← TIGER GLOBAL MANAGEMENT LLC
Positions
73
Total value
$18.12B
Top 10 concentration
65.3%
New positions
5
Exited positionsvs. Q3 2019
- FIAT CHRYSLER AUTOMOBILES N ($973.5M)
- MERCADOLIBRE INC ($214.7M)
- WAYFAIR INC ($57.18M)
- SWITCH INC ($38.58M)
- BEYOND MEAT INC ($26.01M)
- ZTO EXPRESS CAYMAN INC ($21.21M)
- PURE STORAGE INC ($16.94M)
- FASTLY INC ($9.6M)
Holdings · 73
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | JD COM INC 47215P106 | SPON ADR CL A | $1.86B | 10.27% | 52,850,366 | — |
| 2 | APOLLO GLOBAL MGMT INC 03768E105 | COM CL A | $1.8B | 9.92% | 37,663,500 | — |
| 3 | MICROSOFT CORP 594918104 | COM | $1.72B | 9.47% | 10,883,100 | -28.8% |
| 4 | FACEBOOK INC 30303M102 | CL A | $1.71B | 9.42% | 8,319,500 | -25.9% |
| 5 | TRANSDIGM GROUP INC 893641100 | COM | $1.16B | 6.38% | 2,066,000 | — |
| 6 | AMAZON COM INC 023135106 | COM | $1.13B | 6.24% | 612,040 | -13.1% |
| 7 | ALIBABA GROUP HLDG LTD 01609W102 | SPONSORED ADS | $745.67M | 4.11% | 3,515,662 | -54.8% |
| 8 | UBER TECHNOLOGIES INC 90353T100 | COM | $642.82M | 3.55% | 21,614,787 | +224.3% |
| 9 | RINGCENTRAL INC 76680R206 | CL A | $556.14M | 3.07% | 3,297,200 | +1.0% |
| 10 | SPOTIFY TECHNOLOGY S A L8681T102 | SHS | $520.46M | 2.87% | 3,480,202 | -14.3% |
| 11 | NETFLIX INC 64110L106 | COM | $501.86M | 2.77% | 1,551,000 | -27.8% |
| 12 | FLEETCOR TECHNOLOGIES INC 339041105 | COM | $496.92M | 2.74% | 1,727,100 | — |
| 13 | CARVANA CO 146869102 | CL A | $452.23M | 2.50% | 4,912,907 | — |
| 14 | SUNRUN INC 86771W105 | COM | $411.17M | 2.27% | 29,773,257 | +3.7% |
| 15 | SEA LTD 81141R100 | SPONSORED ADS | $336.21M | 1.86% | 8,359,235 | -38.5% |
| 16 | GDS HLDGS LTD 36165L108 | SPONSORED ADS | $295.59M | 1.63% | 5,730,659 | — |
| 17 | TAL EDUCATION GROUP 874080104 | SPONSORED ADS | $277.77M | 1.53% | 5,762,873 | -38.8% |
| 18 | PAYPAL HLDGS INC 70450Y103 | COM | $264.8M | 1.46% | 2,448,000 | New |
| 19 | ELASTIC N V N14506104 | ORD SHS | $258.48M | 1.43% | 4,019,843 | +444.7% |
| 20 | MONGODB INC 60937P106 | CL A | $251.55M | 1.39% | 1,911,300 | +120.0% |
| 21 | PINDUODUO INC 722304102 | SPONSORED ADS | $224.46M | 1.24% | 5,935,004 | +173.2% |
| 22 | SMARTSHEET INC 83200N103 | COM CL A | $211.38M | 1.17% | 4,705,700 | +6.5% |
| 23 | TWILIO INC 90138F102 | CL A | $187.32M | 1.03% | 1,906,000 | +76.6% |
| 24 | MASTERCARD INC 57636Q104 | CL A | $186.92M | 1.03% | 626,000 | +13.8% |
| 25 | ATLASSIAN CORP PLC G06242104 | CL A | $181.71M | 1.00% | 1,510,000 | +149.2% |
| 26 | NEW ORIENTAL ED & TECH GRP I 647581107 | SPON ADR | $174.7M | 0.96% | 1,440,841 | -38.8% |
| 27 | SERVICENOW INC 81762P102 | COM | $157.45M | 0.87% | 557,700 | -30.3% |
| 28 | ALPHABET INC 02079K305 | CAP STK CL A | $142.46M | 0.79% | 106,360 | New |
| 29 | DESPEGAR COM CORP G27358103 | ORD SHS | $124.78M | 0.69% | 9,256,550 | — |
| 30 | SALESFORCE COM INC 79466L302 | COM | $120.19M | 0.66% | 739,000 | -69.3% |
| 31 | ANAPLAN INC 03272L108 | COM | $114.88M | 0.63% | 2,192,400 | +81.6% |
| 32 | 8X8 INC NEW 282914100 | COM | $90.59M | 0.50% | 4,950,000 | +4.7% |
| 33 | ZENDESK INC 98936J101 | COM | $90.42M | 0.50% | 1,180,000 | -60.0% |
