Tiger Consumer Management, LP — Q2 2014 13F Holdings

Name: Tiger Consumer Management, LP — 13F Holdings, Q2 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001385534

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	META	Meta Platforms Inc-class A	Stock-Comm Services	5.33%	-4.81%	EXIT
2	TSLA	Tesla INC	Stock-Consumer Disc	5.28%	-4.35%	EXIT
3	AMZN	Amazon.com INC	Stock-Consumer Disc	5.09%	—	+25.55%
4	RL	Ralph Lauren CORP	Stock-Consumer Disc	4.80%	-3.88%	EXIT
5	✓	Mens Wearhouse INC Com	Stock-Other	4.68%	-3.54%	EXIT
6	✓		Stock-Other	4.58%	—	+21.52%
7	NWSA	News CORP - Class A	Stock-Comm Services	4.46%	—	—
8	ULTA	Ulta Beauty INC	Stock-Consumer Disc	4.42%	-4.37%	EXIT
9	HD	Home Depot INC	Stock-Consumer Disc	4.41%	-3.50%	EXIT
10	EBAY	Ebay INC	Stock-Consumer Disc	4.38%	-3.49%	EXIT
11	TMUS	T-mobile US INC	Stock-Comm Services	4.31%	-4.36%	EXIT
12	STWD	Starwood Property Trust, Inc.	Stock-Real Estate	4.22%	-4.36%	EXIT
13	LBTYA	Liberty Global Ltd.	Stock-Other	4.08%	-5.25%	EXIT
14	FBIN	Fortune Brands Innovations I	Stock-Industrials	4.08%	-4.35%	EXIT
15	✓		Stock-Other	4.06%	-4.38%	EXIT
16	KMX	Carmax INC	Stock-Consumer Disc	3.73%	-5.25%	EXIT
17	SFM	Sprouts Farmers Market INC	Stock-Consumer Staples	3.18%	-3.66%	EXIT
18	URBN	Urban Outfitters INC	Stock-Consumer Disc	3.13%	—	-14.14%
19	JCPCHF	Old Copper Co INC	Stock-Other	3.10%	—	-20.07%
20	AMCX	Amc Global Media INC	Stock-Other	3.10%	-3.50%	EXIT
21	✓	Linkedin CORP	Stock-Other	3.07%	—	-27.65%
22	DECK	Deckers Outdoor CORP	Stock-Consumer Disc	3.01%	—	-31.94%
23	ZNGAEUR	Zynga INC - Cl A	Stock-Other	2.75%	—	—
24	PRKS	United Parks & Resorts INC	Stock-Other	2.03%	—	—
25	BKNG	Booking Hldgs INC	Stock-Consumer Disc	2.00%	-3.53%	EXIT
26	NCLH	Norwegian Cruise Line Holdings Ltd.	Stock-Consumer Disc	1.94%	-3.52%	EXIT
27	✓	Aeropostale INC	Stock-Other	0.77%	—	-33.89%

Holding changes this quarter

Position changes disclosed by Tiger Consumer Management, LP for the quarter ending Q2 2014, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	TSLA	Tesla INC	+1.4%	+15.10%	Add
2	HD	Home Depot INC	+1.3%	+33.45%	Add
3	META	Meta Platforms Inc-class A	+1.2%	+12.60%	Add
4	AMZN	Amazon.com INC	+1%	+25.55%	Add
5	✓		+0.9%	+21.52%	Add
6	✓	Mens Wearhouse INC Com	+0.7%	—	Unchanged
7	FBIN	Fortune Brands Innovations I	+0.5%	+14.52%	Add
8	ULTA	Ulta Beauty INC	+0.4%	+12.57%	Add
9	NWSA	News CORP - Class A	+0.3%	—	Unchanged
10	TMUS	T-mobile US INC	+0.2%	—	Unchanged
11	STWD	Starwood Property Trust, Inc.	+0.2%	—	Unchanged
12	KMX	Carmax INC	+0.1%	-10.85%	Trim
13	LBTYA	Liberty Global Ltd.	+0.1%	-5.76%	Trim
14	✓		—	+1.81%	Add
15	EBAY	Ebay INC	-0.3%	+0.23%	Add
16	RL	Ralph Lauren CORP	-0.5%	-11.66%	Trim
17	JCPCHF	Old Copper Co INC	-0.5%	-20.07%	Trim
18	URBN	Urban Outfitters INC	-0.7%	-14.14%	Trim
19	✓	Aeropostale INC	-0.9%	-33.89%	Trim
20	DECK	Deckers Outdoor CORP	-0.9%	-31.94%	Trim
21	✓	Linkedin CORP	-1.4%	-27.65%	Trim
22	BKNG	Booking Hldgs INC	-2.1%	-53.09%	Trim
23	KDP	Keurig Dr Pepper Inc.	—	EXIT	Sold out
24	✓	Whole Foods Mkt INC	—	EXIT	Sold out
25	SFM	Sprouts Farmers Market INC	—	NEW	New buy
26	DLTR	Dollar Tree INC	—	EXIT	Sold out
27	AMCX	Amc Global Media INC	—	NEW	New buy
28	ZNGAEUR	Zynga INC - Cl A	—	NEW	New buy
29	DG	Dollar General CORP	—	EXIT	Sold out
30	PRKS	United Parks & Resorts INC	—	NEW	New buy
31	NCLH	Norwegian Cruise Line Holdings Ltd.	—	NEW	New buy
32	LBTYA	Liberty Global Ltd.	—	EXIT	Sold out
33	ARCO	Arcos Dorados Holdings Inc.	—	EXIT	Sold out