Tiger Eye Capital as of Sept. 30, 2019
Portfolio Holdings for Tiger Eye Capital
Tiger Eye Capital holds 37 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gci Liberty Com Class A | 31.3 | $119M | 1.9M | 62.07 | |
| Clarivate Analytics Plc sn (CLVT) | 8.6 | $33M | 1.9M | 16.87 | |
| IAC/InterActive | 7.2 | $27M | 125k | 217.97 | |
| Visa Com Cl A (V) | 6.1 | $23M | 134k | 172.01 | |
| Liberty Media Corp Delaware Com A Siriusxm | 5.8 | $22M | 533k | 41.57 | |
| Nevro (NVRO) | 5.7 | $22M | 251k | 85.97 | |
| Atlassian Corp Cl A | 5.3 | $20M | 162k | 125.44 | |
| Adobe Systems Incorporated (ADBE) | 4.7 | $18M | 65k | 276.25 | |
| Amazon (AMZN) | 4.1 | $16M | 9.1k | 1735.92 | |
| Iqvia Holdings (IQV) | 3.9 | $15M | 100k | 149.38 | |
| Microsoft Corporation (MSFT) | 3.2 | $12M | 87k | 139.03 | |
| TransDigm Group Incorporated (TDG) | 2.6 | $9.9M | 19k | 520.65 | |
| Waste Management (WM) | 2.3 | $8.9M | 78k | 115.00 | |
| Hilton Worldwide Holdings (HLT) | 1.4 | $5.2M | 56k | 93.11 | |
| salesforce (CRM) | 1.1 | $4.2M | 28k | 148.45 | |
| Interxion Holding SHS | 1.1 | $4.0M | 50k | 81.45 | |
| Take-Two Interactive Software (TTWO) | 1.0 | $3.8M | 30k | 125.33 | |
| Paypal Holdings (PYPL) | 0.9 | $3.5M | 34k | 103.60 | |
| Guardant Health (GH) | 0.7 | $2.7M | 43k | 63.83 | |
| Altaba | 0.4 | $1.5M | 79k | 19.48 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.2M | 9.8k | 117.68 | |
| Ferrari Nv Ord (RACE) | 0.3 | $1.1M | 7.0k | 154.11 | |
| Facebook Cl A (META) | 0.3 | $1.0M | 5.6k | 177.99 | |
| Xpo Logistics Inc equity (XPO) | 0.2 | $798k | 11k | 71.61 | |
| Roper Industries (ROP) | 0.2 | $727k | 2.0k | 356.72 | |
| Vail Resorts (MTN) | 0.2 | $650k | 2.9k | 227.43 | |
| UnitedHealth (UNH) | 0.2 | $624k | 2.9k | 217.35 | |
| D.R. Horton (DHI) | 0.2 | $581k | 11k | 52.70 | |
| Madison Square Garden Cl A (MSGS) | 0.2 | $577k | 2.2k | 263.47 | |
| Servicemaster Global | 0.1 | $569k | 10k | 55.95 | |
| Cable One (CABO) | 0.1 | $444k | 354.00 | 1254.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $384k | 315.00 | 1219.05 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $288k | 700.00 | 411.43 | |
| Metropcs Communications (TMUS) | 0.1 | $256k | 3.3k | 78.70 | |
| Frontdoor (FTDR) | 0.1 | $247k | 5.1k | 48.57 | |
| Liberty Media Corp Delaware Com Ser A Frmla | 0.1 | $233k | 5.9k | 39.55 | |
| Square Cl A (SQ) | 0.1 | $212k | 3.4k | 62.02 |
