PSquared Asset Management AG — Q2 2016 13F Holdings

Name: PSquared Asset Management AG — 13F Holdings, Q2 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001623624

Total reported value

$287.4M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MODV	ModivCare Inc.	Stock-Other	38.15%	—	—
2	✓	E House China Hldgs LTD	Stock-Other	36.38%	—	—
3	✓	Marketo INC	Stock-Other	12.79%	—	—
4	✓	Linkedin CORP	Stock-Other	12.68%	—	—

Position changes disclosed by PSquared Asset Management AG for the quarter ending Q2 2016, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Youku.com INC	—	EXIT	Sold out
2	MODV	ModivCare Inc.	—	NEW	New buy
3	✓	E House China Hldgs LTD	—	NEW	New buy
4	✓	Homeinns Hotel Group Adr	—	EXIT	Sold out
5	SNDK	Sandisk Corporation	—	EXIT	Sold out
6	✓	Bona Film Group LTD	—	EXIT	Sold out
7	✓	Marketo INC	—	NEW	New buy
8	✓	Linkedin CORP	—	NEW	New buy