Tiger Global Management 13F holdings, Q2 2007
Holdings as of June 30, 2007 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 34 US equity positions worth $4.3bn in its Q2 2007 13F filing. The largest position was WNSN at 65.4% of the reported book, followed by AMERICA MOVIL SAB DE CV SPON and E M C CORP MASS. Against the Q1 2007 filing, it opened 15 new positions, added to 8 and reduced 5 among the top 34 holdings.
What did Tiger Global Management own in Q2 2007? Top 34 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2007 |
|---|---|---|---|---|---|---|---|
| 1 | WNSN WNS HOLDINGS LTD SPON | 65.4% | $2.8bn | 87,083,889 | 3670% | added | |
| 2 | AMERICA MOVIL SAB DE CV SPON | 6.9% | $299.7m | 4,840,000 | -16% | reduced | |
| 3 | E M C CORP MASS | 3.3% | $144.3m | 7,975,000 | – | new | |
| 4 | COMCAST CORP NEW | 2.8% | $122.0m | 4,364,999 | 0% | held | |
| 5 | NUTRI SYS INC NEW | 2.7% | $118.8m | 1,700,483 | 102% | added | |
| 6 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 2.5% | $108.8m | 3,240,000 | 0% | held |
| 7 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 2.0% | $86.8m | 535,700 | -26% | reduced |
| 8 | NKE NIKE INC | Consumer Cyclical | 1.5% | $65.0m | 1,115,000 | 62% | added |
| 9 | CSX CSX CORP | Industrials | 1.2% | $49.8m | 1,103,600 | – | new |
| 10 | INDYMAC BANCORP INC | 1.1% | $48.9m | 1,676,259 | – | new | |
| 11 | HORIZON LINES INC | 0.9% | $40.1m | 1,224,900 | 0% | held | |
| 12 | FORCE PROTECTION INC | 0.9% | $38.2m | 1,850,300 | 39% | added | |
| 13 | CROX CROCS INC | Consumer Cyclical | 0.9% | $37.8m | 880,000 | 26% | added |
| 14 | BURLINGTON NORTHN SANTA FE C | 0.8% | $33.9m | 398,200 | – | new | |
| 15 | TRANSACTION SYS ARCHITECTS | 0.8% | $33.7m | 1,000,000 | 382% | added | |
| 16 | PARTNER COMMUNICATIONS CO LT | 0.8% | $32.8m | 2,056,755 | – | new | |
| 17 | UNP UNION PAC CORP | Industrials | 0.7% | $31.9m | 276,600 | – | new |
| 18 | INNERWORKINGS INC | 0.6% | $28.0m | 1,750,000 | – | new | |
| 19 | QCOM QUALCOMM INC | Technology | 0.6% | $27.3m | 630,000 | -20% | reduced |
| 20 | CREE INC | 0.6% | $25.4m | 983,000 | 19% | added | |
| 21 | BEAZER HOMES USA INC | 0.5% | $19.7m | 800,000 | – | new | |
| 22 | STANDARD PAC CORP NEW | 0.4% | $17.5m | 1,000,000 | – | new | |
| 23 | SYNTAX BRILLIAN CORP | 0.4% | $17.3m | 3,510,000 | – | new | |
| 24 | MCHX MARCHEX INC | 0.4% | $16.3m | 1,000,000 | – | new | |
| 25 | LZB LA Z BOY INC | Consumer Cyclical | 0.3% | $13.9m | 1,215,000 | 0% | held |
| 26 | TOUSA INC | 0.3% | $11.7m | 2,800,000 | – | new | |
| 27 | INPHONIC INC | 0.2% | $8.1m | 1,735,000 | 43% | added | |
| 28 | IONATRON INC | 0.1% | $3.9m | 1,000,000 | – | new | |
| 29 | PARLUX FRAGRANCES INC | 0.1% | $3.8m | 863,116 | 0% | held | |
| 30 | VCG HLDG CORP | 0.0% | $2.1m | 256,600 | – | new | |
| 31 | TELKONET INC | 0.0% | $1.3m | 676,600 | -19% | reduced | |
| 32 | SINA CORP | 0.0% | $1.2m | 29,865 | -99% | reduced | |
| 33 | JONES SODA CO | 0.0% | $1.1m | 82,000 | – | new | |
| 34 | NEW ORIENTAL ED & TECH GRP I SPON | 0.0% | $1.1m | 20,000 | 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.