13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q3 2017

Period Sep 30, 2017Filed Nov 14, 2017View on EDGAR ↗
Positions
47
Total value
$14.74B
Top 10 concentration
72.4%
New positions
10

Exited positionsvs. Q2 2017

  • TAL ED GROUP ($200.88M)
  • AMERICAN TOWER CORP NEW ($80.05M)
  • ALPHABET INC ($33.95M)
  • ALPHABET INC ($32.46M)
  • BARCLAYS BK PLC ($15.52M)
  • ON DECK CAP INC ($5.29M)

Holdings · 47

#Class
1
PRICELINE GRP INC
741503403
COM NEW$1.91B12.93%1,041,006
2
JD COM INC
47215P106
SPON ADR CL A$1.88B12.72%49,100,000+12.3%
3
AMAZON COM INC
023135106
COM$1.48B10.03%1,537,700+23.7%
4
APOLLO GLOBAL MGMT LLC
037612306
CL A SHS$1.02B6.95%34,049,807+3.5%
5
DESPEGAR COM CORP
G27358103
ORD SHS$966.53M6.56%30,204,172New
6
TRANSDIGM GROUP INC
893641100
COM$833.42M5.65%3,260,000-18.5%
7
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$783.54M5.32%4,536,745+4.4%
8
MICROSOFT CORP
594918104
COM$781.21M5.30%10,487,500
9
NETFLIX INC
64110L106
COM$553.8M3.76%3,053,747+711.3%
10
DOMINOS PIZZA INC
25754A201
COM$462.22M3.14%2,328,000+16.4%
11
FIAT CHRYSLER AUTOMOBILES N
N31738102
SHS$444.53M3.02%24,820,000+18.5%
12
FLEETCOR TECHNOLOGIES INC
339041105
COM$432.51M2.93%2,794,524+22.6%
13
CHARTER COMMUNICATIONS INC N
16119P108
CL A$360.04M2.44%990,710
14
TAL ED GROUP
874080104
SPONSORED ADS$332.19M2.25%9,854,436New
15
FACEBOOK INC
30303M102
CL A$308.76M2.09%1,807,000+240.3%
16
COMCAST CORP NEW
20030N101
CL A$278.98M1.89%7,250,000
17
NEW ORIENTAL ED & TECH GRP I
647581107
SPON ADR$198.73M1.35%2,251,615
18
REDFIN CORP
75737F108
COM$192.94M1.31%7,690,091New
19
RESTAURANT BRANDS INTL INC
76131D103
COM$159.7M1.08%2,500,000+35.0%
20
MASTERCARD INCORPORATED
57636Q104
CL A$148.73M1.01%1,053,341
21
AUTODESK INC
052769106
COM$137.18M0.93%1,222,000New
22
ETSY INC
29786A106
COM$128.35M0.87%7,603,723-3.5%
23
VISA INC
92826C839
COM CL A$120.18M0.82%1,142,000
24
NETSHOES CAYMAN LTD
G6455X107
COM$116.59M0.79%8,865,903
25
PRICELINE GRP INC
741503403 · Call
COM NEW$109.3M0.74%59,700
26
ARMSTRONG WORLD INDS INC NEW
04247X102
COM$91.2M0.62%1,779,431
27
WEIBO CORP
948596101
SPONSORED ADR$90.04M0.61%910,000New
28
EHI CAR SVCS LTD
26853A100
SPON ADS CL A$81.68M0.55%8,334,863
29
SERVICENOW INC
81762P102
COM$62.44M0.42%531,301New
30
SINA CORP
G81477104
ORD$60.66M0.41%529,107New
31
TELADOC INC
87918A105
COM$59.43M0.40%1,792,799-56.2%
32
ROKU INC
77543R102
COM CL A$39.81M0.27%1,500,000New
33
ALTICE USA INC
02156K103
CL A$31.41M0.21%1,150,000
34
ATLASSIAN CORP PLC
G06242104
CL A$17.58M0.12%500,000
35
PURE STORAGE INC
74624M102
CL A$15.99M0.11%1,000,000
36
ZTO EXPRESS CAYMAN INC
98980A105
SPONSORED ADR$13.96M0.09%994,400
37
BARCLAYS BK PLC
06746L422
IPATH S&P500 VIX$11.92M0.08%304,136New
38
SHOPIFY INC
82509L107
CL A$8.15M0.06%70,000
39
JUMEI INTL HLDG LTD
48138L107
SPONSORED ADR$7.19M0.05%2,479,085
40
FITBIT INC
33812L102
CL A$3.48M0.02%500,000
41
FIREEYE INC
31816Q101
COM$3.35M0.02%200,000
42
PENNEY J C INC
708160106
COM$3.24M0.02%850,000
43
OKTA INC
679295105
CL A$1.69M0.01%60,000
44
LENDINGCLUB CORP
52603A109
COM$1.68M0.01%275,000
45
RYB ED INC
74979W101
ADR$998K0.01%35,000New
46
CLOUDERA INC
18914U100
COM$831K0.01%50,000
47
FARMLAND PARTNERS INC
31154R109
COM$402K0.00%44,502
Total filing value: $14.74B