13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q1 2019

Period Mar 31, 2019Filed May 15, 2019View on EDGAR ↗
Positions
69
Total value
$18.11B
Top 10 concentration
66.4%
New positions
9

Exited positionsvs. Q4 2018

  • SEA LTD ($139.22M)
  • AUTODESK INC ($113.05M)
  • COUPA SOFTWARE INC ($79.78M)
  • BARCLAYS BK PLC ($41.33M)
  • ZTO EXPRESS CAYMAN INC ($15.74M)
  • PUXIN LTD ($2.39M)

Holdings · 69

#Class
1
JD COM INC
47215P106
SPON ADR CL A$1.74B9.63%57,850,366-0.1%
2
MICROSOFT CORP
594918104
COM$1.57B8.65%13,292,400+0.9%
3
FACEBOOK INC
30303M102
CL A$1.47B8.13%8,838,117+64.5%
4
FIAT CHRYSLER AUTOMOBILES N
N31738102
SHS$1.31B7.24%88,296,757+8.9%
5
AMAZON COM INC
023135106
COM$1.25B6.92%704,112-5.4%
6
SPOTIFY TECHNOLOGY S A
L8681T102
SHS$1.14B6.29%8,203,235-35.9%
7
APOLLO GLOBAL MGMT LLC
037612306
CL A SHS$1.06B5.87%37,663,500
8
TRANSDIGM GROUP INC
893641100
COM$937.94M5.18%2,066,000
9
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$789.87M4.36%4,329,245+5.2%
10
NETFLIX INC
64110L106
COM$752.28M4.15%2,109,813+42.8%
11
BOOKING HLDGS INC
09857L108
COM$494.69M2.73%283,507-37.2%
12
STONECO LTD
G85158106
COM CL A$435.67M2.41%10,597,754
13
FLEETCOR TECHNOLOGIES INC
339041105
COM$425.89M2.35%1,727,100-3.6%
14
SALESFORCE COM INC
79466L302
COM$362.15M2.00%2,286,739
15
TAL EDUCATION GROUP
874080104
SPONSORED ADS$340.02M1.88%9,424,023-1.7%
16
SVMK INC
78489X103
COM$335.91M1.85%18,446,551-39.5%
17
SEA LTD
81141R100
SPONSORED ADS$319.84M1.77%13,598,500New
18
DOMINOS PIZZA INC
25754A201
COM$316.13M1.75%1,224,850-34.6%
19
EVENTBRITE INC
29975E109
COM CL A$269.61M1.49%14,064,271-2.1%
20
SUNRUN INC
86771W105
COM$261.28M1.44%18,583,400+4.3%
21
ZENDESK INC
98936J101
COM$229.67M1.27%2,702,000-25.6%
22
NEW ORIENTAL ED & TECH GRP I
647581107
SPON ADR$212.04M1.17%2,353,600
23
MERCADOLIBRE INC
58733R102
COM$197.76M1.09%389,500
24
SERVICENOW INC
81762P102
COM$197.09M1.09%799,600-27.5%
25
ADOBE INC
00724F101
COM$190.27M1.05%714,000-30.8%
26
DESPEGAR COM CORP
G27358103
ORD SHS$181.33M1.00%12,169,985-0.8%
27
RINGCENTRAL INC
76680R206
CL A$146.1M0.81%1,355,266New
28
TWILIO INC
90138F102
CL A$135.64M0.75%1,050,000New
29
MASTERCARD INC
57636Q104
CL A$129.48M0.71%549,932
30
CARVANA CO
146869102
CL A$119.02M0.66%2,050,000New
31
8X8 INC NEW
282914100
COM$95.55M0.53%4,730,000New
32
TENCENT MUSIC ENTMT GROUP
88034P109
SPON ADS$93.71M0.52%5,177,517
33
ELASTIC N V
N14506104
ORD SHS$58.94M0.33%738,000
34
ATLASSIAN CORP PLC
G06242104
CL A$56.2M0.31%500,000
35
RESTAURANT BRANDS INTL INC
76131D103
COM$51.64M0.29%793,124-50.0%
36
REDFIN CORP
75737F108
COM$37.52M0.21%1,851,098-21.3%
37
MONGODB INC
60937P106
CL A$34.15M0.19%232,300New
38
UXIN LTD
91818X108
ADS$28.16M0.16%7,430,207-60.9%
39
PIVOTAL SOFTWARE INC
72582H107
COM CL A$27.11M0.15%1,300,000
40
PINDUODUO INC
722304102
SPONSORED ADS$26.98M0.15%1,088,000
41
BARCLAYS BK PLC
06746P621
IPATH B SHRT TRM$25.8M0.14%881,575New
42
SWITCH INC
87105L104
CL A$25.47M0.14%2,470,000
43
VISA INC
92826C839
COM CL A$25.46M0.14%163,000
44
IQIYI INC
46267X108
SPONSORED ADS$23.92M0.13%1,000,000
45
PURE STORAGE INC
74624M102
CL A$21.79M0.12%1,000,000
46
ZTO EXPRESS CAYMAN INC
98980A105
SPONSORED ADS A$18.18M0.10%994,400New
47
DOCUSIGN INC
256163106
COM$15.55M0.09%300,000
48
NETSHOES CAYMAN LTD
G6455X107
COM$14.81M0.08%8,865,903
49
SHOPIFY INC
82509L107
CL A$14.46M0.08%70,000
50
FARFETCH LTD
30744W107
ORD SH CL A$13.46M0.07%500,000
51
HUYA INC
44852D108
ADS REP SHS A$10.18M0.06%362,000
52
SMARTSHEET INC
83200N103
COM CL A$9.38M0.05%230,000New
53
CERIDIAN HCM HLDG INC
15677J108
COM$8.72M0.05%170,000
54
AVALARA INC
05338G106
COM$5.58M0.03%100,000
55
OKTA INC
679295105
CL A$4.96M0.03%60,000
56
RISE ED CAYMAN LTD
76761L102
SPONSORED ADR$4.87M0.03%500,000
57
TENABLE HLDGS INC
88025T102
COM$4.75M0.03%150,000
58
DROPBOX INC
26210C104
CL A$4.36M0.02%200,000
59
SOLARWINDS CORP
83417Q105
COM$3.9M0.02%200,000
60
FIREEYE INC
31816Q101
COM$3.36M0.02%200,000
61
FITBIT INC
33812L102
CL A$2.96M0.02%500,000
62
ONESMART INTL ED GROUP LTD
68276W103
SPONSORED ADS$2.53M0.01%320,000
63
BILIBILI INC
090040106
SPONS ADS REP Z$1.9M0.01%100,000-90.9%
64
PENNEY J C CORP INC
708160106
COM$1.27M0.01%850,000
65
SUNLANDS ONLINE ED GROUP
86740P108
ADS$1.08M0.01%300,000
66
SOGOU INC
83409V104
ADR REPSTG A$891K0.00%150,000
67
LENDINGCLUB CORP
52603A109
COM$850K0.00%275,000
68
CLOUDERA INC
18914U100
COM$547K0.00%50,000
69
FARMLAND PARTNERS INC
31154R109
COM$285K0.00%44,502
Total filing value: $18.11B