13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q4 2014

Period Dec 31, 2014Filed Feb 17, 2015View on EDGAR ↗
Positions
61
Total value
$8.47B
Top 10 concentration
55.9%
New positions
25

Exited positionsvs. Q3 2014

  • SPDR SERIES TRUST ($695.37M)
  • BURGER KING WORLDWIDE INC ($220.97M)
  • CBS CORP NEW ($85.41M)
  • RESMED INC ($49.27M)
  • ABIOMED INC ($41.96M)
  • 21VIANET GROUP INC ($36M)
  • PRICELINE GRP INC ($15.68M)
  • ZYNGA INC ($15.23M)

Holdings · 61

#Class
1
TWENTY FIRST CENTY FOX INC
90130A101
CL A$645.4M7.62%16,805,219
2
MASTERCARD INC
57636Q104
CL A$621.56M7.34%7,214,060-4.9%
3
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$604.48M7.13%5,815,690New
4
TRANSDIGM GROUP INC
893641100
COM$499.44M5.89%2,543,612-0.2%
5
BITAUTO HLDGS LTD
091727107
SPONSORED ADS$462.24M5.46%6,565,000
6
FLEETCOR TECHNOLOGIES INC
339041105
COM$438.78M5.18%2,950,583+1.2%
7
LIBERTY GLOBAL PLC
G5480U120
SHS CL C$432.55M5.10%8,953,698
8
HERTZ GLOBAL HOLDINGS INC
42805T105
COM$355.64M4.20%14,260,000-10.0%
9
AVIS BUDGET GROUP
053774105
COM$337.94M3.99%5,094,800+50.7%
10
VIPSHOP HLDGS LTD
92763W103
SPONSORED ADR$337.07M3.98%17,250,000+905.8%
11
CHARTER COMMUNICATIONS INC D
16117M305
CL A NEW$320.59M3.78%1,924,086-4.4%
12
AUTOHOME INC
05278C107
SP ADR RP CL A$317.61M3.75%8,735,000+29.7%
13
ZILLOW INC
98954A107
CL A$311.96M3.68%2,946,081-6.1%
14
RESTORATION HARDWARE HLDGS I
761283100
COM$306.6M3.62%3,193,410
15
COLFAX CORP
194014106
COM$212.21M2.50%4,115,000+2.9%
16
LIBERTY INTERACTIVE CORP
53071M880
LBT VENT COM A$199.54M2.35%5,290,000New
17
TABLEAU SOFTWARE INC
87336U105
CL A$152.99M1.81%1,805,000+25.3%
18
ON DECK CAP INC
682163100
COM$142.43M1.68%6,350,000New
19
LIBERTY BROADBAND CORP
530307305
COM SER C$119.54M1.41%2,399,400New
20
JD COM INC
47215P106
SPON ADR CL A$118.37M1.40%5,115,392New
21
GOPRO INC
38268T103
CL A$113.54M1.34%1,795,992+243.2%
22
58 COM INC
31680Q104
SPON ADR REP A$101.8M1.20%2,450,000New
23
SANDERSON FARMS INC
800013104
COM$94.53M1.12%1,125,000New
24
MAKEMYTRIP LIMITED MAURITIUS
V5633W109
SHS$93.76M1.11%3,607,688-47.1%
25
RESTAURANT BRANDS INTL INC
76131D103
COM$91.55M1.08%2,345,012New
26
KING DIGITAL ENTMT PLC
G5258J109
ORD SHS$76.79M0.91%4,999,500+5.5%
27
GAMESTOP CORP NEW
36467W109
CL A$67.6M0.80%2,000,000New
28
3-D SYS CORP DEL
88554D205
COM NEW$66.94M0.79%2,036,483+8.0%
29
TRULIA INC
897888103
COM$66M0.78%1,433,808
30
PILGRIMS PRIDE CORP NEW
72147K108
COM$65.58M0.77%2,000,000New
31
MYRIAD GENETICS INC
62855J104
COM$64.71M0.76%1,900,000
32
MASONITE INTL CORP NEW
575385109
COM$63M0.74%1,025,000+5.1%
33
UTI WORLDWIDE INC
G87210103
ORD$61.91M0.73%5,129,000
34
STRATASYS LTD
M85548101
SHS$49.87M0.59%600,000New
35
VISA INC
92826C839
COM CL A$45.22M0.53%172,479-39.4%
36
GRUBHUB INC
400110102
COM$45.04M0.53%1,240,000New
37
NETFLIX INC
64110L106
COM$44.41M0.52%130,000New
38
SOUFUN HLDGS LTD
836034108
ADR$41.14M0.49%5,566,700-60.2%
39
MOBILEYE N V AMSTELVEEN
N51488117
ORD SHS$40.56M0.48%1,000,000
40
51JOB INC
316827104
SP ADR REP COM$33.61M0.40%937,400New
41
LIBERTY MEDIA CORP DELAWARE
531229AB8
NOTE 1.375%10/1$31.98M0.38%32,500,000New
42
SIERRA WIRELESS INC
826516106
COM$23.7M0.28%500,000New
43
TRINA SOLAR LIMITED
89628E104
SPON ADR$23.61M0.28%2,550,000
44
BIO-REFERENCE LABS INC
09057G602
COM $.01 NEW$23.13M0.27%720,000
45
MOMO INC
60879B107
ADR$21M0.25%1,750,000New
46
ZHAOPIN LTD
98954L103
SPONSORED ADR$19.36M0.23%1,275,000+2.1%
47
TWITTER INC
90184L102
COM$17.94M0.21%500,000
48
LENDINGCLUB CORP
52603A109
COM$6.96M0.08%275,000New
49
NIMBLE STORAGE INC
65440R101
COM$6.88M0.08%250,000
50
FIREEYE INC
31816Q101
COM$6.32M0.07%200,000
51
YODLEE INC
98600P201
COM$4.27M0.05%350,000New
52
QUNAR CAYMAN IS LTD
74906P104
SPNS ADR CL B$4.27M0.05%150,000
53
ORGANOVO HLDGS INC
68620A104
COM$3.63M0.04%500,000New
54
HORTONWORKS INC
440894103
COM$3.51M0.04%130,000New
55
TRULIA INC
897888AB9
NOTE 2.750%12/1$2.89M0.03%2,000,000New
56
LIBERTY BROADBAND CORP
530307115
RIGHT 01/09/2015$2.09M0.02%220,001New
57
VEEVA SYS INC
922475108
CL A COM$1.98M0.02%75,000
58
IDREAMSKY TECHNOLOGY LIMITED
45173K101
SPONSORED ADS$1.71M0.02%100,000
59
CASTLIGHT HEALTH INC
14862Q100
CL B$1.35M0.02%115,000
60
SOLAZYME INC
83415T101
COM$1.29M0.02%500,000New
61
NEW RELIC INC
64829B100
COM$871K0.01%25,000New
Total filing value: $8.47B