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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 $2,109,345,000 across 27 holdings for the quarter ended 2014-06-30, in a 13F-HR filed 2014-08-14. Its ten largest share positions make up 47.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-14-004646

Period
2014-06-30
Reported value
$2.11B
Holdings
27
Top 10 weight
47.43%
New
5
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SFMnew+2,049,549$67.1M
AMCXnew+1,064,268$65.4M
ZYNGA INC.new+18,062,145$58M
PRKSnew+1,515,191$42.9M
NCLHnew+1,290,631$40.9M

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
KEURIG GREEN MTN INCexited-728,504-$76.9M
WHOLE FOODS MKT INCexited-1,323,879-$67.1M
DLTRexited-1,275,309-$66.5M
PRICELINE GRP INCreduced-39,769-$47.8M
DGexited-814,723-$45.2M

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, Q2 2014

Share positions as resolved from 13F-HR 0000919574-14-004646, largest first. % of portfolio is the value over $2,109,345,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 4,805,993 shares; 2013Q3: not reported; 2013Q4: 1,384,507 shares; 2014Q1: 1,485,089 shares; 2014Q2: 1,672,186 shares 1,672,186$113M5.33%+187,097Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 345,202 shares; 2014Q1: 402,950 shares; 2014Q2: 463,789 shares 463,789$111M5.28%+60,839Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 252,956 shares; 2013Q4: not reported; 2014Q1: 263,384 shares; 2014Q2: 330,667 shares 330,667$107M5.09%+67,283Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 353,055 shares; 2013Q4: 489,552 shares; 2014Q1: 713,960 shares; 2014Q2: 630,719 shares 630,719$101M4.8%-83,241Timeline
MENS WEARHOUSE INCMENS WEARHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 1,499,525 shares; 2014Q1: 1,768,111 shares; 2014Q2: 1,768,111 shares 1,768,111$98.7M4.68%0
CATAMARAN CORPCATAMARAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q2: 2,189,305 shares 2,189,305$96.7M4.58%+387,740
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 6,021,252 shares; 2013Q4: 5,389,179 shares; 2014Q1: 5,248,669 shares; 2014Q2: 5,248,669 shares 5,248,669$94.2M4.46%0Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,131,582 shares; 2013Q3: 477,348 shares; 2013Q4: 1,106,797 shares; 2014Q1: 905,677 shares; 2014Q2: 1,019,498 shares 1,019,498$93.2M4.42%+113,821Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 860,194 shares; 2014Q2: 1,147,931 shares 1,147,931$92.9M4.41%+287,737Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,086,819 shares; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 1,839,480 shares; 2014Q2: 1,843,780 shares 1,843,780$92.3M4.38%+4,300Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 3,329,620 shares; 2014Q1: 2,703,874 shares; 2014Q2: 2,703,874 shares 2,703,874$90.9M4.31%0Timeline
STARWOOD HOTELS&RESORTS WRLDSTARWOOD HOTELS&RESORTS WRLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q2: 1,101,499 shares 1,101,499$89M4.22%0
LIBERTY GLOBAL PLCLIBERTY GLOBAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 623,009 shares; 2013Q3: 623,009 shares; 2013Q4: 623,009 shares; 2014Q1: 2,160,175 shares; 2014Q2: 2,035,775 shares 2,035,775$86.1M4.08%-124,400
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q2: 2,153,488 shares 2,153,488$86M4.08%+273,065Timeline
MICHAEL KORS HLDGS LTDMICHAEL KORS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,390,032 shares; 2013Q3: not reported; 2013Q4: 933,820 shares; 2014Q1: 949,820 shares; 2014Q2: 967,056 shares 967,056$85.7M4.06%+17,236
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 1,696,880 shares; 2014Q2: 1,512,839 shares 1,512,839$78.7M3.73%-184,041Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 2,049,549 shares 2,049,549$67.1M3.18%newTimeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q2: 1,947,167 shares 1,947,167$65.9M3.13%-320,663Timeline
PENNEY J C INCPENNEY J C INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 5,423,692 shares; 2013Q3: not reported; 2013Q4: 3,206,127 shares; 2014Q1: 9,047,079 shares; 2014Q2: 7,231,510 shares 7,231,510$65.4M3.1%-1,815,569
AMCXAMC GLOBAL MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 1,064,268 shares 1,064,268$65.4M3.1%newTimeline
LINKEDIN CORPLINKEDIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 521,864 shares; 2014Q2: 377,576 shares 377,576$64.7M3.07%-144,288
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,574,466 shares; 2013Q3: 810,134 shares; 2013Q4: 905,686 shares; 2014Q1: 1,079,733 shares; 2014Q2: 734,821 shares 734,821$63.4M3.01%-344,912Timeline
ZYNGA INC.ZYNGA INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 26,926,829 shares; 2013Q3: 20,148,830 shares; 2013Q4: 11,441,308 shares; 2014Q1: not reported; 2014Q2: 18,062,145 shares 18,062,145$58M2.75%new
PRKSUNITED PARKS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 1,515,191 shares 1,515,191$42.9M2.03%newTimeline
PRICELINE GRP INCPRICELINE GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 92,325 shares; 2013Q3: 57,774 shares; 2013Q4: 57,774 shares; 2014Q1: 74,905 shares; 2014Q2: 35,136 shares 35,136$42.3M2%-39,769
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 1,290,631 shares 1,290,631$40.9M1.94%newTimeline
AEROPOSTALE INCAEROPOSTALE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q2: 4,643,146 shares 4,643,146$16.2M0.77%-2,379,716

Sold out in Q2 2014

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

SecurityShares beforeValue beforeType
KEURIG GREEN MTN INCKEURIG GREEN MTN INC728,504$76.9Mshares
WHOLE FOODS MKT INCWHOLE FOODS MKT INC1,323,879$67.1Mshares
DLTRDOLLAR TREE INC1,275,309$66.5Mshares
DGDOLLAR GEN CORP814,723$45.2Mshares
LIBERTY GLOBAL PLCLIBERTY GLOBAL PLC782,157$32.5Mshares
ARCOARCOS DORADOS HLDGS INC2,045,048$20.6Mshares

How Q2 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 0000919574-14-004646 base2014-08-14acceptance time not in the bulk data set