| 34 | NEW RELIC INC 64829B100 | COM | $88.45M | 0.49% | 1,346,000 | -53.9% |
| 35 | ZOOM VIDEO COMMUNICATIONS IN 98980L101 | CL A | $83.46M | 0.46% | 1,226,600 | +2.2% |
| 36 | ADOBE INC 00724F101 | COM | $49.14M | 0.27% | 149,000 | -79.1% |
| 37 | WORKDAY INC 98138H101 | CL A | $45.72M | 0.25% | 278,000 | +113.8% |
| 38 | SLACK TECHNOLOGIES INC 83088V102 | COM CL A | $45.11M | 0.25% | 2,006,510 | +67.1% |
| 39 | SVMK INC 78489X103 | COM | $41.08M | 0.23% | 2,298,995 | -0.3% |
| 40 | TENCENT MUSIC ENTMT GROUP 88034P109 | SPON ADS | $31.7M | 0.17% | 2,700,000 | — |
| 41 | STONECO LTD G85158106 | COM CL A | $30.68M | 0.17% | 769,076 | -47.0% |
| 42 | VISA INC 92826C839 | COM CL A | $30.63M | 0.17% | 163,000 | — |
| 43 | LINX S A 53619W101 | SPONSORED ADS | $29.35M | 0.16% | 3,350,000 | — |
| 44 | CARDLYTICS INC 14161W105 | COM | $28.61M | 0.16% | 455,100 | New |
| 45 | SHOPIFY INC 82509L107 | CL A | $27.83M | 0.15% | 70,000 | — |
| 46 | CHEWY INC 16679L109 | CL A | $23.2M | 0.13% | 800,000 | — |
| 47 | DOCUSIGN INC 256163106 | COM | $22.23M | 0.12% | 300,000 | — |
| 48 | IQIYI INC 46267X108 | SPONSORED ADS | $21.11M | 0.12% | 1,000,000 | — |
| 49 | DATADOG INC 23804L103 | CL A COM | $17M | 0.09% | 450,000 | — |
| 50 | BARCLAYS BK PLC 06746P621 | IPATH B SHRT TRM | $13.33M | 0.07% | 881,575 | — |
| 51 | DYNATRACE INC 268150109 | COM | $12.65M | 0.07% | 500,000 | — |
| 52 | CROWDSTRIKE HLDGS INC 22788C105 | CL A | $12.47M | 0.07% | 250,000 | — |
| 53 | CERIDIAN HCM HLDG INC 15677J108 | COM | $11.54M | 0.06% | 170,000 | — |
| 54 | XP INC G98239109 | CL A | $7.7M | 0.04% | 200,000 | New |
| 55 | AVALARA INC 05338G106 | COM | $7.33M | 0.04% | 100,000 | — |
| 56 | HUYA INC 44852D108 | ADS REP SHS A | $6.5M | 0.04% | 362,000 | — |
| 57 | LIVONGO HEALTH INC 539183103 | COM | $6.27M | 0.03% | 250,000 | — |
| 58 | FARFETCH LTD 30744W107 | ORD SH CL A | $5.18M | 0.03% | 500,000 | — |
| 59 | SOLARWINDS CORP 83417Q105 | COM | $3.71M | 0.02% | 200,000 | — |
| 60 | TENABLE HLDGS INC 88025T102 | COM | $3.59M | 0.02% | 150,000 | — |
| 61 | DROPBOX INC 26210C104 | CL A | $3.58M | 0.02% | 200,000 | — |
| 62 | PAGERDUTY INC 69553P100 | COM | $3.51M | 0.02% | 150,000 | — |
| 63 | DOUYU INTERNATIONAL HLDNGS L 25985W105 | SPONSORED ADS | $3.39M | 0.02% | 400,000 | — |
| 64 | BILL COM HLDGS INC 090043100 | COM | $3.04M | 0.02% | 80,000 | New |
| 65 | CLOUDFLARE INC 18915M107 | CL A COM | $2.99M | 0.02% | 175,000 | — |
| 66 | ONESMART INTL ED GROUP LTD 68276W103 | SPONSORED ADS | $2.13M | 0.01% | 320,000 | — |
| 67 | BILIBILI INC 090040106 | SPONS ADS REP Z | $1.86M | 0.01% | 100,000 | — |
| 68 | HEALTH CATALYST INC 42225T107 | COM | $1.74M | 0.01% | 50,000 | — |
| 69 | MEDALLIA INC 584021109 | COM | $1.56M | 0.01% | 50,000 | — |
| 70 | REDFIN CORP 75737F108 | COM | $957K | 0.01% | 45,273 | -95.4% |
| 71 | PENNEY J C CORP INC 708160106 | COM | $952K | 0.01% | 850,000 | — |
| 72 | SUNLANDS TECHNOLOGY GROUP 86740P108 | ADS | $771K | 0.00% | 300,000 | — |
| 73 | FARMLAND PARTNERS INC 31154R109 | COM | $302K | 0.00% | 44,502 | — |
Total filing value: $18.12B