TIGER GLOBAL MANAGEMENT LLC

NEW YORK, NY · CIK 0001167483

Portfolio Value: $7.89B

Positions: 58

Period: 2014-06-30

Filed: 2014-08-14

Portfolio Value

$7.89B

Positions

New

Increased

Decreased

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TIGER GLOBAL MANAGEMENT LLC Q2 2014 13F Filing Summary

TIGER GLOBAL MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $7.89B across 58 positions in their Q2 2014 SEC 13F filing (period ending 2014-06-30). Top holdings include XHB ($769.63M), FOXA ($650.89M), VIPS ($456.08M). The top 10 positions account for 58.2% of the portfolio. This quarter saw 13 new positions, 14 increases, 6 reductions, 40 complete exits. Notable new buys: XHB ($769.63M), MALLINCKRODT PUB LTD CO ($58.36M), ABQQ ($42.49M). Notable exits: KO, CRI, GAP.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	XHBSPDR SERIES TRUST S&P HOMEBUILD	78464A888	$769.63M	23,500,000	9.75%	New
2	FOXATWENTY FIRST CENTY FOX INC CL A	90130A101	$650.89M	18,517,616	8.25%	-3.9%
3	VIPSVIPSHOP HLDGS LTD SPONSORED ADR	92763W103	$456.08M	2,429,296	5.78%	+8.5%
4	DGDOLLAR GEN CORP NEW COM	256677105	$452.78M	7,893,663	5.74%	-
5	ZGZILLOW INC CL A	98954A107	$448.24M	3,136,081	5.68%	+91.8%
6	TDGTRANSDIGM GROUP INC COM	893641100	$426.29M	2,548,688	5.40%	-2.8%
7	LBTYALIBERTY GLOBAL PLC SHS CL C	G5480U120	$378.12M	8,936,990	4.79%	-
8	CHTRCHARTER COMMUNICATIONS INC D CL A NEW	16117M305	$367.16M	2,318,248	4.65%	+42.6%
9	LTESFFLEETCOR TECHNOLOGIES INC COM	339041105	$344.18M	2,611,383	4.36%	+36.1%
10	ATIRESTORATION HARDWARE HLDGS I COM	761283100	$297.15M	3,193,410	3.77%	+64.8%
11	COLFAX CORP COM	194014106	$293.83M	3,941,937	3.72%	+7.3%
12	MAMASTERCARD INC CL A	57636Q104	$252.74M	3,440,000	3.20%	-
13	BEKEMAKEMYTRIP LIMITED MAURITIUS SHS	V5633W109	$252.40M	7,184,866	3.20%	-
14	CARAVIS BUDGET GROUP COM	53774105	$248.90M	4,169,800	3.15%	+7.0%
15	FWONALIBERTY MEDIA CORP DELAWARE CL A	531229102	$239.19M	1,750,000	3.03%	+93.4%
16	ATIFIDELITY NATL INFORMATION SV COM	31620M106	$208.13M	3,802,114	2.64%	-39.5%
17	BURGER KING WORLDWIDE INC COM	121220107	$195.98M	7,200,000	2.48%	-
18	CMCSACOMCAST CORP NEW CL A	20030N101	$195.60M	3,643,831	2.48%	-
19	NFLXNETFLIX INC COM	64110L106	$176.37M	400,300	2.24%	+0.0%
20	PRICELINE GRP INC COM NEW	741503403	$134.55M	111,849	1.71%	-83.6%
21	DDD3-D SYS CORP DEL COM NEW	88554D205	$131.56M	2,200,000	1.67%	+71.0%
22	HNOIQIHOO 360 TECHNOLOGY CO LTD ADS	74734M109	$88.36M	960,000	1.12%	+0.0%
