13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q1 2021

Period Mar 31, 2021Filed May 17, 2021View on EDGAR ↗
Positions
120
Total value
$43.47B
Top 10 concentration
51.4%
New positions
25

Exited positionsvs. Q4 2020

  • GSX TECHEDU INC ($156.2M)
  • YALLA GROUP LTD ($5.02M)

Holdings · 120

#Class
1
JD.COM INC
47215P106
SPON ADR CL A$4.36B10.02%51,650,366
2
MICROSOFT CORP
594918104
COM$3.24B7.44%13,722,734+15.4%
3
ROBLOX CORP
771049103
CL A$2.62B6.03%40,428,863New
4
SEA LTD
81141R100
SPONSORD ADS$2.12B4.88%9,505,500+3.0%
5
AMAZON COM INC
023135106
COM$1.9B4.36%613,095
6
PINDUODUO INC
722304102
SPONSORED ADS$1.88B4.33%14,053,066
7
APOLLO GLOBAL MGMT INC
03768E105
COM CL A$1.64B3.78%34,913,500+2.9%
8
FACEBOOK INC
30303M102
CL A$1.64B3.77%5,560,137-12.1%
9
CARVANA CO
146869102
CL A$1.58B3.63%6,012,907
10
CROWDSTRIKE HLDGS INC
22788C105
CL A$1.38B3.16%7,537,000
11
UBER TECHNOLOGIES INC
90353T100
COM$1.13B2.61%20,821,712-24.8%
12
SERVICENOW INC
81762P102
COM$1.08B2.48%2,156,000+31.2%
13
DOCUSIGN INC
256163106
COM$1.04B2.40%5,151,000+190.5%
14
TRANSDIGM GROUP INC
893641100
COM$1.03B2.38%1,757,245
15
WORKDAY INC
98138H101
CL A$1.03B2.36%4,127,450
16
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$1.02B2.34%4,478,062
17
RINGCENTRAL INC
76680R206
CL A$990.86M2.28%3,326,370
18
PELOTON INTERACTIVE INC
70614W100
CL A COM$883.53M2.03%7,857,772+0.0%
19
SPOTIFY TECHNOLOGY S A
L8681T102
SHS$852.94M1.96%3,183,186-0.0%
20
ZOOM VIDEO COMMUNICATIONS IN
98980L101
CL A$787.23M1.81%2,450,204+69.6%
21
DOORDASH INC
25809K105
CL A$761.42M1.75%5,806,568+263.8%
22
SHOPIFY INC
82509L107
CL A$572.67M1.32%517,550+167.0%
23
NETFLIX INC
64110L106
COM$551.02M1.27%1,056,290
24
FUTU HLDGS LTD
36118L106
SPON ADS CL A$530.46M1.22%3,340,000New
25
ATLASSIAN CORP PLC
G06242104
CL A$519.61M1.20%2,465,400
26
SNOWFLAKE INC
833445109
CL A$511.67M1.18%2,231,652+27.3%
27
SALESFORCE COM INC
79466L302
COM$484.91M1.12%2,288,700
28
ELASTIC N V
N14506104
ORD SHS$447.01M1.03%4,019,843
29
SUNRUN INC
86771W105
COM$427.79M0.98%7,073,257-12.4%
30
DATADOG INC
23804L103
CL A COM$396.45M0.91%4,757,000
31
COUPA SOFTWARE INC
22266L106
COM$364.92M0.84%1,434,000+115.6%
32
ADOBE SYSTEMS INCORPORATED
00724F101
COM$350.59M0.81%737,500+340.3%
33
TAL EDUCATION GROUP
874080104
SPONSORED ADS$310.33M0.71%5,762,873
34
GDS HLDGS LTD
36165L108
SPONSORED ADS$298.04M0.69%3,675,444-15.7%
35
1LIFE HEALTHCARE INC
68269G107
COM$297.79M0.69%7,620,000+93.9%
36
8X8 INC NEW
282914100
COM$291.96M0.67%9,000,000
