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

38 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALLERGAN PLC SHS 43,282 43,282 New 130,703
AMERICAN INTL GROUP INC WT EXP 011921 16,746 New 577,863
BLACKHAWK NETWORK HLDGS INC COM 67,394 67,394 New 1,467,318
CDK GLOBAL INC COM 40,532 40,532 New 784,903
CHEETAH MOBILE INC ADR 19,758 19,758 New 740,000
CHENIERE ENERGY INC COM NEW 17,648 -19,120 (52) 255,882
COMCAST CORP NEW CL A 40,805 New 653,820
CUSTOMERS BANCORP INC COM 13,543 New 538,482
E HOUSE CHINA HLDGS LTD ADR -5,587 Sold Out 0
ENVISION HEALTHCARE HLDGS INC COM 38,299 38,299 New 854,883
EPAM SYS INC COM 54,357 54,357 New 733,461
EXPEDIA INC DEL COM NEW 60,917 8,047 15.22 501,622
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 25,747 -16,146 (38.54) 658,664
FLEETCOR TECHNOLOGIES INC COM 45,512 2,149 4.96 293,965
GOOGLE INC CL C 64,310 3,539 5.82 102,795
HCA HOLDINGS INC COM 26,612 -17,481 (39.65) 286,118
HERTZ GLOBAL HOLDINGS INC COM 16,313 -6,457 (28.36) 960,146
INTERCONTINENTAL EXCHANGE INC COM 28,216 2,958 11.71 123,733
LEJU HLDGS LTD SPONSORED ADS -511 Sold Out 0
LUXOFT HLDG INC ORD SHS CL A 24,913 24,913 New 396,963