Tiger Consumer Management, LP 13F Holdings · last filed Q4 2014
Tiger Consumer Management, LP reported 25 securities worth $1.39B in its SEC 13F filing for Q4 2014 (period ended 2014-12-31). Top holdings: KMX (5.25%), LBTYK (5.25%), META (4.81%). Among its top 25 positions this quarter: 7 new, 1 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KMX | CARMAX INC | $72.8M | 5.25% | 1.1M | Trimmed |
| 2 | LBTYK | LIBERTY GLOBAL PLC | $72.8M | 5.25% | 1.5M | Trimmed |
| 3 | META | FACEBOOK INC | $66.7M | 4.81% | 854,980 | Trimmed |
| 4 | NFLX | NETFLIX INC | $62.2M | 4.49% | 182,098 | New |
| 5 | CPRI | MICHAEL KORS HLDGS LTD | $60.7M | 4.38% | 808,351 | Trimmed |
| 6 | ULTA | ULTA SALON COSMETCS & FRAG I | $60.6M | 4.37% | 474,153 | Trimmed |
| 7 | HOT | STARWOOD HOTELS&RESORTS WRLD | $60.5M | 4.36% | 746,479 | Added |
| 8 | TMUS | T MOBILE US INC | $60.5M | 4.36% | 2.2M | Trimmed |
| 9 | TRIP | TRIPADVISOR INC | $60.4M | 4.36% | 808,829 | New |
| 10 | FBIN | FORTUNE BRANDS HOME & SEC IN | $60.3M | 4.35% | 1.3M | Trimmed |
| 11 | TSLA | TESLA MTRS INC | $60.4M | 4.35% | 271,408 | Trimmed |
| 12 | GRUB1 | GRUBHUB INC | $54.6M | 3.94% | 1.5M | New |
| 13 | RL | RALPH LAUREN CORP | $53.8M | 3.88% | 290,323 | Trimmed |
| 14 | EPC | ENERGIZER HLDGS INC | $53.1M | 3.83% | 413,172 | New |
| 15 | SFM | SPROUTS FMRS MKT INC | $50.7M | 3.66% | 1.5M | Trimmed |
| 16 | TLRDQ | MENS WEARHOUSE INC | $49.1M | 3.54% | 1.1M | Trimmed |
| 17 | BKNG | PRICELINE GRP INC | $48.9M | 3.53% | 42,893 | Trimmed |
| 18 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $48.7M | 3.52% | 1.0M | Trimmed |
| 19 | AMCX | AMC NETWORKS INC | $48.5M | 3.50% | 759,971 | Trimmed |
| 20 | FOSL | FOSSIL GROUP INC | $48.5M | 3.50% | 437,916 | New |
| 21 | HD | HOME DEPOT INC | $48.5M | 3.50% | 461,896 | Trimmed |
| 22 | VIAB | VIACOM INC NEW | $48.5M | 3.50% | 644,206 | New |
| 23 | EBAY | EBAY INC | $48.4M | 3.49% | 862,492 | Trimmed |
| 24 | GMCR | KEURIG GREEN MTN INC | $47.3M | 3.41% | 357,477 | New |
| 25 | GNCIQ | GNC HLDGS INC | $40.0M | 2.88% | 850,764 | Hold |
Source: SEC Form 13F filings · as of 2014-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR