TIGER GLOBAL MANAGEMENT LLC

NEW YORK, NY · CIK 0001167483

Portfolio Value: $8.47B

Positions: 61

Period: 2014-12-31

Filed: 2015-02-17

Portfolio Value

$8.47B

Positions

New

Increased

Decreased

Sold Out

TIGER GLOBAL MANAGEMENT LLC Q4 2014 13F Filing Summary

TIGER GLOBAL MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $8.47B across 61 positions in their Q4 2014 SEC 13F filing (period ending 2014-12-31). Top holdings include FOXA ($645.40M), MA ($621.56M), BABA ($604.48M). The top 10 positions account for 55.9% of the portfolio. This quarter saw 20 new positions, 16 increases, 8 reductions, 66 complete exits. Notable new buys: BABA ($604.48M), ON DECK CAP INC ($142.43M), LBRDA ($119.54M). Notable exits: XHB, BURGER KING WORLDWIDE INC, ZNGAEUR.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	FOXATWENTY FIRST CENTY FOX INC CL A	90130A101	$645.40M	16,805,219	7.62%	-
2	MAMASTERCARD INC CL A	57636Q104	$621.56M	7,214,060	7.34%	-4.9%
3	BABAALIBABA GROUP HLDG LTD SPONSORED ADS	01609W102	$604.48M	5,815,690	7.13%	New
4	TDGTRANSDIGM GROUP INC COM	893641100	$499.44M	2,543,612	5.89%	-0.2%
5	BITAUTO HLDGS LTD SPONSORED ADS	91727107	$462.24M	6,565,000	5.46%	-
6	LTESFFLEETCOR TECHNOLOGIES INC COM	339041105	$438.78M	2,950,583	5.18%	+1.2%
7	LBTYALIBERTY GLOBAL PLC SHS CL C	G5480U120	$432.55M	8,953,698	5.10%	-
8	HTZHERTZ GLOBAL HOLDINGS INC COM	42805T105	$355.64M	14,260,000	4.20%	-10.0%
9	CARAVIS BUDGET GROUP COM	53774105	$337.94M	5,094,800	3.99%	+50.7%
10	VIPSVIPSHOP HLDGS LTD SPONSORED ADR	92763W103	$337.06M	17,250,000	3.98%	+905.8%
11	CHTRCHARTER COMMUNICATIONS INC D CL A NEW	16117M305	$320.59M	1,924,086	3.78%	-4.4%
12	ATHMAUTOHOME INC SP ADR RP CL A	05278C107	$317.61M	8,735,000	3.75%	+29.7%
13	ZGZILLOW INC CL A	98954A107	$311.96M	2,946,081	3.68%	-6.1%
14	ATIRESTORATION HARDWARE HLDGS I COM	761283100	$306.60M	3,193,410	3.62%	-
15	COLFAX CORP COM	194014106	$212.21M	4,115,000	2.50%	+2.9%
16	INTRLIBERTY INTERACTIVE CORP LBT VENT COM A	53071M880	$199.54M	5,290,000	2.35%	+0.0%
17	DATATABLEAU SOFTWARE INC CL A	87336U105	$152.99M	1,805,000	1.81%	+25.3%
18	ON DECK CAP INC COM	682163100	$142.43M	6,350,000	1.68%	New
19	LBRDALIBERTY BROADBAND CORP COM SER C	530307305	$119.54M	2,399,400	1.41%	New
20	JDJD COM INC SPON ADR CL A	47215P106	$118.37M	5,115,392	1.40%	New
21	GPROGOPRO INC CL A	38268T103	$113.54M	1,795,992	1.34%	+243.2%
22	WUBAUSD58 COM INC SPON ADR REP A	31680Q104	$101.80M	2,450,000	1.20%	+0.0%
23	SANDERSON FARMS INC COM	800013104	$94.53M	1,125,000	1.12%	New
24	BEKEMAKEMYTRIP LIMITED MAURITIUS SHS	V5633W109	$93.76M	3,607,688	1.11%	-47.1%
25	QSRRESTAURANT BRANDS INTL INC COM	76131D103	$91.55M	2,345,012	1.08%	New
26	DGIIKING DIGITAL ENTMT PLC ORD SHS	G5258J109	$76.79M	4,999,500	0.91%	+5.5%
27	GMEGAMESTOP CORP NEW CL A	36467W109	$67.60M	2,000,000	0.80%	New
28	DDD3-D SYS CORP DEL COM NEW	88554D205	$66.94M	2,036,483	0.79%	+8.0%
29	TRULIA INC COM	897888103	$66.00M	1,433,808	0.78%	-
30	PPCPILGRIMS PRIDE CORP NEW COM	72147K108	$65.58M	2,000,000	0.77%	New
31	MYGNMYRIAD GENETICS INC COM	62855J104	$64.71M	1,900,000	0.76%	-
32	NODKMASONITE INTL CORP NEW COM	575385109	$63.00M	1,025,000	0.74%	+5.1%
33	UTI WORLDWIDE INC ORD	G87210103	$61.91M	5,129,000	0.73%	-
34	SSYSSTRATASYS LTD SHS	M85548101	$49.87M	600,000	0.59%	+0.0%
35	VVISA INC COM CL A	92826C839	$45.22M	172,479	0.53%	-39.4%
36	HUBGGRUBHUB INC COM	400110102	$45.04M	1,240,000	0.53%	+0.0%
37	NFLXNETFLIX INC COM	64110L106	$44.41M	130,000	0.52%	+0.0%
38	SOUFUN HLDGS LTD ADR	836034108	$41.14M	5,566,700	0.49%	-60.2%
39	MOBILEYE N V AMSTELVEEN ORD SHS	N51488117	$40.56M	1,000,000	0.48%	-
40	51JOB INC SP ADR REP COM	316827104	$33.61M	937,400	0.40%	New
41	FWONALIBERTY MEDIA CORP DELAWARE NOTE 1.375%10/1	531229AB8	$31.98M	32,500,000	0.38%	New
42	GWHSIERRA WIRELESS INC COM	826516106	$23.70M	500,000	0.28%	New
43	TRINA SOLAR LIMITED SPON ADR	8.9628e+108	$23.61M	2,550,000	0.28%	-
44	ABQQBIO-REFERENCE LABS INC COM $.01 NEW	09057G602	$23.13M	720,000	0.27%	-
45	MOMOUSDMOMO INC ADR	60879B107	$21.00M	1,750,000	0.25%	New
46	ZHAOPIN LTD SPONSORED ADR	98954L103	$19.36M	1,275,000	0.23%	+2.1%
47	TWTRUSDTWITTER INC COM	90184L102	$17.93M	500,000	0.21%	-
48	LCLENDINGCLUB CORP COM	52603A109	$6.96M	275,000	0.08%	New
49	NODKNIMBLE STORAGE INC COM	65440R101	$6.88M	250,000	0.08%	-
50	FEYECHFFIREEYE INC COM	31816Q101	$6.32M	200,000	0.07%	-

