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) 941

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

Sector Weighting

Basic Materials
Capital Goods 5.47%
Conglomerates 1.56%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 7.48%
Financial 8.96%
Healthcare 8.6%
Services 24.9%
Technology 14.44%
Transportation
Utilities

38 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CHEETAH MOBILE INC ADR 19,950 19,950 New 740,000
E HOUSE CHINA HLDGS LTD ADR -5,933 Sold Out 0
SOUFUN HLDGS LTD ADR 21,134 16,025 313.64 2,540,177
QIHOO 360 TECHNOLOGY CO LTD ADS -6,008 Sold Out 0
COMCAST CORP NEW CL A 40,759 New 653,820
TWENTY FIRST CENTY FOX INC CL B 27,909 New 866,208
GOOGLE INC CL C 53,803 2,961 5.82 102,795
BLACKHAWK NETWORK HLDGS INC COM 60,791 60,791 New 1,467,318
CDK GLOBAL INC COM 42,251 42,251 New 784,903
CUSTOMERS BANCORP INC COM 14,636 New 538,482
ENVISION HEALTHCARE HLDGS INC COM 33,965 33,965 New 854,883
EPAM SYS INC COM 54,093 54,093 New 733,461
FLEETCOR TECHNOLOGIES INC COM 45,870 2,166 4.96 293,965
HCA HOLDINGS INC COM 25,894 -17,009 (39.65) 286,118
HERTZ GLOBAL HOLDINGS INC COM 16,563 -6,556 (28.36) 960,146
INTERCONTINENTAL EXCHANGE INC COM 28,092 2,945 11.71 123,733
MASONITE INTL CORP NEW COM 29,824 11,499 62.75 422,373
MEMORIAL RESOURCE DEV CORP COM 19,274 -8,242 (29.95) 1,021,950
MYRIAD GENETICS INC COM -9,057 Sold Out 0
NATIONSTAR MTG HLDGS INC COM 10,515 10,515 New 605,000