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) 925

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

Sector Weighting

Basic Materials
Capital Goods 5.56%
Conglomerates 1.5%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 7.12%
Financial 9.18%
Healthcare 8.41%
Services 25.85%
Technology 14.51%
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 24,035 24,035 New 740,000
E HOUSE CHINA HLDGS LTD ADR -5,161 Sold Out 0
SOUFUN HLDGS LTD ADR 19,864 15,062 313.64 2,540,177
QIHOO 360 TECHNOLOGY CO LTD ADS -4,856 Sold Out 0
COMCAST CORP NEW CL A 38,458 New 653,820
TWENTY FIRST CENTY FOX INC CL B 28,888 New 866,208
GOOGLE INC CL C 55,425 3,050 5.82 102,795
BLACKHAWK NETWORK HLDGS INC COM 51,063 51,063 New 1,467,318
CDK GLOBAL INC COM 42,086 42,086 New 784,903
CUSTOMERS BANCORP INC COM 13,855 New 538,482
ENVISION HEALTHCARE HLDGS INC COM 31,639 31,639 New 854,883
EPAM SYS INC COM 52,435 52,435 New 733,461
FLEETCOR TECHNOLOGIES INC COM 45,321 2,140 4.96 293,965
HCA HOLDINGS INC COM 23,333 -15,327 (39.65) 286,118
HERTZ GLOBAL HOLDINGS INC COM 19,673 -7,787 (28.36) 960,146
INTERCONTINENTAL EXCHANGE INC COM 29,189 3,060 11.71 123,733
MASONITE INTL CORP NEW COM 29,135 11,233 62.75 422,373
MEMORIAL RESOURCE DEV CORP COM 19,969 -8,539 (29.95) 1,021,950
MYRIAD GENETICS INC COM -8,617 Sold Out 0
NATIONSTAR MTG HLDGS INC COM 12,021 12,021 New 605,000


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