Tiger Global Management 13F holdings, Q1 2005
Holdings as of March 31, 2005 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 29 US equity positions worth $669.7m in its Q1 2005 13F filing. The largest position was D GOOGLE at 10.1% of the reported book, followed by TOL and D LEXMARK INTL INC. Against the Q4 2004 filing, it opened 7 new positions, added to 12 and reduced 3 among the top 29 holdings.
What did Tiger Global Management own in Q1 2005? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2004 |
|---|---|---|---|---|---|---|---|
| 1 | D GOOGLE | 10.1% | $68.0m | 376,500 | 402% | added | |
| 2 | TOL D TOLL BROTHERS | Consumer Cyclical | 8.9% | $59.9m | 759,800 | 23% | added |
| 3 | D LEXMARK INTL INC | 8.9% | $59.4m | 742,500 | 165% | added | |
| 4 | PHM D PULTE HOMES INC | Consumer Cyclical | 8.8% | $59.0m | 801,000 | 968% | added |
| 5 | ORCL D ORACLE COPR | Technology | 7.5% | $49.9m | 4,000,000 | – | new |
| 6 | D CENTRAL EUROPEAN MEDIA | 7.2% | $48.0m | 970,829 | 507% | added | |
| 7 | D OPTIMAL GROUP | 5.9% | $39.2m | 2,157,558 | 208% | added | |
| 8 | D Apollo Group Inc | 5.6% | $37.2m | 501,903 | 5% | added | |
| 9 | D Strayer Education Inc | 5.3% | $35.7m | 315,000 | -7% | reduced | |
| 10 | D AMERICAN TOWER CORP | 4.8% | $31.9m | 1,750,000 | 75% | added | |
| 11 | SOHU D SOHU | Communication Services | 4.6% | $30.5m | 1,737,000 | 127% | added |
| 12 | D Spectrasite Inc | 4.0% | $26.5m | 456,900 | 205% | added | |
| 13 | D ECOLLEGE.COM | 3.9% | $26.2m | 2,025,000 | 12% | added | |
| 14 | D GLOBAL CROSSING LTD | 2.1% | $14.1m | 904,500 | 0% | held | |
| 15 | D J2 Global Communications Inc | 2.0% | $13.1m | 383,000 | 0% | held | |
| 16 | D NEWS CORP | 1.5% | $10.0m | 590,000 | – | new | |
| 17 | D Life Time Fitness Inc | 1.3% | $8.8m | 326,900 | – | new | |
| 18 | D BLACKBOARD | 1.3% | $8.7m | 500,000 | 0% | held | |
| 19 | D Educate Inc | 1.3% | $8.4m | 607,400 | 0% | held | |
| 20 | D PORTALPLAYER INC | 0.9% | $6.3m | 275,000 | – | new | |
| 21 | D LEVEL 3 COMMUNICATIONS INC | 0.9% | $5.9m | 2,841,170 | 10% | added | |
| 22 | Omitted Records | 0.9% | $5.7m | 21 | – | new | |
| 23 | D SINA.COM | 0.8% | $5.4m | 175,000 | -82% | reduced | |
| 24 | D NAPSTER INC | 0.5% | $3.5m | 541,000 | – | new | |
| 25 | D CENTRAL EURO DIST | 0.5% | $3.3m | 100,000 | 0% | held | |
| 26 | D OPSWARE INC | 0.4% | $2.6m | 500,000 | 0% | held | |
| 27 | D TESSERA TECHNOLOGIES INC | 0.2% | $1.1m | 26,000 | -91% | reduced | |
| 28 | ZIXI D Zix Corp | 0.1% | $748.0k | 200,000 | 0% | held | |
| 29 | DLB D Dolby Laboratories Inc | Industrials | 0.1% | $588.0k | 25,000 | – | 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.