Tiger Global
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+5.34
- trimmed−0.63
- added+0.24
- added−1.05
Positions
| JDJD.com, Inc. | 6.74% | 20,921,329 | $615M | added×4.1 | +5.34 pp | 2 q |
| MAMastercard Incorporated | 6.74% | 7,111,093 | $614M | trimmed−1% | −0.63 pp | 8 q |
| unresolvedTwenty First Centy Fox Inc | 6.24% | 16,805,219 | $569M | held | — | 7 q |
| TDGTransDigm Group Incorporated | 6.16% | 2,568,615 | $562M | added+1% | +0.24 pp | 8 q |
| BABAAlibaba Group Holding Limited | 6.11% | 6,689,926 | $557M | added+15% | −1.05 pp | 2 q |
| FLTCorpay, Inc. | 5.45% | 3,293,300 | $497M | added+12% | +0.25 pp | 8 q |
| unresolvedPriceline Grp Inc | 5.30% | 414,817 | $483M | new | +5.30 pp | new |
| VIPSVipshop Holdings Limited | 5.15% | 15,950,149 | $470M | trimmed−8% | +1.16 pp | 6 q |
| LBTYKLiberty Global Ltd. Class C | 5.07% | 9,288,326 | $463M | added+4% | −0.06 pp | 8 q |
| ATHMAutohome Inc. | 4.21% | 8,735,000 | $384M | held | — | 6 q |
| ZGZillow Group Inc Class A | 3.94% | 3,582,691 | $359M | new | +3.94 pp | new |
| unresolvedRestoration Hardware Hldgs I | 3.47% | 3,193,410 | $317M | held | — | 6 q |
| unresolvedHertz Global Holdings Inc | 3.38% | 14,207,250 | $308M | trimmed−0% | −0.83 pp | 5 q |
| 2663134DBitauto Holdings Ltd-adr | 3.30% | 5,922,953 | $301M | trimmed−10% | −2.18 pp | 3 q |
| CARAvis Budget Group, Inc. | 3.14% | 4,850,254 | $286M | trimmed−5% | −0.86 pp | 5 q |
| unresolvedColfax Corp | 2.67% | 5,108,326 | $244M | added+24% | +0.16 pp | 8 q |
| unresolvedCharter Comm's Inc | 2.53% | 1,192,541 | $230M | trimmed−38% | −1.27 pp | 8 q |
| unresolvedLiberty Interactive Corp | 2.44% | 5,290,000 | $222M | held | — | 2 q |
| LBRDKLiberty Broadband Corporation Class C | 1.71% | 2,751,951 | $156M | added+15% | +0.29 pp | 2 q |
| DATATableau Software, Inc. | 1.71% | 1,687,316 | $156M | trimmed−7% | −0.10 pp | 3 q |
| ONDKOn Deck Capital, Inc. | 1.60% | 6,850,000 | $146M | added+8% | −0.09 pp | 2 q |
| WUBA58.COM Inc | 1.42% | 2,450,000 | $130M | held | — | 2 q |
| unresolvedKate Spade & Co | 1.31% | 3,576,165 | $119M | new | +1.31 pp | new |
| QSRRestaurant Brands International Inc. | 0.99% | 2,345,012 | $90M | held | — | 2 q |
| TNETTrinet Group, Inc. | 0.90% | 2,318,590 | $82M | new | +0.90 pp | new |
| GMEGameStop Corp. Class A | 0.83% | 2,000,000 | $76M | held | — | 2 q |
| SF9Sanderson Farms Inc | 0.81% | 925,000 | $74M | trimmed−18% | −0.31 pp | 2 q |
| DOORMasonite International Corp | 0.76% | 1,025,000 | $69M | held | — | 4 q |
| NFLXNetFlix Inc | 0.71% | 155,877 | $65M | added+20% | +0.18 pp | 2 q |
| unresolvedUti Worldwide Inc | 0.69% | 5,129,000 | $63M | held | — | 5 q |
| VVISA Inc. | 0.60% | 838,089 | $55M | added+21% | +0.06 pp | 8 q |
| PPCPilgrims Pride Corporation | 0.50% | 2,000,000 | $45M | held | — | 2 q |
