Tiger Global Management 13F holdings, Q1 2003
Holdings as of March 31, 2003 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 48 US equity positions worth $315.8m in its Q1 2003 13F filing. The largest position was IWM at 10.2% of the reported book, followed by D LEXMARK INTL GROUP INC and SPY. Against the Q4 2002 filing, it opened 15 new positions, added to 11 and reduced 13 among the top 48 holdings.
What did Tiger Global Management own in Q1 2003? Top 48 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2002 |
|---|---|---|---|---|---|---|---|
| 1 | IWM D RUSS 2000 INDEX SMALL CAP VALU US ETF'S - US TR | 10.2% | $32.2m | 447,800 | 117% | added | |
| 2 | D LEXMARK INTL GROUP INC | 7.4% | $23.4m | 350,000 | 94% | added | |
| 3 | SPY D S & P DEPOSITORY RECEIPTS TR U US ETF'S - US TR | 7.1% | $22.4m | 264,700 | 6% | added | |
| 4 | D IRON MOUNTAIN INC | 6.7% | $21.2m | 553,900 | 30% | added | |
| 5 | ORCL D ORACLE CORPORATION U SD.01 | Technology | 5.2% | $16.4m | 1,510,000 | – | new |
| 6 | D OMNIVISION TECH | 5.0% | $15.7m | 758,000 | -24% | reduced | |
| 7 | D NOKIA CORP | 4.9% | $15.3m | 1,094,900 | 46% | added | |
| 8 | LMT D LOCKHEED MARTIN CORP | Industrials | 3.9% | $12.4m | 261,500 | -2% | reduced |
| 9 | INTC D INTEL CORP | Technology | 3.8% | $11.8m | 727,500 | 385% | added |
| 10 | D SINA CORP | 3.5% | $11.1m | 1,391,061 | -7% | reduced | |
| 11 | NTES D NETEASE.COM INC | Communication Services | 3.4% | $10.7m | 715,033 | -41% | reduced |
| 12 | JBL D JABIL CIRCUIT INC | Technology | 3.0% | $9.6m | 550,000 | 47% | added |
| 13 | D CSG SYSTEMS INTL INC | 2.5% | $7.9m | 911,448 | 811% | added | |
| 14 | D TECH DATA CORP | 2.4% | $7.4m | 310,697 | – | new | |
| 15 | D ALLIANT TECHSYSTEMS INC | 2.3% | $7.3m | 135,000 | 93% | added | |
| 16 | NFLX D NETFLIX INC | Communication Services | 2.3% | $7.1m | 350,000 | – | new |
| 17 | SNPS D SYNOPSYS | Technology | 1.9% | $6.0m | 141,388 | – | new |
| 18 | MXIM D MAXIM INTEGRATED PRODUCTS INC | 1.9% | $5.9m | 163,000 | – | new | |
| 19 | D DELL COMPUTER CORP | 1.7% | $5.5m | 200,000 | -20% | reduced | |
| 20 | D NETIQ CORP | 1.6% | $5.1m | 456,800 | – | new | |
| 21 | D LINEAR TECHNOLOGY CO RP USD CO | 1.6% | $5.0m | 161,300 | – | new | |
| 22 | D J2 GLOBAL COMM INC | 1.3% | $4.0m | 141,500 | 0% | held | |
| 23 | SOHU D SOHU | Communication Services | 1.2% | $3.9m | 360,350 | 114% | added |
| 24 | D WEBEX COMMUNICATIONS INC | 1.2% | $3.7m | 357,508 | – | new | |
| 25 | D CDW COMPUTER CTRS INC | 1.0% | $3.3m | 80,000 | -74% | reduced | |
| 26 | D SYCAMORE NETWORK INC | 1.0% | $3.2m | 1,037,711 | 0% | held | |
| 27 | D ACTIVISION INC NEW | 1.0% | $3.1m | 215,600 | -33% | reduced | |
| 28 | D PROQUEST CO (EX BELL & HOWELL | 1.0% | $3.1m | 150,000 | 0% | held | |
| 29 | TER D TERADYNE INC | Technology | 1.0% | $3.1m | 263,000 | – | new |
| 30 | D SAFENET INC | 1.0% | $3.0m | 146,700 | – | new | |
| 31 | D COINSTAR INC | 0.9% | $2.8m | 166,800 | – | new | |
| 32 | D CHOICEPOINT INC | 0.9% | $2.7m | 81,000 | – | new | |
| 33 | D E.PIPHANY INC | 0.9% | $2.7m | 688,124 | 56% | added | |
| 34 | D DIAMONDS TRUST SERIES UNITSER1 US ETF'S - US TR | 0.7% | $2.1m | 26,000 | -85% | reduced | |
| 35 | NOC D NORTHROP GRUMMAN COR | Industrials | 0.6% | $2.0m | 23,000 | -85% | reduced |
| 36 | SAP D SAP AKTIENGESELLSCHAFT ADRS STOCKS | Technology | 0.6% | $1.9m | 100,000 | -21% | reduced |
| 37 | D VALUECLICK INC | 0.6% | $1.8m | 585,284 | – | new | |
| 38 | D COMCAST CORP SPL | 0.5% | $1.6m | 60,000 | 0% | held | |
| 39 | D SANMINA-SCI CORP | 0.5% | $1.6m | 399,400 | -11% | reduced | |
| 40 | D DOCUCORP INTL INC | 0.5% | $1.5m | 450,000 | 0% | held | |
| 41 | D ECHOSTAR COMMUNICATIONS CORP | 0.5% | $1.4m | 50,000 | -67% | reduced | |
| 42 | D ALLOY INC | 0.4% | $1.2m | 232,904 | – | new | |
| 43 | D METRO ONE TELECOMMUNICATIONS | 0.3% | $996.0k | 200,050 | – | new | |
| 44 | D AMERICAN TOWER CORP | 0.2% | $644.0k | 116,631 | 0% | held | |
| 45 | D FALCONSTOR SFTW | 0.1% | $332.0k | 86,214 | 0% | held | |
| 46 | D NEOWARE SYSTEMS INC | 0.1% | $286.0k | 22,850 | 0% | held | |
| 47 | D MCSI INC | 0.0% | $83.0k | 244,250 | -10% | reduced | |
| 48 | D CLEARONE COMMUNICATIONS INC | 0.0% | $40.0k | 27,819 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.