Tiger Global Management 13F holdings, Q3 2007
Holdings as of September 30, 2007 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 43 US equity positions worth $2.2bn in its Q3 2007 13F filing. The largest position was AMERICA MOVIL SAB DE CV SPON at 15.1% of the reported book, followed by AMERICAN TOWER CORP and BIDU. Against the Q2 2007 filing, it opened 18 new positions, added to 8 and reduced 11 among the top 43 holdings.
What did Tiger Global Management own in Q3 2007? Top 43 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2007 |
|---|---|---|---|---|---|---|---|
| 1 | AMERICA MOVIL SAB DE CV SPON | 15.1% | $327.2m | 5,112,700 | 6% | added | |
| 2 | AMERICAN TOWER CORP | 14.1% | $306.1m | 7,030,000 | – | new | |
| 3 | BIDU BAIDU | Communication Services | 7.7% | $166.3m | 574,000 | – | new |
| 4 | MELI MERCADOLIBRE INC | Consumer Cyclical | 7.3% | $157.1m | 4,333,097 | – | new |
| 5 | COMCAST CORP NEW | 6.2% | $134.1m | 5,595,694 | 28% | added | |
| 6 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 4.8% | $103.0m | 2,920,000 | -10% | reduced |
| 7 | CABLEVISION SYS CORP | 4.6% | $99.4m | 2,845,000 | – | new | |
| 8 | E M C CORP MASS | 3.8% | $83.1m | 3,993,000 | -50% | reduced | |
| 9 | NKE NIKE INC | Consumer Cyclical | 3.0% | $65.4m | 1,115,000 | 0% | held |
| 10 | HORIZON LINES INC | 3.0% | $64.3m | 2,106,309 | 72% | added | |
| 11 | CROX CROCS INC | Consumer Cyclical | 2.7% | $59.2m | 880,000 | 0% | held |
| 12 | NII HLDGS INC | 2.4% | $52.8m | 642,955 | – | new | |
| 13 | WNSN WNS HOLDINGS LTD SPON | 2.4% | $52.1m | 3,028,581 | -97% | reduced | |
| 14 | NUTRI SYS INC NEW | 1.8% | $39.9m | 850,000 | -50% | reduced | |
| 15 | CREE INC | 1.7% | $37.3m | 1,198,000 | 22% | added | |
| 16 | QCOM QUALCOMM INC | Technology | 1.6% | $35.2m | 832,000 | 32% | added |
| 17 | GIVEN IMAGING | 1.6% | $34.4m | 1,250,000 | – | new | |
| 18 | INNERWORKINGS INC | 1.4% | $30.2m | 1,750,000 | 0% | held | |
| 19 | FORCE PROTECTION INC | 1.4% | $29.2m | 1,350,300 | -27% | reduced | |
| 20 | CSX CSX CORP | Industrials | 1.2% | $26.7m | 625,600 | -43% | reduced |
| 21 | BURLINGTON NORTHN SANTA FE C | 1.2% | $26.0m | 320,200 | -20% | reduced | |
| 22 | UNP UNION PAC CORP | Industrials | 1.2% | $25.1m | 221,600 | -20% | reduced |
| 23 | SIGMA DESIGNS INC | 1.1% | $24.1m | 500,000 | – | new | |
| 24 | RWT REDWOOD TR INC | Real Estate | 1.0% | $21.4m | 645,000 | – | new |
| 25 | INDYMAC BANCORP INC | 0.8% | $17.7m | 750,000 | -55% | reduced | |
| 26 | SPARTAN MTRS INC | 0.8% | $16.8m | 1,000,000 | – | new | |
| 27 | RDN RADIAN GROUP INC | Financial Services | 0.7% | $15.4m | 660,000 | – | new |
| 28 | ECHELON CORP | 0.7% | $15.0m | 600,000 | – | new | |
| 29 | TRUE RELIGION APPAREL INC | 0.7% | $15.0m | 850,000 | – | new | |
| 30 | DOWNEY FINL CORP | 0.5% | $9.8m | 170,000 | – | new | |
| 31 | LZB LA Z BOY INC | Consumer Cyclical | 0.4% | $9.3m | 1,265,000 | 4% | added |
| 32 | FIRSTFED FINL CORP | 0.4% | $9.2m | 185,000 | – | new | |
| 33 | STANDARD PAC CORP NEW | 0.4% | $9.0m | 1,640,000 | 64% | added | |
| 34 | AIRVANA INC | 0.4% | $8.3m | 1,370,000 | – | new | |
| 35 | BEAZER HOMES USA INC | 0.4% | $8.2m | 1,000,000 | 25% | added | |
| 36 | PREMIER EXIBITIONS INC | 0.3% | $7.5m | 500,000 | – | new | |
| 37 | SSD SIMPSON MANUFACTURING CO INC | Basic Materials | 0.3% | $6.4m | 200,000 | – | new |
| 38 | SYNTAX BRILLIAN CORP | 0.3% | $6.1m | 1,500,000 | -57% | reduced | |
| 39 | TOUSA INC | 0.2% | $4.5m | 2,800,000 | 0% | held | |
| 40 | IMERGENT INC | 0.1% | $2.2m | 97,300 | – | new | |
| 41 | INPHONIC INC | 0.1% | $1.9m | 700,000 | -60% | reduced | |
| 42 | SINA CORP | 0.1% | $1.4m | 29,865 | 0% | held | |
| 43 | NEW ORIENTAL ED & TECH GRP I SPON | 0.1% | $1.3m | 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.