TIGER CONSUMER MANAGEMENT, LLC
101 PARK AVENUE, NEW YORK, New York, 10178, (212) 984-2500
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 41 |
| New Positions | 12 |
| Increased Positions | 19 |
| Decreased Positions | 21 |
| Positions with Activity | 40 |
| Sold Out Positions | 6 |
| Total Mkt Value (in $ millions) |
2,680 |
Sector Weighting
| Basic Materials | |
| Capital Goods | 3.32% |
| Conglomerates | |
| Consumer Cyclical | 11.14% |
| Consumer/Non-Cyclical | 9.42% |
| Energy | |
| Financial | 2.87% |
| Healthcare | 0% |
| Services | 65.01% |
| Technology | 8.24% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
41 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| KRAFT FOODS GROUP INC | COM | 134,355 | -21,688 | (13.9) | 2,371,666 |
| ULTA SALON COSMETCS & FRAG INC | COM | 128,148 | 128,148 | New | 1,326,582 |
| LIBERTY GLOBAL PLC | SHS CL A | 126,136 | 5,750 | 4.78 | 1,754,814 |
| HERBALIFE LTD | COM USD SHS | 118,107 | 3,369 | 2.94 | 2,383,602 |
| PRICELINE COM INC | COM NEW | 114,521 | -8,703 | (7.06) | 137,181 |
| HOME DEPOT INC | COM | 104,642 | -44,380 | (29.78) | 1,355,641 |
| CATAMARAN CORP | COM | 104,126 | -5,918 | (5.38) | 1,970,583 |
| MICHAEL KORS HLDGS LTD | SHS | 97,757 | -3,300 | (3.27) | 1,586,188 |
| FORTUNE BRANDS HOME & SEC INC | COM | 89,096 | -14,925 | (14.35) | 2,125,880 |
| FACEBOOK INC | CL A | 87,342 | 3,657 | 4.37 | 3,607,681 |
| WHOLE FOODS MKT INC | COM | 86,879 | 86,879 | New | 1,647,626 |
| YAHOO INC | COM | 85,583 | 85,583 | New | 3,210,164 |
| GOOGLE INC | CL A | 83,293 | -90,062 | (51.95) | 92,484 |
| ROSS STORES INC | COM | 82,840 | 82,840 | New | 1,268,407 |
| PANERA BREAD CO | CL A | 81,686 | 81,686 | New | 435,287 |
| STARWOOD HOTELS&RESORTS WRLDWD | COM | 81,113 | -23,103 | (22.17) | 1,212,450 |
| DOLLAR GEN CORP NEW | COM | 79,218 | -28,337 | (26.35) | 1,514,976 |
| DECKERS OUTDOOR CORP | COM | 78,795 | 33,776 | 75.03 | 1,471,979 |
| VISA INC | COM CL A | 76,796 | -58,999 | (43.45) | 417,345 |
| HARLEY-DAVIDSON INC | COM | 74,123 | 1,236 | 1.70 | 1,367,835 |
Latest News Headlines
HTC Names New South Asia Executives 3:35AM ET - Dow Jones Business News
Pluristem's Preclinical Results for Its PLX-RAD Cells Published in the Journal PLOS ONE 3:00AM ET - GlobeNewswire
IEA Sees Natural Gas Challenging Oil's Transport Fuel Dominance 2:25AM ET - Dow Jones Business News
Natural Gas Seen as Major New Transport Fuel 2:25AM ET - Dow Jones Business News
Rio Tinto Mongolia Mine Starting Shipments 2:15AM ET - Dow Jones Business News
View All