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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 $1,386,503,000 across 25 holdings for the quarter ended 2014-12-31, in a 13F-HR filed 2015-02-17. Its ten largest share positions make up 45.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-15-001760

Period
2014-12-31
Reported value
$1.39B
Holdings
25
Top 10 weight
45.98%
New
7
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NFLXnew+182,098$62.2M
TRIPnew+808,829$60.4M
GRUBHUB INCnew+1,503,886$54.6M
ENERGIZER HLDGS INCnew+413,172$53.1M
FOSLnew+437,916$48.5M

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
TIME WARNER INCexited-1,149,536-$86.5M
NWSAexited-5,248,669-$85.8M
HLFexited-1,785,304-$78.1M
AMZNexited-231,820-$74.7M
LINKEDIN CORPexited-323,216-$67.2M

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, Q4 2014

Share positions as resolved from 13F-HR 0000919574-15-001760, largest first. % of portfolio is the value over $1,386,502,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LIBERTY GLOBAL PLCLIBERTY GLOBAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q4: 1,507,819 shares 1,507,819$72.8M5.25%-527,956
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q4: 1,092,953 shares 1,092,953$72.8M5.25%-625,118Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q4: 854,980 shares 854,980$66.7M4.81%-335,466Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 182,098 shares 182,098$62.2M4.49%newTimeline
MICHAEL KORS HLDGS LTDMICHAEL KORS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q4: 808,351 shares 808,351$60.7M4.38%-399,760
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q4: 474,153 shares 474,153$60.6M4.37%-235,545Timeline
STARWOOD HOTELS&RESORTS WRLDSTARWOOD HOTELS&RESORTS WRLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q4: 746,479 shares 746,479$60.5M4.36%+5,900
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q4: 2,244,476 shares 2,244,476$60.5M4.36%-266,744Timeline
TRIPTRIPADVISOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 808,829 shares 808,829$60.4M4.36%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 345,202 shares; 2014Q1: 402,950 shares; 2014Q2: 463,789 shares; 2014Q3: 298,223 shares; 2014Q4: 271,408 shares 271,408$60.4M4.35%-26,815Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q4: 1,332,391 shares 1,332,391$60.3M4.35%-707,683Timeline
GRUBHUB INCGRUBHUB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 1,503,886 shares 1,503,886$54.6M3.94%new
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q4: 290,323 shares 290,323$53.8M3.88%-126,396Timeline
ENERGIZER HLDGS INCENERGIZER HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 413,172 shares 413,172$53.1M3.83%new
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 2,049,549 shares; 2014Q3: 2,403,358 shares; 2014Q4: 1,492,626 shares 1,492,626$50.7M3.66%-910,732Timeline
MENS WEARHOUSE INCMENS WEARHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q4: 1,112,847 shares 1,112,847$49.1M3.54%-725,768
PRICELINE GRP INCPRICELINE GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q4: 42,893 shares 42,893$48.9M3.53%-44,969
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 1,290,631 shares; 2014Q3: 1,290,631 shares; 2014Q4: 1,042,526 shares 1,042,526$48.7M3.52%-248,105Timeline
FOSLFOSSIL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: 634,769 shares; 2013Q3: 475,622 shares; 2013Q4: 646,705 shares; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 437,916 shares 437,916$48.5M3.5%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 860,194 shares; 2014Q2: 1,147,931 shares; 2014Q3: 755,396 shares; 2014Q4: 461,896 shares 461,896$48.5M3.5%-293,500Timeline
VIACOM INCVIACOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 644,206 shares 644,206$48.5M3.5%new
AMCXAMC GLOBAL MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: 1,064,268 shares; 2014Q3: 1,148,380 shares; 2014Q4: 759,971 shares 759,971$48.5M3.5%-388,409Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2014Q4: 862,492 shares 862,492$48.4M3.49%-731,288Timeline
KEURIG GREEN MTN INCKEURIG GREEN MTN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 728,504 shares; 2014Q2: not reported; 2014Q3: not reported; 2014Q4: 357,477 shares 357,477$47.3M3.41%new
GNC HLDGS INCGNC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: not reported; 2014Q2: not reported; 2014Q3: 850,764 shares; 2014Q4: 850,764 shares 850,764$40M2.88%0

Sold out in Q4 2014

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

SecurityShares beforeValue beforeType
TIME WARNER INCTIME WARNER INC1,149,536$86.5Mshares
NWSANEWS CORP NEW5,248,669$85.8Mshares
HLFHERBALIFE LTD1,785,304$78.1Mshares
AMZNAMAZON COM INC231,820$74.7Mshares
LINKEDIN CORPLINKEDIN CORP323,216$67.2Mshares
URBNURBAN OUTFITTERS INC1,719,099$63.1Mshares
CATAMARAN CORPCATAMARAN CORP1,429,614$60.3Mshares
LIBERTY TRIPADVISOR HLDGS INLIBERTY TRIPADVISOR HLDGS IN1,705,819$57.8Mshares
PRKSUNITED PARKS & RESORTS INC1,515,191$29.1Mshares
GPROGOPRO INC300,000$28.1Mshares
MICHAELS COS INCMICHAELS COS INC1,387,982$24.3Mshares

How Q4 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 0000919574-15-001760 base2015-02-17acceptance time not in the bulk data set