13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q3 2020

Period Sep 30, 2020Filed Nov 16, 2020View on EDGAR ↗
Positions
90
Total value
$35.53B
Top 10 concentration
54.7%
New positions
22

Exited positionsvs. Q2 2020

  • SEA LTD ($896.44M)
  • NEW RELIC INC ($92.74M)
  • ATHENE HLDG LTD ($44.85M)
  • CHEWY INC ($35.75M)
  • DYNATRACE INC ($20.3M)

Holdings · 90

#Class
1
JD.COM INC
47215P106
SPON ADR CL A$4.01B11.28%51,650,366
2
MICROSOFT CORP
594918104
COM$2.4B6.76%11,413,734+3.7%
3
SUNRUN INC
86771W105
COM$2.29B6.46%29,773,257
4
FACEBOOK INC
30303M102
CL A$2.29B6.45%8,750,500
5
AMAZON COM INC
023135106
COM$1.9B5.36%604,800+2.0%
6
APOLLO GLOBAL MGMT INC
03768E105
COM CL A$1.52B4.27%33,913,500
7
CARVANA CO
146869102
CL A$1.34B3.77%6,012,907
8
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$1.32B3.70%4,478,062-0.3%
9
SEA LTD
81141R100
SPONSORD ADS$1.29B3.62%8,359,235New
10
PINDUODUO INC
722304102
SPONSORED ADS$1.06B2.97%14,253,066+133.7%
11
CROWDSTRIKE HLDGS INC
22788C105
CL A$1.03B2.91%7,537,000+49.5%
12
RINGCENTRAL INC
76680R206
CL A$913.45M2.57%3,326,370
13
ZOOM VIDEO COMMUNICATIONS IN
98980L101
CL A$854.8M2.41%1,818,300+11.5%
14
TRANSDIGM GROUP INC
893641100
COM$834.9M2.35%1,757,245
15
WORKDAY INC
98138H101
CL A$797.01M2.24%3,704,771+23.1%
16
NETFLIX INC
64110L106
COM$775.55M2.18%1,551,000
17
SPOTIFY TECHNOLOGY S A
L8681T102
SHS$772.73M2.17%3,185,589
18
PELOTON INTERACTIVE INC
70614W100
CL A COM$771.86M2.17%7,777,658+46.8%
19
SERVICENOW INC
81762P102
COM$722.12M2.03%1,488,900+105.9%
20
SALESFORCE COM INC
79466L302
COM$575.2M1.62%2,288,700-1.8%
21
UBER TECHNOLOGIES INC
90353T100
COM$566.85M1.60%15,538,716+55.8%
22
ATLASSIAN CORP PLC
G06242104
CL A$502.15M1.41%2,762,241+82.9%
23
DATADOG INC
23804L103
CL A COM$485.98M1.37%4,757,000
24
GDS HLDGS LTD
36165L108
SPONSORED ADS$468.94M1.32%5,730,659
25
TWILIO INC
90138F102
CL A$467.37M1.32%1,891,500-0.8%
26
MONGODB INC
60937P106
CL A$442.49M1.25%1,911,300
27
TAL EDUCATION GROUP
874080104
SPONSORED ADS$438.21M1.23%5,762,873
28
ELASTIC N V
N14506104
ORD SHS$433.7M1.22%4,019,843
29
ANAPLAN INC
03272L108
COM$425.6M1.20%6,800,903
30
PAYPAL HLDGS INC
70450Y103
COM$423.62M1.19%2,150,001-2.3%
31
NEW ORIENTAL ED & TECHNOLOGY
647581107
SPON ADR$320.15M0.90%2,141,500
32
SNOWFLAKE INC
833445109
CL A$313.75M0.88%1,250,000New
33
FLEETCOR TECHNOLOGIES INC
339041105
COM$308.42M0.87%1,295,325
34
GSX TECHEDU INC
36257Y109
SPONSORED ADS$272.2M0.77%3,020,769New
35
MASTERCARD INCORPORATED
57636Q104
CL A$244.84M0.69%724,000+16.5%
36
SMARTSHEET INC
83200N103
COM CL A$204.87M0.58%4,145,400
37
KE HLDGS INC
482497104
SPONSORED ADS$153.25M0.43%2,500,000New
38
PHOENIX TREE HLDGS LTD
719156101
SPONSORED ADS$149.75M0.42%36,436,075+1869.5%
39
SUMO LOGIC INC
86646P103
COM$117.53M0.33%5,391,187New
40
BIGCOMMERCE HLDGS INC
08975P108
