13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q2 2018

Period Jun 30, 2018Filed Aug 14, 2018View on EDGAR ↗
Positions
61
Total value
$19.22B
Top 10 concentration
67.8%
New positions
12

Exited positionsvs. Q1 2018

  • BILIBILI INC ($63.91M)
  • EHI CAR SVCS LTD ($61.91M)
  • SINA CORP ($14.08M)
  • ARES CAP CORP ($11.42M)
  • UNITED CONTL HLDGS INC ($1.56M)

Holdings · 61

#Class
1
SPOTIFY TECHNOLOGY S A
L8681T102
SHS$2.15B11.21%12,802,361New
2
AMAZON COM INC
023135106
COM$2.03B10.59%1,197,150
3
JD COM INC
47215P106
SPON ADR CL A$1.59B8.27%40,783,124-1.6%
4
BOOKING HLDGS INC
09857L108
COM$1.33B6.93%657,122
5
MICROSOFT CORP
594918104
COM$1.3B6.75%13,150,300-0.4%
6
APOLLO GLOBAL MGMT LLC
037612306
CL A SHS$1.1B5.71%34,422,807+0.3%
7
FACEBOOK INC
30303M102
CL A$1.03B5.34%5,278,160+6.2%
8
NETFLIX INC
64110L106
COM$844.49M4.39%2,157,450
9
TRANSDIGM GROUP INC
893641100
COM$840.24M4.37%2,434,500-12.0%
10
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$824.85M4.29%4,445,919+16.2%
11
DESPEGAR COM CORP
G27358103
ORD SHS$633.38M3.30%30,204,172
12
DOMINOS PIZZA INC
25754A201
COM$594.17M3.09%2,105,700
13
TWITTER INC
90184L102
COM$511.35M2.66%11,709,500+23.8%
14
FIAT CHRYSLER AUTOMOBILES N
N31738102
SHS$492.07M2.56%26,049,289
15
MERCADOLIBRE INC
58733R102
COM$444.36M2.31%1,486,501+86.8%
16
TAL ED GROUP
874080104
SPONSORED ADS$370.47M1.93%10,067,238
17
SALESFORCE COM INC
79466L302
COM$321.63M1.67%2,358,000+4.4%
18
AUTODESK INC
052769106
COM$303.8M1.58%2,317,523+2.7%
19
NEW ORIENTAL ED & TECH GRP I
647581107
SPON ADR$271.68M1.41%2,870,008
20
SERVICENOW INC
81762P102
COM$262.86M1.37%1,524,100+326.0%
21
FLEETCOR TECHNOLOGIES INC
339041105
COM$236.14M1.23%1,121,000
22
UXIN LTD
91818X108
ADS$225.19M1.17%24,910,522New
23
SUNRUN INC
86771W105
COM$183.28M0.95%13,937,606+142.7%
24
FACEBOOK INC
30303M102 · Call
CL A$148.66M0.77%765,000
25
SEA LTD
81141R100
ADR$122.23M0.64%8,148,458+250.0%
26
MASTERCARD INCORPORATED
57636Q104
CL A$118.47M0.62%602,833
27
RESTAURANT BRANDS INTL INC
76131D103
COM$114.57M0.60%1,900,000
28
VISA INC
92826C839
COM CL A$105.03M0.55%793,000
29
COUPA SOFTWARE INC
22266L106
COM$88.07M0.46%1,415,000New
30
BILIBILI INC
090040106
SPONS ADS REP Z$81.69M0.43%5,838,922New
31
ADOBE SYS INC
00724F101
COM$69.97M0.36%287,000New
32
GDS HLDGS LTD
36165L108
SPONSORED ADR$62.02M0.32%1,547,020New
33
REDFIN CORP
75737F108
COM$54.33M0.28%2,352,991-69.4%
34
HUYA INC
44852D108
ADS REP SHS A$36.41M0.19%1,106,991New
35
BRIGHT SCHOLAR ED HLDGS LTD
109199109
SPONSORED ADS$33.54M0.17%2,016,707+27.7%
36
BARCLAYS BK PLC
06746L422
IPATH S&P500 VIX$32.62M0.17%881,575+69.2%
37
IQIYI INC
46267X108
SPONSORED ADS$32.3M0.17%1,000,000
38
PIVOTAL SOFTWARE INC
72582H107
COM CL A$31.55M0.16%1,300,000New
39
ATLASSIAN CORP PLC
G06242104
CL A$31.26M0.16%500,000
40
PURE STORAGE INC
74624M102
CL A$23.88M0.12%1,000,000
41
NETSHOES CAYMAN LTD
G6455X107
COM$21.01M0.11%8,865,903
42
ZTO EXPRESS CAYMAN INC
98980A105
SPONSORED ADR$19.89M0.10%994,400
43
DOCUSIGN INC
256163106
COM$15.89M0.08%300,000New
44
PUXIN LTD
74704P108
ADS$14.98M0.08%700,000New
45
SWITCH INC
87105L104
CL A$10.95M0.06%900,000
46
SHOPIFY INC
82509L107
CL A$10.21M0.05%70,000
47
RISE ED CAYMAN LTD
76761L102
SPONSORED ADR$7.06M0.04%500,000
48
DROPBOX INC
26210C104
CL A$6.48M0.03%200,000
49
CERIDIAN HCM HLDG INC
15677J108
COM$5.64M0.03%170,000New
50
AVALARA INC
05338G106
COM$5.34M0.03%100,000New
51
ONESMART INTL ED GROUP LTD
68276W103
SPONSORED ADS$3.55M0.02%320,000
52
FITBIT INC
33812L102
CL A$3.27M0.02%500,000
53
FIREEYE INC
31816Q101
COM$3.08M0.02%200,000
54
OKTA INC
679295105
CL A$3.02M0.02%60,000
55
SUNLANDS ONLINE ED GROUP
86740P108
ADS$2.67M0.01%300,000
56
MONGODB INC
60937P106
CL A$2.48M0.01%50,000
57
PENNEY J C INC
708160106
COM$1.99M0.01%850,000
58
SOGOU INC
83409V104
ADR REPSTG A$1.72M0.01%150,000
59
LENDINGCLUB CORP
52603A109
COM$1.04M0.01%275,000
60
CLOUDERA INC
18914U100
COM$682K0.00%50,000
61
FARMLAND PARTNERS INC
31154R109
COM$392K0.00%44,502
Total filing value: $19.22B