Tiger Global Management 13F holdings, Q1 2011
Holdings as of March 31, 2011 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 19 US equity positions worth $2.4bn in its Q1 2011 13F filing. The largest position was AAPL at 20.4% of the reported book, followed by MELI and NFLX. Against the Q4 2010 filing, it opened 4 new positions, added to 3 and reduced 6 among the top 19 holdings.
What did Tiger Global Management own in Q1 2011? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2010 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL APPLE INC | Technology | 20.4% | $493.2m | 1,415,300 | 25% | added |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 11.1% | $267.2m | 3,273,552 | 0% | held |
| 3 | NFLX NETFLIX INC | Communication Services | 8.2% | $197.8m | 832,000 | – | new |
| 4 | LIBERTY MEDIA CORP NEW CAP | 8.2% | $197.7m | 2,683,800 | -25% | reduced | |
| 5 | CABLEVISION SYS CORP | 8.2% | $196.9m | 5,688,344 | -10% | reduced | |
| 6 | DIRECTV | 7.4% | $179.1m | 3,827,900 | -39% | reduced | |
| 7 | MA MASTERCARD INC | Financial Services | 6.1% | $147.3m | 585,000 | -17% | reduced |
| 8 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 5.0% | $119.5m | 11,950,393 | 0% | held |
| 9 | V VISA INC | Financial Services | 4.6% | $111.1m | 1,508,500 | -26% | reduced |
| 10 | RENAISSANCERE HOLDINGS LTD | 4.2% | $100.5m | 1,457,000 | – | new | |
| 11 | BIDU BAIDU INC SPON | Communication Services | 3.6% | $86.5m | 628,000 | 14% | added |
| 12 | XEROX CORP | 3.4% | $82.0m | 7,695,000 | -19% | reduced | |
| 13 | LONGTOP FINL TECHNOLOGIES LT | 3.4% | $81.3m | 2,586,953 | 0% | held | |
| 14 | G GENPACT LIMITED | Technology | 2.5% | $60.8m | 4,198,790 | 0% | held |
| 15 | IAC INTERACTIVECORP | 1.2% | $29.3m | 947,000 | 0% | held | |
| 16 | POWER ONE INC NEW | 0.9% | $22.0m | 2,518,000 | 188% | added | |
| 17 | SEARS HLDGS CORP | 0.9% | $20.7m | 250,000 | 0% | held | |
| 18 | HHGREGG INC | 0.6% | $13.4m | 1,000,000 | – | new | |
| 19 | DEMAND MEDIA INC | 0.2% | $5.7m | 242,000 | – | 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.