$16.6 Billion is the total value of TIGER GLOBAL MANAGEMENT LLC's 74 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 6.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JD | Sell | JD COM INCspon adr cl a | $2,051,340,000 | +10.2% | 50,650,366 | -4.2% | 12.35% | +20.2% |
| MSFT | Sell | MICROSOFT CORP | $1,702,288,000 | -0.8% | 10,793,784 | -0.8% | 10.25% | +8.2% |
| FB | Buy | FACEBOOK INCcl a | $1,459,583,000 | -14.5% | 8,750,500 | +5.2% | 8.79% | -6.7% |
| APO | Sell | APOLLO GLOBAL MGMT INC | $1,136,102,000 | -36.8% | 33,913,500 | -10.0% | 6.84% | -31.0% |
| AMZN | Sell | AMAZON COM INC | $1,076,869,000 | -4.8% | 552,320 | -9.8% | 6.48% | +3.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $873,538,000 | +17.1% | 4,491,662 | +27.8% | 5.26% | +27.8% |
| RNG | Buy | RINGCENTRAL INCcl a | $704,891,000 | +26.7% | 3,326,370 | +0.9% | 4.24% | +38.3% |
| NFLX | NETFLIX INC | $582,401,000 | +16.0% | 1,551,000 | 0.0% | 3.51% | +26.7% | |
| TDG | Sell | TRANSDIGM GROUP INC | $562,652,000 | -51.4% | 1,757,245 | -14.9% | 3.39% | -46.9% |
| SE | SEA LTDsponsored ads | $370,398,000 | +10.2% | 8,359,235 | 0.0% | 2.23% | +20.2% | |
| SPOT | Sell | SPOTIFY TECHNOLOGY S A | $332,561,000 | -36.1% | 2,738,480 | -21.3% | 2.00% | -30.3% |
| GDS | GDS HLDGS LTDsponsored ads | $332,206,000 | +12.4% | 5,730,659 | 0.0% | 2.00% | +22.6% | |
| CVNA | Buy | CARVANA COcl a | $331,251,000 | -26.8% | 6,012,907 | +22.4% | 1.99% | -20.1% |
| TAL | TAL EDUCATION GROUPsponsored ads | $306,931,000 | +10.5% | 5,762,873 | 0.0% | 1.85% | +20.5% | |
| WDAY | Buy | WORKDAY INCcl a | $301,850,000 | +560.3% | 2,318,000 | +733.8% | 1.82% | +621.0% |
| RUN | SUNRUN INC | $300,710,000 | -26.9% | 29,773,257 | 0.0% | 1.81% | -20.2% | |
| UBER | Sell | UBER TECHNOLOGIES INC | $278,494,000 | -56.7% | 9,974,716 | -53.9% | 1.68% | -52.7% |
| MDB | MONGODB INCcl a | $260,969,000 | +3.7% | 1,911,300 | 0.0% | 1.57% | +13.2% | |
| FLT | Sell | FLEETCOR TECHNOLOGIES INC | $241,630,000 | -51.4% | 1,295,325 | -25.0% | 1.46% | -46.9% |
| EDU | Buy | NEW ORIENTAL ED & TECH GRP Ispon adr | $231,796,000 | +32.7% | 2,141,500 | +48.6% | 1.40% | +44.8% |
| ESTC | ELASTIC N V | $224,347,000 | -13.2% | 4,019,843 | 0.0% | 1.35% | -5.3% | |
| PYPL | Sell | PAYPAL HLDGS INC | $222,117,000 | -16.1% | 2,320,000 | -5.2% | 1.34% | -8.5% |
| PDD | PINDUODUO INCsponsored ads | $213,838,000 | -4.7% | 5,935,004 | 0.0% | 1.29% | +4.0% | |
| TEAM | ATLASSIAN CORP PLCcl a | $207,263,000 | +14.1% | 1,510,000 | 0.0% | 1.25% | +24.4% | |
| PLAN | Buy | ANAPLAN INC | $205,795,000 | +79.1% | 6,800,903 | +210.2% | 1.24% | +95.4% |
| ATH | New | ATHENE HLDG LTDcl a | $185,272,000 | – | 7,464,626 | +100.0% | 1.12% | – |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $179,231,000 | +114.8% | 1,226,600 | 0.0% | 1.08% | +134.1% | |
| MA | Buy | MASTERCARD INCcl a | $175,976,000 | -5.9% | 728,500 | +16.4% | 1.06% | +2.8% |
| SMAR | Sell | SMARTSHEET INC | $172,076,000 | -18.6% | 4,145,400 | -11.9% | 1.04% | -11.1% |
| TWLO | TWILIO INCcl a | $170,568,000 | -8.9% | 1,906,000 | 0.0% | 1.03% | -0.7% | |
| CRM | Buy | SALESFORCE COM INC | $163,000,000 | +35.6% | 1,132,104 | +53.2% | 0.98% | +48.0% |
| NOW | SERVICENOW INC | $159,826,000 | +1.5% | 557,700 | 0.0% | 0.96% | +10.7% | |
| DDOG | Buy | DATADOG INC | $132,427,000 | +678.9% | 3,680,572 | +717.9% | 0.80% | +747.9% |
| PTON | New | PELOTON INTERACTIVE INC | $110,270,000 | – | 4,153,304 | +100.0% | 0.66% | – |
| EGHT | 8X8 INC NEW | $68,607,000 | -24.3% | 4,950,000 | 0.0% | 0.41% | -17.4% | |
| NEWR | NEW RELIC INC | $62,239,000 | -29.6% | 1,346,000 | 0.0% | 0.38% | -23.2% | |
