← TIGER GLOBAL MANAGEMENT LLC
Positions
54
Total value
$15.04B
Top 10 concentration
72.6%
New positions
29
Exited positions· 16 vs. Q1 2017
- PRICELINE GRP INC ($1.89B)
- CHARTER COMMUNICATIONS INC N ($512.67M)
- COMCAST CORP NEW ($195.47M)
- TAL ED GROUP ($188.55M)
- TELADOC INC ($122.47M)
- PRICELINE GRP INC ($106.26M)
- ALPHABET INC ($101.79M)
- ETSY INC ($90.48M)
- NETEASE INC ($78.93M)
- ARMSTRONG WORLD INDS INC NEW ($75.75M)
- ALPHABET INC ($74.9M)
- AMERICAN TOWER CORP NEW ($73.53M)
Holdings · 54
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC AMZN · 023135106 | COM | $1.73B | 11.52% | 1,197,150 | -11.5% |
| 2 | JD COM INC JD · 47215P106 | SPON ADR CL A | $1.68B | 11.15% | 41,435,844 | -10.3% |
| 3 | BOOKING HLDGS INC BKNG · 09857L108 | COM | $1.37B | 9.09% | 657,122 | New |
| 4 | MICROSOFT CORP MSFT · 594918104 | COM | $1.21B | 8.01% | 13,207,300 | +523.6% |
| 5 | APOLLO GLOBAL MGMT LLC 037612306 | CL A SHS | $1.02B | 6.76% | 34,322,807 | +47.1% |
| 6 | DESPEGAR COM CORP G27358103 | ORD SHS | $943.88M | 6.27% | 30,204,172 | New |
| 7 | TRANSDIGM GROUP INC TDG · 893641100 | COM | $848.84M | 5.64% | 2,765,500 | +8.8% |
| 8 | FACEBOOK INC META · 30303M102 | CL A | $793.9M | 5.28% | 4,968,415 | +604.5% |
| 9 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $702.1M | 4.67% | 3,825,345 | -19.6% |
| 10 | NETFLIX INC NFLX · 64110L106 | COM | $637.2M | 4.24% | 2,157,450 | +402.9% |
| 11 | FIAT CHRYSLER AUTOMOBILES N N31738102 | SHS | $534.53M | 3.55% | 26,049,289 | -24.9% |
| 12 | DOMINOS PIZZA INC DPZ · 25754A201 | COM | $491.81M | 3.27% | 2,105,700 | -27.4% |
| 13 | TAL ED GROUP TAL · 874080104 | SPONSORED ADS | $373.39M | 2.48% | 10,067,238 | New |
| 14 | MERCADOLIBRE INC MELI · 58733R102 | COM | $283.57M | 1.89% | 795,665 | +183.7% |
| 15 | AUTODESK INC ADSK · 052769106 | COM | $283.25M | 1.88% | 2,255,523 | New |
| 16 | TWITTER INC TWTRUSD · 90184L102 | COM | $274.39M | 1.82% | 9,458,469 | New |
| 17 | SALESFORCE COM INC CRM · 79466L302 | COM | $262.61M | 1.75% | 2,258,000 | New |
| 18 | NEW ORIENTAL ED & TECH GRP I 647581107 | SPON ADR | $251.56M | 1.67% | 2,870,008 | +18.0% |
| 19 | FLEETCOR TECHNOLOGIES INC FLT1EUR · 339041105 | COM | $227M | 1.51% | 1,121,000 | -19.9% |
| 20 | REDFIN CORP RDFN · 75737F108 | COM | $175.57M | 1.17% | 7,690,091 | New |
| 21 | FACEBOOK INC 30303M102 · Call | CL A | $122.24M | 0.81% | 765,000 | New |
| 22 | RESTAURANT BRANDS INTL INC QSR · 76131D103 | COM | $108.15M | 0.72% | 1,900,000 | -21.9% |
| 23 | MASTERCARD INCORPORATED MA · 57636Q104 | CL A | $105.59M | 0.70% | 602,833 | -42.8% |
