13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q1 2015

Period Mar 31, 2015Filed May 15, 2015View on EDGAR ↗
Positions
54
Total value
$9.12B
Top 10 concentration
57.1%
New positions
9

Exited positionsvs. Q4 2014

  • ZILLOW INC ($311.96M)
  • GOPRO INC ($113.54M)
  • KING DIGITAL ENTMT PLC ($76.79M)
  • TRULIA INC ($66M)
  • STRATASYS LTD ($49.87M)
  • GRUBHUB INC ($45.04M)
  • SOUFUN HLDGS LTD ($41.14M)
  • MOBILEYE N V AMSTELVEEN ($40.56M)

Holdings · 54

#Class
1
JD COM INC
47215P106
SPON ADR CL A$614.67M6.74%20,921,329+309.0%
2
MASTERCARD INC
57636Q104
CL A$614.33M6.73%7,111,093-1.4%
3
TWENTY FIRST CENTY FOX INC
90130A101
CL A$568.69M6.23%16,805,219
4
TRANSDIGM GROUP INC
893641100
COM$561.81M6.16%2,568,615+1.0%
5
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$556.87M6.10%6,689,926+15.0%
6
FLEETCOR TECHNOLOGIES INC
339041105
COM$497.03M5.45%3,293,300+11.6%
7
PRICELINE GRP INC
741503403
COM NEW$482.91M5.29%414,817New
8
VIPSHOP HLDGS LTD
92763W103
SPONSORED ADR$469.57M5.15%15,950,149-7.5%
9
LIBERTY GLOBAL PLC
G5480U120
SHS CL C$462.65M5.07%9,288,326+3.7%
10
AUTOHOME INC
05278C107
SP ADR RP CL A$384.08M4.21%8,735,000
11
ZILLOW GROUP INC
98954M101
CL A$359.34M3.94%3,582,691New
12
RESTORATION HARDWARE HLDGS I
761283100
COM$316.75M3.47%3,193,410
13
HERTZ GLOBAL HOLDINGS INC
42805T105
COM$308.01M3.38%14,207,250-0.4%
14
BITAUTO HLDGS LTD
091727107
SPONSORED ADS$301.36M3.30%5,922,953-9.8%
15
AVIS BUDGET GROUP
053774105
COM$286.24M3.14%4,850,254-4.8%
16
COLFAX CORP
194014106
COM$243.82M2.67%5,108,326+24.1%
17
CHARTER COMMUNICATIONS INC D
16117M305
CL A NEW$230.29M2.52%1,192,541-38.0%
18
LIBERTY INTERACTIVE CORP
53071M880
LBT VENT COM A$222.23M2.44%5,290,000
19
TABLEAU SOFTWARE INC
87336U105
CL A$156.11M1.71%1,687,316-6.5%
20
LIBERTY BROADBAND CORP
530307305
COM SER C$155.76M1.71%2,751,951+14.7%
21
ON DECK CAP INC
682163100
COM$145.84M1.60%6,850,000+7.9%
22
58 COM INC
31680Q104
SPON ADR REP A$129.56M1.42%2,450,000
23
KATE SPADE & CO
485865109
COM$119.41M1.31%3,576,165New
24
RESTAURANT BRANDS INTL INC
76131D103
COM$90.07M0.99%2,345,012
25
TRINET GROUP INC
896288107
COM$81.68M0.90%2,318,590New
26
GAMESTOP CORP NEW
36467W109
CL A$75.92M0.83%2,000,000
27
SANDERSON FARMS INC
800013104
COM$73.68M0.81%925,000-17.8%
28
MASONITE INTL CORP NEW
575385109
COM$68.94M0.76%1,025,000
29
NETFLIX INC
64110L106
COM$64.95M0.71%155,877+19.9%
30
UTI WORLDWIDE INC
G87210103
ORD$63.09M0.69%5,129,000
31
VISA INC
92826C839
COM CL A$54.82M0.60%838,089+385.9%
32
PILGRIMS PRIDE CORP NEW
72147K108
COM$45.18M0.50%2,000,000
33
MAKEMYTRIP LIMITED MAURITIUS
V5633W109
SHS$41.82M0.46%1,904,391-47.2%
34
VASCO DATA SEC INTL INC
92230Y104
COM$40.93M0.45%1,900,000New
35
51JOB INC
316827104
SP ADR REP COM$36.32M0.40%1,125,623+20.1%
36
TWITTER INC
90184L102
COM$25.04M0.27%500,000
37
MOMO INC
60879B107
ADR$23.11M0.25%2,180,000+24.6%
38
INTERNATIONAL BUSINESS MACHS
459200101
COM$22.76M0.25%141,823New
39
ZHAOPIN LTD
98954L103
SPONSORED ADR$20.08M0.22%1,275,000
40
CTRIP COM INTL LTD
22943F100
AMERICAN DEP SHS$19.35M0.21%330,000New
41
3-D SYS CORP DEL
88554D205
COM NEW$19.19M0.21%700,000-65.6%
42
INTREXON CORP
46122T102
COM$13.61M0.15%300,000New
43
MYRIAD GENETICS INC
62855J104
COM$10.31M0.11%291,097-84.7%
44
FIREEYE INC
31816Q101
COM$7.85M0.09%200,000
45
HORTONWORKS INC
440894103
COM$6.21M0.07%260,400+100.3%
46
QUNAR CAYMAN IS LTD
74906P104
SPNS ADR CL B$6.19M0.07%150,000
47
NIMBLE STORAGE INC
65440R101
COM$5.58M0.06%250,000
48
LENDINGCLUB CORP
52603A109
COM$5.4M0.06%275,000
49
YODLEE INC
98600P201
COM$4.71M0.05%350,000
50
TRULIA INC
897888AB9
NOTE 2.750%12/1$2.87M0.03%2,000,000
51
ZIOPHARM ONCOLOGY INC
98973P101
COM$2.15M0.02%200,000New
52
VEEVA SYS INC
922475108
CL A COM$1.92M0.02%75,000
53
NEW RELIC INC
64829B100
COM$868K0.01%25,000
54
IDREAMSKY TECHNOLOGY LIMITED
45173K101
SPONSORED ADS$709K0.01%100,000
Total filing value: $9.12B