| ADBE | Buy | ADOBE INC | $53,783,000 | +9.4% | 169,000 | +13.4% | 0.32% | +19.6% |
| DESP | DESPEGAR COM CORP | $52,485,000 | -57.9% | 9,256,550 | 0.0% | 0.32% | -54.1% | |
| ZEN | Sell | ZENDESK INC | $45,703,000 | -49.5% | 714,000 | -39.5% | 0.28% | -44.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $35,439,000 | -75.1% | 30,500 | -71.3% | 0.21% | -72.9% |
| SVMK | SVMK INC | $31,059,000 | -24.4% | 2,298,995 | 0.0% | 0.19% | -17.6% | |
| CHWY | CHEWY INCcl a | $29,992,000 | +29.3% | 800,000 | 0.0% | 0.18% | +41.4% | |
| SHOP | SHOPIFY INCcl a | $29,185,000 | +4.9% | 70,000 | 0.0% | 0.18% | +14.3% | |
| DOCU | DOCUSIGN INC | $27,720,000 | +24.7% | 300,000 | 0.0% | 0.17% | +35.8% | |
| TME | TENCENT MUSIC ENTMT GROUPspon ads | $27,162,000 | -14.3% | 2,700,000 | 0.0% | 0.16% | -6.3% | |
| V | VISA INC | $26,263,000 | -14.3% | 163,000 | 0.0% | 0.16% | -6.5% | |
| IQ | IQIYI INCsponsored ads | $17,800,000 | -15.7% | 1,000,000 | 0.0% | 0.11% | -7.8% | |
| STNE | Sell | STONECO LTD | $16,737,000 | -45.4% | 768,803 | -0.0% | 0.10% | -40.2% |
| DNK | New | PHOENIX TREE HLDGS LTDsponsored ads | $15,929,000 | – | 1,850,000 | +100.0% | 0.10% | – |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $13,920,000 | +11.6% | 250,000 | 0.0% | 0.08% | +21.7% | |
| DT | DYNATRACE INC | $11,920,000 | -5.8% | 500,000 | 0.0% | 0.07% | +2.9% | |
| LINX | LINX S Asponsored ads | $10,854,000 | -63.0% | 3,350,000 | 0.0% | 0.06% | -59.9% | |
| CDAY | CERIDIAN HCM HLDG INC | $8,512,000 | -26.2% | 170,000 | 0.0% | 0.05% | -20.3% | |
| AVLR | AVALARA INC | $7,460,000 | +1.8% | 100,000 | 0.0% | 0.04% | +12.5% | |
| LVGO | LIVONGO HEALTH INC | $7,133,000 | +13.9% | 250,000 | 0.0% | 0.04% | +22.9% | |
| HUYA | HUYA INC | $6,136,000 | -5.6% | 362,000 | 0.0% | 0.04% | +2.8% | |
| CDLX | Sell | CARDLYTICS INC | $4,368,000 | -84.7% | 124,940 | -72.5% | 0.03% | -83.5% |
| NET | CLOUDFLARE INC | $4,109,000 | +37.6% | 175,000 | 0.0% | 0.02% | +56.2% | |
| FTCH | FARFETCH LTDord sh cl a | $3,950,000 | -23.7% | 500,000 | 0.0% | 0.02% | -17.2% | |
| XP | XP INCcl a | $3,858,000 | -49.9% | 200,000 | 0.0% | 0.02% | -46.5% | |
| DBX | DROPBOX INCcl a | $3,620,000 | +1.1% | 200,000 | 0.0% | 0.02% | +10.0% | |
| TENB | TENABLE HLDGS INC | $3,279,000 | -8.8% | 150,000 | 0.0% | 0.02% | 0.0% | |
| SWI | SOLARWINDS CORP | $3,134,000 | -15.5% | 200,000 | 0.0% | 0.02% | -5.0% | |
| BILL | BILL COM HLDGS INC | $2,736,000 | -10.1% | 80,000 | 0.0% | 0.02% | -5.9% | |
| PD | PAGERDUTY INC | $2,592,000 | -26.1% | 150,000 | 0.0% | 0.02% | -15.8% | |
| DOYU | DOUYU INTERNATIONAL HLDNGS Lsponsored ads | $2,564,000 | -24.3% | 400,000 | 0.0% | 0.02% | -21.1% | |
| BILI | BILIBILI INCspons ads rep z | $2,342,000 | +25.8% | 100,000 | 0.0% | 0.01% | +40.0% | |
| ONE | ONESMART INTL ED GROUP LTDsponsored ads | $1,632,000 | -23.5% | 320,000 | 0.0% | 0.01% | -16.7% | |
| HCAT | HEALTH CATALYST INC | $1,308,000 | -24.6% | 50,000 | 0.0% | 0.01% | -20.0% | |
| MDLA | MEDALLIA INC | $1,002,000 | -35.6% | 50,000 | 0.0% | 0.01% | -33.3% | |
| RDFN | REDFIN CORP | $698,000 | -27.1% | 45,273 | 0.0% | 0.00% | -20.0% | |
| JCPNQ | PENNEY J C CORP INC | $306,000 | -67.9% | 850,000 | 0.0% | 0.00% | -60.0% | |
| FPI | FARMLAND PARTNERS INC | $270,000 | -10.6% | 44,502 | 0.0% | 0.00% | 0.0% | |
| STG | SUNLANDS TECHNOLOGY GROUPads | $411,000 | -46.7% | 300,000 | 0.0% | 0.00% | -50.0% | |
| VXX | Exit | BARCLAYS BK PLCipath b shrt trm | $0 | – | -881,575 | -100.0% | -0.07% | – |
| WORK | Exit | SLACK TECHNOLOGIES INC | $0 | – | -2,006,510 | -100.0% | -0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
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.