| 24 | VISA INC V · 92826C839 | COM CL A | $94.86M | 0.63% | 793,000 | -30.6% |
| 25 | BILIBILI INC BILI · 090040106 | ADS REP SHS Z | $63.91M | 0.42% | 5,810,227 | New |
| 26 | EHI CAR SVCS LTD 26853A100 | SPON ADS CL A | $61.91M | 0.41% | 5,264,080 | -36.8% |
| 27 | SERVICENOW INC NOW · 81762P102 | COM | $59.2M | 0.39% | 357,800 | New |
| 28 | NETSHOES CAYMAN LTD G6455X107 | COM | $52.49M | 0.35% | 8,865,903 | New |
| 29 | SUNRUN INC RUN · 86771W105 | COM | $51.29M | 0.34% | 5,743,000 | New |
| 30 | ATLASSIAN CORP PLC TEAM · G06242104 | CL A | $26.96M | 0.18% | 500,000 | — |
| 31 | SEA LTD SE · 81141R100 | ADR | $26.24M | 0.17% | 2,328,136 | New |
| 32 | BARCLAYS BK PLC BCS · 06746L422 | IPATH S&P500 VIX | $24.65M | 0.16% | 520,969 | New |
| 33 | BRIGHT SCHOLAR ED HLDGS LTD BEDUUSD · 109199109 | SPONSORED ADS | $24.38M | 0.16% | 1,578,947 | New |
| 34 | PURE STORAGE INC P · 74624M102 | CL A | $19.95M | 0.13% | 1,000,000 | — |
| 35 | IQIYI INC IQ · 46267X108 | SPONSORED ADS | $15.55M | 0.10% | 1,000,000 | New |
| 36 | ZTO EXPRESS CAYMAN INC ZTO · 98980A105 | SPONSORED ADR | $14.91M | 0.10% | 994,400 | — |
| 37 | SWITCH INC SWCHEUR · 87105L104 | CL A | $14.32M | 0.10% | 900,000 | New |
| 38 | SINA CORP G81477104 | ORD | $14.08M | 0.09% | 135,000 | New |
| 39 | ARES CAP CORP ARCC · 04010L103 | COM | $11.42M | 0.08% | 719,620 | New |
| 40 | SHOPIFY INC SHOP · 82509L107 | CL A | $8.72M | 0.06% | 70,000 | — |
| 41 | RISE ED CAYMAN LTD 76761L102 | SPONSORED ADR | $7.66M | 0.05% | 500,000 | New |
| 42 | DROPBOX INC DBX · 26210C104 | CL A | $6.25M | 0.04% | 200,000 | New |
| 43 | ONESMART INTL ED GROUP LTD 68276W103 | SPONSORED ADS | $3.44M | 0.02% | 320,000 | New |
| 44 | FIREEYE INC FEYECHF · 31816Q101 | COM | $3.39M | 0.02% | 200,000 | — |
| 45 | PENNEY J C INC JCPCHF · 708160106 | COM | $2.57M | 0.02% | 850,000 | New |
| 46 | FITBIT INC FITEUR · 33812L102 | CL A | $2.55M | 0.02% | 500,000 | — |
| 47 | SUNLANDS ONLINE ED GROUP STGUSD · 86740P108 | ADS | $2.49M | 0.02% | 300,000 | New |
| 48 | OKTA INC OKTA · 679295105 | CL A | $2.39M | 0.02% | 60,000 | New |
| 49 | MONGODB INC MDB · 60937P106 | CL A | $2.17M | 0.01% | 50,000 | New |
| 50 | UNITED CONTL HLDGS INC UAL · 910047109 | COM | $1.56M | 0.01% | 22,488 | New |
| 51 | SOGOU INC SOGOGBP · 83409V104 | ADR REPSTG A | $1.24M | 0.01% | 150,000 | New |
| 52 | CLOUDERA INC CLDR · 18914U100 | COM | $1.08M | 0.01% | 50,000 | New |
| 53 | LENDINGCLUB CORP LC · 52603A109 | COM | $963K | 0.01% | 275,000 | — |
| 54 | FARMLAND PARTNERS INC FPI · 31154R109 | COM | $372K | 0.00% | 44,502 | — |
Total filing value: $15.04B