Tiger Global Management 13F holdings, Q3 2008
Holdings as of September 30, 2008 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 35 US equity positions worth $2.8bn in its Q3 2008 13F filing. The largest position was AMERICAN TOWER CORP at 14.5% of the reported book, followed by CSX and MA. Against the Q2 2008 filing, it opened 13 new positions, added to 10 and reduced 9 among the top 35 holdings.
What did Tiger Global Management own in Q3 2008? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2008 |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN TOWER CORP | 14.5% | $403.5m | 11,216,435 | 14% | added | |
| 2 | CSX CSX CORP | Industrials | 14.4% | $400.6m | 7,341,200 | 20% | added |
| 3 | MA MASTERCARD INC | Financial Services | 12.4% | $344.5m | 1,942,746 | 22% | added |
| 4 | V VISA INC | Financial Services | 8.4% | $232.8m | 3,791,948 | 201% | added |
| 5 | QCOM QUALCOMM INC | Technology | 6.3% | $175.2m | 4,077,700 | -7% | reduced |
| 6 | LONGTOP FINL TECHNOLOGIES LT | 5.1% | $142.1m | 10,083,165 | 3438% | added | |
| 7 | AAPL APPLE INC | Technology | 4.5% | $124.0m | 1,091,365 | 426% | added |
| 8 | AMERICA MOVIL SAB DE CV SPON | 4.4% | $122.2m | 2,636,500 | -51% | reduced | |
| 9 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 3.5% | $97.7m | 3,775,400 | -30% | reduced |
| 10 | MELI MERCADOLIBRE INC | Consumer Cyclical | 3.2% | $88.2m | 4,333,097 | 0% | held |
| 11 | COACH INC | 3.0% | $83.2m | 3,323,300 | 139% | added | |
| 12 | SINA CORP | 3.0% | $82.7m | 2,348,900 | -8% | reduced | |
| 13 | ZION ZIONS BANCORPORATION | Financial Services | 2.3% | $63.3m | 1,635,000 | – | new |
| 14 | GENERAL MTRS CORP | 1.5% | $42.5m | 4,500,000 | 105% | added | |
| 15 | GUSHAN ENVIRONMENTAL ENRGY L SPON | 1.4% | $39.1m | 7,645,363 | – | new | |
| 16 | HBAN HUNTINGTON BANCSHARES INC | Financial Services | 1.4% | $38.4m | 4,800,000 | – | new |
| 17 | MARSHAL & ILSLY CORP NEW | 1.4% | $38.3m | 1,900,000 | – | new | |
| 18 | FHN FIRST HORIZON NATL CORP | Financial Services | 1.3% | $37.1m | 3,967,864 | 98% | added |
| 19 | SCI SERVICE CORP INTL | Consumer Cyclical | 1.1% | $30.9m | 3,700,000 | – | new |
| 20 | WNSN WNS HOLDINGS LTD SPON | 1.1% | $30.3m | 3,075,358 | -0% | held | |
| 21 | TRUE RELIGION APPAREL INC | 1.1% | $29.7m | 1,150,000 | – | new | |
| 22 | MEREDITH CORP | 1.0% | $28.0m | 1,000,000 | 0% | held | |
| 23 | CAVIUM NETWORKS INC | 1.0% | $27.5m | 1,950,000 | – | new | |
| 24 | CMA COMERICA INC | 0.6% | $18.0m | 550,000 | – | new | |
| 25 | EMCORE CORP | 0.4% | $12.2m | 2,466,953 | -8% | reduced | |
| 26 | ISTAR FINL INC | 0.4% | $11.1m | 4,250,000 | – | new | |
| 27 | AMBAC FINL GROUP INC | 0.3% | $9.3m | 4,000,000 | -44% | reduced | |
| 28 | A POWER ENERGY GENERAT SYS L | 0.3% | $8.1m | 900,060 | -23% | reduced | |
| 29 | THO THOR INDS INC | Consumer Cyclical | 0.3% | $7.9m | 320,000 | 5% | added |
| 30 | FIFTH STREET FINANCE CORP | 0.1% | $3.7m | 363,975 | -48% | reduced | |
| 31 | CHINA SEC & SURVE TECH INC | 0.1% | $3.1m | 222,031 | -55% | reduced | |
| 32 | VOCUS INC | 0.1% | $1.5m | 45,000 | – | new | |
| 33 | WASHINGTON MUT INC | 0.0% | $1.1m | 13,950,000 | – | new | |
| 34 | GGG GRACO INC | Industrials | 0.0% | $904.0k | 25,392 | – | new |
| 35 | BEAZER HOMES USA INC | 0.0% | $61.0k | 10,159 | – | 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.