13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q3 2014

Period Sep 30, 2014Filed Nov 14, 2014View on EDGAR ↗
Positions
48
Total value
$7.54B
Top 10 concentration
62.1%
New positions
10

Exited positionsvs. Q2 2014

  • DOLLAR GEN CORP NEW ($452.78M)
  • LIBERTY MEDIA CORP DELAWARE ($239.19M)
  • FIDELITY NATL INFORMATION SV ($208.13M)
  • COMCAST CORP NEW ($195.6M)
  • NETFLIX INC ($176.37M)
  • QIHOO 360 TECHNOLOGY CO LTD ($88.36M)
  • 58 COM INC ($68.24M)
  • MALLINCKRODT PUB LTD CO ($58.36M)

Holdings · 48

#Class
1
SPDR SERIES TRUST
78464A888 · Put
S&P HOMEBUILD$695.37M9.22%23,500,000
2
TWENTY FIRST CENTY FOX INC
90130A101
CL A$576.25M7.64%16,805,219-9.2%
3
MASTERCARD INC
57636Q104
CL A$560.79M7.44%7,586,471+120.5%
4
BITAUTO HLDGS LTD
091727107
SPONSORED ADS$512.07M6.79%6,565,000New
5
TRANSDIGM GROUP INC
893641100
COM$469.8M6.23%2,548,688
6
FLEETCOR TECHNOLOGIES INC
339041105
COM$414.36M5.49%2,915,583+11.6%
7
HERTZ GLOBAL HOLDINGS INC
42805T105
COM$402.46M5.34%15,851,100+420.9%
8
LIBERTY GLOBAL PLC
G5480U120
SHS CL C$367.24M4.87%8,953,698+0.2%
9
ZILLOW INC
98954A107
CL A$363.75M4.82%3,136,081
10
VIPSHOP HLDGS LTD
92763W103
SPONSORED ADR$324.15M4.30%1,715,000-29.4%
11
CHARTER COMMUNICATIONS INC D
16117M305
CL A NEW$304.75M4.04%2,013,248-13.2%
12
AUTOHOME INC
05278C107
SP ADR RP CL A$282.94M3.75%6,735,000+2215.4%
13
RESTORATION HARDWARE HLDGS I
761283100
COM$254.04M3.37%3,193,410
14
COLFAX CORP
194014106
COM$227.88M3.02%4,000,000+1.5%
15
BURGER KING WORLDWIDE INC
121220107
COM$220.97M2.93%7,450,000+3.5%
16
MAKEMYTRIP LIMITED MAURITIUS
V5633W109
SHS$189.92M2.52%6,824,168-5.0%
17
AVIS BUDGET GROUP
053774105
COM$185.52M2.46%3,379,800-18.9%
18
SOUFUN HLDGS LTD
836034108
ADR$139.3M1.85%14,000,000+1521.0%
19
TABLEAU SOFTWARE INC
87336U105
CL A$104.63M1.39%1,440,148New
20
3-D SYS CORP DEL
88554D205
COM NEW$87.48M1.16%1,886,483-14.3%
21
CBS CORP NEW
124857202
CL B$85.41M1.13%1,596,526+334.4%
22
MYRIAD GENETICS INC
62855J104
COM$73.28M0.97%1,900,000
23
TRULIA INC
897888103
COM$70.11M0.93%1,433,808
24
VISA INC
92826C839
COM CL A$60.7M0.80%284,479
25
KING DIGITAL ENTMT PLC
G5258J109
ORD SHS$60.2M0.80%4,740,000+257.7%
26
UTI WORLDWIDE INC
G87210103
ORD$54.52M0.72%5,129,000
27
MASONITE INTL CORP NEW
575385109
COM$54M0.72%975,000+236.2%
28
MOBILEYE N V AMSTELVEEN
N51488117
ORD SHS$53.59M0.71%1,000,000New
29
RESMED INC
761152107
COM$49.27M0.65%1,000,000
30
GOPRO INC
38268T103
CL A$49.03M0.65%523,250New
31
ABIOMED INC
003654100
COM$41.96M0.56%1,690,000
32
21VIANET GROUP INC
90138A103
SPONSORED ADR$36M0.48%2,000,000New
33
TRINA SOLAR LIMITED
89628E104
SPON ADR$30.78M0.41%2,550,000New
34
TWITTER INC
90184L102
COM$25.79M0.34%500,000
35
BIO-REFERENCE LABS INC
09057G602
COM $.01 NEW$20.2M0.27%720,000
36
ZHAOPIN LTD
98954L103
SPONSORED ADR$16.19M0.21%1,248,370
37
PRICELINE GRP INC
741503403
COM NEW$15.68M0.21%13,536-87.9%
38
ZYNGA INC
98986T108
CL A$15.23M0.20%5,640,000
39
INSYS THERAPEUTICS INC NEW
45824V209
COM NEW$11.63M0.15%300,000New
40
GLU MOBILE INC
379890106
COM$10.47M0.14%2,025,000New
41
NIMBLE STORAGE INC
65440R101
COM$6.49M0.09%250,000
42
FIREEYE INC
31816Q101
COM$6.11M0.08%200,000
43
QUNAR CAYMAN IS LTD
74906P104
SPNS ADR CL B$4.15M0.06%150,000
44
VEEVA SYS INC
922475108
CL A COM$2.11M0.03%75,000
45
IDREAMSKY TECHNOLOGY LIMITED
45173K101
SPONSORED ADS$1.7M0.02%100,000New
46
CASTLIGHT HEALTH INC
14862Q100
CL B$1.49M0.02%115,000
47
CHINA XD PLASTICS CO LTD
16948F107
COM$957K0.01%175,000New
48
DELIA'S INC NEW
246911101
COM$910K0.01%3,400,000
Total filing value: $7.54B