37
NEW ORIENTAL ED & TECHNOLOGY
647581107
SPON ADR$258.09M0.59%18,435,000+900.0%
38
MASTERCARD INCORPORATED
57636Q104
CL A$257.78M0.59%724,000
39
PAYPAL HLDGS INC
70450Y103
COM$217.59M0.50%896,001
40
COUPANG INC
22266T109
CL A$176.25M0.41%3,571,428New
41
SQUARE INC
852234103
CL A$174.83M0.40%770,000+88.5%
42
FLEETCOR TECHNOLOGIES INC
339041105
COM$173.98M0.40%647,662
43
PLAYTIKA HLDG CORP
72815L107
COM$149.66M0.34%5,500,000New
44
OSCAR HEALTH INC
687793109
CL A$149.45M0.34%5,559,990New
45
KE HLDGS INC
482497104
SPONSORED ADS$142.45M0.33%2,500,000
46
AIRBNB INC
009066101
COM CL A$122.16M0.28%650,000
47
DESPEGAR COM CORP
G27358103
ORD SHS$105.27M0.24%7,723,185-16.6%
48
SUMO LOGIC INC
86646P103
COM$102.74M0.24%5,447,687+1.0%
49
JAMF HLDG CORP
47074L105
COM$98.15M0.23%2,778,778
50
ZENDESK INC
98936J101
COM$94.69M0.22%714,000
51
AGORA INC
00851L103
ADS$86.77M0.20%1,726,123
52
PHOENIX TREE HLDGS LTD
719156101
SPONSORED ADS$86.24M0.20%36,436,075
53
INTUIT
461202103
COM$84.75M0.19%221,237-0.0%
54
GOODRX HLDGS INC
38246G108
COM CL A$83.7M0.19%2,145,000
55
ASANA INC
04342Y104
CL A$82.35M0.19%2,881,202+19.1%
56
BIGCOMMERCE HLDGS INC
08975P108
COM SER 1$78.03M0.18%1,350,000
57
ON24 INC
68339B104
COM$77.62M0.18%1,600,000New
58
DIGITALOCEAN HLDGS INC
25402D102
COM$71.62M0.16%1,700,000New
59
YATSEN HLDG LTD
985194109
ADS$70.57M0.16%5,714,000
60
ANAPLAN INC
03272L108
COM$68.98M0.16%1,280,868+0.0%
61
C3 AI INC
12468P104
CL A$65.91M0.15%1,000,000
62
BUMBLE INC
12047B105
COM CL A$62.38M0.14%1,000,000New
63
TUYA INC
90114C107
SPONSERED ADS$60.25M0.14%2,850,000New
64
QUALTRICS INTL INC
747601201
COM CL A$54.3M0.12%1,650,000New
65
ACADEMY SPORTS & OUTDOORS IN
00402L107
COM$47.23M0.11%1,750,000
66
STONECO LTD
G85158106
COM CL A$46.81M0.11%764,596-0.2%
67
JFROG LTD
M6191J100
ORD SHS$44.37M0.10%1,000,000
68
OZON HLDGS PLC
69269L104
SPONSORED ADS$42.05M0.10%750,000
69
THOMA BRAVO ADVANTAGE
G88272102
COM CL A$41.8M0.10%4,000,000New
70
ROOT INC
77664L108
COM CL A$39.55M0.09%3,106,976New
71
VISA INC
92826C839
COM CL A$34.51M0.08%163,000
72
DATTO HLDG CORP
23821D100
COM$34.37M0.08%1,500,000
73
CHINDATA GROUP HLDGS LTD
16955F107
ADS$30.6M0.07%1,850,000
74
TWILIO INC
90138F102
CL A$25.46M0.06%74,701
75
SOARING EAGLE ACQUISITION CO
G8354H100
UNIT 02/23/2026$24.54M0.06%2,425,000New
76
DYNATRACE INC
268150109
COM NEW$24.12M0.06%500,000
77
XPENG INC
98422D105
ADS$23.73M0.05%650,000
78
SMARTSHEET INC
83200N103
COM CL A$23.01M0.05%360,000
79
REVOLUTION HEALTHCAR AQ CORP
76155Y207
