$35.5 Billion is the total value of TIGER GLOBAL MANAGEMENT LLC's 90 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 31.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JD | JD.COM INCspon adr cl a | $4,008,585,000 | +29.0% | 51,650,366 | 0.0% | 11.28% | -6.4% | |
| MSFT | Buy | MICROSOFT CORP | $2,400,651,000 | +7.1% | 11,413,734 | +3.7% | 6.76% | -22.2% |
| RUN | SUNRUN INC | $2,294,625,000 | +290.8% | 29,773,257 | 0.0% | 6.46% | +183.6% | |
| FB | FACEBOOK INCcl a | $2,291,756,000 | +15.3% | 8,750,500 | 0.0% | 6.45% | -16.3% | |
| AMZN | Buy | AMAZON COM INC | $1,904,352,000 | +16.4% | 604,800 | +2.0% | 5.36% | -15.5% |
| APO | APOLLO GLOBAL MGMT INC | $1,517,629,000 | -10.4% | 33,913,500 | 0.0% | 4.27% | -34.9% | |
| CVNA | CARVANA COcl a | $1,341,239,000 | +85.6% | 6,012,907 | 0.0% | 3.78% | +34.7% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,316,461,000 | +35.9% | 4,478,062 | -0.3% | 3.70% | -1.4% |
| SE | SEA LTDsponsord ads | $1,287,657,000 | +43.6% | 8,359,235 | 0.0% | 3.62% | +4.3% | |
| PDD | Buy | PINDUODUO INCsponsored ads | $1,056,865,000 | +101.9% | 14,253,066 | +133.7% | 2.97% | +46.5% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,034,981,000 | +104.7% | 7,537,000 | +49.5% | 2.91% | +48.5% |
| RNG | RINGCENTRAL INCcl a | $913,454,000 | -3.6% | 3,326,370 | 0.0% | 2.57% | -30.1% | |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $854,801,000 | +106.7% | 1,818,300 | +11.5% | 2.41% | +50.0% |
| TDG | TRANSDIGM GROUP INC | $834,902,000 | +7.5% | 1,757,245 | 0.0% | 2.35% | -22.0% | |
| WDAY | Buy | WORKDAY INCcl a | $797,007,000 | +41.3% | 3,704,771 | +23.1% | 2.24% | +2.6% |
| NFLX | NETFLIX INC | $775,547,000 | +9.9% | 1,551,000 | 0.0% | 2.18% | -20.2% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $772,728,000 | -6.0% | 3,185,589 | 0.0% | 2.18% | -31.8% | |
| PTON | Buy | PELOTON INTERACTIVE INC | $771,855,000 | +152.1% | 7,777,658 | +46.8% | 2.17% | +83.0% |
| NOW | Buy | SERVICENOW INC | $722,117,000 | +146.6% | 1,488,900 | +105.9% | 2.03% | +78.9% |
| CRM | Sell | SALESFORCE COM INC | $575,196,000 | +31.8% | 2,288,700 | -1.8% | 1.62% | -4.3% |
| UBER | Buy | UBER TECHNOLOGIES INC | $566,852,000 | +82.8% | 15,538,716 | +55.8% | 1.60% | +32.7% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $502,148,000 | +84.5% | 2,762,241 | +82.9% | 1.41% | +33.8% |
| DDOG | DATADOG INC | $485,975,000 | +17.5% | 4,757,000 | 0.0% | 1.37% | -14.7% | |
| GDS | GDS HLDGS LTDsponsored ads | $468,940,000 | +2.7% | 5,730,659 | 0.0% | 1.32% | -25.4% | |
| TWLO | Sell | TWILIO INCcl a | $467,371,000 | +11.8% | 1,891,500 | -0.8% | 1.32% | -18.9% |
| MDB | MONGODB INCcl a | $442,485,000 | +2.3% | 1,911,300 | 0.0% | 1.24% | -25.8% | |
| TAL | TAL EDUCATION GROUPsponsored ads | $438,209,000 | +11.2% | 5,762,873 | 0.0% | 1.23% | -19.3% | |
| ESTC | ELASTIC N V | $433,701,000 | +17.0% | 4,019,843 | 0.0% | 1.22% | -15.0% | |
