Tiger Global Management 13F holdings, Q1 2007
Holdings as of March 31, 2007 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 39 US equity positions worth $1.8bn in its Q1 2007 13F filing. The largest position was AMERICA MOVIL SAB DE CV SPON at 15.5% of the reported book, followed by AMERICAN TOWER CORP and COMCAST CORP NEW. Against the Q4 2006 filing, it opened 19 new positions, added to 7 and reduced 7 among the top 39 holdings.
What did Tiger Global Management own in Q1 2007? Top 39 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2006 |
|---|---|---|---|---|---|---|---|
| 1 | AMERICA MOVIL SAB DE CV SPON | 15.5% | $273.8m | 5,730,000 | 28% | added | |
| 2 | AMERICAN TOWER CORP | 14.5% | $255.9m | 6,570,000 | 31% | added | |
| 3 | COMCAST CORP NEW | 6.3% | $111.2m | 4,364,999 | 74% | added | |
| 4 | UNH UNITEDHEALTH GROUP INC | Healthcare | 6.3% | $110.9m | 2,094,000 | -21% | reduced |
| 5 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 5.6% | $98.5m | 728,300 | -17% | reduced |
| 6 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 5.4% | $95.7m | 3,240,000 | 78% | added |
| 7 | BIDU BAIDU | Communication Services | 5.2% | $91.5m | 947,662 | 6% | added |
| 8 | NKE NIKE INC | Consumer Cyclical | 4.1% | $73.3m | 690,000 | 17% | added |
| 9 | SINA CORP | 3.8% | $67.9m | 2,021,575 | – | new | |
| 10 | WNSN WNS HOLDINGS LTD SPON | 3.8% | $67.3m | 2,309,816 | – | new | |
| 11 | NUTRI SYS INC NEW | 2.5% | $44.0m | 840,483 | -36% | reduced | |
| 12 | HORIZON LINES INC | 2.3% | $40.2m | 1,224,900 | – | new | |
| 13 | ECOLLEGE | 2.0% | $36.0m | 2,008,306 | 0% | held | |
| 14 | QCOM QUALCOMM INC | Technology | 1.9% | $33.7m | 790,000 | -21% | reduced |
| 15 | CROX CROCS INC | Consumer Cyclical | 1.9% | $33.1m | 700,000 | 0% | held |
| 16 | HOUSTON WIRE & CABLE CO | 1.6% | $27.6m | 985,000 | 0% | held | |
| 17 | BANKRATE INC | 1.5% | $26.4m | 750,000 | – | new | |
| 18 | FORCE PROTECTION INC | 1.4% | $25.0m | 1,330,300 | – | new | |
| 19 | AMERICAN SCIENCE & ENGR INC | 1.2% | $20.5m | 390,000 | 0% | held | |
| 20 | SYSTEMAX INC | 1.2% | $20.5m | 1,095,000 | – | new | |
| 21 | ORBCOMM INC | 1.1% | $19.8m | 1,550,000 | – | new | |
| 22 | MEDIVATION INC | 1.1% | $18.9m | 1,000,000 | – | new | |
| 23 | SIERRA WIRELESS INC | 1.1% | $18.8m | 1,200,000 | – | new | |
| 24 | SFLY SHUTTERFLY INC | 1.0% | $17.6m | 1,100,000 | – | new | |
| 25 | DIVX INC | 1.0% | $17.3m | 865,000 | – | new | |
| 26 | PREMIER EXIBITIONS INC | 0.9% | $15.4m | 1,300,000 | – | new | |
| 27 | LZB LA Z BOY INC | Consumer Cyclical | 0.9% | $15.0m | 1,215,000 | -22% | reduced |
| 28 | CREE INC | 0.8% | $13.6m | 825,000 | – | new | |
| 29 | CALM CAL MAINE FOODS INC | Consumer Defensive | 0.8% | $13.4m | 1,000,000 | – | new |
| 30 | PROVIDENCE SVC CORP | 0.8% | $13.4m | 565,000 | – | new | |
| 31 | INPHONIC INC | 0.7% | $13.2m | 1,210,000 | – | new | |
| 32 | LAMSON & SESSIONS CO | 0.7% | $12.5m | 450,000 | 0% | held | |
| 33 | TRANSACTION SYS ARCHITECTS | 0.4% | $6.7m | 207,345 | – | new | |
| 34 | PARLUX FRAGRANCES INC | 0.3% | $4.8m | 863,116 | 47% | added | |
| 35 | GSAT GLOBALSTAR INC | 0.3% | $4.6m | 435,000 | – | new | |
| 36 | SGI TEMPUR PEDIC INTL INC | Consumer Cyclical | 0.2% | $4.3m | 163,836 | -78% | reduced |
| 37 | ZIXI ZIX CORP | 0.2% | $3.5m | 1,925,350 | 0% | held | |
| 38 | TELKONET INC | 0.1% | $2.3m | 837,100 | -58% | reduced | |
| 39 | NEW ORIENTAL ED & TECH GRP I SPON | 0.0% | $811.0k | 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.