Tiger Global Management 13F holdings, Q2 2004
Holdings as of June 30, 2004 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 33 US equity positions worth $365.7m in its Q2 2004 13F filing. The largest position was D NETWORK ASSOCIATES INC at 16.2% of the reported book, followed by D LEXMARK INTL INC and D YAHOO! INC. Against the Q1 2004 filing, it opened 21 new positions, added to 7 and reduced 5 among the top 33 holdings.
What did Tiger Global Management own in Q2 2004? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2004 |
|---|---|---|---|---|---|---|---|
| 1 | D NETWORK ASSOCIATES INC | 16.2% | $59.4m | 3,275,000 | – | new | |
| 2 | D LEXMARK INTL INC | 12.8% | $46.8m | 485,000 | -12% | reduced | |
| 3 | D YAHOO! INC | 6.7% | $24.4m | 670,000 | 1240% | added | |
| 4 | D Pinnacle Systems Inc | 5.4% | $19.7m | 2,753,900 | 18% | added | |
| 5 | D IRON MOUNTAIN | 5.0% | $18.3m | 569,999 | 35% | added | |
| 6 | JBL D JABIL CIRCUIT INC | Technology | 4.8% | $17.6m | 700,000 | -13% | reduced |
| 7 | D CHECK FREE CORP | 4.5% | $16.5m | 550,000 | – | new | |
| 8 | D Multimedia Games Inc | 3.7% | $13.4m | 500,000 | – | new | |
| 9 | D CAPTARIS INC | 3.5% | $12.9m | 2,000,000 | 42% | added | |
| 10 | D SINA.COM | 3.2% | $11.9m | 360,000 | -65% | reduced | |
| 11 | D GLOBAL CROSSING LTD | 3.0% | $11.0m | 704,500 | – | new | |
| 12 | D J2 Global Communications Inc | 2.9% | $10.6m | 383,000 | – | new | |
| 13 | D VERITAS SOFTWARE CORP | 2.7% | $9.7m | 350,000 | – | new | |
| 14 | D CENTRAL EURO DIST | 2.7% | $9.7m | 374,999 | – | new | |
| 15 | SOHU D SOHU | Communication Services | 2.6% | $9.4m | 475,000 | -49% | reduced |
| 16 | INTC D INTEL CORP | Technology | 2.3% | $8.3m | 300,000 | 200% | added |
| 17 | D WEBEX COMMUNICATIONS INC | 2.1% | $7.8m | 357,508 | – | new | |
| 18 | D MCG CAPTIAL CORP | 2.1% | $7.7m | 500,000 | – | new | |
| 19 | D DELL COMPUTER | 2.0% | $7.2m | 200,000 | 33% | added | |
| 20 | D SAFENET INC | 1.5% | $5.5m | 200,000 | – | new | |
| 21 | D TESSERA TECHNOLOGIES INC | 1.4% | $5.0m | 275,000 | 57% | added | |
| 22 | ZIXI D Zix Corp | 1.3% | $4.8m | 610,000 | – | new | |
| 23 | D PROQUEST COMPANY | 1.3% | $4.8m | 175,000 | – | new | |
| 24 | D TASER INTL | 1.2% | $4.3m | 100,000 | – | new | |
| 25 | D OPSWARE INC | 1.1% | $4.0m | 500,000 | – | new | |
| 26 | D LEVEL 3 COMMUNICATIONS INC | 1.0% | $3.8m | 1,091,170 | – | new | |
| 27 | D ChipMOS TECH Bermuda Ltd | 1.0% | $3.5m | 500,000 | – | new | |
| 28 | D DIGITAL RIVER | 0.9% | $3.3m | 100,000 | – | new | |
| 29 | D Tom Online Inc | 0.5% | $1.7m | 125,000 | – | new | |
| 30 | EBAY Omitted Records | Consumer Cyclical | 0.3% | $1.0m | 92 | – | new |
| 31 | AMZN Omitted Records | Consumer Cyclical | 0.3% | $1.0m | 54 | -99% | reduced |
| 32 | D FALCONSTOR SOFTWARE INC | 0.1% | $521.0k | 67,488 | – | new | |
| 33 | D CRITICAL PATH | 0.1% | $207.0k | 150,000 | – | 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.