Billionaire Chase Coleman Bullish On JD.Com Inc (ADR) (JD) for Q2, See His Other Top Picks

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Next in line is Twenty-First Century Fox Inc (NASDAQ:FOXA), one of Coleman’s picks from the consumer discretionary sector. Tiger Global Management disclosed a $568.69 million position in the company that contains 16.80 million shares, unchanged from the previous quarter. Twenty-First Century Fox Inc (NASDAQ:FOXA), a $70.3 billion leading entertainment and media conglomerate, reported net income of $1.04 million or $0.47 diluted earnings per share for its fiscal third quarter of 2015. Donald Yacktman’s Yacktman Asset Management and Jeffrey Ubben’s ValueAct Capital are also prominent investors with large positions in Twenty-First Century Fox Inc (NASDAQ:FOXA).

Finally, the fourth-largest position in terms of value is represented by TransDigm Group Incorporated (NYSE:TDG), in which Tiger Global Management holds 2.57 million shares worth $561.81 million. TransDigm Group Incorporated (NYSE:TDG) is a leading global designer, producer and supplier of highly engineered aircraft components, whose stock gained 16.55% year-to-date and is up by 22.61% over the last 52 weeks. Recently, the company announced that it completed the acquisition of Pexco LLC’s assets for nearly $496 million in cash. Also during the quarter, TransDigm Group Incorporated (NYSE:TDG) acquired the aerospace division of Franke Aquarotter for almost $75 million in cash, as well as Telair Cargo Group for $725 million in cash, the latter being a leader in on-board cargo loading, handling and restraint systems. TransDigm posted fiscal second quarter 2015 net income of $110.89 million, a 22.73% increase year-over-year. Other investors in TransDigm Group Incorporated (NYSE:TDG) are Stephen Mandel’s Lone Pine Capital holding 2.21 million shares as well as Pennant Capital Management managed by Alan Fournier, which owns 1.78 million shares as of the end of first quarter of 2015.

Disclosure: None

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