IBIS CAPITAL PARTNERS LLP Information

22 SOHO SQUARE, LONDON, , W1D 4NS, (44207) 074-3503

Report Date: 06/30/2014

Position Statistics

Total Positions 12
New Positions 1
Increased Positions 7
Decreased Positions 5
Positions with Activity 12
Sold Out Positions 1
Total Mkt Value (in $ millions) 161

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
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 83.85%
Technology 16.15%
Transportation
Utilities

12 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NIELSEN N V COM 29,288 5,996 25.74 624,616
EROS INTL PLC SHS NEW 24,282 1,883 8.41 1,487,853
TWENTY FIRST CENTY FOX INC CL A 22,598 4,626 25.74 635,491
FACEBOOK INC CL A 20,965 20,965 New 276,000
DISNEY WALT CO COM DISNEY 19,623 4,017 25.74 217,980
IMAX CORP COM 18,917 6,160 48.28 697,794
COMCAST CORP NEW CL A 8,560 1,752 25.74 156,888
DISCOVERY COMMUNICATNS NEW COM SER C 7,647 -3,817 (33.3) 177,486
DISCOVERY COMMUNICATNS NEW COM SER A 3,913 -1,953 (33.3) 88,743
GOOGLE INC CL A 3,689 -8,024 (68.5) 6,273
GOOGLE INC CL C 1,313 -10,195 (88.59) 2,273
SCRIPPS NETWORKS INTERACT INC CL A COM -15,546 Sold Out 0