13F filing recap · Q2 2014

What did Tiger Global Management buy in Q2 2014?

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

Stock value

$7.12B

Positions

Estimated turnover

49.2%

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

NFLXNetflix, Inc.$176.37Mreported value+400.3K shares QIHUQihoo 360 Technology Co Ltd$88.36Mreported value+960.0K shares MNKMallinckrodt Plc$58.36Mreported value+729.4K shares ABMDAbiomed Inc$42.49Mreported value+1.69M shares EXASExact Sciences Corporation$34.06Mreported value+2.00M shares KINGKing Digital Entertainment Plc$27.23Mreported value+1.32M shares IRBTQIrobot Corporation$24.68Mreported value+602.7K shares CBSCbs Corp$22.84Mreported value+367.5K shares ZPINZhaopin Limited$19.16Mreported value+1.25M shares DOORMasonite International Corporation$16.32Mreported value+290.0K shares TOURTuniu Corp$11.77Mreported value+667.5K shares EIGIEndurance International Group Holdings Inc$10.70Mreported value+700.0K shares SFUNFang Holdings Limited$8.46Mreported value+863.6K shares AMBAAmbarella, Inc.$7.79Mreported value+250.0K shares GRUBGrubhub Inc.$1.95Mreported value+55.0K shares

Increased positions

VIPSVipshop Holdings Limited$456.08Mreported value+190.5K shares+8.5%ZGZillow Group, Inc.$448.24Mreported value+1.50M shares+91.8%CHTRCharter Communications, Inc.$367.16Mreported value+693.0K shares+42.6%FLTFleetcor Technologies, Inc.$344.18Mreported value+692.4K shares

Reduced positions

FOXATwenty-First Century Fox, Inc.$650.89Mreported value-745.0K shares-3.9%TDGTransdigm Group Incorporated$426.29Mreported value-74.3K shares-2.8%FISFidelity National Information Services, Inc.$208.13Mreported value-2.48M shares-39.5%PCLNBooking Holdings Inc$134.55Mreported value

Exited positions

CRICarter'S, Inc.$503.56Mprior reported value-6.49M shares-100.0%CCECoca-Cola Enterprises Inc$320.08Mprior reported value-6.70M shares-100.0%MSIMotorola, Inc.$123.56Mprior reported value-1.92M shares-100.0%GAPGap, Inc$110.77Mprior reported value-2.77M shares