TEKNE CAPITAL MANAGEMENT, LLC Information

509 MADISON AVENUE, SUITE 900, NEW YORK, New York, 10022, (212) 300-9530

Report Date: 03/31/2014

Position Statistics

Total Positions 31
New Positions 7
Increased Positions 23
Decreased Positions 8
Positions with Activity 31
Sold Out Positions 8
Total Mkt Value (in $ millions) 771

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

Sector Weighting

Basic Materials
Capital Goods 3.15%
Conglomerates
Consumer Cyclical 5.12%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 28.93%
Technology 62.8%
Transportation
Utilities

31 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 48,730 48,730 New 649,900
SBA COMMUNICATIONS CORP COM 44,668 21,286 91.04 431,656
AUTODESK INC COM 41,938 10,797 34.67 748,900
NXP SEMICONDUCTORS N V COM 41,018 14,412 54.17 627,852
ADOBE SYS INC COM 40,620 14,435 55.13 558,000
HARMAN INTL INDS INC COM 39,473 14,464 57.84 343,300
BAIDU INC SPON ADR REP A 39,261 16,137 69.79 192,200
POLYCOM INC COM 38,555 38,555 New 2,841,210
SANDISK CORP COM 37,627 16,498 78.08 401,400
CBS CORP (CLASS B) CL B 37,561 19,601 109.14 641,954
DISH NETWORK CORP CL A 37,146 6,189 19.99 585,800
SUNEDISON INC COM 36,371 36,371 New 1,711,563
EXPEDIA INC DEL COM NEW 36,051 21,533 148.32 451,200
FLEETCOR TECHNOLOGIES INC COM 33,841 9,645 39.86 255,439
LIBERTY GLOBAL PLC SHS CL A 33,695 26,897 395.67 789,100
COGENT COMMUNICATIONS HLDGS IN COM NEW 29,120 11,968 69.78 832,011
IAC INTERACTIVECORP COM PAR $.001 27,073 4,708 21.05 404,800
SENSATA TECHNOLOGIES HLDG NV SHS 24,294 24,294 New 510,700
GOOGLE INC CL A 21,435 6,392 42.49 35,546
PANDORA MEDIA INC COM 21,110 21,110 New 735,033