TIGER CONSUMER MANAGEMENT, LP Information

101 PARK AVENUE, NEW YORK, New York, 10178, (212) 984-2500

Report Date: 12/31/2014

Position Statistics

Total Positions 36
New Positions 7
Increased Positions 8
Decreased Positions 27
Positions with Activity 35
Sold Out Positions 11
Total Mkt Value (in $ millions) 1,458

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 4.1%
Conglomerates 0%
Consumer Cyclical 12.49%
Consumer/Non-Cyclical 2.76%
Energy
Financial
Healthcare
Services 63.91%
Technology 8.69%
Transportation
Utilities

36 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 104,078 104,078 New 182,098
CARMAX INC COM 77,173 -44,140 (36.39) 1,092,953
LIBERTY GLOBAL PLC SHS CL C 73,431 -25,711 (25.93) 1,507,819
ULTA SALON COSMETCS & FRAG INC COM 72,095 -35,815 (33.19) 474,153
T MOBILE US INC COM 72,025 -8,560 (10.62) 2,244,476
FACEBOOK INC CL A 69,061 -27,097 (28.18) 854,980
GRUBHUB INC COM 67,991 67,991 New 1,503,886
TRIPADVISOR INC COM 65,281 65,281 New 808,829
MENS WEARHOUSE INC COM 61,429 -40,062 (39.47) 1,112,847
STARWOOD HOTELS&RESORTS WRLDWD COM 61,129 483 .80 746,479
FORTUNE BRANDS HOME & SEC INC COM 59,771 -31,747 (34.69) 1,332,391
ENERGIZER HLDGS INC COM 57,720 57,720 New 413,172
AMC NETWORKS INC CL A 57,078 -29,171 (33.82) 759,971
TESLA MTRS INC COM 56,124 -5,545 (8.99) 271,408
NORWEGIAN CRUISE LINE HLDGS LT SHS 54,430 -12,954 (19.22) 1,042,526
HOME DEPOT INC COM 51,779 -32,901 (38.85) 461,896
MICHAEL KORS HLDGS LTD SHS 51,128 -25,285 (33.09) 808,351
PRICELINE GRP INC COM NEW 50,937 -53,402 (51.18) 42,893
SPROUTS FMRS MKT INC COM 49,316 -30,091 (37.89) 1,492,626
EBAY INC COM 48,118 -40,799 (45.88) 862,492