13F filing recap · Q4 2014

What did Tiger Global Management buy in Q4 2014?

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

Stock value

$8.44B

Positions

Estimated turnover

42.4%

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

BABAAlibaba Group Holding Limited$604.48Mreported value+5.82M shares QRTEALiberty Ventures Series A$199.54Mreported value+5.29M shares ONDKOn Deck Capital Inc$142.43Mreported value+6.35M shares LBRDKLiberty Broadband Corporation$119.54Mreported value+2.40M shares JDJd.com, Inc.$118.37Mreported value+5.12M shares WUBA58.com Inc.$101.80Mreported value+2.45M shares SAFMSanderson Farms, Inc.$94.53Mreported value+1.13M shares QSRRestaurant Brands International Inc.$91.55Mreported value+2.35M shares GMEGamestop Corp.$67.60Mreported value+2.00M shares PPCPilgrim’s Pride Corporation$65.58Mreported value+2.00M shares SSYSStratasys Ltd.$49.87Mreported value+600.0K shares GRUBGrubhub Inc.$45.04Mreported value+1.24M shares NFLXNetflix, Inc.$44.41Mreported value+130.0K shares JOBS51job Inc$33.61Mreported value+937.4K shares SWCHFSierra Wireless Inc$23.70Mreported value+500.0K shares MOMOHello Group Inc.$21.00Mreported value+1.75M shares LCEURLendingclub Corporation$6.96Mreported value+275.0K shares YDLEYodlee Inc$4.27Mreported value+350.0K shares ONVOOrganovo Holdings Inc$3.63Mreported value+500.0K shares HDPHortonworks Inc$3.51Mreported value+130.0K shares LBRDALiberty Broadband Corporation$2.09Mreported value+220.0K shares SZYMSolazyme, Inc.$1.29Mreported value+500.0K shares NEWRNew Relic Inc$871.0Kreported value+25.0K shares

Increased positions

FLTFleetcor Technologies, Inc.$438.78Mreported value+35.0K shares+1.2%CARAvis Budget Group, Inc.$337.94Mreported value+1.72M shares+50.7%VIPSVipshop Holdings Limited$337.06Mreported value+15.54M shares+905.8%ATHMAutohome Inc.$317.61Mreported value+2.00M shares

Reduced positions

MAMastercard Inc$621.56Mreported value-372.4K shares-4.9%TDGTransdigm Group Incorporated$499.44Mreported value-5.1K shares-0.2%HTZHertz Global Holdings Inc$355.64Mreported value-1.59M shares-10.0%CHTRCharter Communications, Inc.$320.59Mreported value-89.2K shares

Exited positions

BKWBurger King Worldwide Inc$220.97Mprior reported value-7.45M shares-100.0%CBSCbs Corp$85.41Mprior reported value-1.60M shares-100.0%RMDResmed Inc.$49.27Mprior reported value-1.00M shares-100.0%ABMDAbiomed Inc$41.96Mprior reported value-1.69M shares