13F filing recap · Q3 2014

What did Tiger Global Management buy in Q3 2014?

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

Stock value

$6.85B

Positions

Estimated turnover

58.5%

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

BITABitauto Holdings Limited$512.07Mreported value+6.57M shares DATATableau Software Inc$104.63Mreported value+1.44M shares MBLYMobileye NV$53.59Mreported value+1.00M shares GPROGopro, Inc.$49.03Mreported value+523.3K shares VNETVnet Group, Inc.$36.00Mreported value+2.00M shares TSLTrina Solar Limited$30.78Mreported value+2.55M shares INSYInsys Therapeutics Inc$11.63Mreported value+300.0K shares GLUUGlu Mobile Inc$10.47Mreported value+2.02M shares DSKYIdreamsky Technology Limited$1.70Mreported value+100.0K shares CXDCChina Xd Plastics Company Limited$957.0Kreported value+175.0K shares

Increased positions

MAMastercard Inc$560.79Mreported value+4.15M shares+120.5%FLTFleetcor Technologies, Inc.$414.36Mreported value+304.2K shares+11.6%HTZHertz Global Holdings Inc$402.46Mreported value+12.81M shares+420.9%LBTYKLiberty Global Ltd.$367.24Mreported value+16.7K shares

Reduced positions

FOXATwenty-First Century Fox, Inc.$576.25Mreported value-1.71M shares-9.2%VIPSVipshop Holdings Limited$324.15Mreported value-714.3K shares-29.4%CHTRCharter Communications, Inc.$304.75Mreported value-305.0K shares-13.2%MMYTMakemytrip Ltd$189.92Mreported value-360.7K shares

Exited positions

DGDollar General Corp$452.78Mprior reported value-7.89M shares-100.0%LMCALiberty Media Corporation$239.19Mprior reported value-1.75M shares-100.0%FISFidelity National Information Services, Inc.$208.13Mprior reported value-3.80M shares-100.0%CMCSAComcast Corporation$195.60Mprior reported value