Tiger Global Management 13F holdings, Q2 2005
Holdings as of June 30, 2005 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 39 US equity positions worth $692.7m in its Q2 2005 13F filing. The largest position was D SPECTRASITE INC at 8.6% of the reported book, followed by PHM and TOL. Against the Q1 2005 filing, it opened 13 new positions, added to 6 and reduced 8 among the top 39 holdings.
What did Tiger Global Management own in Q2 2005? Top 39 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2005 |
|---|---|---|---|---|---|---|---|
| 1 | D SPECTRASITE INC | 8.6% | $59.7m | 802,500 | 76% | added | |
| 2 | PHM D PULTE HOMES INC | Consumer Cyclical | 8.4% | $58.1m | 690,000 | -14% | reduced |
| 3 | TOL D TOLL BROTHERS | Consumer Cyclical | 7.8% | $54.1m | 532,700 | -30% | reduced |
| 4 | D LEXMARK INTL INC | 7.7% | $53.6m | 827,500 | 11% | added | |
| 5 | DLB D Dolby Laboratories Inc | Industrials | 7.6% | $52.4m | 2,377,300 | 9409% | added |
| 6 | D GOOGLE | 6.5% | $45.1m | 153,200 | -59% | reduced | |
| 7 | ORCL D ORACLE COPR | Technology | 5.5% | $38.3m | 2,900,000 | -28% | reduced |
| 8 | D NEWS CORP | 4.3% | $29.9m | 1,845,000 | 213% | added | |
| 9 | D CENTRAL EUROPEAN MEDIA | 4.2% | $29.0m | 600,000 | -38% | reduced | |
| 10 | D AMERICAN TOWER CORP | 4.0% | $27.9m | 1,325,000 | -24% | reduced | |
| 11 | D ECOLLEGE.COM | 3.5% | $24.1m | 2,025,000 | 0% | held | |
| 12 | D J2 Global Communications Inc | 3.1% | $21.3m | 617,932 | 61% | added | |
| 13 | SOHU D SOHU | Communication Services | 3.0% | $20.8m | 950,000 | -45% | reduced |
| 14 | D OPTIMAL GROUP | 2.5% | $17.6m | 1,092,281 | -49% | reduced | |
| 15 | D GLOBAL CROSSING LTD | 2.2% | $15.4m | 904,500 | 0% | held | |
| 16 | D GREAT ATLANTIC & PAC TEA INC | 2.1% | $14.5m | 500,000 | – | new | |
| 17 | D INPHONIC INC | 2.0% | $13.7m | 899,000 | – | new | |
| 18 | D TIVO INC | 1.7% | $12.0m | 1,800,000 | – | new | |
| 19 | D HOUSEVALUES INC | 1.7% | $12.0m | 663,300 | – | new | |
| 20 | D BLACKBOARD | 1.7% | $12.0m | 500,000 | 0% | held | |
| 21 | D LIFE TIME FITNESS INC | 1.5% | $10.7m | 326,900 | 0% | held | |
| 22 | D APPLIED FILMS CORP | 1.4% | $9.4m | 367,484 | – | new | |
| 23 | D Educate Inc | 1.2% | $8.6m | 607,400 | 0% | held | |
| 24 | D LEVEL 3 COMMUNICATIONS INC | 0.8% | $5.8m | 2,841,170 | 0% | held | |
| 25 | D CLICK COMMERCE INC | 0.8% | $5.7m | 250,000 | – | new | |
| 26 | D PORTALPLAYER INC | 0.8% | $5.7m | 275,000 | 0% | held | |
| 27 | D CERNER CORO | 0.7% | $5.1m | 75,000 | – | new | |
| 28 | D CHARLES & COLVARD LIMITED | 0.7% | $4.9m | 200,000 | – | new | |
| 29 | D JAMDAT MOBILE | 0.6% | $4.4m | 160,000 | – | new | |
| 30 | D CENTRAL EURO DIST | 0.5% | $3.7m | 100,000 | 0% | held | |
| 31 | D DESIGN WITHIN REACH INC | 0.5% | $3.6m | 200,000 | – | new | |
| 32 | MU D MICRON TECHNOLOGY INC | Technology | 0.5% | $3.2m | 315,000 | – | new |
| 33 | Omitted Records | 0.4% | $2.7m | 23 | 10% | added | |
| 34 | D OPSWARE INC | 0.4% | $2.6m | 500,000 | 0% | held | |
| 35 | D NAPSTER INC | 0.3% | $2.3m | 541,000 | 0% | held | |
| 36 | D TESSERA TECHNOLOGIES INC | 0.1% | $869.0k | 26,000 | 0% | held | |
| 37 | D TELKONET INC | 0.1% | $840.0k | 170,300 | – | new | |
| 38 | ZIXI D Zix Corp | 0.1% | $626.0k | 200,000 | 0% | held | |
| 39 | IMAX D Imax Corp | Communication Services | 0.0% | $199.0k | 20,000 | – | 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.