Must-know: Tiger Global Management’s holdings in 3Q14

Tiger Global Management filed its 13F with the SEC in November 2014. Charles Coleman founded the firm, and Feroz Dewan manages it. The chart below outlines the main positions that Tiger Global Management traded during the third quarter that ended in September.

The fund added new positions in Bitauto Holdings Ltd. (BITA), Tableau Software (DATA), Mobileye NV (MBLY), and GoPro (GPRO). The fund sold positions in Dollar General (DG), Fidelity National Information Services (FIS), Comcast (CMCSA), and Qihoo 360 Technology (QIHU). Top position increases include Hertz Global Holdings (HTZ), MasterCard (MA), and Autohome (ATHM).

The size of the fund’s US long portfolio fell slightly from $7.8 billion to $7.5 billion in the third quarter. Tiger Global Management’s holdings included 48 stocks during the third quarter. The top ten holdings are outlined below:

As per news reports, the fund generated 16.2% through the end of October. A November 2014 Reuters report by Svea Herbst-Bayliss cited the fund’s letter to investors, which stated that the fund is looking to raise around $1 billion in new capital at its Tiger Global Long Opportunities fund.

The next part of the series will highlight the fund’s new position in Bitauto Holdings.