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 38
New Positions 8
Increased Positions 9
Decreased Positions 28
Positions with Activity 37
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,360

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

Sector Weighting

Basic Materials
Capital Goods 4.55%
Conglomerates 0%
Consumer Cyclical 11.54%
Consumer/Non-Cyclical 1.45%
Energy
Financial
Healthcare
Services 66.01%
Technology 8.06%
Transportation
Utilities

38 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 134,849 134,849 New 1,274,686
T MOBILE US INC COM 87,445 -10,392 (10.62) 2,244,476
FACEBOOK INC CL A 74,580 -29,263 (28.18) 854,980
ULTA SALON COSMETCS & FRAG INC COM 72,906 -36,217 (33.19) 474,153
LIBERTY GLOBAL PLC SHS CL C 65,439 -22,913 (25.93) 1,507,819
TESLA MTRS INC COM 64,766 -6,399 (8.99) 271,408
CARMAX INC COM 64,003 -36,607 (36.39) 1,092,953
FORTUNE BRANDS HOME & SEC INC COM 61,836 -32,844 (34.69) 1,332,391
MENS WEARHOUSE INC COM 61,507 -40,113 (39.47) 1,112,847
NORWEGIAN CRUISE LINE HLDGS LT SHS 58,329 -13,881 (19.22) 1,042,526
TRIPADVISOR INC COM 55,154 55,154 New 808,829
AMC NETWORKS INC CL A 52,932 -27,053 (33.82) 759,971
HOME DEPOT INC COM 52,227 -33,186 (38.85) 461,896
PRICELINE GRP INC COM NEW 52,130 -54,654 (51.18) 42,893
STARWOOD HOTELS&RESORTS WRLDWD COM 51,395 406 .80 746,479
GNC HLDGS INC COM CL A 38,412 New 850,764
GRUBHUB INC COM 37,853 37,853 New 1,503,886
EDGEWELL PERS CARE CO COM 35,070 35,070 New 413,172
MICHAEL KORS HLDGS LTD SHS 34,589 -17,106 (33.09) 808,351
RALPH LAUREN CORP CL A 31,483 -13,706 (30.33) 290,323