13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q3 2019

Period Sep 30, 2019Filed Nov 14, 2019View on EDGAR ↗
Positions
84
Total value
$18.88B
Top 10 concentration
67.2%
New positions
15

Exited positionsvs. Q2 2019

  • APOLLO GLOBAL MGMT LLC ($1.29B)
  • EVENTBRITE INC ($135.23M)
  • PIVOTAL SOFTWARE INC ($13.73M)
  • LUCKIN COFFEE INC ($5.85M)
  • LENDINGCLUB CORP ($902K)

Holdings · 84

#Class
1
MICROSOFT CORP
594918104
COM$2.12B11.25%15,280,500
2
FACEBOOK INC
30303M102
CL A$2B10.58%11,221,100+25.0%
3
JD COM INC
47215P106
SPON ADR CL A$1.49B7.90%52,850,366
4
APOLLO GLOBAL MGMT INC
03768E105
COM CL A$1.42B7.54%37,663,500New
5
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$1.3B6.89%7,780,262+79.7%
6
AMAZON COM INC
023135106
COM$1.22B6.47%704,112
7
TRANSDIGM GROUP INC
893641100
COM$1.08B5.70%2,066,000
8
FIAT CHRYSLER AUTOMOBILES N
N31738102
SHS$973.5M5.16%75,173,950-20.2%
9
NETFLIX INC
64110L106
COM$574.53M3.04%2,146,813
10
FLEETCOR TECHNOLOGIES INC
339041105
COM$495.3M2.62%1,727,100
11
SUNRUN INC
86771W105
COM$479.52M2.54%28,714,000+31.3%
12
SPOTIFY TECHNOLOGY S A
L8681T102
SHS$463.11M2.45%4,062,379-2.4%
13
SEA LTD
81141R100
SPONSORED ADS$420.87M2.23%13,598,500
14
RINGCENTRAL INC
76680R206
CL A$410.03M2.17%3,263,000+8.7%
15
SALESFORCE COM INC
79466L302
COM$357.41M1.89%2,407,739+5.3%
16
CARVANA CO
146869102
CL A$324.25M1.72%4,912,907+73.6%
17
TAL EDUCATION GROUP
874080104
SPONSORED ADS$322.68M1.71%9,424,023
18
NEW ORIENTAL ED & TECH GRP I
647581107
SPON ADR$260.69M1.38%2,353,600
19
GDS HLDGS LTD
36165L108
SPONSORED ADS$229.69M1.22%5,730,659
20
ZENDESK INC
98936J101
COM$214.78M1.14%2,947,000+9.1%
21
MERCADOLIBRE INC
58733R102
COM$214.7M1.14%389,500
22
UBER TECHNOLOGIES INC
90353T100
COM$203.06M1.08%6,664,323
23
SERVICENOW INC
81762P102
COM$202.98M1.07%799,600
24
ADOBE INC
00724F101
COM$197.24M1.04%714,000
25
NEW RELIC INC
64829B100
COM$179.43M0.95%2,920,000New
26
SMARTSHEET INC
83200N103
COM CL A$159.2M0.84%4,418,474+95.9%
27
MASTERCARD INC
57636Q104
CL A$149.16M0.79%549,932
28
TWILIO INC
90138F102
CL A$118.65M0.63%1,079,000
29
DESPEGAR COM CORP
G27358103
ORD SHS$104.78M0.55%9,256,550
30
MONGODB INC
60937P106
CL A$104.69M0.55%868,955+118.9%
31
8X8 INC NEW
282914100
COM$98.01M0.52%4,730,000
32
ZOOM VIDEO COMMUNICATIONS IN
98980L101
CL A$91.44M0.48%1,200,000
33
ATLASSIAN CORP PLC
G06242104
CL A$76.02M0.40%606,001+16.6%
34
PINDUODUO INC
722304102
SPONSORED ADS$70M0.37%2,172,470+99.7%
35
ELASTIC N V
N14506104
ORD SHS$60.77M0.32%738,000
36
WAYFAIR INC
94419L101
CL A$57.18M0.30%510,000New
37
ANAPLAN INC
03272L108
COM$56.73M0.30%1,207,000New
38
STONECO LTD
