$19.2 Billion is the total value of TIGER GLOBAL MANAGEMENT LLC's 61 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 27.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPOT | New | SPOTIFY TECHNOLOGY S A | $2,153,869,000 | – | 12,802,361 | +100.0% | 11.21% | – |
| AMZN | AMAZON COM INC | $2,034,916,000 | +17.4% | 1,197,150 | 0.0% | 10.59% | -8.1% | |
| JD | Sell | JD COM INCspon adr cl a | $1,588,503,000 | -5.3% | 40,783,124 | -1.6% | 8.27% | -25.9% |
| BKNG | BOOKING HLDGS INC | $1,332,045,000 | -2.6% | 657,122 | 0.0% | 6.93% | -23.7% | |
| MSFT | Sell | MICROSOFT CORP | $1,296,751,000 | +7.6% | 13,150,300 | -0.4% | 6.75% | -15.8% |
| APO | Buy | APOLLO GLOBAL MGMT LLC | $1,097,055,000 | +7.9% | 34,422,807 | +0.3% | 5.71% | -15.5% |
| FB | Buy | FACEBOOK INCcl a | $1,025,652,000 | +29.2% | 5,278,160 | +6.2% | 5.34% | +1.1% |
| NFLX | NETFLIX INC | $844,491,000 | +32.5% | 2,157,450 | 0.0% | 4.40% | +3.8% | |
| TDG | Sell | TRANSDIGM GROUP INC | $840,243,000 | -1.0% | 2,434,500 | -12.0% | 4.37% | -22.5% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $824,851,000 | +17.5% | 4,445,919 | +16.2% | 4.29% | -8.1% |
| DESP | DESPEGAR COM CORP | $633,381,000 | -32.9% | 30,204,172 | 0.0% | 3.30% | -47.5% | |
| DPZ | DOMINOS PIZZA INC | $594,165,000 | +20.8% | 2,105,700 | 0.0% | 3.09% | -5.4% | |
| TWTR | Buy | TWITTER INC | $511,354,000 | +86.4% | 11,709,500 | +23.8% | 2.66% | +45.9% |
| FCAU | FIAT CHRYSLER AUTOMOBILES N | $492,071,000 | -7.9% | 26,049,289 | 0.0% | 2.56% | -27.9% | |
| MELI | Buy | MERCADOLIBRE INC | $444,360,000 | +56.7% | 1,486,501 | +86.8% | 2.31% | +22.7% |
| TAL | TAL ED GROUPsponsored ads | $370,474,000 | -0.8% | 10,067,238 | 0.0% | 1.93% | -22.3% | |
| CRM | Buy | SALESFORCE COM INC | $321,631,000 | +22.5% | 2,358,000 | +4.4% | 1.67% | -4.1% |
| ADSK | Buy | AUTODESK INC | $303,804,000 | +7.3% | 2,317,523 | +2.7% | 1.58% | -16.0% |
| EDU | NEW ORIENTAL ED & TECH GRP Ispon adr | $271,675,000 | +8.0% | 2,870,008 | 0.0% | 1.41% | -15.4% | |
| NOW | Buy | SERVICENOW INC | $262,862,000 | +344.0% | 1,524,100 | +326.0% | 1.37% | +247.2% |
| FLT | FLEETCOR TECHNOLOGIES INC | $236,139,000 | +4.0% | 1,121,000 | 0.0% | 1.23% | -18.6% | |
| UXIN | New | UXIN LTDads | $225,191,000 | – | 24,910,522 | +100.0% | 1.17% | – |
| RUN | Buy | SUNRUN INC | $183,280,000 | +257.4% | 13,937,606 | +142.7% | 0.95% | +179.8% |
| FB | FACEBOOK INCcall | $148,655,000 | +21.6% | 765,000 | 0.0% | 0.77% | -4.8% | |
| SE | Buy | SEA LTDadr | $122,227,000 | +365.8% | 8,148,458 | +250.0% | 0.64% | +265.5% |
| MA | MASTERCARD INCORPORATEDcl a | $118,469,000 | +12.2% | 602,833 | 0.0% | 0.62% | -12.3% | |
| QSR | RESTAURANT BRANDS INTL INC | $114,570,000 | +5.9% | 1,900,000 | 0.0% | 0.60% | -17.1% | |
| V | VISA INC | $105,033,000 | +10.7% | 793,000 | 0.0% | 0.55% | -13.3% | |
| COUP | New | COUPA SOFTWARE INC | $88,070,000 | – | 1,415,000 | +100.0% | 0.46% | – |
| BILI | Buy | BILIBILI INCspons ads rep z | $81,687,000 | +27.8% | 5,838,922 | +0.5% | 0.42% | 0.0% |
| ADBE | New | ADOBE SYS INC | $69,973,000 | – | 287,000 | +100.0% | 0.36% | – |
