13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q4 2018

Period Dec 31, 2018Filed Feb 14, 2019View on EDGAR ↗
Positions
66
Total value
$15.02B
Top 10 concentration
66.4%
New positions
4

Exited positionsvs. Q3 2018

  • APPLE INC ($231.16M)
  • TWITTER INC ($195.3M)
  • TWILIO INC ($88.87M)
  • MONGODB INC ($56.9M)
  • BRIGHT SCHOLAR ED HLDGS LTD ($24.99M)

Holdings · 66

#Class
1
SPOTIFY TECHNOLOGY S A
L8681T102
SHS$1.45B9.68%12,804,491+0.0%
2
MICROSOFT CORP
594918104
COM$1.34B8.91%13,167,400+0.5%
3
JD COM INC
47215P106
SPON ADR CL A$1.21B8.07%57,921,170+14.9%
4
FIAT CHRYSLER AUTOMOBILES N
N31738102
SHS$1.17B7.80%81,045,000+30.4%
5
AMAZON COM INC
023135106
COM$1.12B7.44%744,014-37.9%
6
APOLLO GLOBAL MGMT LLC
037612306
CL A SHS$924.26M6.15%37,663,500+9.4%
7
BOOKING HLDGS INC
09857L108
COM$777.2M5.18%451,223-31.7%
8
FACEBOOK INC
30303M102
CL A$704.22M4.69%5,372,000+16.3%
9
TRANSDIGM GROUP INC
893641100
COM$702.56M4.68%2,066,000+12.0%
10
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$563.99M3.76%4,114,645-36.4%
11
DOMINOS PIZZA INC
25754A201
COM$464.29M3.09%1,872,200-11.1%
12
EVENTBRITE INC
29975E109
COM CL A$399.47M2.66%14,364,271
13
NETFLIX INC
64110L106
COM$395.42M2.63%1,477,303-31.5%
14
SVMK INC
78489X103
COM$373.89M2.49%30,472,085
15
FLEETCOR TECHNOLOGIES INC
339041105
COM$332.83M2.22%1,792,100+59.9%
16
SALESFORCE COM INC
79466L302
COM$313.22M2.09%2,286,739-3.0%
17
TAL ED GROUP
874080104
SPONSORED ADS$255.81M1.70%9,588,243-18.1%
18
ADOBE INC
00724F101
COM$233.57M1.56%1,032,400+97.4%
19
ZENDESK INC
98936J101
COM$211.87M1.41%3,629,719+15.5%
20
SERVICENOW INC
81762P102
COM$196.51M1.31%1,103,654-32.9%
21
STONECO LTD
G85158106
COM CL A$195.42M1.30%10,597,754New
22
SUNRUN INC
86771W105
COM$194.03M1.29%17,817,199+19.7%
23
DESPEGAR COM CORP
G27358103
ORD SHS$152.3M1.01%12,271,960-49.3%
24
SEA LTD
81141R100
ADR$139.22M0.93%12,298,500+7.3%
25
NEW ORIENTAL ED & TECH GRP I
647581107
SPON ADR$129M0.86%2,353,600-22.9%
26
MERCADOLIBRE INC
58733R102
COM$114.07M0.76%389,500-57.5%
27
AUTODESK INC
052769106
COM$113.05M0.75%879,000-62.1%
28
MASTERCARD INCORPORATED
57636Q104
CL A$103.75M0.69%549,932-8.8%
29
UXIN LTD
91818X108
ADS$92.34M0.61%19,000,000-25.9%
30
RESTAURANT BRANDS INTL INC
76131D103
COM$82.96M0.55%1,586,248-16.5%
31
COUPA SOFTWARE INC
22266L106
COM$79.78M0.53%1,269,181-10.3%
32
TENCENT MUSIC ENTMT GROUP
88034P109
SPON ADS$68.45M0.46%5,177,517New
33
ELASTIC N V
N14506104
ORD SHS$52.75M0.35%738,000New
34
ATLASSIAN CORP PLC
G06242104
CL A$44.49M0.30%500,000
35
BARCLAYS BK PLC
06746L422
IPATH S&P500 VIX$41.33M0.28%881,575
36
REDFIN CORP
75737F108
COM$33.85M0.23%2,350,766-0.1%
37
PINDUODUO INC
722304102
SPONSORED ADS$24.42M0.16%1,088,000-16.3%
38
VISA INC
92826C839
COM CL A$21.51M0.14%163,000-79.4%
39
PIVOTAL SOFTWARE INC
72582H107
COM CL A$21.26M0.14%1,300,000
40
SWITCH INC
87105L104
CL A$17.29M0.12%2,470,000
41
PURE STORAGE INC
74624M102
CL A$16.08M0.11%1,000,000
42
BILIBILI INC
090040106
SPONS ADS REP Z$16.05M0.11%1,100,000-81.2%
43
ZTO EXPRESS CAYMAN INC
98980A105
SPONSORED ADR$15.74M0.10%994,400
44
IQIYI INC
46267X108
SPONSORED ADS$14.87M0.10%1,000,000
45
NETSHOES CAYMAN LTD
G6455X107
COM$13.21M0.09%8,865,903
46
DOCUSIGN INC
256163106
COM$12.02M0.08%300,000
47
SHOPIFY INC
82509L107
CL A$9.69M0.06%70,000
48
FARFETCH LTD
30744W107
ORD SH CL A$8.86M0.06%500,000
49
CERIDIAN HCM HLDG INC
15677J108
COM$5.86M0.04%170,000
50
HUYA INC
44852D108
ADS REP SHS A$5.6M0.04%362,000-54.0%
51
DROPBOX INC
26210C104
CL A$4.09M0.03%200,000
52
RISE ED CAYMAN LTD
76761L102
SPONSORED ADR$4.01M0.03%500,000
53
OKTA INC
679295105
CL A$3.83M0.03%60,000
54
TENABLE HLDGS INC
88025T102
COM$3.33M0.02%150,000
55
FIREEYE INC
31816Q101
COM$3.24M0.02%200,000
56
AVALARA INC
05338G106
COM$3.12M0.02%100,000
57
SOLARWINDS CORP
83417Q105
COM$2.77M0.02%200,000New
58
ONESMART INTL ED GROUP LTD
68276W103
SPONSORED ADS$2.5M0.02%320,000
59
FITBIT INC
33812L102
CL A$2.49M0.02%500,000
60
PUXIN LTD
74704P108
ADS$2.39M0.02%404,451-42.2%
61
SUNLANDS ONLINE ED GROUP
86740P108
ADS$912K0.01%300,000
62
PENNEY J C INC
708160106
COM$884K0.01%850,000
63
SOGOU INC
83409V104
ADR REPSTG A$788K0.01%150,000
64
LENDINGCLUB CORP
52603A109
COM$723K0.00%275,000
65
CLOUDERA INC
18914U100
COM$553K0.00%50,000
66
FARMLAND PARTNERS INC
31154R109
COM$202K0.00%44,502
Total filing value: $15.02B