← TIGER GLOBAL MANAGEMENT LLC
Positions
74
Total value
$16.61B
Top 10 concentration
63.3%
New positions
26
Exited positions· 21 vs. Q1 2019
- FIAT CHRYSLER AUTOMOBILES N ($1.31B)
- APOLLO GLOBAL MGMT LLC ($1.06B)
- BOOKING HLDGS INC ($494.69M)
- DOMINOS PIZZA INC ($316.13M)
- EVENTBRITE INC ($269.61M)
- MERCADOLIBRE INC ($197.76M)
- RESTAURANT BRANDS INTL INC ($51.64M)
- UXIN LTD ($28.16M)
- PIVOTAL SOFTWARE INC ($27.11M)
- BARCLAYS BK PLC ($25.8M)
- SWITCH INC ($25.47M)
- PURE STORAGE INC ($21.79M)
Holdings · 74
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | JD COM INC JD · 47215P106 | SPON ADR CL A | $2.05B | 12.35% | 50,650,366 | -12.4% |
| 2 | MICROSOFT CORP MSFT · 594918104 | COM | $1.7B | 10.25% | 10,793,784 | -18.8% |
| 3 | FACEBOOK INC META · 30303M102 | CL A | $1.46B | 8.79% | 8,750,500 | -1.0% |
| 4 | APOLLO GLOBAL MGMT INC APOEUR · 03768E105 | COM CL A | $1.14B | 6.84% | 33,913,500 | New |
| 5 | AMAZON COM INC AMZN · 023135106 | COM | $1.08B | 6.48% | 552,320 | -21.6% |
| 6 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $873.54M | 5.26% | 4,491,662 | +3.8% |
| 7 | RINGCENTRAL INC RNG · 76680R206 | CL A | $704.89M | 4.24% | 3,326,370 | +145.4% |
| 8 | NETFLIX INC NFLX · 64110L106 | COM | $582.4M | 3.51% | 1,551,000 | -26.5% |
| 9 | TRANSDIGM GROUP INC TDG · 893641100 | COM | $562.65M | 3.39% | 1,757,245 | -14.9% |
| 10 | SEA LTD SE · 81141R100 | SPONSORED ADS | $370.4M | 2.23% | 8,359,235 | -38.5% |
| 11 | SPOTIFY TECHNOLOGY S A SPOT · L8681T102 | SHS | $332.56M | 2.00% | 2,738,480 | -66.6% |
| 12 | GDS HLDGS LTD GDS · 36165L108 | SPONSORED ADS | $332.21M | 2.00% | 5,730,659 | New |
| 13 | CARVANA CO CVNA · 146869102 | CL A | $331.25M | 1.99% | 6,012,907 | +193.3% |
| 14 | TAL EDUCATION GROUP TAL · 874080104 | SPONSORED ADS | $306.93M | 1.85% | 5,762,873 | -38.8% |
| 15 | WORKDAY INC WDAY · 98138H101 | CL A | $301.85M | 1.82% | 2,318,000 | New |
| 16 | SUNRUN INC RUN · 86771W105 | COM | $300.71M | 1.81% | 29,773,257 | +60.2% |
| 17 | UBER TECHNOLOGIES INC UBER · 90353T100 | COM | $278.49M | 1.68% | 9,974,716 | New |
| 18 | MONGODB INC MDB · 60937P106 | CL A | $260.97M | 1.57% | 1,911,300 | +722.8% |
| 19 | FLEETCOR TECHNOLOGIES INC FLT1EUR · 339041105 | COM | $241.63M | 1.45% | 1,295,325 | -25.0% |
| 20 | NEW ORIENTAL ED & TECH GRP I 647581107 | SPON ADR | $231.8M | 1.40% | 2,141,500 | -9.0% |
| 21 | ELASTIC N V ESTC · N14506104 | ORD SHS | $224.35M | 1.35% | 4,019,843 | +444.7% |
| 22 | PAYPAL HLDGS INC PYPL · 70450Y103 | COM | $222.12M | 1.34% | 2,320,000 | New |
| 23 | PINDUODUO INC PDD · 722304102 | SPONSORED ADS | $213.84M | 1.29% | 5,935,004 | +445.5% |
| 24 | ATLASSIAN CORP PLC TEAM · G06242104 | CL A | $207.26M | 1.25% | 1,510,000 | +202.0% |
| 25 | ANAPLAN INC PLANUSD · 03272L108 | COM | $205.8M | 1.24% | 6,800,903 | New |
| 26 | ATHENE HLDG LTD ATH-PA · G0684D107 | CL A | $185.27M | 1.12% | 7,464,626 | New |
| 27 | ZOOM VIDEO COMMUNICATIONS IN ZM · 98980L101 | CL A | $179.23M | 1.08% | 1,226,600 | New |
| 28 | MASTERCARD INC MA · 57636Q104 | CL A | $175.98M | 1.06% | 728,500 | +32.5% |
| 29 | SMARTSHEET INC SMARGBP · 83200N103 | COM CL A | $172.08M | 1.04% | 4,145,400 | +1702.3% |
| 30 | TWILIO INC TWLO · 90138F102 | CL A | $170.57M | 1.03% | 1,906,000 | +81.5% |
| 31 | SALESFORCE COM INC CRM · 79466L302 | COM | $163M | 0.98% | 1,132,104 | -50.5% |
| 32 | SERVICENOW INC NOW · 81762P102 | COM | $159.83M | 0.96% | 557,700 | -30.3% |
| 33 | DATADOG INC DDOG · 23804L103 | CL A COM | $132.43M | 0.80% | 3,680,572 | New |