| MMYTMakeMyTrip Limited | 0.46% | 1,904,391 | $42M | trimmed−47% | −0.65 pp | 8 q |
| unresolvedVasco Data Sec Intl Inc | 0.45% | 1,900,000 | $41M | new | +0.45 pp | new |
| JOBS51job, Inc. | 0.40% | 1,125,623 | $36M | added+20% | 0.00 pp | 2 q |
| TWTRTwitter, Inc. | 0.27% | 500,000 | $25M | held | — | 6 q |
| IBMInternational Business Machines Corporation | 0.25% | 141,823 | $23M | new | +0.25 pp | new |
| MOMOHello Group Inc. | 0.25% | 2,180,000 | $23M | added+25% | 0.00 pp | 2 q |
| unresolvedZhaopin Ltd | 0.22% | 1,275,000 | $20M | held | — | 4 q |
| CTRPTrip.com Group Limited | 0.21% | 330,000 | $19M | new | +0.21 pp | new |
| DDD3D Systems Corporation | 0.21% | 700,000 | $19M | trimmed−66% | −0.58 pp | 8 q |
| XONPrecigen, Inc. | 0.15% | 300,000 | $14M | new | +0.15 pp | new |
| MYGNMyriad Genetics Inc | 0.11% | 291,097 | $10M | trimmed−85% | −0.66 pp | 6 q |
| FEYEFireEye, Inc. | 0.09% | 200,000 | $8M | held | — | 6 q |
| HDP1Hortonworks Inc | 0.07% | 260,400 | $6M | added×2.0 | +0.03 pp | 2 q |
| unresolvedQunar ADR | 0.07% | 150,000 | $6M | held | — | 6 q |
| LCHappen, Inc. | 0.06% | 275,000 | $5M | held | — | 2 q |
| unresolvedNimble Storage Inc | 0.06% | 250,000 | $6M | held | — | 6 q |
| unresolvedYodlee Inc | 0.05% | 350,000 | $5M | held | — | 2 q |
| VEEVVeeva Systems Inc. | 0.02% | 75,000 | $2M | held | — | 6 q |
| unresolvedZiopharm Oncology Inc | 0.02% | 200,000 | $2M | new | +0.02 pp | new |
| unresolvedIdreamsky Technology Limited | 0.01% | 100,000 | $709,000 | held | — | 3 q |
| NEWRNew Relic, Inc. | 0.01% | 25,000 | $868,000 | held | — | 2 q |
| unresolvedZillow | — | −2,946,081 | — | exited | −3.70 pp | — |
| GPROGoPro, Inc. | — | −1,795,992 | — | exited | −1.35 pp | — |
| unresolvedKing Digital Entmt PLC | — | −4,999,500 | — | exited | −0.91 pp | — |
| unresolvedTrulia Inc | — | −1,433,808 | — | exited | −0.78 pp | — |
| SSYSStratasys Inc (ISRAEL) | — | −600,000 | — | exited | −0.59 pp | — |
| unresolvedGrubhub Inc | — | −1,240,000 | — | exited | −0.53 pp | — |
| unresolvedSoufun Holdings Ltd ADR | — | −5,566,700 | — | exited | −0.49 pp | — |
| unresolvedMobileye Nv | — | −1,000,000 | — | exited | −0.48 pp | — |
| SWSmurfit Westrock plc | — | −500,000 | — | exited | −0.28 pp | — |
| unresolvedTrina Solar LTD | — | −2,550,000 | — | exited | −0.28 pp | — |
| unresolvedBio-reference Labs Inc | — | −720,000 | — | exited | −0.27 pp | — |
| unresolvedOrganovo Hldgs Inc | — | −500,000 | — | exited | −0.04 pp | — |
| CSLTCastlight Health, Inc. | — | −115,000 | — | exited | −0.02 pp | — |
| unresolvedLiberty Broadband Corp | — | −220,001 | — | exited | −0.02 pp | — |
| unresolvedSolazyme Inc | — | −500,000 | — | exited | −0.02 pp | — |
Other 13(f) securities
Options
Notes
| Issue | % of notes | Principal | Value |
|---|---|---|---|
| Trulia LLC | 100.00% | 2,000,000 | $3M |