G85158106
COM CL A$50.49M0.27%1,451,729-25.8%
39
SVMK INC
78489X103
COM$39.44M0.21%2,306,271-83.0%
40
SWITCH INC
87105L104
CL A$38.58M0.20%2,470,000
41
TENCENT MUSIC ENTMT GROUP
88034P109
SPON ADS$34.48M0.18%2,700,000
42
SLACK TECHNOLOGIES INC
83088V102
COM CL A$28.5M0.15%1,201,063New
43
VISA INC
92826C839
COM CL A$28.04M0.15%163,000
44
BEYOND MEAT INC
08862E109
COM$26.01M0.14%175,000New
45
LINX S A
53619W101
SPONSORED ADS$25.9M0.14%3,350,000
46
WORKDAY INC
98138H101
CL A$22.1M0.12%130,000New
47
SHOPIFY INC
82509L107
CL A$21.82M0.12%70,000
48
ZTO EXPRESS CAYMAN INC
98980A105
SPONSORED ADS A$21.21M0.11%994,400
49
BARCLAYS BK PLC
06746P621
IPATH B SHRT TRM$20.93M0.11%881,575
50
CHEWY INC
16679L109
CL A$19.66M0.10%800,000
51
DOCUSIGN INC
256163106
COM$18.58M0.10%300,000
52
PURE STORAGE INC
74624M102
CL A$16.94M0.09%1,000,000
53
REDFIN CORP
75737F108
COM$16.66M0.09%988,992-15.3%
54
IQIYI INC
46267X108
SPONSORED ADS$16.13M0.09%1,000,000
55
DATADOG INC
23804L103
CL A COM$15.26M0.08%450,000New
56
CROWDSTRIKE HLDGS INC
22788C105
CL A$14.58M0.08%250,000
57
FASTLY INC
31188V100
CL A$9.6M0.05%400,000
58
DYNATRACE INC
268150109
COM$9.34M0.05%500,000New
59
HUYA INC
44852D108
ADS REP SHS A$8.56M0.05%362,000
60
CERIDIAN HCM HLDG INC
15677J108
COM$8.39M0.04%170,000
61
AVALARA INC
05338G106
COM$6.73M0.04%100,000
62
OKTA INC
679295105
CL A$5.91M0.03%60,000
63
LIVONGO HEALTH INC
539183103
COM$4.36M0.02%250,000New
64
FARFETCH LTD
30744W107
ORD SH CL A$4.32M0.02%500,000
65
PAGERDUTY INC
69553P100
COM$4.24M0.02%150,000
66
RISE ED CAYMAN LTD
76761L102
SPONSORED ADR$4.19M0.02%500,000
67
DROPBOX INC
26210C104
CL A$4.03M0.02%200,000
68
SOLARWINDS CORP
83417Q105
COM$3.69M0.02%200,000
69
TENABLE HLDGS INC
88025T102
COM$3.36M0.02%150,000
70
DOUYU INTERNATIONAL HLDNGS L
25985W105
SPONSORED ADS$3.28M0.02%400,000New
71
CLOUDFLARE INC
18915M107
CL A COM$3.25M0.02%175,000New
72
FIREEYE INC
31816Q101
COM$2.67M0.01%200,000
73
ONESMART INTL ED GROUP LTD
68276W103
SPONSORED ADS$2.37M0.01%320,000
74
FITBIT INC
33812L102
CL A$1.91M0.01%500,000
75
HEALTH CATALYST INC
42225T107
COM$1.58M0.01%50,000New
76
THE REALREAL INC
88339P101
COM$1.57M0.01%70,000
77
BILIBILI INC
090040106
SPONS ADS REP Z$1.41M0.01%100,000
78
MEDALLIA INC
584021109
COM$1.37M0.01%50,000New
79
SUNLANDS TECHNOLOGY GROUP
86740P108
ADS$885K0.00%300,000
80
PENNEY J C CORP INC
708160106
COM$756K0.00%850,000
81
SOGOU INC
83409V104
ADR REPSTG A$741K0.00%150,000
82
LENDINGCLUB CORP
52603A208
COM NEW$719K0.00%55,000New
83
CLOUDERA INC
18914U100
COM$443K0.00%50,000
84
FARMLAND PARTNERS INC
31154R109
COM$297K0.00%44,502
Total filing value: $18.88B