Tiger Global Management 13F holdings, Q4 2003
Holdings as of December 31, 2003 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 28 US equity positions worth $280.5m in its Q4 2003 13F filing. The largest position was D SINA CORP at 19.8% of the reported book, followed by D PEOPLESOFT INC and D LEXMARK INTL NEW. Against the Q3 2003 filing, it opened 14 new positions, added to 4 and reduced 6 among the top 28 holdings.
What did Tiger Global Management own in Q4 2003? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2003 |
|---|---|---|---|---|---|---|---|
| 1 | D SINA CORP | 19.8% | $55.5m | 1,645,630 | – | new | |
| 2 | D PEOPLESOFT INC | 15.8% | $44.2m | 1,940,000 | – | new | |
| 3 | D LEXMARK INTL NEW | 12.5% | $35.0m | 445,600 | 106% | added | |
| 4 | AAPL D APPLE COMPUTER INC | Technology | 8.7% | $24.3m | 1,137,531 | – | new |
| 5 | SOHU D SOHU | Communication Services | 8.3% | $23.3m | 778,000 | 94% | added |
| 6 | D IRON MTN INC PA | 4.8% | $13.5m | 341,600 | -13% | reduced | |
| 7 | ORCL D ORACLE CORP | Technology | 4.1% | $11.6m | 875,000 | 72% | added |
| 8 | D J2 GLOBAL COMM INC NEW | 3.4% | $9.5m | 383,000 | 0% | held | |
| 9 | D WEBEX COMMUNICATIONS INC | 2.6% | $7.2m | 357,508 | 0% | held | |
| 10 | D SAFENET INC | 2.2% | $6.1m | 200,000 | -69% | reduced | |
| 11 | D ECHOSTAR COMMUNICATIONS NEW | 1.9% | $5.3m | 155,000 | – | new | |
| 12 | D CDW CORP | 1.9% | $5.2m | 90,000 | – | new | |
| 13 | D PROQUEST COMPANY | 1.8% | $5.2m | 175,000 | -50% | reduced | |
| 14 | D TECH DATA CORP | 1.4% | $4.0m | 100,000 | -41% | reduced | |
| 15 | D OPSWARE INC | 1.3% | $3.7m | 500,000 | – | new | |
| 16 | LPSN D LIVEPERSON INC | Technology | 1.3% | $3.6m | 720,000 | 182% | added |
| 17 | D E-LOAN INC | 1.1% | $3.0m | 1,000,000 | – | new | |
| 18 | D INTRADO INC | 1.1% | $3.0m | 135,000 | – | new | |
| 19 | TER D TERADYNE INC | Technology | 0.9% | $2.5m | 100,000 | – | new |
| 20 | D DUN & BRADSTREET CORP DEL NE | 0.9% | $2.5m | 50,000 | -50% | reduced | |
| 21 | D YAHOO INC | 0.8% | $2.3m | 50,000 | – | new | |
| 22 | D DIGITAL RIVER INC | 0.8% | $2.2m | 100,000 | 0% | held | |
| 23 | D INTERACTIVE CORP | 0.7% | $1.9m | 55,000 | – | new | |
| 24 | D DELL INC | 0.6% | $1.7m | 50,000 | – | new | |
| 25 | INTC D INTEL CORP | Technology | 0.6% | $1.6m | 50,000 | -75% | reduced |
| 26 | D TESSERA TECHNOLOGIES INC | 0.5% | $1.4m | 75,000 | – | new | |
| 27 | D FALCONSTOR SOFTWARE INC | 0.3% | $754.0k | 86,214 | 0% | held | |
| 28 | D FREEMARKETS INC | 0.2% | $523.0k | 78,000 | – | 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.