Tiger Eye Capital as of Dec. 31, 2018
Portfolio Holdings for Tiger Eye Capital
Tiger Eye Capital holds 28 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IAC/InterActive | 11.0 | $26M | 142k | 183.04 | |
| Take-Two Interactive Software (TTWO) | 10.6 | $25M | 244k | 102.94 | |
| Visa (V) | 9.2 | $22M | 166k | 131.94 | |
| Adobe Systems Incorporated (ADBE) | 8.7 | $21M | 91k | 226.24 | |
| Interxion Holding | 6.8 | $16M | 296k | 54.16 | |
| Paypal Holdings (PYPL) | 6.3 | $15M | 179k | 84.09 | |
| Amazon (AMZN) | 5.8 | $14M | 9.1k | 1501.92 | |
| Hilton Worldwide Holdings (HLT) | 5.4 | $13M | 179k | 71.80 | |
| Anthem (ELV) | 4.3 | $10M | 39k | 262.63 | |
| Gci Liberty Incorporated | 4.2 | $9.9M | 239k | 41.16 | |
| UnitedHealth (UNH) | 3.8 | $9.1M | 36k | 249.13 | |
| Vail Resorts (MTN) | 3.5 | $8.3M | 40k | 210.81 | |
| Altaba | 3.5 | $8.3M | 143k | 57.94 | |
| Iqvia Holdings (IQV) | 3.2 | $7.7M | 66k | 116.16 | |
| Madison Square Garden Cl A (MSGS) | 3.0 | $7.1M | 27k | 267.70 | |
| Microsoft Corporation (MSFT) | 2.8 | $6.6M | 65k | 101.56 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $6.4M | 66k | 97.62 | |
| salesforce (CRM) | 1.6 | $3.8M | 28k | 136.98 | |
| Ferrari Nv Ord (RACE) | 1.6 | $3.8M | 38k | 99.43 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.4 | $952k | 3.3k | 285.03 | |
| Facebook Inc cl a (META) | 0.3 | $739k | 5.6k | 131.14 | |
| Xpo Logistics Inc equity (XPO) | 0.3 | $636k | 11k | 57.08 | |
| Roper Industries (ROP) | 0.2 | $536k | 2.0k | 266.67 | |
| D.R. Horton (DHI) | 0.2 | $382k | 11k | 34.65 | |
| Servicemaster Global | 0.2 | $374k | 10k | 36.77 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $307k | 296.00 | 1037.16 | |
| Cable One (CABO) | 0.1 | $290k | 354.00 | 819.21 | |
| Metropcs Communications (TMUS) | 0.1 | $207k | 3.3k | 63.63 |
