← TIGER GLOBAL MANAGEMENT LLC
Positions
90
Total value
$35.53B
Top 10 concentration
54.7%
New positions
22
Exited positions· 5 vs. Q2 2020
Holdings · 90
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | JD.COM INC JD · 47215P106 | SPON ADR CL A | $4.01B | 11.28% | 51,650,366 | — |
| 2 | MICROSOFT CORP MSFT · 594918104 | COM | $2.4B | 6.76% | 11,413,734 | +3.7% |
| 3 | SUNRUN INC RUN · 86771W105 | COM | $2.29B | 6.46% | 29,773,257 | — |
| 4 | FACEBOOK INC META · 30303M102 | CL A | $2.29B | 6.45% | 8,750,500 | — |
| 5 | AMAZON COM INC AMZN · 023135106 | COM | $1.9B | 5.36% | 604,800 | +2.0% |
| 6 | APOLLO GLOBAL MGMT INC APOEUR · 03768E105 | COM CL A | $1.52B | 4.27% | 33,913,500 | — |
| 7 | CARVANA CO CVNA · 146869102 | CL A | $1.34B | 3.77% | 6,012,907 | — |
| 8 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $1.32B | 3.70% | 4,478,062 | -0.3% |
| 9 | SEA LTD SE · 81141R100 | SPONSORD ADS | $1.29B | 3.62% | 8,359,235 | New |
| 10 | PINDUODUO INC PDD · 722304102 | SPONSORED ADS | $1.06B | 2.97% | 14,253,066 | +133.7% |
| 11 | CROWDSTRIKE HLDGS INC CRWD · 22788C105 | CL A | $1.03B | 2.91% | 7,537,000 | +49.5% |
| 12 | RINGCENTRAL INC RNG · 76680R206 | CL A | $913.45M | 2.57% | 3,326,370 | — |
| 13 | ZOOM VIDEO COMMUNICATIONS IN ZM · 98980L101 | CL A | $854.8M | 2.41% | 1,818,300 | +11.5% |
| 14 | TRANSDIGM GROUP INC TDG · 893641100 | COM | $834.9M | 2.35% | 1,757,245 | — |
| 15 | WORKDAY INC WDAY · 98138H101 | CL A | $797.01M | 2.24% | 3,704,771 | +23.1% |
| 16 | NETFLIX INC NFLX · 64110L106 | COM | $775.55M | 2.18% | 1,551,000 | — |
| 17 | SPOTIFY TECHNOLOGY S A SPOT · L8681T102 | SHS | $772.73M | 2.17% | 3,185,589 | — |
| 18 | PELOTON INTERACTIVE INC PTON · 70614W100 | CL A COM | $771.86M | 2.17% | 7,777,658 | +46.8% |
| 19 | SERVICENOW INC NOW · 81762P102 | COM | $722.12M | 2.03% | 1,488,900 | +105.9% |
| 20 | SALESFORCE COM INC CRM · 79466L302 | COM | $575.2M | 1.62% | 2,288,700 | -1.8% |
| 21 | UBER TECHNOLOGIES INC UBER · 90353T100 | COM | $566.85M | 1.60% | 15,538,716 | +55.8% |
| 22 | ATLASSIAN CORP PLC TEAM · G06242104 | CL A | $502.15M | 1.41% | 2,762,241 | +82.9% |
| 23 | DATADOG INC DDOG · 23804L103 | CL A COM | $485.98M | 1.37% | 4,757,000 | — |
| 24 | GDS HLDGS LTD GDS · 36165L108 | SPONSORED ADS | $468.94M | 1.32% | 5,730,659 | — |
| 25 | TWILIO INC TWLO · 90138F102 | CL A | $467.37M | 1.32% | 1,891,500 | -0.8% |
| 26 | MONGODB INC MDB · 60937P106 | CL A | $442.49M | 1.25% | 1,911,300 | — |
| 27 | TAL EDUCATION GROUP TAL · 874080104 | SPONSORED ADS | $438.21M | 1.23% | 5,762,873 | — |
| 28 | ELASTIC N V ESTC · N14506104 | ORD SHS | $433.7M | 1.22% | 4,019,843 | — |
