13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q3 2018

Period Sep 30, 2018Filed Nov 14, 2018View on EDGAR ↗
Positions
67
Total value
$21.09B
Top 10 concentration
65.2%
New positions
8

Exited positionsvs. Q2 2018

  • FACEBOOK INC ($148.66M)
  • GDS HLDGS LTD ($62.02M)

Holdings · 67

#Class
1
AMAZON COM INC
023135106
COM$2.4B11.37%1,197,150
2
SPOTIFY TECHNOLOGY S A
L8681T102
SHS$2.32B10.98%12,802,361
3
MICROSOFT CORP
594918104
COM$1.5B7.11%13,106,000-0.3%
4
JD COM INC
47215P106
SPON ADR CL A$1.32B6.23%50,405,659+23.6%
5
BOOKING HLDGS INC
09857L108
COM$1.31B6.22%661,112+0.6%
6
APOLLO GLOBAL MGMT LLC
037612306
CL A SHS$1.19B5.64%34,422,807
7
FIAT CHRYSLER AUTOMOBILES N
N31738102
SHS$1.09B5.16%62,170,000+138.7%
8
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$1.07B5.05%6,471,010+45.5%
9
NETFLIX INC
64110L106
COM$807.17M3.83%2,157,450
10
FACEBOOK INC
30303M102
CL A$759.97M3.60%4,621,000-12.5%
11
TRANSDIGM GROUP INC
893641100
COM$686.52M3.25%1,844,000-24.3%
12
DOMINOS PIZZA INC
25754A201
COM$620.76M2.94%2,105,700
13
EVENTBRITE INC
29975E109
COM CL A$545.41M2.59%14,364,271New
14
SVMK INC
78489X103
COM$488.47M2.32%30,472,085New
15
DESPEGAR COM CORP
G27358103
ORD SHS$408.23M1.94%24,198,687-19.9%
16
SALESFORCE COM INC
79466L302
COM$374.99M1.78%2,358,000
17
AUTODESK INC
052769106
COM$361.79M1.72%2,317,523
18
SERVICENOW INC
81762P102
COM$321.83M1.53%1,645,100+7.9%
19
MERCADOLIBRE INC
58733R102
COM$311.7M1.48%915,484-38.4%
20
TAL ED GROUP
874080104
SPONSORED ADS$300.85M1.43%11,701,661+16.2%
21
FLEETCOR TECHNOLOGIES INC
339041105
COM$255.41M1.21%1,121,000
22
APPLE INC
037833100
COM$231.16M1.10%1,024,000New
23
NEW ORIENTAL ED & TECH GRP I
647581107
SPON ADR$225.81M1.07%3,051,008+6.3%
24
ZENDESK INC
98936J101
COM$223.15M1.06%3,143,000New
25
TWITTER INC
90184L102
COM$195.3M0.93%6,862,402-41.4%
26
SUNRUN INC
86771W105
COM$185.23M0.88%14,889,802+6.8%
27
UXIN LTD
91818X108
ADS$174.18M0.83%25,651,922+3.0%
28
SEA LTD
81141R100
ADR$158.51M0.75%11,461,000+40.7%
29
ADOBE SYS INC
00724F101
COM$141.18M0.67%523,000+82.2%
30
MASTERCARD INCORPORATED
57636Q104
CL A$134.2M0.64%602,833
31
VISA INC
92826C839
COM CL A$119.02M0.56%793,000
32
RESTAURANT BRANDS INTL INC
76131D103
COM$112.63M0.53%1,900,000
33
COUPA SOFTWARE INC
22266L106
COM$111.93M0.53%1,415,000
34
TWILIO INC
90138F102
CL A$88.87M0.42%1,030,000New
35
BILIBILI INC
090040106
SPONS ADS REP Z$78.71M0.37%5,838,922
36
MONGODB INC
60937P106
CL A$56.9M0.27%697,719+1295.4%
37
ATLASSIAN CORP PLC
G06242104
CL A$48.07M0.23%500,000
38
REDFIN CORP
75737F108
COM$43.99M0.21%2,352,575-0.0%
39
PINDUODUO INC
722304102
SPONSORED ADS$34.18M0.16%1,300,000New
40
IQIYI INC
46267X108
SPONSORED ADS$27.07M0.13%1,000,000
41
SWITCH INC
87105L104
CL A$26.68M0.13%2,470,000+174.4%
42
PURE STORAGE INC
74624M102
CL A$25.95M0.12%1,000,000
43
PIVOTAL SOFTWARE INC
72582H107
COM CL A$25.45M0.12%1,300,000
44
BRIGHT SCHOLAR ED HLDGS LTD
109199109
SPONSORED ADS$24.99M0.12%2,016,707
45
BARCLAYS BK PLC
06746L422
IPATH S&P500 VIX$23.51M0.11%881,575
46
NETSHOES CAYMAN LTD
G6455X107
COM$20.75M0.10%8,865,903
47
HUYA INC
44852D108
ADS REP SHS A$18.56M0.09%786,900-28.9%
48
ZTO EXPRESS CAYMAN INC
98980A105
SPONSORED ADR$16.48M0.08%994,400
49
DOCUSIGN INC
256163106
COM$15.77M0.07%300,000
50
FARFETCH LTD
30744W107
ORD SH CL A$13.62M0.06%500,000New
51
SHOPIFY INC
82509L107
CL A$11.51M0.05%70,000
52
CERIDIAN HCM HLDG INC
15677J108
COM$7.15M0.03%170,000
53
PUXIN LTD
74704P108
ADS$6.12M0.03%700,000
54
RISE ED CAYMAN LTD
76761L102
SPONSORED ADR$5.92M0.03%500,000
55
TENABLE HLDGS INC
88025T102
COM$5.83M0.03%150,000New
56
DROPBOX INC
26210C104
CL A$5.37M0.03%200,000
57
OKTA INC
679295105
CL A$4.22M0.02%60,000
58
AVALARA INC
05338G106
COM$3.49M0.02%100,000
59
FIREEYE INC
31816Q101
COM$3.4M0.02%200,000
60
ONESMART INTL ED GROUP LTD
68276W103
SPONSORED ADS$2.85M0.01%320,000
61
FITBIT INC
33812L102
CL A$2.68M0.01%500,000
62
SUNLANDS ONLINE ED GROUP
86740P108
ADS$1.82M0.01%300,000
63
PENNEY J C INC
708160106
COM$1.41M0.01%850,000
64
SOGOU INC
83409V104
ADR REPSTG A$1.12M0.01%150,000
65
LENDINGCLUB CORP
52603A109
COM$1.07M0.01%275,000
66
CLOUDERA INC
18914U100
COM$883K0.00%50,000
67
FARMLAND PARTNERS INC
31154R109
COM$298K0.00%44,502
Total filing value: $21.09B