| GDS | New | GDS HLDGS LTDsponsored adr | $62,020,000 | – | 1,547,020 | +100.0% | 0.32% | – |
| RDFN | Sell | REDFIN CORP | $54,331,000 | -69.1% | 2,352,991 | -69.4% | 0.28% | -75.7% |
| HUYA | New | HUYA INC | $36,409,000 | – | 1,106,991 | +100.0% | 0.19% | – |
| BEDU | Buy | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $33,538,000 | +37.6% | 2,016,707 | +27.7% | 0.18% | +8.0% |
| VXX | Buy | BARCLAYS BK PLCipath s&p500 vix | $32,618,000 | +32.3% | 881,575 | +69.2% | 0.17% | +3.7% |
| IQ | IQIYI INCsponsored ads | $32,300,000 | +107.7% | 1,000,000 | 0.0% | 0.17% | +63.1% | |
| PVTL | New | PIVOTAL SOFTWARE INC | $31,551,000 | – | 1,300,000 | +100.0% | 0.16% | – |
| TEAM | ATLASSIAN CORP PLCcl a | $31,260,000 | +15.9% | 500,000 | 0.0% | 0.16% | -8.9% | |
| PSTG | PURE STORAGE INCcl a | $23,880,000 | +19.7% | 1,000,000 | 0.0% | 0.12% | -6.8% | |
| NETS | NETSHOES CAYMAN LTD | $21,012,000 | -60.0% | 8,865,903 | 0.0% | 0.11% | -68.8% | |
| ZTO | ZTO EXPRESS CAYMAN INCsponsored adr | $19,888,000 | +33.4% | 994,400 | 0.0% | 0.10% | +4.0% | |
| DOCU | New | DOCUSIGN INC | $15,885,000 | – | 300,000 | +100.0% | 0.08% | – |
| NEW | New | PUXIN LTDads | $14,980,000 | – | 700,000 | +100.0% | 0.08% | – |
| SWCH | SWITCH INCcl a | $10,953,000 | -23.5% | 900,000 | 0.0% | 0.06% | -40.0% | |
| SHOP | SHOPIFY INCcl a | $10,212,000 | +17.1% | 70,000 | 0.0% | 0.05% | -8.6% | |
| REDU | RISE ED CAYMAN LTDsponsored adr | $7,060,000 | -7.8% | 500,000 | 0.0% | 0.04% | -27.5% | |
| DBX | DROPBOX INCcl a | $6,484,000 | +3.7% | 200,000 | 0.0% | 0.03% | -19.0% | |
| CDAY | New | CERIDIAN HCM HLDG INC | $5,642,000 | – | 170,000 | +100.0% | 0.03% | – |
| AVLR | New | AVALARA INC | $5,337,000 | – | 100,000 | +100.0% | 0.03% | – |
| ONE | ONESMART INTL ED GROUP LTDsponsored ads | $3,552,000 | +3.3% | 320,000 | 0.0% | 0.02% | -21.7% | |
| FIT | FITBIT INCcl a | $3,265,000 | +28.0% | 500,000 | 0.0% | 0.02% | 0.0% | |
| OKTA | OKTA INCcl a | $3,022,000 | +26.4% | 60,000 | 0.0% | 0.02% | 0.0% | |
| FEYE | FIREEYE INC | $3,078,000 | -9.1% | 200,000 | 0.0% | 0.02% | -30.4% | |
| STG | SUNLANDS ONLINE ED GROUPads | $2,673,000 | +7.3% | 300,000 | 0.0% | 0.01% | -17.6% | |
| MDB | MONGODB INCcl a | $2,482,000 | +14.4% | 50,000 | 0.0% | 0.01% | -7.1% | |
| JCPNQ | PENNEY J C INC | $1,989,000 | -22.5% | 850,000 | 0.0% | 0.01% | -41.2% | |
| SOGO | SOGOU INCadr repstg a | $1,715,000 | +38.5% | 150,000 | 0.0% | 0.01% | +12.5% | |
| LC | LENDINGCLUB CORP | $1,042,000 | +8.2% | 275,000 | 0.0% | 0.01% | -16.7% | |
| CLDR | CLOUDERA INC | $682,000 | -36.8% | 50,000 | 0.0% | 0.00% | -42.9% | |
| FPI | FARMLAND PARTNERS INC | $392,000 | +5.4% | 44,502 | 0.0% | 0.00% | 0.0% | |
| UAL | Exit | UNITED CONTL HLDGS INC | $0 | – | -22,488 | -100.0% | -0.01% | – |
| ARCC | Exit | ARES CAP CORP | $0 | – | -719,620 | -100.0% | -0.08% | – |
| SINA | Exit | SINA CORPord | $0 | – | -135,000 | -100.0% | -0.09% | – |
| EHIC | Exit | EHI CAR SVCS LTDspon ads cl a | $0 | – | -5,264,080 | -100.0% | -0.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-14
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.