| 29 | ANAPLAN INC PLANUSD · 03272L108 | COM | $425.6M | 1.20% | 6,800,903 | — |
| 30 | PAYPAL HLDGS INC PYPL · 70450Y103 | COM | $423.62M | 1.19% | 2,150,001 | -2.3% |
| 31 | NEW ORIENTAL ED & TECHNOLOGY 647581107 | SPON ADR | $320.15M | 0.90% | 2,141,500 | — |
| 32 | SNOWFLAKE INC SNOW · 833445109 | CL A | $313.75M | 0.88% | 1,250,000 | New |
| 33 | FLEETCOR TECHNOLOGIES INC FLT1EUR · 339041105 | COM | $308.42M | 0.87% | 1,295,325 | — |
| 34 | GSX TECHEDU INC GOTU · 36257Y109 | SPONSORED ADS | $272.2M | 0.77% | 3,020,769 | New |
| 35 | MASTERCARD INCORPORATED MA · 57636Q104 | CL A | $244.84M | 0.69% | 724,000 | +16.5% |
| 36 | SMARTSHEET INC SMARGBP · 83200N103 | COM CL A | $204.87M | 0.58% | 4,145,400 | — |
| 37 | KE HLDGS INC BEKE · 482497104 | SPONSORED ADS | $153.25M | 0.43% | 2,500,000 | New |
| 38 | PHOENIX TREE HLDGS LTD DNK · 719156101 | SPONSORED ADS | $149.75M | 0.42% | 36,436,075 | +1869.5% |
| 39 | SUMO LOGIC INC SUMO2EUR · 86646P103 | COM | $117.53M | 0.33% | 5,391,187 | New |
| 40 | BIGCOMMERCE HLDGS INC CMRC · 08975P108 | COM SER 1 | $112.46M | 0.32% | 1,350,000 | New |
| 41 | JAMF HLDG CORP JAMF · 47074L105 | COM | $104.51M | 0.29% | 2,778,778 | New |
| 42 | SHOPIFY INC SHOP · 82509L107 | CL A | $89.51M | 0.25% | 87,501 | +25.0% |
| 43 | JFROG LTD FROG · M6191J100 | ORD SHS | $84.65M | 0.24% | 1,000,000 | New |
| 44 | ADOBE SYSTEMS INCORPORATED ADBE · 00724F101 | COM | $82.88M | 0.23% | 169,000 | — |
| 45 | GOODRX HLDGS INC GDRX · 38246G108 | COM CL A | $77.84M | 0.22% | 1,400,000 | New |
| 46 | 8X8 INC NEW EGHT · 282914100 | COM | $76.97M | 0.22% | 4,950,000 | — |
| 47 | ZENDESK INC ZEN1EUR · 98936J101 | COM | $73.49M | 0.21% | 714,000 | — |
| 48 | DOCUSIGN INC DOCU · 256163106 | COM | $64.57M | 0.18% | 300,000 | — |
| 49 | DESPEGAR COM CORP G27358103 | ORD SHS | $58.87M | 0.17% | 9,256,550 | — |
| 50 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $44.7M | 0.13% | 30,500 | — |
| 51 | STONECO LTD STNE · G85158106 | COM CL A | $40.5M | 0.11% | 765,783 | — |
| 52 | TENCENT MUSIC ENTMT GROUP TME · 88034P109 | SPON ADS | $39.88M | 0.11% | 2,700,000 | — |
| 53 | VISA INC V · 92826C839 | COM CL A | $32.6M | 0.09% | 163,000 | — |
| 54 | CHINDATA GROUP HLDGS LTD 16955F107 | ADS | $30.03M | 0.08% | 1,850,000 | New |
| 55 | ASANA INC ASAN · 04342Y104 | CL A | $26.68M | 0.08% | 926,202 | New |
| 56 | REINVENT TECHNOLOGY PARTNERS G7483N111 | UNIT 99/99/9999 | $22.98M | 0.06% | 2,000,000 | New |
| 57 | NCINO INC NCNO* · 63947U107 | COM | $21.91M | 0.06% | 275,000 | New |
| 58 | LINX SA 53619W101 | SPONSORED ADS | $20.6M | 0.06% | 3,350,000 | — |
