Tiger Global Management 13F holdings, Q4 2006
Holdings as of December 31, 2006 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 33 US equity positions worth $1.5bn in its Q4 2006 13F filing. The largest position was AMERICA MOVIL S A DE C V SPON at 13.8% of the reported book, followed by AMERICAN TOWER CORP and UNH. Against the Q3 2006 filing, it opened 10 new positions, added to 7 and reduced 3 among the top 33 holdings.
What did Tiger Global Management own in Q4 2006? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2006 |
|---|---|---|---|---|---|---|---|
| 1 | AMERICA MOVIL S A DE C V SPON | 13.8% | $203.0m | 4,490,000 | 6% | added | |
| 2 | AMERICAN TOWER CORP | 12.7% | $186.4m | 5,000,000 | 10% | added | |
| 3 | UNH UNITEDHEALTH GROUP INC | Healthcare | 9.7% | $142.0m | 2,643,000 | 102% | added |
| 4 | COMCAST CORP NEW | 7.2% | $105.1m | 2,510,000 | 28% | added | |
| 5 | BIDU BAIDU | Communication Services | 6.9% | $100.9m | 895,000 | -31% | reduced |
| 6 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 6.2% | $91.3m | 878,300 | 97% | added |
| 7 | NUTRI SYS INC NEW | 5.6% | $82.8m | 1,305,483 | -23% | reduced | |
| 8 | NKE NIKE INC | Consumer Cyclical | 4.0% | $58.4m | 590,000 | 0% | held |
| 9 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 3.4% | $50.0m | 1,820,000 | 30% | added |
| 10 | RACKABLE SYSTEMS INC | 2.9% | $42.4m | 1,370,000 | – | new | |
| 11 | J2 GLOBAL COMMUNICATIONS INC | 2.8% | $40.9m | 1,500,000 | 0% | held | |
| 12 | QCOM QUALCOMM INC | Technology | 2.6% | $37.8m | 1,000,000 | – | new |
| 13 | AMP AMERIPRISE FINL INC | Financial Services | 2.1% | $31.4m | 576,800 | – | new |
| 14 | ECOLLEGE | 2.1% | $31.4m | 2,008,306 | 0% | held | |
| 15 | CROX CROCS INC | Consumer Cyclical | 2.1% | $30.2m | 700,000 | 0% | held |
| 16 | SUPERTEX INC | 1.7% | $24.3m | 620,000 | 0% | held | |
| 17 | AMERICAN SCIENCE & ENGR INC | 1.6% | $23.2m | 390,000 | 0% | held | |
| 18 | HOUSTON WIRE & CABLE CO | 1.4% | $20.6m | 985,000 | – | new | |
| 19 | TV GRUPO TELEVISA SA DE SV SP | 1.4% | $20.5m | 760,000 | – | new | |
| 20 | BLUE NILE INC | 1.4% | $20.1m | 543,825 | 0% | held | |
| 21 | LZB LA Z BOY INC | Consumer Cyclical | 1.3% | $18.5m | 1,555,000 | 0% | held |
| 22 | DOBSON COMMUNICATIONS CORP | 1.2% | $17.4m | 2,000,000 | -20% | reduced | |
| 23 | SPECTRANETICS CORP | 1.2% | $16.9m | 1,500,000 | – | new | |
| 24 | SYNTAX BRILLIAN CORP | 1.1% | $15.6m | 1,809,000 | – | new | |
| 25 | SGI TEMPUR PEDIC INTL INC | Consumer Cyclical | 1.0% | $15.1m | 740,100 | 0% | held |
| 26 | LAMSON & SESSIONS CO | 0.7% | $10.9m | 450,000 | 0% | held | |
| 27 | NESS TECHNOLOGIES INC | 0.5% | $8.0m | 558,672 | 0% | held | |
| 28 | MOVE INC | 0.4% | $6.5m | 1,180,274 | – | new | |
| 29 | TELKONET INC | 0.4% | $5.4m | 2,015,500 | 0% | held | |
| 30 | IMERGENT INC | 0.3% | $4.6m | 160,000 | – | new | |
| 31 | PARLUX FRAGRANCES INC | 0.2% | $3.3m | 586,200 | 10% | added | |
| 32 | ZIXI ZIX CORP | 0.2% | $2.3m | 1,925,350 | 0% | held | |
| 33 | MAMMA | 0.1% | $758.0k | 155,000 | – | 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.