Tiger Global Management 13F holdings, Q3 2004
Holdings as of September 30, 2004 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 30 US equity positions worth $313.6m in its Q3 2004 13F filing. The largest position was D McAfee Inc at 18.9% of the reported book, followed by D STRAYER ED INC and SOHU. Against the Q2 2004 filing, it opened 6 new positions, added to 6 and reduced 6 among the top 30 holdings.
What did Tiger Global Management own in Q3 2004? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2004 |
|---|---|---|---|---|---|---|---|
| 1 | D McAfee Inc | 18.9% | $59.3m | 2,950,000 | – | new | |
| 2 | D STRAYER ED INC | 9.4% | $29.6m | 257,500 | – | new | |
| 3 | SOHU D SOHU | Communication Services | 7.1% | $22.3m | 1,340,000 | 182% | added |
| 4 | D CHECK FREE CORP | 6.6% | $20.8m | 750,000 | 36% | added | |
| 5 | D IRON MOUNTAIN | 6.2% | $19.3m | 569,999 | 0% | held | |
| 6 | D LEXMARK INTL INC | 5.4% | $16.8m | 200,000 | -59% | reduced | |
| 7 | D GLOBAL CROSSING LTD | 4.8% | $14.9m | 904,500 | 28% | added | |
| 8 | D J2 Global Communications Inc | 3.9% | $12.1m | 383,000 | 0% | held | |
| 9 | D SINA.COM | 3.3% | $10.2m | 400,000 | 11% | added | |
| 10 | D ECOLLEGE.COM | 3.1% | $9.8m | 1,017,010 | – | new | |
| 11 | D Tessera Technologies Inc | 3.0% | $9.4m | 425,000 | 55% | added | |
| 12 | D MCG CAPTIAL CORP | 2.8% | $8.7m | 500,000 | 0% | held | |
| 13 | D BLACKBOARD INC | 2.7% | $8.6m | 500,000 | – | new | |
| 14 | D YAHOO! INC | 2.5% | $8.0m | 235,000 | -65% | reduced | |
| 15 | D Multimedia Games Inc | 2.5% | $7.8m | 500,000 | 0% | held | |
| 16 | D DELL COMPUTER | 2.4% | $7.5m | 210,000 | 5% | added | |
| 17 | LPL D LG PHILLIPS LCD | Technology | 2.2% | $7.0m | 465,000 | – | new |
| 18 | IWM D ISHARES TR | 1.8% | $5.7m | 50,000 | – | new | |
| 19 | D CENTRAL EURO DIST | 1.8% | $5.6m | 250,000 | -33% | reduced | |
| 20 | D SAFENET INC | 1.7% | $5.3m | 200,000 | 0% | held | |
| 21 | D PROQUEST COMPANY | 1.4% | $4.5m | 175,000 | 0% | held | |
| 22 | D CAPTARIS INC | 1.4% | $4.3m | 1,000,000 | -50% | reduced | |
| 23 | D TASER INTL | 1.2% | $3.8m | 100,000 | 0% | held | |
| 24 | D ChipMOS TECH Bermuda Ltd | 1.1% | $3.5m | 500,000 | 0% | held | |
| 25 | D LEVEL 3 COMMUNICATIONS INC | 0.9% | $2.8m | 1,091,170 | 0% | held | |
| 26 | D OPSWARE INC | 0.9% | $2.8m | 500,000 | 0% | held | |
| 27 | AMZN Omitted Records | Consumer Cyclical | 0.3% | $1.0m | 41 | -24% | reduced |
| 28 | EBAY Omitted Records | Consumer Cyclical | 0.3% | $1.0m | 92 | 0% | held |
| 29 | ZIXI D Zix Corp | 0.3% | $916.0k | 200,000 | -67% | reduced | |
| 30 | D FALCONSTOR SOFTWARE INC | 0.2% | $503.0k | 67,488 | 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.