Tiger Global Management 13F holdings, Q3 2003
Holdings as of September 30, 2003 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 28 US equity positions worth $219.4m in its Q3 2003 13F filing. The largest position was D SINA CORP at 18.4% of the reported book, followed by D NETWORK ASSOCIATES INC and D SAFENET INC. Against the Q2 2003 filing, it opened 6 new positions, added to 3 and reduced 10 among the top 28 holdings.
What did Tiger Global Management own in Q3 2003? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2003 |
|---|---|---|---|---|---|---|---|
| 1 | D SINA CORP | 18.4% | $40.4m | 1,130,630 | – | new | |
| 2 | D NETWORK ASSOCIATES INC | 12.1% | $26.6m | 1,930,000 | 1187% | added | |
| 3 | D SAFENET INC | 10.6% | $23.4m | 646,700 | 0% | held | |
| 4 | D J2 GLOBAL COMM INC | 6.6% | $14.5m | 383,000 | 100% | added | |
| 5 | D IRON MOUNTAIN INC | 6.4% | $14.1m | 391,600 | -10% | reduced | |
| 6 | D LEXMARK INTL GROUP INC | 6.2% | $13.6m | 216,600 | -12% | reduced | |
| 7 | SOHU D SOHU | Communication Services | 5.7% | $12.5m | 400,345 | -44% | reduced |
| 8 | D PROQUEST COMPANY | 4.2% | $9.2m | 350,000 | 0% | held | |
| 9 | D WEBEX COMMUNICATIONS INC | 3.1% | $6.8m | 357,508 | 0% | held | |
| 10 | ORCL D ORACLE CORPORATION | Technology | 2.6% | $5.7m | 508,500 | -54% | reduced |
| 11 | INTC D INTEL CORP | Technology | 2.5% | $5.5m | 200,000 | -38% | reduced |
| 12 | EBAY D EBAY INC | Consumer Cyclical | 2.5% | $5.4m | 100,500 | 34% | added |
| 13 | D TECH DATA CORP | 2.4% | $5.2m | 170,000 | -32% | reduced | |
| 14 | D CDW COMPUTER CTRS INC | 2.4% | $5.2m | 90,000 | -36% | reduced | |
| 15 | LMT D LOCKHEED MARTIN CORP | Industrials | 2.1% | $4.7m | 100,900 | -62% | reduced |
| 16 | D DUN & BRADSTREET CORP | 1.9% | $4.2m | 100,000 | 0% | held | |
| 17 | D OVERTURE SERVICES INC | 1.8% | $4.0m | 150,000 | -25% | reduced | |
| 18 | D MAGMA DESIGN AUTOMATION | 1.8% | $3.9m | 200,000 | – | new | |
| 19 | D E.PIPHANY INC | 1.7% | $3.8m | 755,024 | -20% | reduced | |
| 20 | D DIGITAL RIVER INC | 1.2% | $2.7m | 100,000 | 0% | held | |
| 21 | D DELL COMPUTER CORP | 0.8% | $1.7m | 50,000 | 0% | held | |
| 22 | D SANMINA SCI CORP | 0.7% | $1.4m | 150,000 | – | new | |
| 23 | D TELLABS INC | 0.6% | $1.4m | 200,000 | – | new | |
| 24 | D AMERICAN TOWER CORP | 0.5% | $1.2m | 116,631 | 0% | held | |
| 25 | LPSN D LIVEPERSON INC | Technology | 0.5% | $1.0m | 255,500 | – | new |
| 26 | D ATARI INC | 0.4% | $808.0k | 200,000 | 0% | held | |
| 27 | D FALCONSTOR SFTW | 0.2% | $537.0k | 86,214 | 0% | held | |
| 28 | D KEYNOTE SYS INC | 0.1% | $215.0k | 19,223 | – | new |
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.