| 59 | DYNATRACE INC DT · 268150109 | COM NEW | $20.51M | 0.06% | 500,000 | New |
| 60 | DUCK CREEK TECHNOLOGIES INC 264120106 | SHS | $15.9M | 0.04% | 350,000 | New |
| 61 | SVMK INC SVMKUSD · 78489X103 | COM | $15.58M | 0.04% | 704,440 | -1.8% |
| 62 | CERIDIAN HCM HLDG INC DAY · 15677J108 | COM | $14.05M | 0.04% | 170,000 | — |
| 63 | XPENG INC XPEV · 98422D105 | ADS | $13.05M | 0.04% | 650,000 | New |
| 64 | AVALARA INC AVLRUSD · 05338G106 | COM | $12.73M | 0.04% | 100,000 | — |
| 65 | FARFETCH LTD FTCHQ · 30744W107 | ORD SH CL A | $12.58M | 0.04% | 500,000 | — |
| 66 | AMERICAN WELL CORP AMWL · 03044L105 | CL A | $11.86M | 0.03% | 400,000 | New |
| 67 | CARDLYTICS INC CDLX · 14161W105 | COM | $8.82M | 0.02% | 124,940 | — |
| 68 | HUYA INC HUYA · 44852D108 | ADS REP SHS A | $8.67M | 0.02% | 362,000 | — |
| 69 | XP INC XP · G98239109 | CL A | $8.34M | 0.02% | 200,000 | — |
| 70 | VERTEX INC VERX · 92538J106 | CL A | $7.48M | 0.02% | 325,000 | New |
| 71 | CLOUDFLARE INC NET · 18915M107 | CL A COM | $7.19M | 0.02% | 175,000 | — |
| 72 | ZOOMINFO TECHNOLOGIES INC GTM · 98980F104 | COM CL A | $6.45M | 0.02% | 150,000 | — |
| 73 | LI AUTO INC LI · 50202M102 | SPONSORED ADS | $6.09M | 0.02% | 350,000 | New |
| 74 | TENABLE HLDGS INC TENB · 88025T102 | COM | $5.66M | 0.02% | 150,000 | — |
| 75 | DOUYU INTERNATIONAL HLDNGS L 25985W105 | SPONSORED ADS | $5.28M | 0.01% | 400,000 | — |
| 76 | BILIBILI INC BILI · 090040106 | SPONS ADS REP Z | $4.16M | 0.01% | 100,000 | — |
| 77 | SOLARWINDS CORP SWIUSD · 83417Q105 | COM | $4.07M | 0.01% | 200,000 | — |
| 78 | PAGERDUTY INC PD · 69553P100 | COM | $4.07M | 0.01% | 150,000 | — |
| 79 | DROPBOX INC DBX · 26210C104 | CL A | $3.85M | 0.01% | 200,000 | — |
| 80 | AGORA INC API · 00851L103 | ADS | $3.01M | 0.01% | 70,000 | — |
| 81 | OUTSET MED INC OMGBP · 690145107 | COM | $2.75M | 0.01% | 55,000 | New |
| 82 | YALLA GROUP LTD YALA · 98459U103 | ADS | $2.45M | 0.01% | 350,000 | New |
| 83 | REDFIN CORP RDFN · 75737F108 | COM | $2M | 0.01% | 40,087 | — |
| 84 | HEALTH CATALYST INC HCAT · 42225T107 | COM | $1.83M | 0.01% | 50,000 | — |
| 85 | ONESMART INTL ED GROUP LTD 68276W103 | SPONSORED ADS | $1.44M | 0.00% | 320,000 | — |
| 86 | MEDALLIA INC MDLA · 584021109 | COM | $1.37M | 0.00% | 50,000 | — |
| 87 | OAK STR HEALTH INC OSH3USD · 67181A107 | COM | $1.34M | 0.00% | 25,000 | New |
| 88 | DADA NEXUS LTD D0A · 23344D108 | ADS | $1.32M | 0.00% | 50,000 | — |
| 89 | FARMLAND PARTNERS INC FPI · 31154R109 | COM | $296K | 0.00% | 44,502 | — |
| 90 | KINGSOFT CLOUD HLDGS LTD KC · 49639K101 | ADS | $295K | 0.00% | 10,000 | — |
Total filing value: $35.53B