23	HTZHERTZ GLOBAL HOLDINGS INC COM	42805T105	$85.29M	3,042,800	1.08%	+319.7%
24	MYGNMYRIAD GENETICS INC COM	62855J104	$73.95M	1,900,000	0.94%	-19.0%
25	WUBAUSD58 COM INC SPON ADR REP A	31680Q104	$68.24M	1,262,300	0.86%	-
26	TRULIA INC COM	897888103	$67.93M	1,433,808	0.86%	-16.3%
27	VVISA INC COM CL A	92826C839	$59.94M	284,479	0.76%	-
28	MALLINCKRODT PUB LTD CO SHS	G5785G107	$58.36M	729,373	0.74%	New
29	UTI WORLDWIDE INC ORD	G87210103	$53.03M	5,129,000	0.67%	+4.6%
30	RMDRESMED INC COM	761152107	$50.63M	1,000,000	0.64%	-
31	ABQQABIOMED INC COM	3654100	$42.49M	1,690,000	0.54%	New
32	QIWQIWI PLC SPON ADR REP B	74735M108	$34.28M	850,000	0.43%	-
33	EXASEXACT SCIENCES CORP COM	30063P105	$34.06M	2,000,000	0.43%	New
34	DGIIKING DIGITAL ENTMT PLC ORD SHS	G5258J109	$27.23M	1,325,000	0.35%	New
35	IRBTIROBOT CORP COM	462726100	$24.68M	602,681	0.31%	New
36	CBS CORP NEW CL B	124857202	$22.84M	367,526	0.29%	New
37	ABQQBIO-REFERENCE LABS INC COM $.01 NEW	09057G602	$21.76M	720,000	0.28%	-
38	TWTRUSDTWITTER INC COM	90184L102	$20.48M	500,000	0.26%	-
39	ZHAOPIN LTD SPONSORED ADR	98954L103	$19.16M	1,248,370	0.24%	New
40	ZNGAEURZYNGA INC CL A	98986T108	$18.10M	5,640,000	0.23%	-
41	NODKMASONITE INTL CORP NEW COM	575385109	$16.32M	290,000	0.21%	New
42	TOURTUNIU CORP SPONSORED ADS CL	89977P106	$11.77M	667,550	0.15%	New
43	ENDURANCE INTL GROUP HLDGS I COM	29272B105	$10.70M	700,000	0.14%	New
44	ATHMAUTOHOME INC SP ADR RP CL A	05278C107	$10.02M	290,873	0.13%	-
45	SOUFUN HLDGS LTD ADR	836034108	$8.46M	863,648	0.11%	+0.0%
46	FEYECHFFIREEYE INC COM	31816Q101	$8.11M	200,000	0.10%	-
47	AMBAAMBARELLA INC SHS	G037AX101	$7.79M	250,000	0.10%	New
48	NODKNIMBLE STORAGE INC COM	65440R101	$7.68M	250,000	0.10%	-
49	QUNAR CAYMAN IS LTD SPNS ADR CL B	74906P104	$4.28M	150,000	0.05%	-
50	BURLBURLINGTON STORES INC COM	122017106	$3.19M	100,000	0.04%	-

Showing 1-50 of 58

Position Changes

Stock	Value	Shares
XHBSPDR SERIES TRUST	$769.63M	23,500,000
MALLINCKRODT PUB LTD CO	$58.36M	729,373
ABQQABIOMED INC	$42.49M	1,690,000
EXASEXACT SCIENCES CORP	$34.06M	2,000,000
DGIIKING DIGITAL ENTMT PLC	$27.23M	1,325,000
IRBTIROBOT CORP	$24.68M	602,681
CBS CORP NEW	$22.84M	367,526
ZHAOPIN LTD	$19.16M	1,248,370
NODKMASONITE INTL CORP NEW	$16.32M	290,000
TOURTUNIU CORP	$11.77M	667,550
ENDURANCE INTL GROUP HLDGS I	$10.70M	700,000
AMBAAMBARELLA INC	$7.79M	250,000
HUBGGRUBHUB INC	$1.95M	55,000