13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q2 2014

Period Jun 30, 2014Filed Aug 14, 2014View on EDGAR ↗
Positions
58
Total value
$7.89B
Top 10 concentration
58.2%
New positions
16

Exited positionsvs. Q1 2014

  • CARTER INC ($503.56M)
  • COCA COLA ENTERPRISES INC NE ($320.08M)
  • MOTOROLA SOLUTIONS INC ($123.57M)
  • GAP INC DEL ($110.77M)
  • IAC INTERACTIVECORP ($41.34M)
  • SOLARCITY CORP ($31.31M)
  • KATE SPADE & CO ($30.97M)
  • SODASTREAM INTERNATIONAL LTD ($26.46M)

Holdings · 58

#Class
1
SPDR SERIES TRUST
78464A888 · Put
S&P HOMEBUILD$769.63M9.75%23,500,000New
2
TWENTY FIRST CENTY FOX INC
90130A101
CL A$650.89M8.25%18,517,616-3.9%
3
VIPSHOP HLDGS LTD
92763W103
SPONSORED ADR$456.08M5.78%2,429,296+8.5%
4
DOLLAR GEN CORP NEW
256677105
COM$452.78M5.74%7,893,663
5
ZILLOW INC
98954A107
CL A$448.24M5.68%3,136,081+91.8%
6
TRANSDIGM GROUP INC
893641100
COM$426.29M5.40%2,548,688-2.8%
7
LIBERTY GLOBAL PLC
G5480U120
SHS CL C$378.12M4.79%8,936,990
8
CHARTER COMMUNICATIONS INC D
16117M305
CL A NEW$367.16M4.65%2,318,248+42.6%
9
FLEETCOR TECHNOLOGIES INC
339041105
COM$344.18M4.36%2,611,383+36.1%
10
RESTORATION HARDWARE HLDGS I
761283100
COM$297.15M3.77%3,193,410+64.8%
11
COLFAX CORP
194014106
COM$293.83M3.72%3,941,937+7.3%
12
MASTERCARD INC
57636Q104
CL A$252.74M3.20%3,440,000
13
MAKEMYTRIP LIMITED MAURITIUS
V5633W109
SHS$252.4M3.20%7,184,866
14
AVIS BUDGET GROUP
053774105
COM$248.9M3.15%4,169,800+7.0%
15
LIBERTY MEDIA CORP DELAWARE
531229102
CL A$239.19M3.03%1,750,000+93.4%
16
FIDELITY NATL INFORMATION SV
31620M106
COM$208.13M2.64%3,802,114-39.5%
17
BURGER KING WORLDWIDE INC
121220107
COM$195.98M2.48%7,200,000
18
COMCAST CORP NEW
20030N101
CL A$195.6M2.48%3,643,831
19
NETFLIX INC
64110L106
COM$176.37M2.24%400,300New
20
PRICELINE GRP INC
741503403
COM NEW$134.55M1.71%111,849-83.6%
21
3-D SYS CORP DEL
88554D205
COM NEW$131.56M1.67%2,200,000+71.0%
22
QIHOO 360 TECHNOLOGY CO LTD
74734M109
ADS$88.36M1.12%960,000New
23
HERTZ GLOBAL HOLDINGS INC
42805T105
COM$85.29M1.08%3,042,800+319.7%
24
MYRIAD GENETICS INC
62855J104
COM$73.95M0.94%1,900,000-19.0%
25
58 COM INC
31680Q104
SPON ADR REP A$68.24M0.86%1,262,300
26
TRULIA INC
897888103
COM$67.93M0.86%1,433,808-16.3%
27
VISA INC
92826C839
COM CL A$59.94M0.76%284,479
28
MALLINCKRODT PUB LTD CO
G5785G107
SHS$58.36M0.74%729,373New
29
UTI WORLDWIDE INC
G87210103
ORD$53.03M0.67%5,129,000+4.6%
30
RESMED INC
761152107
COM$50.63M0.64%1,000,000
31
ABIOMED INC
003654100
COM$42.49M0.54%1,690,000New
32
QIWI PLC
74735M108
SPON ADR REP B$34.28M0.43%850,000
33
EXACT SCIENCES CORP
30063P105
COM$34.06M0.43%2,000,000New
34
KING DIGITAL ENTMT PLC
G5258J109
ORD SHS$27.23M0.35%1,325,000New
35
IROBOT CORP
462726100
COM$24.68M0.31%602,681New
36
CBS CORP NEW
124857202
CL B$22.84M0.29%367,526New
37
BIO-REFERENCE LABS INC
09057G602
COM $.01 NEW$21.76M0.28%720,000
38
TWITTER INC
90184L102
COM$20.49M0.26%500,000
39
ZHAOPIN LTD
98954L103
SPONSORED ADR$19.16M0.24%1,248,370New
40
ZYNGA INC
98986T108
CL A$18.1M0.23%5,640,000
41
MASONITE INTL CORP NEW
575385109
COM$16.32M0.21%290,000New
42
TUNIU CORP
89977P106
SPONSORED ADS CL$11.77M0.15%667,550New
43
ENDURANCE INTL GROUP HLDGS I
29272B105
COM$10.7M0.14%700,000New
44
AUTOHOME INC
05278C107
SP ADR RP CL A$10.02M0.13%290,873
45
SOUFUN HLDGS LTD
836034108
ADR$8.46M0.11%863,648New
46
FIREEYE INC
31816Q101
COM$8.11M0.10%200,000
47
AMBARELLA INC
G037AX101
SHS$7.8M0.10%250,000New
48
NIMBLE STORAGE INC
65440R101
COM$7.68M0.10%250,000
49
QUNAR CAYMAN IS LTD
74906P104
SPNS ADR CL B$4.28M0.05%150,000
50
BURLINGTON STORES INC
122017106
COM$3.19M0.04%100,000
51
DELIA'S INC NEW
246911101
COM$2.62M0.03%3,400,000
52
GRUBHUB INC
400110102
COM$1.95M0.02%55,000New
53
VEEVA SYS INC
922475108
CL A COM$1.91M0.02%75,000
54
CASTLIGHT HEALTH INC
14862Q100
CL B$1.75M0.02%115,000
55
CRITEO S A
226718104
SPONS ADS$1.35M0.02%40,000
56
VINCE HLDG CORP
92719W108
COM$916K0.01%25,000
57
POTBELLY CORP
73754Y100
COM$798K0.01%50,000
58
ZULILY INC
989774104
CL A$410K0.01%10,000
Total filing value: $7.89B