BLOOM TREE PARTNERS, LLC 13F Holdings

CIK 0001567752 · NEW YORK, NY

As of Jun 30, 2023, BLOOM TREE PARTNERS, LLC reported 44 positions worth $214.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PETROBRAPBR.AEnergy1,616,878$20.0M9.32%
JDCOM INCJDConsumer Cyclical483,237 6.5M7.68%
ALPHABET INCGOOGEquity130,317 5.8M7.34%
CROWN HOLDINGS INCCCKConsumer Cyclical169,244 4.7M6.85%
CITIGROUP INCCFinancial Services294,954 3.6M6.33%
OKTA INCOKTATechnology192,341 3.3M6.21%
WORKDAY INCWDAYTechnology57,208 2.9M6.02%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology119,965 2.1M5.64%
FRESHWORKS INCFRSHTechnology684,390 2.0M5.60%
SALESFORCE INCCRMTechnology51,249 0.8M5.04%
APOLLO GLOBAL MANAGEMENT INCAPOFinancial Services136,598 0.5M4.89%
CENTENE CORPCNCHealthcare155,353 0.5M4.88%
AMERICAN INTERNATIONAL GROUP INCAIGFinancial Services178,744 0.3M4.79%
NXP SEMICONDUCTORS NVNXPITechnology40,633$8.3M3.87%
SMARTSHEET INCSMARTechnology165,694$6.3M2.95%
ELASTIC NVESTCTechnology98,767$6.3M2.95%
TENABLE HOLDINGS INCTENBTechnology138,271$6.0M2.80%
VNET GROUP INCVNETTechnology1,868,725$5.4M2.52%
WALT DISNEY CODISCommunication Services57,691$5.2M2.40%
ANALOG DEVICES INCADITechnology20,363$4.0M1.85%
ARES ACQUISITION CORPORATION——52,364$41.9K0.02%
BRIDGER AEROSPACE GRP HLDGSBAERWIndustrials40,789$8.3K0.00%
ECARX HOLDINGS INCECXWWConsumer Cyclical105,432$7.8K0.00%
KERNEL GROUP HOLDINGS INCKRNLWIndustrials50,971$5.5K0.00%
THUNDER BRIDGE CAP PRTNRS IITBCPWIndustrials40,710$5.4K0.00%