Tiger Global Management 13F holdings, Q1 2008
Holdings as of March 31, 2008 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 54 US equity positions worth $3.6bn in its Q1 2008 13F filing. The largest position was AMERICA MOVIL SAB DE CV SPON at 13.1% of the reported book, followed by CSX and AMERICAN TOWER CORP. Against the Q4 2007 filing, it opened 49 new positions, added to 0 and reduced 0 among the top 50 holdings.
What did Tiger Global Management own in Q1 2008? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2007 |
|---|---|---|---|---|---|---|---|
| 1 | AMERICA MOVIL SAB DE CV SPON | 13.1% | $468.9m | 7,361,500 | – | new | |
| 2 | CSX CSX CORP | Industrials | 13.1% | $467.1m | 8,331,200 | – | new |
| 3 | AMERICAN TOWER CORP | 11.7% | $416.8m | 10,630,000 | – | new | |
| 4 | MA MASTERCARD INC | Financial Services | 8.8% | $315.5m | 1,414,834 | – | new |
| 5 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.8% | $172.3m | 4,333,097 | – | new |
| 6 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 4.5% | $161.5m | 5,413,700 | – | new |
| 7 | BIDU BAIDU | Communication Services | 3.7% | $132.1m | 551,263 | – | new |
| 8 | QCOM QUALCOMM INC | Technology | 3.5% | $124.4m | 3,035,000 | – | new |
| 9 | SINA CORP | 2.6% | $94.6m | 2,683,400 | – | new | |
| 10 | APOLLO INVT CORP | 1.9% | $68.7m | 4,342,782 | – | new | |
| 11 | FR FIRST INDUSTRIAL REALTY TRUS | Real Estate | 1.9% | $66.4m | 2,150,000 | – | new |
| 12 | NEW ORIENTAL ED & TECH GRP I SPON | 1.8% | $65.8m | 1,014,836 | – | new | |
| 13 | CREE INC | 1.7% | $62.0m | 2,218,510 | – | new | |
| 14 | NFLX NETFLIX INC | Communication Services | 1.6% | $57.9m | 1,670,000 | – | new |
| 15 | CROX CROCS INC | Consumer Cyclical | 1.5% | $54.2m | 3,100,000 | – | new |
| 16 | HNI HNI CORP | Consumer Cyclical | 1.4% | $51.4m | 1,910,000 | – | new |
| 17 | MIDD MIDDLEBY CORP | Industrials | 1.4% | $49.0m | 785,000 | – | new |
| 18 | WNSN WNS HOLDINGS LTD SPON | 1.3% | $47.6m | 3,083,681 | – | new | |
| 19 | SEARS HLDGS CORP | 1.3% | $47.0m | 460,000 | – | new | |
| 20 | HORIZON LINES INC | 1.1% | $41.1m | 2,206,309 | – | new | |
| 21 | CABLEVISION SYS CORP | 1.1% | $39.3m | 1,834,200 | – | new | |
| 22 | CAPITALSOURCE INC | 1.1% | $37.9m | 3,922,580 | – | new | |
| 23 | OMNIVISION TECHNOLOGIES INC | 1.1% | $37.8m | 2,250,000 | – | new | |
| 24 | PII POLARIS INDS INC | Consumer Cyclical | 1.0% | $37.5m | 915,000 | – | new |
| 25 | MTG MGIC INVT CORP WIS | Financial Services | 1.0% | $37.2m | 3,531,000 | – | new |
| 26 | CHINA SEC & SURVE TECH INC | 1.0% | $35.9m | 2,020,000 | – | new | |
| 27 | WTS WATTS WATER TECHNOLOGIES INC | Industrials | 1.0% | $34.3m | 1,225,000 | – | new |
| 28 | SIGMA DESIGNS INC | 0.9% | $32.6m | 1,440,000 | – | new | |
| 29 | RDN RADIAN GROUP INC | Financial Services | 0.7% | $26.4m | 4,020,000 | – | new |
| 30 | NALCO HOLDING COMPANY | 0.7% | $25.4m | 1,200,000 | – | new | |
| 31 | GLOBAL SOURCES LTD | 0.7% | $24.7m | 1,665,000 | – | new | |
| 32 | COACH INC | 0.6% | $22.6m | 750,000 | – | new | |
| 33 | HHGREGG INC | 0.5% | $17.4m | 1,550,000 | – | new | |
| 34 | STANDARD PAC CORP NEW | 0.5% | $17.3m | 3,550,000 | – | new | |
| 35 | RWT REDWOOD TR INC | Real Estate | 0.4% | $15.7m | 432,286 | – | new |
| 36 | MEDIA GEN INC | 0.4% | $15.4m | 1,100,000 | – | new | |
| 37 | CONSTANT CONTACT INC | 0.4% | $15.1m | 1,039,937 | – | new | |
| 38 | ABR ARBOR RLTY TR INC | Real Estate | 0.4% | $14.3m | 950,000 | – | new |
| 39 | ARTHROCARE CORP | 0.4% | $14.2m | 425,000 | – | new | |
| 40 | CHIMERA INVT CORP | 0.3% | $12.3m | 1,000,000 | – | new | |
| 41 | LEHMAN BROS HLDGS INC | 0.3% | $12.2m | 325,000 | – | new | |
| 42 | BEAZER HOMES USA INC | 0.3% | $11.7m | 1,237,400 | – | new | |
| 43 | NUTRI SYS INC NEW | 0.3% | $11.2m | 745,150 | – | new | |
| 44 | ZIXI ZIX CORP | 0.3% | $10.9m | 2,805,000 | – | new | |
| 45 | LZB LA Z BOY INC | Consumer Cyclical | 0.3% | $9.4m | 1,124,964 | – | new |
| 46 | TERRA INDS INC | 0.3% | $9.2m | 259,000 | – | new | |
| 47 | INDYMAC BANCORP INC | 0.2% | $8.4m | 1,700,400 | – | new | |
| 48 | CRYSTAL RIV CAP INC | 0.2% | $8.0m | 900,000 | – | new | |
| 49 | LONGTOP FINL TECHNOLOGIES LT | 0.2% | $5.4m | 285,000 | 0% | held | |
| 50 | EMCORE CORP | 0.1% | $4.0m | 700,000 | – | 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.