| PLAN | ANAPLAN INC | $425,601,000 | +38.1% | 6,800,903 | 0.0% | 1.20% | +0.3% | |
| PYPL | Sell | PAYPAL HLDGS INC | $423,615,000 | +10.5% | 2,150,001 | -2.3% | 1.19% | -19.8% |
| EDU | NEW ORIENTAL ED & TECHNOLOGYspon adr | $320,154,000 | +14.8% | 2,141,500 | 0.0% | 0.90% | -16.7% | |
| SNOW | New | SNOWFLAKE INCcl a | $313,750,000 | – | 1,250,000 | +100.0% | 0.88% | – |
| FLT | FLEETCOR TECHNOLOGIES INC | $308,417,000 | -5.3% | 1,295,325 | 0.0% | 0.87% | -31.3% | |
| GOTU | New | GSX TECHEDU INCsponsored ads | $272,201,000 | – | 3,020,769 | +100.0% | 0.77% | – |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $244,835,000 | +33.2% | 724,000 | +16.5% | 0.69% | -3.4% |
| SMAR | SMARTSHEET INC | $204,866,000 | -2.9% | 4,145,400 | 0.0% | 0.58% | -29.5% | |
| BEKE | New | KE HLDGS INCsponsored ads | $153,250,000 | – | 2,500,000 | +100.0% | 0.43% | – |
| DNK | Buy | PHOENIX TREE HLDGS LTDsponsored ads | $149,752,000 | +775.1% | 36,436,075 | +1869.5% | 0.42% | +537.9% |
| SUMO | New | SUMO LOGIC INC | $117,528,000 | – | 5,391,187 | +100.0% | 0.33% | – |
| BIGC | New | BIGCOMMERCE HLDGS INC | $112,455,000 | – | 1,350,000 | +100.0% | 0.32% | – |
| JAMF | New | JAMF HLDG CORP | $104,510,000 | – | 2,778,778 | +100.0% | 0.29% | – |
| SHOP | Buy | SHOPIFY INCcl a | $89,511,000 | +34.7% | 87,501 | +25.0% | 0.25% | -2.3% |
| FROG | New | JFROG LTD | $84,650,000 | – | 1,000,000 | +100.0% | 0.24% | – |
| ADBE | ADOBE SYSTEMS INCORPORATED | $82,883,000 | +12.7% | 169,000 | 0.0% | 0.23% | -18.2% | |
| GDRX | New | GOODRX HLDGS INC | $77,840,000 | – | 1,400,000 | +100.0% | 0.22% | – |
| EGHT | 8X8 INC NEW | $76,973,000 | -2.8% | 4,950,000 | 0.0% | 0.22% | -29.3% | |
| ZEN | ZENDESK INC | $73,485,000 | +16.3% | 714,000 | 0.0% | 0.21% | -15.5% | |
| DOCU | DOCUSIGN INC | $64,572,000 | +25.0% | 300,000 | 0.0% | 0.18% | -9.0% | |
| DESP | DESPEGAR COM CORP | $58,872,000 | -11.4% | 9,256,550 | 0.0% | 0.17% | -35.7% | |
| GOOGL | ALPHABET INCcap stk cl a | $44,701,000 | +3.4% | 30,500 | 0.0% | 0.13% | -25.0% | |
| STNE | STONECO LTD | $40,502,000 | +36.5% | 765,783 | 0.0% | 0.11% | -0.9% | |
| TME | TENCENT MUSIC ENTMT GROUPspon ads | $39,879,000 | +9.7% | 2,700,000 | 0.0% | 0.11% | -20.6% | |
| V | VISA INC | $32,595,000 | +3.5% | 163,000 | 0.0% | 0.09% | -24.6% | |
| CD | New | CHINDATA GROUP HLDGS LTDads | $30,026,000 | – | 1,850,000 | +100.0% | 0.08% | – |
| ASAN | New | ASANA INCcl a | $26,675,000 | – | 926,202 | +100.0% | 0.08% | – |
| RTPU | New | REINVENT TECHNOLOGY PARTNERSunit 99/99/9999 | $22,980,000 | – | 2,000,000 | +100.0% | 0.06% | – |
| NCNO | New | NCINO INC | $21,912,000 | – | 275,000 | +100.0% | 0.06% | – |
| DT | DYNATRACE INC | $20,510,000 | +1.0% | 500,000 | 0.0% | 0.06% | -26.6% | |
| LINX | LINX SAsponsored ads | $20,603,000 | +34.3% | 3,350,000 | 0.0% | 0.06% | -1.7% | |
| DCT | New | DUCK CREEK TECHNOLOGIES INC | $15,901,000 | – | 350,000 | +100.0% | 0.04% | – |
