Tiger Global Management 13F holdings, Q1 2004
Holdings as of March 31, 2004 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 20 US equity positions worth $299.8m in its Q1 2004 13F filing. The largest position was D LEXMARK INTL NEW at 17.0% of the reported book, followed by D SINA.COM and JBL. Against the Q4 2003 filing, it opened 9 new positions, added to 9 and reduced 1 among the top 20 holdings.
What did Tiger Global Management own in Q1 2004? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2003 |
|---|---|---|---|---|---|---|---|
| 1 | D LEXMARK INTL NEW | 17.0% | $50.9m | 553,300 | 24% | added | |
| 2 | D SINA.COM | 12.8% | $38.4m | 1,015,000 | -38% | reduced | |
| 3 | JBL D JABIL CIRCUIT INC | Technology | 7.9% | $23.6m | 803,200 | – | new |
| 4 | BBY D BEST BUY INC | Consumer Cyclical | 7.8% | $23.3m | 450,000 | – | new |
| 5 | SOHU D SOHU | Communication Services | 7.7% | $23.0m | 925,000 | 19% | added |
| 6 | D Pinnacle Systems Inc | 7.0% | $20.9m | 2,329,900 | – | new | |
| 7 | D IRON MTN | 6.3% | $18.8m | 421,600 | 23% | added | |
| 8 | ORCL D ORACLE CORP | Technology | 5.3% | $15.9m | 1,325,000 | 51% | added |
| 9 | D OMNIVISION TECHNOLOGIES | 5.1% | $15.3m | 560,000 | – | new | |
| 10 | D APPLIED MICRO CIRCUITS CORP | 4.4% | $13.1m | 2,300,000 | – | new | |
| 11 | SNDK D SANDISK CORP | Technology | 3.5% | $10.4m | 365,000 | – | new |
| 12 | D CDW COMPUTER CENTERS INC | 3.2% | $9.5m | 140,000 | 56% | added | |
| 13 | D ECHOSTAR COMMUNICATIONS NEW | 2.8% | $8.4m | 255,000 | 65% | added | |
| 14 | D CAPTARIS INC | 2.6% | $7.7m | 1,407,997 | – | new | |
| 15 | D CHC HELICOPTER CORP | 2.3% | $6.8m | 246,400 | – | new | |
| 16 | D DELL INC | 1.7% | $5.0m | 150,000 | 200% | added | |
| 17 | D TESSERA TECHNOLOGIES INC | 1.1% | $3.2m | 175,000 | 133% | added | |
| 18 | INTC D INTEL CORP | Technology | 0.9% | $2.7m | 100,000 | 100% | added |
| 19 | D YAHOO INC | 0.8% | $2.4m | 50,000 | 0% | held | |
| 20 | AMZN D AMAZON.COM INC | Consumer Cyclical | 0.1% | $433.0k | 10,000 | – | 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.