Tiger Global
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AMZNAmazon.Com Inc | 17.35% | 3,193,590 | $2.2B | held | — | 3 q |
| NFLXNetFlix Inc | 16.55% | 17,997,273 | $2.1B | held | — | 5 q |
| JDJD.com, Inc. | 15.46% | 59,615,495 | $1.9B | added+4% | −3.00 pp | 5 q |
| AAPLApple Inc. | 8.97% | 10,600,000 | $1.1B | new | +8.97 pp | new |
| unresolvedPriceline Grp Inc | 7.77% | 758,389 | $967M | new | +7.77 pp | new |
| VIPSVipshop Holdings Limited | 6.08% | 49,500,000 | $756M | added×2.8 | +2.47 pp | 9 q |
| FLTCorpay, Inc. | 5.25% | 4,570,000 | $653M | held | — | 11 q |
| TDGTransDigm Group Incorporated | 2.24% | 1,220,282 | $279M | held | — | 11 q |
| unresolvedRestoration Hardware Hldgs I | 2.04% | 3,193,410 | $254M | held | — | 9 q |
| QSRRestaurant Brands International Inc. | 1.92% | 6,402,200 | $239M | new | +1.92 pp | new |
| BUDAnheuser-Busch INBEV SA/NV | 1.89% | 1,885,000 | $236M | held | — | 2 q |
| MAMastercard Incorporated | 1.85% | 2,366,401 | $230M | trimmed−4% | −0.89 pp | 11 q |
| DATATableau Software, Inc. | 1.78% | 2,347,103 | $221M | held | — | 6 q |
| ATHMAutohome Inc. | 1.40% | 5,000,000 | $175M | trimmed−43% | −2.10 pp | 9 q |
| unresolvedTime Warner Cable Inc | 1.36% | 913,400 | $170M | added+57% | +0.08 pp | 2 q |
| unresolvedCharter Comm's Inc | 1.03% | 698,980 | $128M | added×2.2 | +0.35 pp | 11 q |
| SPLKSplunk Inc | 0.99% | 2,090,300 | $123M | added+92% | +0.25 pp | 3 q |
| XYZBlock, Inc. | 0.73% | 6,947,877 | $91M | new | +0.73 pp | new |
| PEverpure, Inc. | 0.66% | 5,242,615 | $82M | new | +0.66 pp | new |
| TALTAL Education Group | 0.64% | 1,715,000 | $80M | new | +0.64 pp | new |
| ETSYEtsy, Inc. | 0.57% | 8,600,000 | $71M | trimmed−14% | −1.12 pp | 3 q |
| ONDKOn Deck Capital, Inc. | 0.57% | 6,900,000 | $71M | added+1% | −0.27 pp | 5 q |
| unresolvedEhi Car Svcs Ltd | 0.48% | 4,701,530 | $59M | added×14.1 | +0.43 pp | 3 q |
| XONPrecigen, Inc. | 0.41% | 1,675,000 | $51M | new | +0.41 pp | new |
| GMEGameStop Corp. Class A | 0.39% | 1,750,000 | $49M | held | — | 5 q |
| PPCPilgrims Pride Corporation | 0.36% | 2,000,000 | $44M | held | — | 5 q |
| unresolvedQunar ADR | 0.30% | 700,000 | $37M | new | +0.30 pp | new |
| ANETArista Networks | 0.25% | 400,000 | $31M | held | — | 2 q |
| MSFTMicrosoft Corp | 0.18% | 410,000 | $23M | new | +0.18 pp | new |
| unresolvedVasco Data Sec Intl Inc | 0.14% | 1,049,900 | $18M | trimmed−32% | −0.19 pp | 4 q |
| FITFitbit, Inc. Class A | 0.12% | 500,000 | $15M | held | — | 3 q |
| unresolvedAtlassian Corp Plc | 0.12% | 500,000 | $15M | new | +0.12 pp | new |
| CALMCal-Maine Foods Inc | 0.03% | 70,394 | $3M | new | +0.03 pp | new |
| FEYEFireEye, Inc. | 0.03% | 200,000 | $4M | held | — | 9 q |
| LCHappen, Inc. | 0.02% | 275,000 | $3M | held | — | 5 q |
| VEEVVeeva Systems Inc. | 0.02% | 75,000 | $2M | held | — | 9 q |
| BABAAlibaba Group Holding Limited | 0.01% | 16,284 | $1M | trimmed−72% | −0.03 pp | 5 q |
| unresolvedIdreamsky Technology Limited | 0.01% | 100,000 | $1M | held | — | 6 q |
| NEWRNew Relic, Inc. | 0.01% | 25,000 | $911,000 | held | — | 5 q |
| SHOPShopify Inc. Class A subordinate voting shares | 0.01% | 70,000 | $2M | held | — | 3 q |
| unresolvedAmerican Farmland Co | 0.00% | 60,000 | $422,000 | new | 0.00 pp | new |
| unresolvedKate Spade & Co | — | −3,125,000 | — | exited | −0.74 pp | — |
| EROSEros International PLC | — | −1,200,000 | — | exited | −0.40 pp | — |
| IBMInternational Business Machines Corporation | — | −141,823 | — | exited | −0.25 pp | — |
| HDP1Hortonworks Inc | — | −260,400 | — | exited | −0.07 pp | — |
| unresolvedYodlee Inc | — | −350,000 | — | exited | −0.07 pp | — |
