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Disclosery

TIGER CONSUMER MANAGEMENT, LP

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13F filer, CIK 1385534, New York, NY

TIGER CONSUMER MANAGEMENT, LP reported $2,181,342,000 across 28 holdings for the quarter ended 2014-03-31, in a 13F-HR filed 2014-05-15. Its ten largest share positions make up 42.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-14-003133

Period
2014-03-31
Reported value
$2.18B
Holdings
28
Top 10 weight
42.95%
New
8
Sold out
14

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EBAYnew+1,839,480$102M
LINKEDIN CORPnew+521,864$96.5M
AMZNnew+263,384$88.6M
KMXnew+1,696,880$79.4M
KEURIG GREEN MTN INCnew+728,504$76.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FOOT LOCKER INCexited-2,985,257-$124M
LAMAR ADVERTISINGexited-2,189,894-$114M
DIRECTVexited-1,601,142-$111M
DRIexited-1,754,690-$95.4M
FOSLexited-646,705-$77.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2014

Share positions as resolved from 13F-HR 0000919574-14-003133, largest first. % of portfolio is the value over $2,181,345,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 353,055 shares; 2013Q4: 489,552 shares; 2014Q1: 713,960 shares 713,960$115M5.27%+224,408Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,086,819 shares; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 1,839,480 shares 1,839,480$102M4.66%newTimeline
LINKEDIN CORPLINKEDIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 521,864 shares 521,864$96.5M4.42%new
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 6,021,252 shares; 2013Q4: 5,389,179 shares; 2014Q1: 5,248,669 shares 5,248,669$90.4M4.14%-140,510Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 4,805,993 shares; 2013Q3: not reported; 2013Q4: 1,384,507 shares; 2014Q1: 1,485,089 shares 1,485,089$89.5M4.1%+100,582Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 3,329,620 shares; 2014Q1: 2,703,874 shares 2,703,874$89.3M4.09%-625,746Timeline
PRICELINE GRP INCPRICELINE GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 92,325 shares; 2013Q3: 57,774 shares; 2013Q4: 57,774 shares; 2014Q1: 74,905 shares 74,905$89.3M4.09%+17,131
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 252,956 shares; 2013Q4: not reported; 2014Q1: 263,384 shares 263,384$88.6M4.06%newTimeline
MICHAEL KORS HLDGS LTDMICHAEL KORS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,390,032 shares; 2013Q3: not reported; 2013Q4: 933,820 shares; 2014Q1: 949,820 shares 949,820$88.6M4.06%+16,000
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,131,582 shares; 2013Q3: 477,348 shares; 2013Q4: 1,106,797 shares; 2014Q1: 905,677 shares 905,677$88.2M4.05%-201,120Timeline
LIBERTY GLOBAL PLCLIBERTY GLOBAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 623,009 shares; 2013Q3: 623,009 shares; 2013Q4: 623,009 shares; 2014Q1: 2,160,175 shares 2,160,175$87.9M4.03%+1,537,166
STARWOOD HOTELS&RESORTS WRLDSTARWOOD HOTELS&RESORTS WRLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,212,450 shares; 2013Q3: 1,306,499 shares; 2013Q4: 1,306,499 shares; 2014Q1: 1,101,499 shares 1,101,499$87.7M4.02%-205,000
MENS WEARHOUSE INCMENS WEARHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 1,499,525 shares; 2014Q1: 1,768,111 shares 1,768,111$86.6M3.97%+268,586
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,574,466 shares; 2013Q3: 810,134 shares; 2013Q4: 905,686 shares; 2014Q1: 1,079,733 shares 1,079,733$86.1M3.95%+174,047Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 345,202 shares; 2014Q1: 402,950 shares 402,950$84M3.85%+57,748Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,343,675 shares; 2013Q3: 2,630,147 shares; 2013Q4: 2,016,343 shares; 2014Q1: 2,267,830 shares 2,267,830$82.7M3.79%+251,487Timeline
CATAMARAN CORPCATAMARAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,335,163 shares; 2013Q3: 2,874,235 shares; 2013Q4: 2,874,235 shares; 2014Q1: 1,801,565 shares 1,801,565$80.6M3.7%-1,072,670
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 1,696,880 shares 1,696,880$79.4M3.64%newTimeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,191,318 shares; 2013Q3: 2,103,070 shares; 2013Q4: 1,668,426 shares; 2014Q1: 1,880,423 shares 1,880,423$79.1M3.63%+211,997Timeline
PENNEY J C INCPENNEY J C INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 5,423,692 shares; 2013Q3: not reported; 2013Q4: 3,206,127 shares; 2014Q1: 9,047,079 shares 9,047,079$78M3.58%+5,840,952
KEURIG GREEN MTN INCKEURIG GREEN MTN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 728,504 shares 728,504$76.9M3.53%new
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 860,194 shares 860,194$68.1M3.12%newTimeline
WHOLE FOODS MKT INCWHOLE FOODS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 1,323,879 shares 1,323,879$67.1M3.08%new
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 1,275,309 shares 1,275,309$66.5M3.05%newTimeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,296,807 shares; 2013Q3: 978,126 shares; 2013Q4: 1,065,481 shares; 2014Q1: 814,723 shares 814,723$45.2M2.07%-250,758Timeline
AEROPOSTALE INCAEROPOSTALE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 3,554,969 shares; 2013Q3: 6,443,864 shares; 2013Q4: 6,443,864 shares; 2014Q1: 7,022,862 shares 7,022,862$35.3M1.62%+578,998
LIBERTY GLOBAL PLCLIBERTY GLOBAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,932,332 shares; 2013Q3: 1,395,432 shares; 2013Q4: 1,000,757 shares; 2014Q1: 782,157 shares 782,157$32.5M1.49%-218,600
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,630,903 shares; 2013Q3: 1,235,237 shares; 2013Q4: 2,045,048 shares; 2014Q1: 2,045,048 shares 2,045,048$20.6M0.95%0Timeline

Sold out in Q1 2014

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FOOT LOCKER INCFOOT LOCKER INC2,985,257$124Mshares
LAMAR ADVERTISINGLAMAR ADVERTISING2,189,894$114Mshares
DIRECTVDIRECTV1,601,142$111Mshares
DRIDARDEN RESTAURANTS INC1,754,690$95.4Mshares
FOSLFOSSIL GROUP INC646,705$77.6Mshares
LULULULULEMON ATHLETICA INC1,290,660$76.2Mshares
PANDORA MEDIA INCPANDORA MEDIA INC2,734,006$72.7Mshares
RESTORATION HARDWARE HLDGS IRESTORATION HARDWARE HLDGS I792,295$53.3Mshares
TIM HORTONS INCTIM HORTONS INC856,679$50Mshares
ZYNGA INC.ZYNGA INC.11,441,308$43.5Mshares
JOS A BANK CLOTHIERS INCJOS A BANK CLOTHIERS INC741,684$40.6Mshares
GREEN MTN COFFEE ROASTERS INGREEN MTN COFFEE ROASTERS IN462,818$35Mshares
HLFHERBALIFE LTD400,000$31.5Mshares
ZUMZZUMIEZ INC245,782$6.39Mshares

How Q1 2014 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-14-003133 base2014-05-15acceptance time not in the bulk data set