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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 $2,006,061,000 across 29 holdings for the quarter ended 2014-09-30, in a 13F-HR filed 2014-11-14. Its ten largest share positions make up 44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-14-006413

Period
2014-09-30
Reported value
$2.01B
Holdings
29
Top 10 weight
44%
New
6
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TIME WARNER INCnew+1,149,536$86.5M
HLFnew+1,785,304$78.1M
PRICELINE GRP INCadded+52,726$61.1M
LIBERTY TRIPADVISOR HLDGS INnew+1,705,819$57.8M
GNC HLDGS INCnew+850,764$33M

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
PENNEY J C INCexited-7,231,510-$65.4M
DECKexited-734,821-$63.4M
ZYNGA INC.exited-18,062,145-$58M
TSLAreduced-165,566-$40.2M
METAreduced-481,740-$38.1M

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, Q3 2014

Share positions as resolved from 13F-HR 0000919574-14-006413, largest first. % of portfolio is the value over $2,006,061,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PRICELINE GRP INCPRICELINE GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 92,325 shares; 2013Q3: 57,774 shares; 2013Q4: 57,774 shares; 2014Q1: 74,905 shares; 2014Q2: 35,136 shares; 2014Q3: 87,862 shares 87,862$102M5.07%+52,726
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q3: 1,190,446 shares 1,190,446$94.1M4.69%-481,740Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q3: 1,593,780 shares 1,593,780$90.3M4.5%-250,000Timeline
MENS WEARHOUSE INCMENS WEARHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q3: 1,838,615 shares 1,838,615$86.8M4.33%+70,504
TIME WARNER INCTIME WARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 1,149,536 shares 1,149,536$86.5M4.31%new
MICHAEL KORS HLDGS LTDMICHAEL KORS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,390,032 shares; 2013Q3: not reported; 2013Q4: 933,820 shares; 2014Q1: 949,820 shares; 2014Q2: 967,056 shares; 2014Q3: 1,208,111 shares 1,208,111$86.2M4.3%+241,055
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q3: 5,248,669 shares 5,248,669$85.8M4.28%0Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q3: 2,040,074 shares 2,040,074$83.9M4.18%-113,414Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q3: 709,698 shares 709,698$83.9M4.18%-309,800Timeline
LIBERTY GLOBAL PLCLIBERTY GLOBAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q3: 2,035,775 shares 2,035,775$83.5M4.16%0
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 1,696,880 shares; 2014Q2: 1,512,839 shares; 2014Q3: 1,718,071 shares 1,718,071$79.8M3.98%+205,232Timeline
HLFHERBALIFE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,120,258 shares; 2013Q3: 768,252 shares; 2013Q4: 400,000 shares; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 1,785,304 shares 1,785,304$78.1M3.89%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 252,956 shares; 2013Q4: not reported; 2014Q1: 263,384 shares; 2014Q2: 330,667 shares; 2014Q3: 231,820 shares 231,820$74.7M3.73%-98,847Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q3: 2,511,220 shares 2,511,220$72.5M3.61%-192,654Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 345,202 shares; 2014Q1: 402,950 shares; 2014Q2: 463,789 shares; 2014Q3: 298,223 shares 298,223$72.4M3.61%-165,566Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 2,049,549 shares; 2014Q3: 2,403,358 shares 2,403,358$69.9M3.48%+353,809Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 860,194 shares; 2014Q2: 1,147,931 shares; 2014Q3: 755,396 shares 755,396$69.3M3.45%-392,535Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 353,055 shares; 2013Q4: 489,552 shares; 2014Q1: 713,960 shares; 2014Q2: 630,719 shares; 2014Q3: 416,719 shares 416,719$68.6M3.42%-214,000Timeline
LINKEDIN CORPLINKEDIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 521,864 shares; 2014Q2: 377,576 shares; 2014Q3: 323,216 shares 323,216$67.2M3.35%-54,360
AMCXAMC GLOBAL MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 1,064,268 shares; 2014Q3: 1,148,380 shares 1,148,380$67.1M3.34%+84,112Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q3: 1,719,099 shares 1,719,099$63.1M3.15%-228,068Timeline
STARWOOD HOTELS&RESORTS WRLDSTARWOOD HOTELS&RESORTS WRLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q3: 740,579 shares 740,579$61.6M3.07%-360,920
CATAMARAN CORPCATAMARAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q3: 1,429,614 shares 1,429,614$60.3M3%-759,691
LIBERTY TRIPADVISOR HLDGS INLIBERTY TRIPADVISOR HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 1,705,819 shares 1,705,819$57.8M2.88%new
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 1,290,631 shares; 2014Q3: 1,290,631 shares 1,290,631$46.5M2.32%0Timeline
GNC HLDGS INCGNC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 850,764 shares 850,764$33M1.64%new
PRKSUNITED PARKS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 1,515,191 shares; 2014Q3: 1,515,191 shares 1,515,191$29.1M1.45%0Timeline
GPROGOPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 300,000 shares 300,000$28.1M1.4%newTimeline
MICHAELS COS INCMICHAELS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 1,387,982 shares 1,387,982$24.3M1.21%new

Sold out in Q3 2014

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

SecurityShares beforeValue beforeType
PENNEY J C INCPENNEY J C INC7,231,510$65.4Mshares
DECKDECKERS OUTDOOR CORP734,821$63.4Mshares
ZYNGA INC.ZYNGA INC.18,062,145$58Mshares
AEROPOSTALE INCAEROPOSTALE INC4,643,146$16.2Mshares

How Q3 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 0000919574-14-006413 base2014-11-14acceptance time not in the bulk data set