BLOOM TREE PARTNERS, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 39
New Positions 12
Increased Positions 23
Decreased Positions 12
Positions with Activity 35
Sold Out Positions 7
Total Mkt Value (in $ millions) 752

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

Sector Weighting

Basic Materials 1.15%
Capital Goods
Conglomerates 0%
Consumer Cyclical
Consumer/Non-Cyclical 1.85%
Energy 8.21%
Financial 8.72%
Healthcare 5.36%
Services 46.38%
Technology 18.23%
Transportation
Utilities

35 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TEAM HEALTH HOLDINGS INC COM 49,233 12,309 33.34 805,640
AMERICAN RLTY CAP PPTYS INC COM 42,339 4,252 11.16 3,428,289
SPECTRUM BRANDS HLDGS INC COM 40,935 -3,755 (8.4) 462,276
FIDELITY NATIONAL FINANCIAL IN CL A 38,610 17,432 82.32 1,178,581
WYNDHAM WORLDWIDE CORP COM 36,505 -374 (1.01) 478,320
VOYA FINL INC COM 35,570 26,835 307.22 939,256
BAIDU INC SPON ADR REP A 35,235 35,235 New 158,324
LIBERTY GLOBAL PLC SHS CL C 35,218 9,410 36.46 809,420
CHENIERE ENERGY INC COM NEW 33,974 -11,038 (24.52) 466,042
PRICELINE GRP INC COM NEW 33,065 7,939 31.60 29,044
GOOGLE INC CL C 30,967 18,517 148.73 57,370
HERTZ GLOBAL HOLDINGS INC COM 30,852 1,552 5.30 1,449,126
INSYS THERAPEUTICS INC NEW COM NEW 30,607 30,607 New 785,000
CONCHO RES INC COM 27,747 7,580 37.59 254,579
FLEETCOR TECHNOLOGIES INC COM 25,190 -15,496 (38.09) 181,093
E HOUSE CHINA HLDGS LTD ADR 23,705 1,652 7.49 2,421,352
OCWEN FINL CORP COM NEW 17,560 17,560 New 911,236
QIHOO 360 TECHNOLOGY CO LTD ADS 14,360 14,360 New 210,581
POST HLDGS INC COM 13,885 13,885 New 387,737
GOGO INC COM 13,743 1,377 11.14 832,411


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