Tiger Eye Capital as of March 31, 2020
Portfolio Holdings for Tiger Eye Capital
Tiger Eye Capital holds 39 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gci Liberty Incorporated | 36.3 | $108M | 1.9M | 56.97 | |
| Microsoft Corporation (MSFT) | 7.5 | $22M | 142k | 157.71 | |
| Amazon (AMZN) | 7.2 | $21M | 11k | 1949.69 | |
| Visa (V) | 7.1 | $21M | 131k | 161.12 | |
| Adobe Systems Incorporated (ADBE) | 5.4 | $16M | 51k | 318.23 | |
| Invesco Qqq Trust Series 1 (QQQ) | 5.1 | $15M | 79k | 190.40 | |
| Zynga | 4.2 | $12M | 1.8M | 6.85 | |
| Clarivate Analytics Plc sn (CLVT) | 3.4 | $10M | 493k | 20.75 | |
| Zoetis Inc Cl A (ZTS) | 3.4 | $10M | 85k | 117.69 | |
| Liberty Media Corp Delaware Com A Siriusxm | 2.9 | $8.8M | 277k | 31.69 | |
| Domino's Pizza (DPZ) | 2.8 | $8.2M | 25k | 324.08 | |
| Paypal Holdings (PYPL) | 2.0 | $6.0M | 63k | 95.74 | |
| Starbucks Corporation (SBUX) | 1.8 | $5.3M | 81k | 65.74 | |
| salesforce (CRM) | 1.6 | $4.7M | 33k | 143.98 | |
| Hilton Worldwide Holdings (HLT) | 1.3 | $4.0M | 58k | 68.23 | |
| NVIDIA Corporation (NVDA) | 0.8 | $2.5M | 9.5k | 263.64 | |
| Home Depot (HD) | 0.8 | $2.4M | 13k | 186.75 | |
| Abbott Laboratories (ABT) | 0.8 | $2.4M | 30k | 78.90 | |
| McDonald's Corporation (MCD) | 0.8 | $2.2M | 14k | 165.35 | |
| Take-Two Interactive Software (TTWO) | 0.5 | $1.6M | 14k | 118.61 | |
| Ringcentral (RNG) | 0.5 | $1.5M | 7.3k | 211.88 | |
| Digital Realty Trust (DLR) | 0.5 | $1.5M | 11k | 138.90 | |
| IAC/InterActive | 0.4 | $1.3M | 7.2k | 179.25 | |
| Ferrari Nv Ord (RACE) | 0.4 | $1.1M | 7.0k | 152.54 | |
| Facebook Inc cl a (META) | 0.3 | $940k | 5.6k | 166.81 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $883k | 9.8k | 90.05 | |
| Iqvia Holdings (IQV) | 0.2 | $736k | 6.8k | 107.81 | |
| UnitedHealth (UNH) | 0.2 | $716k | 2.9k | 249.39 | |
| Roper Industries (ROP) | 0.2 | $635k | 2.0k | 311.58 | |
| Cable One (CABO) | 0.2 | $582k | 354.00 | 1644.07 | |
| Xpo Logistics Inc equity (XPO) | 0.2 | $543k | 11k | 48.73 | |
| Madison Square Garden Cl A (MSGS) | 0.2 | $463k | 2.2k | 211.42 | |
| Vail Resorts (MTN) | 0.1 | $422k | 2.9k | 147.66 | |
| D.R. Horton (DHI) | 0.1 | $375k | 11k | 34.02 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $366k | 315.00 | 1161.90 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $305k | 700.00 | 435.71 | |
| Servicemaster Global | 0.1 | $275k | 10k | 27.04 | |
| Metropcs Communications (TMUS) | 0.1 | $273k | 3.3k | 83.92 | |
| Atlassian Corp Plc cl a | 0.1 | $267k | 1.9k | 137.06 |
