Tiger Global Management 13F holdings, Q4 2004
Holdings as of December 31, 2004 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 28 US equity positions worth $427.6m in its Q4 2004 13F filing. The largest position was D McAfee Inc at 10.5% of the reported book, followed by TOL and D Apollo Group Inc. Against the Q3 2004 filing, it opened 11 new positions, added to 5 and reduced 6 among the top 28 holdings.
What did Tiger Global Management own in Q4 2004? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2004 |
|---|---|---|---|---|---|---|---|
| 1 | D McAfee Inc | 10.5% | $44.8m | 1,550,000 | -47% | reduced | |
| 2 | TOL D TOLL BROTHERS | Consumer Cyclical | 9.9% | $42.4m | 617,300 | – | new |
| 3 | D Apollo Group Inc | 9.0% | $38.4m | 475,903 | – | new | |
| 4 | D Strayer Education Inc | 8.7% | $37.3m | 340,000 | 32% | added | |
| 5 | D SINA.COM | 7.3% | $31.3m | 975,000 | 144% | added | |
| 6 | D LEXMARK INTL INC | 5.6% | $23.8m | 280,000 | 40% | added | |
| 7 | D ECOLLEGE.COM | 4.8% | $20.4m | 1,800,000 | 77% | added | |
| 8 | D AMERICAN TOWER CORP | 4.3% | $18.4m | 1,000,000 | – | new | |
| 9 | D GLOBAL CROSSING LTD | 3.8% | $16.4m | 904,500 | 0% | held | |
| 10 | D Greenfield Online Inc | 3.5% | $14.8m | 675,000 | – | new | |
| 11 | D GOOGLE | 3.4% | $14.5m | 75,000 | – | new | |
| 12 | SOHU D SOHU | Communication Services | 3.2% | $13.6m | 766,160 | -43% | reduced |
| 13 | D J2 Global Communications Inc | 3.1% | $13.2m | 383,000 | 0% | held | |
| 14 | D CHECK FREE CORP | 2.7% | $11.4m | 300,000 | -60% | reduced | |
| 15 | D TESSERA TECHNOLOGIES INC | 2.4% | $10.2m | 275,000 | -35% | reduced | |
| 16 | D DELL COMPUTER | 2.1% | $8.8m | 210,000 | 0% | held | |
| 17 | D LEVEL 3 COMMUNICATIONS INC | 2.1% | $8.8m | 2,591,170 | 137% | added | |
| 18 | D Spectrasite Inc | 2.0% | $8.7m | 150,000 | – | new | |
| 19 | D OPTIMAL GROUP | 1.9% | $8.3m | 701,400 | – | new | |
| 20 | D Educate Inc | 1.9% | $8.0m | 607,400 | – | new | |
| 21 | D BLACKBOARD | 1.7% | $7.4m | 500,000 | 0% | held | |
| 22 | D CENTRAL EUROPEAN MEDIA | 1.5% | $6.2m | 159,913 | – | new | |
| 23 | D YAHOO! INC | 1.3% | $5.5m | 145,000 | -38% | reduced | |
| 24 | PHM D PULTE HOMES INC | Consumer Cyclical | 1.1% | $4.8m | 75,000 | – | new |
| 25 | D OPSWARE INC | 0.9% | $3.7m | 500,000 | 0% | held | |
| 26 | D CENTRAL EURO DIST | 0.7% | $3.0m | 100,000 | -60% | reduced | |
| 27 | D RightNow Technologies Inc | 0.6% | $2.4m | 150,000 | – | new | |
| 28 | ZIXI D Zix Corp | 0.2% | $1.0m | 200,000 | 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.