Tiger Global
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| NFLXNetFlix Inc | 22.88% | 17,997,273 | $1.9B | held | — | 4 q |
| AMZNAmazon.Com Inc | 20.13% | 3,193,590 | $1.6B | added×4.3 | +16.81 pp | 2 q |
| JDJD.com, Inc. | 18.46% | 57,528,990 | $1.5B | trimmed−18% | −6.01 pp | 4 q |
| FLTCorpay, Inc. | 7.74% | 4,570,000 | $629M | added+47% | +2.79 pp | 10 q |
| unresolvedRestoration Hardware Hldgs I | 3.67% | 3,193,410 | $298M | held | — | 8 q |
| VIPSVipshop Holdings Limited | 3.61% | 17,437,672 | $293M | added+16% | +0.18 pp | 8 q |
| ATHMAutohome Inc. | 3.50% | 8,735,000 | $284M | held | — | 8 q |
| TDGTransDigm Group Incorporated | 3.19% | 1,220,282 | $259M | trimmed−3% | +0.31 pp | 10 q |
| MAMastercard Incorporated | 2.74% | 2,466,401 | $222M | trimmed−65% | −4.06 pp | 10 q |
| BUDAnheuser-Busch INBEV SA/NV | 2.47% | 1,885,000 | $200M | new | +2.47 pp | new |
| DATATableau Software, Inc. | 2.31% | 2,347,103 | $187M | held | — | 5 q |
| ETSYEtsy, Inc. | 1.69% | 10,000,000 | $137M | held | — | 2 q |
| unresolvedTime Warner Cable Inc | 1.28% | 580,000 | $104M | new | +1.28 pp | new |
| GMEGameStop Corp. Class A | 0.89% | 1,750,000 | $72M | held | — | 4 q |
| ONDKOn Deck Capital, Inc. | 0.84% | 6,850,000 | $68M | held | — | 4 q |
| unresolvedKate Spade & Co | 0.74% | 3,125,000 | $60M | trimmed−50% | −0.63 pp | 3 q |
| SPLKSplunk Inc | 0.74% | 1,090,300 | $60M | held | — | 2 q |
| unresolvedCharter Comm's Inc | 0.68% | 315,000 | $55M | trimmed−22% | −0.03 pp | 10 q |
| PPCPilgrims Pride Corporation | 0.51% | 2,000,000 | $42M | held | — | 4 q |
| EROSEros International PLC | 0.40% | 1,200,000 | $33M | new | +0.40 pp | new |
| unresolvedVasco Data Sec Intl Inc | 0.33% | 1,549,900 | $26M | trimmed−18% | −0.26 pp | 3 q |
| ANETArista Networks | 0.30% | 400,000 | $24M | new | +0.30 pp | new |
| IBMInternational Business Machines Corporation | 0.25% | 141,823 | $21M | held | — | 3 q |
| FITFitbit, Inc. Class A | 0.23% | 500,000 | $19M | held | — | 2 q |
| FEYEFireEye, Inc. | 0.08% | 200,000 | $6M | held | — | 8 q |
| HDP1Hortonworks Inc | 0.07% | 260,400 | $6M | held | — | 4 q |
| unresolvedYodlee Inc | 0.07% | 350,000 | $6M | held | — | 4 q |
| unresolvedEhi Car Svcs Ltd | 0.05% | 333,333 | $4M | held | — | 2 q |
| BABAAlibaba Group Holding Limited | 0.04% | 58,403 | $3M | trimmed−38% | −0.04 pp | 4 q |
| LCHappen, Inc. | 0.04% | 275,000 | $4M | held | — | 4 q |
| SHOPShopify Inc. Class A subordinate voting shares | 0.03% | 70,000 | $2M | held | — | 2 q |
| VEEVVeeva Systems Inc. | 0.02% | 75,000 | $2M | held | — | 8 q |
| unresolvedIdreamsky Technology Limited | 0.01% | 100,000 | $1M | held | — | 5 q |
| NEWRNew Relic, Inc. | 0.01% | 25,000 | $953,000 | held | — | 4 q |
| unresolvedPriceline Grp Inc | — | −727,939 | — | exited | −8.57 pp | — |
| ZGZillow Group Inc Class A | — | −10,748,073 | — | exited | −3.18 pp | — |
| unresolvedLiberty Interactive Corp | — | −4,000,868 | — | exited | −1.61 pp | — |
| WUBA58.COM Inc | — | −2,450,000 | — | exited | −1.60 pp | — |
| LBRDKLiberty Broadband Corporation Class C | — | −2,206,053 | — | exited | −1.15 pp | — |
| TRIPTripAdvisor, Inc. | — | −1,222,425 | — | exited | −1.09 pp | — |
| VVISA Inc. | — | −838,089 | — | exited | −0.58 pp | — |
| TNETTrinet Group, Inc. | — | −1,800,000 | — | exited | −0.47 pp | — |
| IPXLImpax Laboratories, Inc. | — | −430,000 | — | exited | −0.20 pp | — |
| DOORMasonite International Corp | — | −235,239 | — | exited | −0.17 pp | — |
