Light Street Capital Management’s Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares) SFUN Stock Holding History

Light Street Capital Management’s Portfolio SFUN Stock Details SFUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-41,600	Closed	-$20.4M	–	44
2014 Q2	$20.4M	Sell	41,600 -8,400	-17%	-$4.92M	2.82%	12
2014 Q1	$34.2M	Sell	50,000 -3,500	-7%	-$2.86M	6.26%	3
2013 Q4	$44.1M	Sell	53,500 -15,000	-22%	-$9.42M	9.39%	1
2013 Q3	$35.4M	Buy	68,500 +6,500	+10%	+$2.5M	11.59%	1
2013 Q2	$15.4M	Buy	+62,000	New	+$15.6M	6.87%	3

Other funds holding SFUN

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

IDG-Accel China Capital Associates Central, Hong Kong $83.9M AUM 23.73% 1-Year Est. Return

Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return

Coronation Asset Management Cape Town, South Africa $2.41B AUM 7.72% 1-Year Est. Return

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Fidelity Investments

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