Tiger Global
Picture
Moves
Options: 2 moves on a notional base, in the table below.
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+0.11
- added+0.98
- added−0.30
Positions
| unresolvedPriceline Grp Inc | 10.33% | 708,000 | $823M | added+24% | +0.35 pp | 3 q |
| unresolvedTwenty First Centy Fox Inc | 8.20% | 18,587,616 | $654M | added+17% | −1.02 pp | 2 q |
| DGDollar General Corp. | 5.97% | 7,893,663 | $476M | added+32% | +0.11 pp | 3 q |
| TDGTransDigm Group Incorporated | 5.30% | 2,622,972 | $422M | added+46% | +0.98 pp | 3 q |
| CRICarter's Inc. | 5.09% | 5,653,031 | $406M | added+38% | −0.30 pp | 3 q |
| LBTYKLiberty Global Ltd. Class C | 4.91% | 4,639,233 | $391M | added+16% | −0.31 pp | 3 q |
| unresolvedYahoo Inc | 4.57% | 9,001,451 | $364M | added+13% | −0.02 pp | 2 q |
| unresolvedCoca Cola Enterprises Inc Ne | 4.34% | 7,842,850 | $346M | added+22% | −0.14 pp | 3 q |
| FISFidelity National Information Services, Inc. | 4.24% | 6,292,314 | $338M | added+22% | +0.09 pp | 3 q |
| AMZNAmazon.Com Inc | 4.13% | 825,500 | $329M | added+9% | +0.02 pp | 3 q |
| MAMastercard Incorporated | 3.67% | 350,000 | $292M | held | — | 3 q |
| NFLXNetFlix Inc | 3.06% | 663,000 | $244M | added+51% | +0.71 pp | 3 q |
| FLTCorpay, Inc. | 3.01% | 2,046,067 | $240M | trimmed−4% | −1.06 pp | 3 q |
| unresolvedColfax Corp | 2.86% | 3,584,937 | $228M | added+42% | +0.40 pp | 3 q |
| MSIMotorola Solutions, Inc. New | 2.53% | 2,986,721 | $202M | trimmed−20% | −1.32 pp | 3 q |
| CMCSAComcast Corp | 2.38% | 3,647,631 | $190M | added+22% | +0.04 pp | 3 q |
| unresolvedBurger King Worldwide Inc | 2.07% | 7,200,000 | $165M | held | — | 3 q |
| MMYTMakeMyTrip Limited | 1.74% | 7,184,866 | $138M | held | — | 3 q |
| GRPNGroupon, Inc. | 1.69% | 11,463,759 | $135M | trimmed−36% | −1.80 pp | 3 q |
| unresolvedLiberty Media Corp Delaware | 1.68% | 914,410 | $134M | trimmed−31% | −1.68 pp | 3 q |
| unresolvedRestoration Hardware Hldgs I | 1.54% | 1,817,935 | $122M | new | +1.54 pp | new |
| TRIPTripAdvisor, Inc. | 1.54% | 1,479,000 | $123M | added×5.5 | +1.19 pp | 2 q |
| VIPSVipshop Holdings Limited | 1.53% | 1,460,042 | $122M | new | +1.53 pp | new |
| GAPThe Gap, Inc. | 0.98% | 2,005,000 | $78M | new | +0.98 pp | new |
| DDD3D Systems Corporation | 0.91% | 777,500 | $72M | trimmed−39% | −0.28 pp | 3 q |
| unresolvedLiberty Interactive Corp | 0.89% | 580,000 | $71M | trimmed−17% | −0.17 pp | 2 q |
| TALTAL Education Group | 0.87% | 3,150,000 | $69M | trimmed−38% | −0.40 pp | 3 q |
| VVISA Inc. | 0.80% | 284,944 | $63M | trimmed−54% | −1.23 pp | 3 q |
| GRAW.R. Grace & Co. | 0.77% | 618,034 | $61M | trimmed−43% | −0.87 pp | 3 q |
