Orbis Holdings’s YOUKU TUDOU INC.(CAYMAN ISLS) YOKU Stock Holding History

Orbis Holdings’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 Q2	–	Sell	-2,012,058	Closed	-$25.2M	–	91
2015 Q1	$25.2M	Sell	2,012,058 -1,366,568	-40%	-$22.3M	0.2%	54
2014 Q4	$60.2M	Hold	3,378,626	–	–	0.46%	43
2014 Q3	$60.5M	Buy	3,378,626 +3,161,857	+1,459%	+$63.6M	0.48%	42
2014 Q2	$5.17M	Hold	216,769	–	–	0.04%	60
2014 Q1	$6.08M	Sell	216,769 -4,353,551	-95%	-$135M	0.05%	64
2013 Q4	$138M	Buy	+4,570,320	New	+$131M	0.96%	32

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

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

CIM

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

Orbis Holdings's YOKU Position: Q2 2015 in Review

Orbis Holdings sold out of YOUKU TUDOU INC.(CAYMAN ISLS) (YOKU) in Q2 2015, closing a stake of 2,012,058 shares — an estimated $25.2M sold.

Orbis Holdings first reported a position in YOKU in Q4 2013 and held it in 6 quarters. The position peaked at $138M in Q4 2013. 101 funds tracked by Wall St. Rank hold YOKU as of Q2 2015.

Orbis Holdings reported no remaining YOUKU TUDOU INC.(CAYMAN ISLS) position as of Q2 2015 after selling out during the quarter.
Orbis Holdings sold 2,012,058 YOUKU TUDOU INC.(CAYMAN ISLS) shares in Q2 2015, an estimated $25.2M.
Orbis Holdings first reported a position in YOUKU TUDOU INC.(CAYMAN ISLS) in Q4 2013 and held it in 6 quarters.
Orbis Holdings's YOUKU TUDOU INC.(CAYMAN ISLS) position peaked at $138M in Q4 2013.
101 funds tracked by Wall St. Rank held YOUKU TUDOU INC.(CAYMAN ISLS) as of Q2 2015.

Based on Orbis Holdings's 13F filing for Q2 2015, filed 14 Aug 2015.