$15 Billion is the total value of TIGER GLOBAL MANAGEMENT LLC's 54 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 50.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON COM INC | $1,732,683,000 | +32.7% | 1,197,150 | +7.3% | 11.52% | +11.7% |
| JD | Buy | JD COM INCspon adr cl a | $1,677,737,000 | -0.7% | 41,435,844 | +1.6% | 11.15% | -16.4% |
| BKNG | New | BOOKING HLDGS INC | $1,367,070,000 | – | 657,122 | +100.0% | 9.09% | – |
| MSFT | Buy | MICROSOFT CORP | $1,205,430,000 | +47.0% | 13,207,300 | +37.8% | 8.01% | +23.7% |
| APO | Buy | APOLLO GLOBAL MGMT LLC | $1,016,642,000 | -11.2% | 34,322,807 | +0.3% | 6.76% | -25.3% |
| DESP | DESPEGAR COM CORP | $943,880,000 | +13.7% | 30,204,172 | 0.0% | 6.28% | -4.3% | |
| TDG | Buy | TRANSDIGM GROUP INC | $848,843,000 | +61.0% | 2,765,500 | +44.1% | 5.64% | +35.6% |
| FB | Buy | FACEBOOK INCcl a | $793,903,000 | +85.7% | 4,968,415 | +105.0% | 5.28% | +56.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $702,104,000 | +7.1% | 3,825,345 | +0.6% | 4.67% | -9.8% |
| NFLX | Buy | NETFLIX INC | $637,203,000 | +89.2% | 2,157,450 | +23.0% | 4.24% | +59.3% |
| FCAU | Buy | FIAT CHRYSLER AUTOMOBILES N | $534,531,000 | +35.4% | 26,049,289 | +17.7% | 3.55% | +14.0% |
| DPZ | Buy | DOMINOS PIZZA INC | $491,807,000 | +25.4% | 2,105,700 | +1.5% | 3.27% | +5.6% |
| TAL | TAL ED GROUPsponsored ads | $373,394,000 | +24.8% | 10,067,238 | 0.0% | 2.48% | +5.1% | |
| MELI | New | MERCADOLIBRE INC | $283,567,000 | – | 795,665 | +100.0% | 1.88% | – |
| ADSK | Buy | AUTODESK INC | $283,249,000 | +25.1% | 2,255,523 | +4.4% | 1.88% | +5.3% |
| TWTR | New | TWITTER INC | $274,390,000 | – | 9,458,469 | +100.0% | 1.82% | – |
| CRM | Buy | SALESFORCE COM INC | $262,605,000 | +244.8% | 2,258,000 | +203.1% | 1.75% | +190.5% |
| EDU | NEW ORIENTAL ED & TECH GRP Ispon adr | $251,556,000 | -6.8% | 2,870,008 | 0.0% | 1.67% | -21.5% | |
| FLT | Sell | FLEETCOR TECHNOLOGIES INC | $227,003,000 | -14.4% | 1,121,000 | -18.7% | 1.51% | -27.9% |
| RDFN | REDFIN CORP | $175,565,000 | -27.1% | 7,690,091 | 0.0% | 1.17% | -38.6% | |
| FB | New | FACEBOOK INCcall | $122,239,000 | – | 765,000 | +100.0% | 0.81% | – |
| QSR | RESTAURANT BRANDS INTL INC | $108,148,000 | -7.4% | 1,900,000 | 0.0% | 0.72% | -22.0% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $105,592,000 | -8.1% | 602,833 | -20.6% | 0.70% | -22.7% |
| V | VISA INC | $94,859,000 | +4.9% | 793,000 | 0.0% | 0.63% | -11.6% | |
| BILI | New | BILIBILI INC | $63,912,000 | – | 5,810,227 | +100.0% | 0.42% | – |
| EHIC | Sell | EHI CAR SVCS LTDspon ads cl a | $61,906,000 | -35.8% | 5,264,080 | -36.8% | 0.41% | -45.9% |
| NOW | Sell | SERVICENOW INC | $59,198,000 | -45.1% | 357,800 | -56.7% | 0.39% | -53.7% |
| NETS | NETSHOES CAYMAN LTD | $52,486,000 | -25.1% | 8,865,903 | 0.0% | 0.35% | -36.9% | |
| RUN | New | SUNRUN INC | $51,285,000 | – | 5,743,000 | +100.0% | 0.34% | – |
| TEAM | ATLASSIAN CORP PLCcl a | $26,960,000 | +18.5% | 500,000 | 0.0% | 0.18% | -0.6% | |
| SE | New | SEA LTDadr | $26,238,000 | – | 2,328,136 | +100.0% | 0.17% | – |
| VXX | BARCLAYS BK PLCipath s&p500 vix | $24,647,000 | +69.5% | 520,969 | 0.0% | 0.16% | +42.6% | |
| BEDU | New | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $24,379,000 | – | 1,578,947 | +100.0% | 0.16% | – |
| PSTG | PURE STORAGE INCcl a | $19,950,000 | +25.8% | 1,000,000 | 0.0% | 0.13% | +6.4% | |
| IQ | New | IQIYI INCsponsored ads | $15,550,000 | – | 1,000,000 | +100.0% | 0.10% | – |
| ZTO | ZTO EXPRESS CAYMAN INCsponsored adr | $14,906,000 | -5.4% | 994,400 | 0.0% | 0.10% | -20.2% | |
| SWCH | SWITCH INCcl a | $14,319,000 | -12.5% | 900,000 | 0.0% | 0.10% | -26.4% | |
| SINA | SINA CORPord | $14,076,000 | +3.9% | 135,000 | 0.0% | 0.09% | -12.1% | |
| ARCC | New | ARES CAP CORP | $11,420,000 | – | 719,620 | +100.0% | 0.08% | – |
