Cascabel Management’s YOUKU TUDOU INC.(CAYMAN ISLS) YOKU Stock Holding History

Cascabel Management’s Portfolio YOKU Stock Details YOKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$398K	Buy	22,548 +15,787	+234%	+$292K	5.98%	7
2015 Q2	$166K	Sell	6,761 -43,239	-86%	-$976K	5.2%	10
2015 Q1	$625K	Sell	50,000 -125,000	-71%	-$2.04M	1.48%	19
2014 Q4	$3.12M	Sell	175,000 -100,000	-36%	-$1.85M	5.75%	9
2014 Q3	$4.93M	Buy	275,000 +25,000	+10%	+$503K	5.98%	5
2014 Q2	$5.96M	Sell	250,000 -25,000	-9%	-$561K	7.64%	5
2014 Q1	$7.71M	Sell	275,000 -325,000	-54%	-$10.1M	5.21%	5
2013 Q4	$18.2M	Buy	600,000 +100,000	+20%	+$2.87M	8.08%	2
2013 Q3	$13.7M	Buy	500,000 +150,000	+43%	+$3.44M	5%	6
2013 Q2	$6.72M	Buy	+350,000	New	+$6.68M	3.54%	11

Other funds holding YOKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAM

Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return

HIM

Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cascabel Management's YOKU Position: Q3 2015 in Review

Cascabel Management increased its YOUKU TUDOU INC.(CAYMAN ISLS) (YOKU) stake by 234% in Q3 2015, buying an estimated $292K and bringing the position to 22,548 shares worth $398K. The position accounts for 5.98% of the portfolio, ranked #7.

Cascabel Management first reported a position in YOKU in Q2 2013 and has held it in 10 quarters since. The position peaked at $18.2M in Q4 2013. 84 funds tracked by Wall St. Rank hold YOKU as of Q3 2015.

Cascabel Management held 22,548 shares of YOUKU TUDOU INC.(CAYMAN ISLS) worth $398K as of Q3 2015.
Cascabel Management bought 15,787 YOUKU TUDOU INC.(CAYMAN ISLS) shares in Q3 2015, an estimated $292K.
YOUKU TUDOU INC.(CAYMAN ISLS) made up 5.98% of Cascabel Management's portfolio in Q3 2015, its #7 holding.
Cascabel Management first reported a position in YOUKU TUDOU INC.(CAYMAN ISLS) in Q2 2013 and has held it in 10 quarters since.
Cascabel Management's YOUKU TUDOU INC.(CAYMAN ISLS) position peaked at $18.2M in Q4 2013.
84 funds tracked by Wall St. Rank held YOUKU TUDOU INC.(CAYMAN ISLS) as of Q3 2015.

Based on Cascabel Management's 13F filing for Q3 2015, filed 13 Nov 2015.