Tiger Global Management 13F holdings, Q2 2013
Holdings as of June 30, 2013 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 39 US equity positions worth $5.6bn in its Q2 2013 13F filing. The largest position was NEWS CORP at 9.1% of the reported book, followed by LIBERTY MEDIA CORP DELAWARE and PRICELINE COM INC. Against the Q1 2013 filing, it opened 23 new positions, added to 5 and reduced 10 among the top 39 holdings.
What did Tiger Global Management own in Q2 2013? Top 39 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2013 |
|---|---|---|---|---|---|---|---|
| 1 | NEWS CORP | 9.1% | $510.4m | 15,665,000 | 74% | added | |
| 2 | LIBERTY MEDIA CORP DELAWARE | 8.7% | $487.4m | 3,845,000 | -30% | reduced | |
| 3 | PRICELINE COM INC | 7.0% | $391.8m | 474,000 | – | new | |
| 4 | DG DOLLAR GEN CORP NEW | Consumer Defensive | 5.4% | $302.6m | 6,000,000 | – | new |
| 5 | CRI CARTER INC | Consumer Cyclical | 5.3% | $296.3m | 4,000,000 | – | new |
| 6 | LIBERTY GLOBAL PLC | 5.2% | $291.9m | 4,300,000 | – | new | |
| 7 | MA MASTERCARD INC | Financial Services | 5.1% | $287.2m | 500,000 | -20% | reduced |
| 8 | AMZN AMAZON COM INC | Consumer Cyclical | 4.9% | $273.2m | 984,000 | – | new |
| 9 | V VISA INC | Financial Services | 4.2% | $232.1m | 1,270,000 | -34% | reduced |
| 10 | FIS FIDELITY NATL INFORMATION SV | Technology | 3.8% | $214.2m | 5,000,000 | 326% | added |
| 11 | COLFAX CORP | 3.5% | $193.8m | 3,720,000 | 6% | added | |
| 12 | COCA COLA ENTERPRISES INC NE | 3.4% | $189.9m | 5,400,000 | – | new | |
| 13 | FLEETCOR TECHNOLOGIES INC | 3.3% | $182.1m | 2,240,000 | -28% | reduced | |
| 14 | MSI MOTOROLA SOLUTIONS INC | Technology | 3.1% | $173.2m | 3,000,000 | – | new |
| 15 | GRACE W R & CO DEL NEW | 2.8% | $158.0m | 1,880,000 | 22% | added | |
| 16 | GRPN GROUPON INC | Communication Services | 2.8% | $153.9m | 18,000,000 | -72% | reduced |
| 17 | BURGER KING WORDLWIDE INC | 2.5% | $140.5m | 7,200,000 | – | new | |
| 18 | SSYS STRATASYS LTD | Technology | 1.9% | $108.9m | 1,300,000 | – | new |
| 19 | MAKEMYTRIP LIMITED MAURITIUS | 1.8% | $102.5m | 7,184,866 | – | new | |
| 20 | 2362120D SINCLAIR BROADCAST GROUP INC | 1.7% | $95.1m | 3,237,600 | – | new | |
| 21 | QCOM QUALCOMM INC | Technology | 1.5% | $85.5m | 1,400,000 | – | new |
| 22 | TDG TRANSDIGM GROUP INC | Industrials | 1.5% | $83.1m | 530,000 | – | new |
| 23 | CMCSA COMCAST CORP NEW | Communication Services | 1.4% | $80.8m | 1,935,000 | -13% | reduced |
| 24 | TAL TAL ED GROUP | Consumer Defensive | 1.4% | $78.1m | 7,450,000 | – | new |
| 25 | NFLX NETFLIX INC | Communication Services | 1.2% | $66.5m | 315,000 | -52% | reduced |
| 26 | CHARTER COMMUNICATIONS INC D | 1.2% | $64.3m | 519,000 | -62% | reduced | |
| 27 | DDD 3-D SYS CORP DEL | Technology | 1.0% | $55.9m | 1,274,456 | -47% | reduced |
| 28 | DONNELLEY R R & SONS CO | 0.9% | $49.0m | 3,498,394 | – | new | |
| 29 | YY INC | 0.7% | $39.7m | 1,479,684 | – | new | |
| 30 | CAR AVIS BUDGET GROUP | Industrials | 0.7% | $38.2m | 1,330,000 | – | new |
| 31 | VITAMIN SHOPPE INC | 0.5% | $29.1m | 650,000 | – | new | |
| 32 | PBI PITNEY BOWES INC | Industrials | 0.5% | $27.0m | 1,840,000 | 0% | held |
| 33 | UTI WORLDWIDE INC | 0.5% | $25.2m | 1,530,000 | – | new | |
| 34 | BIO-REFERENCE LABS INC | 0.4% | $20.7m | 720,000 | – | new | |
| 35 | VRA VERA BRADLEY INC | Consumer Cyclical | 0.4% | $19.7m | 907,400 | 45% | added |
| 36 | COMCAST CORP NEW | 0.2% | $13.9m | 350,000 | -61% | reduced | |
| 37 | COTY COTY INC | Consumer Defensive | 0.2% | $12.9m | 750,000 | – | new |
| 38 | LIGHTINTHEBOX HLDG CO LTD | 0.1% | $5.4m | 400,000 | – | new | |
| 39 | RCL ROYAL CARIBBEAN CRUISES LTD | Consumer Cyclical | 0.1% | $5.0m | 150,000 | – | 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.