Tiger Global Management 13F holdings, Q3 2013
Holdings as of September 30, 2013 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 33 US equity positions worth $5.8bn in its Q3 2013 13F filing. The largest position was PRICELINE COM INC at 10.0% of the reported book, followed by TWENTY FIRST CENTY FOX INC and DG. Against the Q2 2013 filing, it opened 6 new positions, added to 9 and reduced 11 among the top 33 holdings.
What did Tiger Global Management own in Q3 2013? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2013 |
|---|---|---|---|---|---|---|---|
| 1 | PRICELINE COM INC | 10.0% | $577.3m | 571,000 | 20% | added | |
| 2 | TWENTY FIRST CENTY FOX INC | 9.2% | $533.6m | 15,925,000 | – | new | |
| 3 | DG DOLLAR GEN CORP NEW | Consumer Defensive | 5.9% | $338.8m | 6,000,000 | 0% | held |
| 4 | CRI CARTER INC | Consumer Cyclical | 5.4% | $311.9m | 4,110,000 | 3% | added |
| 5 | LIBERTY GLOBAL PLC | 5.2% | $301.7m | 4,000,000 | -7% | reduced | |
| 6 | YAHOO INC | 4.6% | $265.4m | 8,000,000 | – | new | |
| 7 | COCA COLA ENTERPRISES INC NE | 4.5% | $259.4m | 6,450,000 | 19% | added | |
| 8 | TDG TRANSDIGM GROUP INC | Industrials | 4.3% | $249.7m | 1,800,000 | 240% | added |
| 9 | FIS FIDELITY NATL INFORMATION SV | Technology | 4.2% | $240.3m | 5,175,000 | 3% | added |
| 10 | AMZN AMAZON COM INC | Consumer Cyclical | 4.1% | $237.6m | 760,000 | -23% | reduced |
| 11 | FLEETCOR TECHNOLOGIES INC | 4.1% | $235.7m | 2,140,000 | -4% | reduced | |
| 12 | MA MASTERCARD INC | Financial Services | 4.1% | $235.5m | 350,000 | -30% | reduced |
| 13 | MSI MOTOROLA SOLUTIONS INC | Technology | 3.8% | $222.7m | 3,750,000 | 25% | added |
| 14 | GRPN GROUPON INC | Communication Services | 3.5% | $201.8m | 18,000,000 | 0% | held |
| 15 | LIBERTY MEDIA CORP DELAWARE | 3.4% | $194.2m | 1,320,000 | -66% | reduced | |
| 16 | COLFAX CORP | 2.5% | $142.4m | 2,520,000 | -32% | reduced | |
| 17 | BURGER KING WORLDWIDE INC | 2.4% | $140.5m | 7,200,000 | 0% | held | |
| 18 | NFLX NETFLIX INC | Communication Services | 2.4% | $136.1m | 440,000 | 40% | added |
| 19 | CMCSA COMCAST CORP NEW | Communication Services | 2.3% | $135.3m | 3,000,000 | 55% | added |
| 20 | SSYS STRATASYS LTD | Technology | 2.3% | $131.6m | 1,300,000 | 0% | held |
| 21 | V VISA INC | Financial Services | 2.0% | $117.5m | 615,000 | -52% | reduced |
| 22 | MAKEMYTRIP LIMITED MAURITIUS | 1.8% | $106.6m | 7,184,866 | 0% | held | |
| 23 | GRACE W R & CO DEL NEW | 1.6% | $94.8m | 1,085,000 | -42% | reduced | |
| 24 | TAL TAL ED GROUP | Consumer Defensive | 1.3% | $73.2m | 5,050,000 | -32% | reduced |
| 25 | DDD 3-D SYS CORP DEL | Technology | 1.2% | $68.8m | 1,274,456 | 0% | held |
| 26 | LIBERTY INTERACTIVE CORP | 1.1% | $61.4m | 696,000 | – | new | |
| 27 | CHARTER COMMUNICATIONS INC D | 0.7% | $37.7m | 280,000 | -46% | reduced | |
| 28 | UTI WORLDWIDE INC | 0.6% | $33.3m | 2,205,000 | 44% | added | |
| 29 | SODASTREAM INTERNATIONAL LTD | 0.4% | $24.9m | 400,000 | – | new | |
| 30 | BIO-REFERENCE LABS INC | 0.4% | $21.5m | 720,000 | 0% | held | |
| 31 | TRIP TRIPADVISOR INC | Consumer Cyclical | 0.4% | $20.5m | 270,000 | – | new |
| 32 | SOLARCITY CORP | 0.3% | $17.3m | 500,000 | – | new | |
| 33 | VRA VERA BRADLEY INC | Consumer Cyclical | 0.3% | $16.2m | 790,884 | -13% | reduced |
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.