Tiger Global
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| NFLXNetFlix Inc | 26.53% | 17,997,273 | $1.8B | held | — | 6 q |
| JDJD.com, Inc. | 16.82% | 44,005,044 | $1.2B | trimmed−26% | +1.36 pp | 6 q |
| unresolvedPriceline Grp Inc | 10.24% | 550,898 | $710M | trimmed−27% | +2.47 pp | 2 q |
| AMZNAmazon.Com Inc | 8.92% | 1,042,240 | $619M | trimmed−67% | −8.43 pp | 4 q |
| AAPLApple Inc. | 8.89% | 5,657,250 | $617M | trimmed−47% | −0.08 pp | 2 q |
| FLTCorpay, Inc. | 7.75% | 3,614,626 | $538M | trimmed−21% | +2.50 pp | 12 q |
| unresolvedCharter Comm's Inc | 5.72% | 1,960,980 | $397M | added×2.8 | +4.69 pp | 12 q |
| MAMastercard Incorporated | 2.62% | 1,918,771 | $181M | trimmed−19% | +0.77 pp | 12 q |
| unresolvedEhi Car Svcs Ltd | 1.50% | 8,334,863 | $104M | added+77% | +1.02 pp | 4 q |
| XYZBlock, Inc. | 1.44% | 6,551,465 | $100M | trimmed−6% | +0.71 pp | 2 q |
| ETSYEtsy, Inc. | 1.39% | 11,091,426 | $96M | added+29% | +0.82 pp | 4 q |
| QSRRestaurant Brands International Inc. | 1.38% | 2,460,000 | $96M | trimmed−62% | −0.54 pp | 2 q |
| TALTAL Education Group | 1.23% | 1,715,000 | $85M | held | — | 2 q |
| DATATableau Software, Inc. | 1.12% | 1,688,000 | $77M | trimmed−28% | −0.66 pp | 7 q |
| PEverpure, Inc. | 1.04% | 5,242,615 | $72M | held | — | 2 q |
| XONPrecigen, Inc. | 1.02% | 2,093,199 | $71M | added+25% | +0.61 pp | 2 q |
| GMEGameStop Corp. Class A | 0.80% | 1,750,000 | $56M | held | — | 6 q |
| ONDKOn Deck Capital, Inc. | 0.78% | 6,900,000 | $54M | held | — | 6 q |
| ZZillow Group, Inc. Class C | 0.34% | 996,708 | $24M | new | +0.34 pp | new |
| unresolvedAtlassian Corp Plc | 0.18% | 500,000 | $13M | held | — | 2 q |
| FITFitbit, Inc. Class A | 0.11% | 500,000 | $8M | held | — | 4 q |
| CALMCal-Maine Foods Inc | 0.05% | 70,394 | $4M | held | — | 2 q |
| FEYEFireEye, Inc. | 0.05% | 200,000 | $4M | held | — | 10 q |
| LCHappen, Inc. | 0.03% | 275,000 | $2M | held | — | 6 q |
| SHOPShopify Inc. Class A subordinate voting shares | 0.03% | 70,000 | $2M | held | — | 4 q |
| unresolvedAmerican Farmland Co | 0.01% | 60,000 | $377,000 | held | — | 2 q |
| VIPSVipshop Holdings Limited | — | −49,500,000 | — | exited | −6.08 pp | — |
| TDGTransDigm Group Incorporated | — | −1,220,282 | — | exited | −2.24 pp | — |
| unresolvedRestoration Hardware Hldgs I | — | −3,193,410 | — | exited | −2.04 pp | — |
| BUDAnheuser-Busch INBEV SA/NV | — | −1,885,000 | — | exited | −1.89 pp | — |
| ATHMAutohome Inc. | — | −5,000,000 | — | exited | −1.40 pp | — |
| unresolvedTime Warner Cable Inc | — | −913,400 | — | exited | −1.36 pp | — |
| SPLKSplunk Inc | — | −2,090,300 | — | exited | −0.99 pp | — |
| PPCPilgrims Pride Corporation | — | −2,000,000 | — | exited | −0.36 pp | — |
| unresolvedQunar ADR | — | −700,000 | — | exited | −0.30 pp | — |
| ANETArista Networks | — | −400,000 | — | exited | −0.25 pp | — |
| MSFTMicrosoft Corp | — | −410,000 | — | exited | −0.18 pp | — |
| unresolvedVasco Data Sec Intl Inc | — | −1,049,900 | — | exited | −0.14 pp | — |
| VEEVVeeva Systems Inc. | — | −75,000 | — | exited | −0.02 pp | — |
| BABAAlibaba Group Holding Limited | — | −16,284 | — | exited | −0.01 pp | — |
| unresolvedIdreamsky Technology Limited | — | −100,000 | — | exited | −0.01 pp | — |
| NEWRNew Relic, Inc. | — | −25,000 | — | exited | −0.01 pp | — |