Showing 1-50 of 61

Position Changes

Stock	Value	Shares
BABAALIBABA GROUP HLDG LTD	$604.48M	5,815,690
ON DECK CAP INC	$142.43M	6,350,000
LBRDALIBERTY BROADBAND CORP	$119.54M	2,399,400
JDJD COM INC	$118.37M	5,115,392
SANDERSON FARMS INC	$94.53M	1,125,000
QSRRESTAURANT BRANDS INTL INC	$91.55M	2,345,012
GMEGAMESTOP CORP NEW	$67.60M	2,000,000
PPCPILGRIMS PRIDE CORP NEW	$65.58M	2,000,000
51JOB INC	$33.61M	937,400
FWONALIBERTY MEDIA CORP DELAWARE	$31.98M	32,500,000
GWHSIERRA WIRELESS INC	$23.70M	500,000
MOMOUSDMOMO INC	$21.00M	1,750,000
LCLENDINGCLUB CORP	$6.96M	275,000
YODLEE INC	$4.27M	350,000
NOVORGANOVO HLDGS INC	$3.63M	500,000
HORTONWORKS INC	$3.51M	130,000
TRULIA INC	$2.88M	2,000,000
LBRDALIBERTY BROADBAND CORP	$2.09M	220,001
SOLAZYME INC	$1.29M	500,000
NEWREURNEW RELIC INC	$871.00K	25,000