MCM
YOKU

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

Marsico Capital 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
2014
Q1 		– Sell
-935,558
Closed -$28.3M – 127
2013
Q4 		$28.3M Sell
935,558
-194,741
-17% -$5.59M 0.2% 56
2013
Q3 		$31M Buy
+1,130,299
New +$25.9M 0.23% 60

Other funds holding YOKU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marsico Capital Management's YOKU Position: Q1 2014 in Review

Marsico Capital Management sold out of YOUKU TUDOU INC.(CAYMAN ISLS) (YOKU) in Q1 2014, closing a stake of 935,558 shares — an estimated $28.3M sold.

Marsico Capital Management first reported a position in YOKU in Q3 2013 and held it in 2 quarters. The position peaked at $31M in Q3 2013. 137 funds tracked by Wall St. Rank hold YOKU as of Q1 2014.

  • Marsico Capital Management reported no remaining YOUKU TUDOU INC.(CAYMAN ISLS) position as of Q1 2014 after selling out during the quarter.
  • Marsico Capital Management sold 935,558 YOUKU TUDOU INC.(CAYMAN ISLS) shares in Q1 2014, an estimated $28.3M.
  • Marsico Capital Management first reported a position in YOUKU TUDOU INC.(CAYMAN ISLS) in Q3 2013 and held it in 2 quarters.
  • Marsico Capital Management's YOUKU TUDOU INC.(CAYMAN ISLS) position peaked at $31M in Q3 2013.
  • 137 funds tracked by Wall St. Rank held YOUKU TUDOU INC.(CAYMAN ISLS) as of Q1 2014.

Based on Marsico Capital Management's 13F filing for Q1 2014, filed 15 May 2014.