Tiger Global Management 13F holdings, Q2 2008
Holdings as of June 30, 2008 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 45 US equity positions worth $3.4bn in its Q2 2008 13F filing. The largest position was MA at 12.5% of the reported book, followed by AMERICAN TOWER CORP and CSX. Against the Q1 2008 filing, it opened 20 new positions, added to 11 and reduced 7 among the top 45 holdings.
What did Tiger Global Management own in Q2 2008? Top 45 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2008 |
|---|---|---|---|---|---|---|---|
| 1 | MA MASTERCARD INC | Financial Services | 12.5% | $423.2m | 1,593,821 | 13% | added |
| 2 | AMERICAN TOWER CORP | 12.3% | $417.0m | 9,870,032 | -7% | reduced | |
| 3 | CSX CSX CORP | Industrials | 11.3% | $383.8m | 6,110,100 | -27% | reduced |
| 4 | AMERICA MOVIL SAB DE CV SPON | 8.4% | $285.7m | 5,416,500 | -26% | reduced | |
| 5 | QCOM QUALCOMM INC | Technology | 5.8% | $195.2m | 4,400,000 | 45% | added |
| 6 | BIDU BAIDU | Communication Services | 5.7% | $195.1m | 623,263 | 13% | added |
| 7 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 5.7% | $194.9m | 5,413,700 | 0% | held |
| 8 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.4% | $149.4m | 4,333,097 | 0% | held |
| 9 | SINA CORP | 3.2% | $109.1m | 2,563,900 | -4% | reduced | |
| 10 | V VISA INC | Financial Services | 3.0% | $102.4m | 1,259,448 | – | new |
| 11 | NEW ORIENTAL ED & TECH GRP I SPON | 2.8% | $95.3m | 1,630,985 | 61% | added | |
| 12 | LEVEL 3 COMMUNICATIONS INC | 1.6% | $55.8m | 18,900,000 | – | new | |
| 13 | WNSN WNS HOLDINGS LTD SPON | 1.5% | $52.0m | 3,083,681 | 0% | held | |
| 14 | MENTOR CORP MINN | 1.4% | $45.9m | 1,650,000 | – | new | |
| 15 | STARENT NETWORKS CORP | 1.2% | $42.1m | 3,350,000 | – | new | |
| 16 | PII POLARIS INDS INC | Consumer Cyclical | 1.2% | $40.4m | 1,000,000 | 9% | added |
| 17 | COACH INC | 1.2% | $40.1m | 1,390,000 | 85% | added | |
| 18 | PAYX PAYCHEX INC | Technology | 1.2% | $39.9m | 1,276,911 | – | new |
| 19 | AMERICAN SUPERCONDUCTOR CORP | 1.1% | $36.7m | 1,025,000 | – | new | |
| 20 | AAPL APPLE INC | Technology | 1.0% | $34.7m | 207,500 | – | new |
| 21 | MIDD MIDDLEBY CORP | Industrials | 1.0% | $34.5m | 785,000 | 0% | held |
| 22 | WTS WATTS WATER TECHNOLOGIES INC | Industrials | 1.0% | $33.0m | 1,325,000 | 8% | added |
| 23 | CTRIP | 0.9% | $32.0m | 700,000 | – | new | |
| 24 | LUMINEX CORP DEL | 0.9% | $31.9m | 1,550,000 | – | new | |
| 25 | A POWER ENERGY GENERAT SYS L | 0.9% | $31.3m | 1,175,000 | 370% | added | |
| 26 | OMNIVISION TECHNOLOGIES INC | 0.9% | $29.6m | 2,450,000 | 9% | added | |
| 27 | MEREDITH CORP | 0.8% | $28.3m | 1,000,000 | – | new | |
| 28 | NALCO HOLDING COMPANY | 0.7% | $25.4m | 1,200,000 | 0% | held | |
| 29 | GENERAL MTRS CO | 0.7% | $25.3m | 2,200,000 | – | new | |
| 30 | POPULAR INC | 0.6% | $21.4m | 3,250,000 | – | new | |
| 31 | FIRST BANCORP P R | 0.6% | $21.2m | 3,350,000 | – | new | |
| 32 | SIERRA WIRELESS INC | 0.6% | $21.0m | 1,435,000 | – | new | |
| 33 | STEC INC | 0.6% | $20.0m | 1,950,000 | – | new | |
| 34 | EMCORE CORP | 0.5% | $16.7m | 2,674,139 | 282% | added | |
| 35 | FHN FIRST HORIZON NATL CORP | Financial Services | 0.4% | $14.9m | 2,000,000 | 7900% | added |
| 36 | AGFEED INDUSTRIES INC | 0.4% | $12.1m | 810,000 | – | new | |
| 37 | CAPSTONE TURBINE CORP | 0.3% | $10.1m | 2,400,000 | – | new | |
| 38 | AMBAC FINL GROUP INC | 0.3% | $9.6m | 7,200,000 | – | new | |
| 39 | FIFTH STREET FINANCE CORP | 0.2% | $7.2m | 700,000 | – | new | |
| 40 | CHINA SEC & SURVE TECH INC | 0.2% | $6.6m | 489,922 | -76% | reduced | |
| 41 | THO THOR INDS INC | Consumer Cyclical | 0.2% | $6.5m | 305,000 | – | new |
| 42 | MTG MGIC INVT CORP WIS | Financial Services | 0.2% | $6.1m | 1,000,000 | -72% | reduced |
| 43 | LONGTOP FINL TECHNOLOGIES LT | 0.1% | $4.7m | 285,000 | 0% | held | |
| 44 | RDN RADIAN GROUP INC | Financial Services | 0.1% | $2.9m | 2,000,000 | -50% | reduced |
| 45 | INDYMAC BANCORP INC | 0.0% | $1.1m | 1,700,400 | 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.