BLOOM TREE PARTNERS, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 38
New Positions 10
Increased Positions 18
Decreased Positions 15
Positions with Activity 33
Sold Out Positions 7
Total Mkt Value (in $ millions) 965

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

Sector Weighting

Basic Materials
Capital Goods 5.44%
Conglomerates 1.4%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 6.81%
Financial 9.03%
Healthcare 9.1%
Services 25.14%
Technology 14.56%
Transportation
Utilities

18 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BLACKHAWK NETWORK HLDGS INC COM 67,394 67,394 New 1,467,318
GOOGLE INC CL C 64,310 3,539 5.82 102,795
EXPEDIA INC DEL COM NEW 60,917 8,047 15.22 501,622
EPAM SYS INC COM 54,357 54,357 New 733,461
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 52,516 52,516 New 932,780
WILLIAMS COS INC DEL COM 48,060 48,060 New 915,786
FLEETCOR TECHNOLOGIES INC COM 45,512 2,149 4.96 293,965
ALLERGAN PLC SHS 43,282 43,282 New 130,703
CDK GLOBAL INC COM 40,532 40,532 New 784,903
ENVISION HEALTHCARE HLDGS INC COM 38,299 38,299 New 854,883
MASONITE INTL CORP NEW COM 29,173 11,248 62.75 422,373
INTERCONTINENTAL EXCHANGE INC COM 28,216 2,958 11.71 123,733
LUXOFT HLDG INC ORD SHS CL A 24,913 24,913 New 396,963
CHEETAH MOBILE INC ADR 19,758 19,758 New 740,000
SOUFUN HLDGS LTD ADR 16,943 12,847 313.64 2,540,177
NATIONSTAR MTG HLDGS INC COM 11,223 11,223 New 605,000
MONEYGRAM INTL INC COM NEW 5,202 855 19.68 509,966
VASCO DATA SEC INTL INC COM 4,864 1,805 59.02 238,535