| SHOP | SHOPIFY INCcl a | $8,721,000 | +23.4% | 70,000 | 0.0% | 0.06% | +3.6% | |
| REDU | RISE ED CAYMAN LTDsponsored adr | $7,655,000 | +3.5% | 500,000 | 0.0% | 0.05% | -12.1% | |
| DBX | New | DROPBOX INCcl a | $6,250,000 | – | 200,000 | +100.0% | 0.04% | – |
| ONE | New | ONESMART INTL ED GROUP LTDsponsored ads | $3,440,000 | – | 320,000 | +100.0% | 0.02% | – |
| FEYE | FIREEYE INC | $3,386,000 | +19.2% | 200,000 | 0.0% | 0.02% | +4.5% | |
| JCPNQ | PENNEY J C INC | $2,567,000 | -4.4% | 850,000 | 0.0% | 0.02% | -19.0% | |
| STG | New | SUNLANDS ONLINE ED GROUPads | $2,490,000 | – | 300,000 | +100.0% | 0.02% | – |
| FIT | FITBIT INCcl a | $2,550,000 | -10.7% | 500,000 | 0.0% | 0.02% | -26.1% | |
| OKTA | OKTA INCcl a | $2,391,000 | +55.6% | 60,000 | 0.0% | 0.02% | +33.3% | |
| MDB | MONGODB INCcl a | $2,170,000 | +46.2% | 50,000 | 0.0% | 0.01% | +16.7% | |
| UAL | New | UNITED CONTL HLDGS INC | $1,562,000 | – | 22,488 | +100.0% | 0.01% | – |
| SOGO | SOGOU INCadr repstg a | $1,238,000 | -28.7% | 150,000 | 0.0% | 0.01% | -42.9% | |
| CLDR | CLOUDERA INC | $1,079,000 | +30.6% | 50,000 | 0.0% | 0.01% | 0.0% | |
| LC | LENDINGCLUB CORP | $963,000 | -15.2% | 275,000 | 0.0% | 0.01% | -33.3% | |
| FPI | FARMLAND PARTNERS INC | $372,000 | -3.6% | 44,502 | 0.0% | 0.00% | -33.3% | |
| QD | Exit | QUDIAN INCadr | $0 | – | -330,000 | -100.0% | -0.03% | – |
| TDOC | Exit | TELADOC INC | $0 | – | -235,558 | -100.0% | -0.06% | – |
| JD | Exit | JD COM INCcall | $0 | – | -240,000 | -100.0% | -0.08% | – |
| CTRP | Exit | CTRIP COM INTL LTD | $0 | – | -295,000 | -100.0% | -0.10% | – |
| MA | Exit | MASTERCARD INCORPORATEDput | $0 | – | -156,600 | -100.0% | -0.19% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -134,934 | -100.0% | -0.36% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Nput | $0 | – | -135,000 | -100.0% | -0.36% | – |
| GOOG | Exit | ALPHABET INCcall | $0 | – | -50,000 | -100.0% | -0.41% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -72,290 | -100.0% | -0.60% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -73,320 | -100.0% | -0.61% | – |
| ETSY | Exit | ETSY INC | $0 | – | -4,177,723 | -100.0% | -0.68% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -5,020,000 | -100.0% | -1.59% | – |
| PCLN | Exit | PRICELINE GRP INC | $0 | – | -802,612 | -100.0% | -11.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MASTERCARD INCORPORATED | 40 | Q1 2023 | 7.4% |
| AMAZON COM INC | 37 | Q3 2023 | 20.7% |
| FLEETCOR TECHNOLOGIES INC | 37 | Q3 2023 | 9.2% |
| JD.COM INC | 36 | Q3 2023 | 24.5% |
| VISA INC | 36 | Q1 2023 | 4.0% |
| SHOPIFY INC | 32 | Q1 2023 | 2.4% |
| TRANSDIGM GROUP INC | 31 | Q3 2021 | 9.3% |
| NETFLIX INC | 30 | Q4 2021 | 26.5% |
| MICROSOFT CORP | 29 | Q3 2023 | 16.1% |
| ALIBABA GROUP HLDG LTD | 29 | Q3 2023 | 8.2% |
View TIGER GLOBAL MANAGEMENT LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Pagaya Technologies Ltd. | August 04, 2023 | 14,092,151 | 2.6% |
| Weave Communications, Inc.Sold out | June 12, 2023 | 0 | 0.0% |
| 1Life Healthcare IncSold out | February 14, 2023 | 0 | 0.0% |
| 8X8 INC /DE/Sold out | February 14, 2023 | 0 | 0.0% |
| Blend Labs, Inc.Sold out | February 14, 2023 | 0 | 0.0% |
| CARVANA CO.Sold out | February 14, 2023 | 0 | 0.0% |
| Dingdong (Cayman) LtdSold out | February 14, 2023 | 0 | 0.0% |
| DoubleVerify Holdings, Inc.Sold out | February 14, 2023 | 0 | 0.0% |
| Embark Technology, Inc.Sold out | February 14, 2023 | 0 | 0.0% |
| Just Eat Takeaway.com N.V.Sold out | February 14, 2023 | 0 | 0.0% |
View TIGER GLOBAL MANAGEMENT LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| SC 13G/A | 2023-08-04 |
| SC 13G/A | 2023-06-14 |
| SC 13G/A | 2023-06-12 |
| 13F-HR | 2023-05-15 |
View TIGER GLOBAL MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.