Tracking Chase Coleman's Tiger Global Holdings - Q4 2013 Update

Below is a spreadsheet that highlights the changes to Chase Coleman's Tiger Global US long stock portfolio as of Q4 2013:

The 13F portfolio increased from around $6B to over $8B this quarter. Major activity in the quarter include:

• Large stake increases in Priceline (PCLN), Twenty First Century Fox (FOXA), and Dollar General (DG)
• ~1.5% of the US long portfolio new positions in Restoration Hardware (RH), TripAdvisor (TRIP), and Vipshop (VIPS)
• Significant stake reductions in Liberty Media (LMCA), Stratasys (SSYS), Visa (V), and Groupon (GRPN)

Chase Coleman is a "tiger cub" who is best known for a stunning 44% annualized return during the period through 2007 since inception in 2001. Tiger Global lost 26% in 2008 and had an anemic 1% return in 2009. The last three years showed the following returns: 45%, 23%, and 14% for 2011 to 2013.

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