Tiger Consumer Management, LP 13F 持仓 · 最近申报 2014年Q4
Tiger Consumer Management 在 2014年Q4（报告期截至 2014-12-31）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 13.87 亿美元。前几大持仓：KMX（5.25%）、LBTYK（5.25%）、META（4.81%）。本季前 25 大持仓中：新建仓 7 只、增持 1 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | KMX | CARMAX INC | $72.8M | 5.25% | 1.1M | 减持 |
| 2 | LBTYK | LIBERTY GLOBAL PLC | $72.8M | 5.25% | 1.5M | 减持 |
| 3 | META | FACEBOOK INC | $66.7M | 4.81% | 854,980 | 减持 |
| 4 | NFLX | NETFLIX INC | $62.2M | 4.49% | 182,098 | 新建仓 |
| 5 | CPRI | MICHAEL KORS HLDGS LTD | $60.7M | 4.38% | 808,351 | 减持 |
| 6 | ULTA | ULTA SALON COSMETCS & FRAG I | $60.6M | 4.37% | 474,153 | 减持 |
| 7 | HOT | STARWOOD HOTELS&RESORTS WRLD | $60.5M | 4.36% | 746,479 | 增持 |
| 8 | TMUS | T MOBILE US INC | $60.5M | 4.36% | 2.2M | 减持 |
| 9 | TRIP | TRIPADVISOR INC | $60.4M | 4.36% | 808,829 | 新建仓 |
| 10 | FBIN | FORTUNE BRANDS HOME & SEC IN | $60.3M | 4.35% | 1.3M | 减持 |
| 11 | TSLA | TESLA MTRS INC | $60.4M | 4.35% | 271,408 | 减持 |
| 12 | GRUB1 | GRUBHUB INC | $54.6M | 3.94% | 1.5M | 新建仓 |
| 13 | RL | RALPH LAUREN CORP | $53.8M | 3.88% | 290,323 | 减持 |
| 14 | EPC | ENERGIZER HLDGS INC | $53.1M | 3.83% | 413,172 | 新建仓 |
| 15 | SFM | SPROUTS FMRS MKT INC | $50.7M | 3.66% | 1.5M | 减持 |
| 16 | TLRDQ | MENS WEARHOUSE INC | $49.1M | 3.54% | 1.1M | 减持 |
| 17 | BKNG | PRICELINE GRP INC | $48.9M | 3.53% | 42,893 | 减持 |
| 18 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $48.7M | 3.52% | 1.0M | 减持 |
| 19 | AMCX | AMC NETWORKS INC | $48.5M | 3.50% | 759,971 | 减持 |
| 20 | FOSL | FOSSIL GROUP INC | $48.5M | 3.50% | 437,916 | 新建仓 |
| 21 | HD | HOME DEPOT INC | $48.5M | 3.50% | 461,896 | 减持 |
| 22 | VIAB | VIACOM INC NEW | $48.5M | 3.50% | 644,206 | 新建仓 |
| 23 | EBAY | EBAY INC | $48.4M | 3.49% | 862,492 | 减持 |
| 24 | GMCR | KEURIG GREEN MTN INC | $47.3M | 3.41% | 357,477 | 新建仓 |
| 25 | GNCIQ | GNC HLDGS INC | $40.0M | 2.88% | 850,764 | 持平 |
来源：SEC 13F 申报文件 · 截至 2014-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR