkt Value (in $ millions) 640

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates 0.76%
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 15.08%
Financial 9.61%
Healthcare 4.36%
Services 53.48%
Technology 11.04%
Transportation
Utilities

48 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHENIERE ENERGY INC COM NEW 46,464 46,464 New 617,456
SPECTRUM BRANDS HLDGS INC COM 42,247 New 504,677
AMERICAN RLTY CAP PPTYS INC COM 39,629 1,575 4.14 3,083,980
HERTZ GLOBAL HOLDINGS INC COM 39,181 15,941 68.59 1,376,210
FLEETCOR TECHNOLOGIES INC COM 38,749 14,733 61.35 292,493
WYNDHAM WORLDWIDE CORP COM 37,686 3,556 10.42 483,218
TWENTY FIRST CENTY FOX INC CL B 34,334 -4,276 (11.08) 1,054,167
COMCAST CORP NEW CL A 34,042 34,042 New 617,483
TEAM HEALTH HOLDINGS INC COM 31,643 31,643 New 604,218
ENDO INTL PLC SHS 27,915 27,915 New 402,583
BERKSHIRE HATHAWAY INC DEL CL B NEW 27,486 -4,525 (14.14) 214,152
PRICELINE GRP INC COM NEW 27,295 27,295 New 22,070
CONCHO RES INC COM 27,283 -4,964 (15.39) 185,033
E HOUSE CHINA HLDGS LTD ADR 25,995 6,478 33.19 2,252,582
LIBERTY GLOBAL PLC SHS CL C 24,580 -2,531 (9.33) 593,154
CIMAREX ENERGY CO COM 22,801 14,053 160.65 153,264
FIDELITY NATIONAL FINANCIAL IN CL A 21,178 21,178 New 646,454
MASONITE INTL CORP NEW COM 15,052 New 294,666
GOOGLE INC CL A 13,908 13,908 New 23,065
GOOGLE INC CL C 13,686 13,686 New 23,065


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