| SVMK | Sell | SVMK INC | $15,575,000 | -7.7% | 704,440 | -1.8% | 0.04% | -32.3% |
| CDAY | CERIDIAN HCM HLDG INC | $14,051,000 | +4.3% | 170,000 | 0.0% | 0.04% | -23.1% | |
| XPEV | New | XPENG INCads | $13,046,000 | – | 650,000 | +100.0% | 0.04% | – |
| AVLR | AVALARA INC | $12,734,000 | -4.3% | 100,000 | 0.0% | 0.04% | -30.8% | |
| FTCH | FARFETCH LTDord sh cl a | $12,580,000 | +45.7% | 500,000 | 0.0% | 0.04% | +6.1% | |
| AMWL | New | AMERICAN WELL CORPcl a | $11,856,000 | – | 400,000 | +100.0% | 0.03% | – |
| CDLX | CARDLYTICS INC | $8,817,000 | +0.8% | 124,940 | 0.0% | 0.02% | -26.5% | |
| HUYA | HUYA INC | $8,670,000 | +28.3% | 362,000 | 0.0% | 0.02% | -7.7% | |
| XP | XP INCcl a | $8,338,000 | -0.8% | 200,000 | 0.0% | 0.02% | -30.3% | |
| VERX | New | VERTEX INCcl a | $7,475,000 | – | 325,000 | +100.0% | 0.02% | – |
| NET | CLOUDFLARE INC | $7,186,000 | +14.2% | 175,000 | 0.0% | 0.02% | -16.7% | |
| ZI | ZOOMINFO TECHNOLOGIES INC | $6,449,000 | -15.8% | 150,000 | 0.0% | 0.02% | -40.0% | |
| LI | New | LI AUTO INCsponsored ads | $6,087,000 | – | 350,000 | +100.0% | 0.02% | – |
| TENB | TENABLE HLDGS INC | $5,663,000 | +26.6% | 150,000 | 0.0% | 0.02% | -5.9% | |
| DOYU | DOUYU INTERNATIONAL HLDNGS Lsponsored ads | $5,284,000 | +14.5% | 400,000 | 0.0% | 0.02% | -16.7% | |
| BILI | BILIBILI INCspons ads rep z | $4,160,000 | -10.2% | 100,000 | 0.0% | 0.01% | -33.3% | |
| DBX | DROPBOX INCcl a | $3,852,000 | -11.5% | 200,000 | 0.0% | 0.01% | -35.3% | |
| SWI | SOLARWINDS CORP | $4,068,000 | +15.1% | 200,000 | 0.0% | 0.01% | -21.4% | |
| PD | PAGERDUTY INC | $4,067,000 | -5.3% | 150,000 | 0.0% | 0.01% | -35.3% | |
| OM | New | OUTSET MED INC | $2,750,000 | – | 55,000 | +100.0% | 0.01% | – |
| API | AGORA INCads | $3,009,000 | -2.7% | 70,000 | 0.0% | 0.01% | -33.3% | |
| YALA | New | YALLA GROUP LTDads | $2,450,000 | – | 350,000 | +100.0% | 0.01% | – |
| RDFN | REDFIN CORP | $2,002,000 | +19.2% | 40,087 | 0.0% | 0.01% | -14.3% | |
| HCAT | HEALTH CATALYST INC | $1,830,000 | +25.4% | 50,000 | 0.0% | 0.01% | -16.7% | |
| DADA | DADA NEXUS LTDads | $1,324,000 | +18.7% | 50,000 | 0.0% | 0.00% | 0.0% | |
| MDLA | MEDALLIA INC | $1,371,000 | +8.6% | 50,000 | 0.0% | 0.00% | -20.0% | |
| OSH | New | OAK STR HEALTH INC | $1,336,000 | – | 25,000 | +100.0% | 0.00% | – |
| ONE | ONESMART INTL ED GROUP LTDsponsored ads | $1,437,000 | +14.2% | 320,000 | 0.0% | 0.00% | -20.0% | |
| FPI | FARMLAND PARTNERS INC | $296,000 | -3.0% | 44,502 | 0.0% | 0.00% | 0.0% | |
| KC | KINGSOFT CLOUD HLDGS LTDads | $295,000 | -6.3% | 10,000 | 0.0% | 0.00% | 0.0% | |
| CHWY | Exit | CHEWY INCcl a | $0 | – | -800,000 | -100.0% | -0.14% | – |
| ATH | Exit | ATHENE HLDG LTDcl a | $0 | – | -1,438,000 | -100.0% | -0.17% | – |
| NEWR | Exit | NEW RELIC INC | $0 | – | -1,346,000 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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.