| 34 | PELOTON INTERACTIVE INC PTON · 70614W100 | CL A COM | $110.27M | 0.66% | 4,153,304 | New |
| 35 | 8X8 INC NEW EGHT · 282914100 | COM | $68.61M | 0.41% | 4,950,000 | +4.7% |
| 36 | NEW RELIC INC NEWREUR · 64829B100 | COM | $62.24M | 0.37% | 1,346,000 | New |
| 37 | ADOBE INC ADBE · 00724F101 | COM | $53.78M | 0.32% | 169,000 | -76.3% |
| 38 | DESPEGAR COM CORP G27358103 | ORD SHS | $52.49M | 0.32% | 9,256,550 | -23.9% |
| 39 | ZENDESK INC ZEN1EUR · 98936J101 | COM | $45.7M | 0.28% | 714,000 | -73.6% |
| 40 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $35.44M | 0.21% | 30,500 | New |
| 41 | SVMK INC SVMKUSD · 78489X103 | COM | $31.06M | 0.19% | 2,298,995 | -87.5% |
| 42 | CHEWY INC CHWY · 16679L109 | CL A | $29.99M | 0.18% | 800,000 | New |
| 43 | SHOPIFY INC SHOP · 82509L107 | CL A | $29.19M | 0.18% | 70,000 | — |
| 44 | DOCUSIGN INC DOCU · 256163106 | COM | $27.72M | 0.17% | 300,000 | — |
| 45 | TENCENT MUSIC ENTMT GROUP TME · 88034P109 | SPON ADS | $27.16M | 0.16% | 2,700,000 | -47.9% |
| 46 | VISA INC V · 92826C839 | COM CL A | $26.26M | 0.16% | 163,000 | — |
| 47 | IQIYI INC IQ · 46267X108 | SPONSORED ADS | $17.8M | 0.11% | 1,000,000 | — |
| 48 | STONECO LTD STNE · G85158106 | COM CL A | $16.74M | 0.10% | 768,803 | -92.7% |
| 49 | PHOENIX TREE HLDGS LTD DNK · 719156101 | SPONSORED ADS | $15.93M | 0.10% | 1,850,000 | New |
| 50 | CROWDSTRIKE HLDGS INC CRWD · 22788C105 | CL A | $13.92M | 0.08% | 250,000 | New |
| 51 | DYNATRACE INC DT · 268150109 | COM | $11.92M | 0.07% | 500,000 | New |
| 52 | LINX S A 53619W101 | SPONSORED ADS | $10.85M | 0.07% | 3,350,000 | New |
| 53 | CERIDIAN HCM HLDG INC DAY · 15677J108 | COM | $8.51M | 0.05% | 170,000 | — |
| 54 | AVALARA INC AVLRUSD · 05338G106 | COM | $7.46M | 0.04% | 100,000 | — |
| 55 | LIVONGO HEALTH INC LVGO · 539183103 | COM | $7.13M | 0.04% | 250,000 | New |
| 56 | HUYA INC HUYA · 44852D108 | ADS REP SHS A | $6.14M | 0.04% | 362,000 | — |
| 57 | CARDLYTICS INC CDLX · 14161W105 | COM | $4.37M | 0.03% | 124,940 | New |
| 58 | CLOUDFLARE INC NET · 18915M107 | CL A COM | $4.11M | 0.02% | 175,000 | New |
| 59 | FARFETCH LTD FTCHQ · 30744W107 | ORD SH CL A | $3.95M | 0.02% | 500,000 | — |
| 60 | XP INC XP · G98239109 | CL A | $3.86M | 0.02% | 200,000 | New |
| 61 | DROPBOX INC DBX · 26210C104 | CL A | $3.62M | 0.02% | 200,000 | — |
| 62 | TENABLE HLDGS INC TENB · 88025T102 | COM | $3.28M | 0.02% | 150,000 | — |
| 63 | SOLARWINDS CORP SWIUSD · 83417Q105 | COM | $3.13M | 0.02% | 200,000 | — |
| 64 | BILL COM HLDGS INC BILL · 090043100 | COM | $2.74M | 0.02% | 80,000 | New |
| 65 | PAGERDUTY INC PD · 69553P100 | COM | $2.59M | 0.02% | 150,000 | New |
| 66 | DOUYU INTERNATIONAL HLDNGS L 25985W105 | SPONSORED ADS | $2.56M | 0.02% | 400,000 | New |
| 67 | BILIBILI INC BILI · 090040106 | SPONS ADS REP Z | $2.34M | 0.01% | 100,000 | — |
| 68 | ONESMART INTL ED GROUP LTD 68276W103 | SPONSORED ADS | $1.63M | 0.01% | 320,000 | — |
| 69 | HEALTH CATALYST INC HCAT · 42225T107 | COM | $1.31M | 0.01% | 50,000 | New |
| 70 | MEDALLIA INC MDLA · 584021109 | COM | $1M | 0.01% | 50,000 | New |
| 71 | REDFIN CORP RDFN · 75737F108 | COM | $698K | 0.00% | 45,273 | -97.6% |
| 72 | SUNLANDS TECHNOLOGY GROUP STGUSD · 86740P108 | ADS | $411K | 0.00% | 300,000 | — |
| 73 | PENNEY J C CORP INC JCPCHF · 708160106 | COM | $306K | 0.00% | 850,000 | — |
| 74 | FARMLAND PARTNERS INC FPI · 31154R109 | COM | $270K | 0.00% | 44,502 | — |
Total filing value: $16.61B