| unresolvedSoufun Holdings Ltd ADR | 0.66% | 638,000 | $53M | new | +0.66 pp | new |
| QIWQiwi Plc-sponsored ADR | 0.60% | 850,000 | $48M | new | +0.60 pp | new |
| RMDResMed Inc. | 0.59% | 1,000,000 | $47M | new | +0.59 pp | new |
| unresolvedCharter Comm's Inc | 0.58% | 340,463 | $47M | added+22% | −0.07 pp | 3 q |
| SSYSStratasys Inc (ISRAEL) | 0.55% | 325,000 | $44M | trimmed−75% | −1.73 pp | 3 q |
| XONEExone CO/THE | 0.50% | 665,000 | $40M | new | +0.50 pp | new |
| ZNGAZynga Inc. Cl A | 0.45% | 9,390,000 | $36M | new | +0.45 pp | new |
| TWTRTwitter, Inc. | 0.40% | 500,000 | $32M | new | +0.40 pp | new |
| unresolvedQihoo 360 Technology Co. ADR | 0.39% | 375,000 | $31M | new | +0.39 pp | new |
| TTSTile Shop Hldgs Inc | 0.37% | 1,630,000 | $29M | new | +0.37 pp | new |
| unresolvedSolarCity Corp | 0.36% | 500,000 | $28M | held | — | 2 q |
| 2663134DBitauto Holdings Ltd-adr | 0.35% | 872,000 | $28M | new | +0.35 pp | new |
| NBISNebius Group N.V. Class A | 0.34% | 631,000 | $27M | new | +0.34 pp | new |
| MYGNMyriad Genetics Inc | 0.32% | 1,202,100 | $25M | new | +0.32 pp | new |
| ALSNAllison Transmission Holdings, Inc. | 0.25% | 708,000 | $20M | new | +0.25 pp | new |
| unresolvedSodastream International Ltd | 0.25% | 400,000 | $20M | held | — | 2 q |
| VRAVera Bradley, Inc. | 0.24% | 790,884 | $19M | held | — | 3 q |
| unresolvedBio-reference Labs Inc | 0.23% | 720,000 | $18M | held | — | 3 q |
| ATHMAutohome Inc. | 0.20% | 425,873 | $16M | new | +0.20 pp | new |
| IACIIac / Interactivecorp (De) Com Stk | 0.20% | 235,000 | $16M | new | +0.20 pp | new |
| WUBA58.COM Inc | 0.14% | 300,000 | $12M | new | +0.14 pp | new |
| unresolvedNimble Storage Inc | 0.14% | 250,000 | $11M | new | +0.14 pp | new |
| FEYEFireEye, Inc. | 0.11% | 200,000 | $9M | new | +0.11 pp | new |
| unresolvedQunar ADR | 0.05% | 150,000 | $4M | new | +0.05 pp | new |
| BURLBurlington Stores, Inc. | 0.04% | 100,000 | $3M | new | +0.04 pp | new |
| unresolvedDelia's Inc New | 0.04% | 3,400,000 | $3M | new | +0.04 pp | new |
| VEEVVeeva Systems Inc. | 0.03% | 75,000 | $2M | new | +0.03 pp | new |
| CRTOCriteo S.A. | 0.02% | 40,000 | $1M | new | +0.02 pp | new |
| PTBPotbelly Corp | 0.02% | 50,000 | $1M | new | +0.02 pp | new |
| unresolvedVince Hldg Corp | 0.01% | 25,000 | $767,000 | new | +0.01 pp | new |
| unresolvedZulily Inc | 0.01% | 10,000 | $414,000 | new | +0.01 pp | new |
| unresolvedUti Worldwide Inc | — | −2,205,000 | — | exited | −0.58 pp | — |
Other 13(f) securities
Options
| Contract | % of notional | Shares | Notional |
|---|---|---|---|
| RCL PUT | 100.00% | 1,400,000 | $66M |
Notes