Tiger Global Management 13F holdings, Q2 2010
Holdings as of June 30, 2010 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 21 US equity positions worth $2.6bn in its Q2 2010 13F filing. The largest position was APOLLO GROUP INC at 10.6% of the reported book, followed by AAPL and DIRECTV. Against the Q1 2010 filing, it opened 3 new positions, added to 10 and reduced 7 among the top 21 holdings.
What did Tiger Global Management own in Q2 2010? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2010 |
|---|---|---|---|---|---|---|---|
| 1 | APOLLO GROUP INC | 10.6% | $277.4m | 6,532,000 | -41% | reduced | |
| 2 | AAPL APPLE INC | Technology | 10.0% | $261.9m | 1,041,404 | 76% | added |
| 3 | DIRECTV | 9.7% | $253.9m | 7,483,900 | -36% | reduced | |
| 4 | PEP PEPSICO INC | Consumer Defensive | 9.1% | $236.9m | 3,887,471 | -13% | reduced |
| 5 | MELI MERCADOLIBRE INC | Consumer Cyclical | 8.4% | $220.3m | 4,193,127 | 0% | held |
| 6 | LIBERTY MEDIA CORP NEW CAP | 6.1% | $159.6m | 3,807,828 | 79% | added | |
| 7 | LMT LOCKHEED MARTIN CORP | Industrials | 6.1% | $159.2m | 2,136,302 | 2% | added |
| 8 | CABLEVISION SYS CORP | 5.7% | $147.8m | 6,155,372 | 264% | added | |
| 9 | LIBERTY GLOBAL | 5.4% | $139.9m | 5,383,574 | – | new | |
| 10 | LONGTOP FINL TECHNOLOGIES LT | 4.8% | $126.7m | 3,911,462 | 26% | added | |
| 11 | MA MASTERCARD INC | Financial Services | 4.5% | $117.7m | 590,000 | -10% | reduced |
| 12 | EA ELECTRONIC ARTS INC | Communication Services | 4.4% | $115.2m | 8,000,000 | -47% | reduced |
| 13 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 4.2% | $110.6m | 10,580,999 | 370% | added |
| 14 | IAC INTERACTIVECORP | 2.7% | $69.5m | 3,165,223 | -26% | reduced | |
| 15 | XEROX CORP | 2.1% | $55.9m | 6,950,000 | – | new | |
| 16 | AMERICAN TOWER CORP | 1.7% | $44.7m | 1,005,000 | 5% | added | |
| 17 | G GENPACT LIMITED | Technology | 1.5% | $39.8m | 2,564,696 | 3% | added |
| 18 | NKE NIKE INC | Consumer Cyclical | 1.3% | $34.7m | 513,019 | -12% | reduced |
| 19 | HARBIN ELECTRIC INC | 0.8% | $19.7m | 1,182,500 | 11% | added | |
| 20 | SHANDA GAMES LTD SP | 0.6% | $16.5m | 2,834,214 | 58% | added | |
| 21 | DPZ DOMINOS PIZZA INC | Consumer Cyclical | 0.2% | $5.1m | 450,326 | – | 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.