Tiger Eye Capital

Tiger Eye Capital as of March 31, 2018

Portfolio Holdings for Tiger Eye Capital

Tiger Eye Capital holds 31 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Xpo Logistics Inc equity (XPO) 9.1 $41M 406k 101.81
IAC/InterActive 6.0 $27M 174k 156.38
Take-Two Interactive Software (TTWO) 6.0 $27M 278k 97.78
Hilton Worldwide Holdings (HLT) 5.9 $27M 341k 78.76
Altaba 5.7 $26M 353k 74.04
Interxion Holding 5.3 $24M 391k 62.11
Amazon (AMZN) 5.2 $24M 17k 1447.34
Visa (V) 4.7 $22M 180k 119.62
JPMorgan Chase & Co. (JPM) 4.7 $21M 194k 109.97
Adobe Systems Incorporated (ADBE) 4.6 $21M 97k 216.08
Ferrari Nv Ord (RACE) 4.6 $21M 174k 120.52
Paypal Holdings (PYPL) 4.5 $21M 270k 75.87
Mulesoft Inc cl a 3.8 $17M 394k 43.98
Agilent Technologies Inc C ommon (A) 3.7 $17M 254k 66.90
Vail Resorts (MTN) 3.4 $16M 70k 221.71
Roper Industries (ROP) 3.1 $14M 51k 280.69
Gci Liberty Incorporated 2.8 $13M 241k 52.88
Iqvia Holdings (IQV) 2.4 $11M 112k 98.11
UnitedHealth (UNH) 2.3 $10M 49k 213.99
Anthem (ELV) 2.3 $10M 47k 219.70
Madison Square Garden Cl A (MSGS) 1.7 $7.5M 31k 245.81
Cable One (CABO) 1.5 $7.0M 10k 687.06
Microsoft Corporation (MSFT) 1.5 $6.8M 75k 91.27
FleetCor Technologies 1.1 $5.0M 25k 202.49
Global Payments (GPN) 1.1 $4.9M 44k 111.52
Domino's Pizza (DPZ) 0.8 $3.7M 16k 233.57
Servicemaster Global 0.8 $3.4M 68k 50.85
Alphabet Inc Class C cs (GOOG) 0.6 $2.8M 2.7k 1031.95
Charter Communications Inc New Cl A cl a (CHTR) 0.5 $2.1M 6.7k 311.28
Facebook Inc cl a (META) 0.2 $900k 5.6k 159.72
D.R. Horton (DHI) 0.1 $483k 11k 43.81