13F filing recap · Q2 2013

What did Tiger Global Management buy in Q2 2013?

Reported stock-position changes between this filing and the previous one.

Stock value

$5.59B

Positions

Estimated turnover

69.1%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

LBTYKLiberty Global Ltd.$291.93Mreported value+4.30M shares CCECoca-Cola Enterprises Inc$189.86Mreported value+5.40M shares QCOMQualcomm Inc/de$85.53Mreported value+1.40M shares TDGTransdigm Group Incorporated$83.09Mreported value+530.0K shares CARAvis Budget Group, Inc.$38.24Mreported value+1.33M shares VSIVitamin Shoppe Inc$29.15Mreported value+650.0K shares UTIWUti Worldwide Inc$25.20Mreported value+1.53M shares COTYCoty Inc.$12.88Mreported value+750.0K shares LITBLightinthebox Holding Co., Ltd.$5.38Mreported value+400.0K shares RCLRoyal Caribbean Cruises Ltd$5.00Mreported value+150.0K shares

Increased positions

NWSANews Corporation$510.37Mreported value+6.67M shares+74.1%PCLNBooking Holdings Inc$391.84Mreported value+94.0K shares+24.7%DGDollar General Corp$302.58Mreported value+670.0K shares+12.6%CRICarter'S, Inc.$296.28Mreported value+1.06M shares

Reduced positions

LMCALiberty Media Corporation$487.39Mreported value-1.63M shares-29.8%MAMastercard Inc$287.25Mreported value-128.0K shares-20.4%VVisa Inc.$232.09Mreported value-654.0K shares-34.0%FLTFleetcor Technologies, Inc.$182.11Mreported value-860.0K shares

Exited positions

LBTYALiberty Global Ltd.$295.11Mprior reported value-4.30M shares-100.0%BIDUBaidu, Inc.$225.39Mprior reported value-2.57M shares-100.0%MHFIS&P Global Inc.$158.84Mprior reported value-3.05M shares-100.0%AAPLApple Inc.$115.09Mprior reported value-260.0K shares