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

15 INCREASED 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
COMCAST CORP NEW CL A 38,190 2,122 5.89 653,820
HCA HOLDINGS INC COM 35,318 3,079 9.55 474,068
HERTZ GLOBAL HOLDINGS INC COM 29,980 8,220 37.77 1,340,192
TRINET GROUP INC COM 29,460 29,460 New 818,116
INTERCONTINENTAL EXCHANGE INC COM 25,012 25,012 New 110,762
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
SOUFUN HLDGS LTD ADR 5,134 5,134 New 614,100
VASCO DATA SEC INTL INC COM 3,815 3,815 New 150,000
MONEYGRAM INTL INC COM NEW 3,537 3,537 New 426,114
ON DECK CAP INC COM 965 965 New 50,000