COM SER 1$112.46M0.32%1,350,000New
41
JAMF HLDG CORP
47074L105
COM$104.51M0.29%2,778,778New
42
SHOPIFY INC
82509L107
CL A$89.51M0.25%87,501+25.0%
43
JFROG LTD
M6191J100
ORD SHS$84.65M0.24%1,000,000New
44
ADOBE SYSTEMS INCORPORATED
00724F101
COM$82.88M0.23%169,000
45
GOODRX HLDGS INC
38246G108
COM CL A$77.84M0.22%1,400,000New
46
8X8 INC NEW
282914100
COM$76.97M0.22%4,950,000
47
ZENDESK INC
98936J101
COM$73.49M0.21%714,000
48
DOCUSIGN INC
256163106
COM$64.57M0.18%300,000
49
DESPEGAR COM CORP
G27358103
ORD SHS$58.87M0.17%9,256,550
50
ALPHABET INC
02079K305
CAP STK CL A$44.7M0.13%30,500
51
STONECO LTD
G85158106
COM CL A$40.5M0.11%765,783
52
TENCENT MUSIC ENTMT GROUP
88034P109
SPON ADS$39.88M0.11%2,700,000
53
VISA INC
92826C839
COM CL A$32.6M0.09%163,000
54
CHINDATA GROUP HLDGS LTD
16955F107
ADS$30.03M0.08%1,850,000New
55
ASANA INC
04342Y104
CL A$26.68M0.08%926,202New
56
REINVENT TECHNOLOGY PARTNERS
G7483N111
UNIT 99/99/9999$22.98M0.06%2,000,000New
57
NCINO INC
63947U107
COM$21.91M0.06%275,000New
58
LINX SA
53619W101
SPONSORED ADS$20.6M0.06%3,350,000
59
DYNATRACE INC
268150109
COM NEW$20.51M0.06%500,000New
60
DUCK CREEK TECHNOLOGIES INC
264120106
SHS$15.9M0.04%350,000New
61
SVMK INC
78489X103
COM$15.58M0.04%704,440-1.8%
62
CERIDIAN HCM HLDG INC
15677J108
COM$14.05M0.04%170,000
63
XPENG INC
98422D105
ADS$13.05M0.04%650,000New
64
AVALARA INC
05338G106
COM$12.73M0.04%100,000
65
FARFETCH LTD
30744W107
ORD SH CL A$12.58M0.04%500,000
66
AMERICAN WELL CORP
03044L105
CL A$11.86M0.03%400,000New
67
CARDLYTICS INC
14161W105
COM$8.82M0.02%124,940
68
HUYA INC
44852D108
ADS REP SHS A$8.67M0.02%362,000
69
XP INC
G98239109
CL A$8.34M0.02%200,000
70
VERTEX INC
92538J106
CL A$7.48M0.02%325,000New
71
CLOUDFLARE INC
18915M107
CL A COM$7.19M0.02%175,000
72
ZOOMINFO TECHNOLOGIES INC
98980F104
COM CL A$6.45M0.02%150,000
73
LI AUTO INC
50202M102
SPONSORED ADS$6.09M0.02%350,000New
74
TENABLE HLDGS INC
88025T102
COM$5.66M0.02%150,000
75
DOUYU INTERNATIONAL HLDNGS L
25985W105
SPONSORED ADS$5.28M0.01%400,000
76
BILIBILI INC
090040106
SPONS ADS REP Z$4.16M0.01%100,000
77
SOLARWINDS CORP
83417Q105
COM$4.07M0.01%200,000
78
PAGERDUTY INC
69553P100
COM$4.07M0.01%150,000
79
DROPBOX INC
26210C104
CL A$3.85M0.01%200,000
80
AGORA INC
00851L103
ADS$3.01M0.01%70,000
81
OUTSET MED INC
690145107
COM$2.75M0.01%55,000New
82
YALLA GROUP LTD
98459U103
ADS$2.45M0.01%350,000New
83
REDFIN CORP
75737F108
COM$2M0.01%40,087
84
HEALTH CATALYST INC
42225T107
COM$1.83M0.01%50,000
85
ONESMART INTL ED GROUP LTD
68276W103
SPONSORED ADS$1.44M0.00%320,000
86
MEDALLIA INC
584021109
COM$1.37M0.00%50,000
87
OAK STR HEALTH INC
67181A107
COM$1.34M0.00%25,000New
88
DADA NEXUS LTD
23344D108
ADS$1.32M0.00%50,000
89
FARMLAND PARTNERS INC
31154R109
COM$296K0.00%44,502
90
KINGSOFT CLOUD HLDGS LTD
49639K101
ADS$295K0.00%10,000
Total filing value: $35.53B