UNIT 03/18/20266$22.61M0.05%2,250,000New
80
LINX SA
53619W101
SPONSORED ADS$22.24M0.05%3,350,000
81
ALTIMETER GROWTH CORP
G0370L124
UNIT 99/99/9999$22M0.05%1,800,000
82
MONGODB INC
60937P106
CL A$21.93M0.05%82,000
83
REINVENT TECHNOLOGY PARTNERS
G7483N111
UNIT 99/99/9999$21.42M0.05%2,000,000
84
AJAX I
G0190X118
UNIT 99/99/9999$21.26M0.05%2,000,000
85
SVF INVESTMENT CORP
G8601L110
UNIT 12/20/2025$21.12M0.05%2,000,000New
86
ALTIMETER GROWTH CORP 2
G0371B109
COM CL A$20.72M0.05%1,996,000New
87
NCINO INC
63947U107
COM$18.35M0.04%275,000
88
LIBERTY MEDIA ACQUISITION CO
53073L203
UNIT 01/22/2026$18.21M0.04%1,700,000New
89
OLO INC
68134L109
CL A$17.97M0.04%681,000New
90
DUCK CREEK TECHNOLOGIES INC
264120106
SHS$15.8M0.04%350,000
91
AFFIRM HLDGS INC
00827B106
COM CL A$14.14M0.03%200,000New
92
AVALARA INC
05338G106
COM$13.34M0.03%100,000
93
SVMK INC
78489X103
COM$12.8M0.03%698,871
94
CLOUDFLARE INC
18915M107
CL A COM$12.3M0.03%175,000
95
SVF INVESTMENT CORP 3
G8601N108
CL A SHS$11.11M0.03%1,100,000New
96
LEAD EDGE GROWTH OPRTUNTS LT
G54085124
UNIT 04/01/2026$9.97M0.02%1,000,000New
97
LDH GROWTH CORP I
G54094118
UNIT 03/17/2026$9.72M0.02%960,000New
98
LI AUTO INC
50202M102
SPONSORED ADS$8.75M0.02%350,000
99
PROVIDENT ACQUISITION CORP
G7282L118
UNIT 99/99/9999$8.13M0.02%800,000New
100
SVF INVESTMENT CORP 2
G8601M100
CL A SHS$7.83M0.02%775,000New
101
XP INC
G98239109
CL A$7.53M0.02%200,000
102
ZOOMINFO TECHNOLOGIES INC
98980F104
COM CL A$7.34M0.02%150,000
103
VERTEX INC
92538J106
CL A$7.14M0.02%325,000
104
HUYA INC
44852D108
ADS REP SHS A$7.05M0.02%362,000
105
AMERICAN WELL CORP
03044L105
CL A$6.95M0.02%400,000
106
PAGERDUTY INC
69553P100
COM$6.04M0.01%150,000
107
DROPBOX INC
26210C104
CL A$5.33M0.01%200,000
108
DOUYU INTL HLDGS LTD
25985W105
SPONSORED ADS$4.16M0.01%400,000
109
SOLARWINDS CORP
83417Q105
COM$3.49M0.01%200,000
110
17 ED & TECHNOLOGY GROUP INC
81807M106
ADS$3.43M0.01%480,000
111
OUTSET MED INC
690145107
COM$2.99M0.01%55,000
112
REDFIN CORP
75737F108
COM$2.67M0.01%40,087
113
HEALTH CATALYST INC
42225T107
COM$2.34M0.01%50,000
114
MEDALLIA INC
584021109
COM$1.4M0.00%50,000
115
DADA NEXUS LTD
23344D108
ADS$1.36M0.00%50,000
116
OAK STR HEALTH INC
67181A107
COM$1.36M0.00%25,000
117
ONESMART INTL ED GROUP LTD
68276W103
SPONSORED ADS$742K0.00%320,000
118
FARMLAND PARTNERS INC
31154R109
COM$499K0.00%44,502
119
KINGSOFT CLOUD HLDGS LTD
49639K101
ADS$393K0.00%10,000
120
SEMRUSH HLDGS INC
81686C104
CL A COM$119K0.00%10,000New
Total filing value: $43.47B