Tiger Global
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added−0.08
- trimmed−0.87
- added+4.34
Positions
| unresolvedPriceline Grp Inc | 19.14% | 1,059,086 | $1.9B | trimmed−16% | −4.04 pp | 6 q |
| JDJD.com, Inc. | 14.59% | 46,187,974 | $1.4B | added+1% | −0.08 pp | 10 q |
| AMZNAmazon.Com Inc | 12.18% | 1,353,000 | $1.2B | trimmed−2% | −0.87 pp | 8 q |
| unresolvedApollo Global Management LLC | 5.76% | 23,334,899 | $568M | new | +5.76 pp | new |
| TDGTransDigm Group Incorporated | 5.68% | 2,540,728 | $559M | added×5.9 | +4.34 pp | 2 q |
| DPZDomino's Pizza Inc. | 5.43% | 2,900,524 | $535M | added×4.7 | +4.20 pp | 2 q |
| BABAAlibaba Group Holding Limited | 5.20% | 4,755,245 | $513M | trimmed−10% | −0.64 pp | 3 q |
| CHTRCharter Comm Inc Del CL A New | 5.20% | 1,566,260 | $513M | trimmed−33% | −3.23 pp | 4 q |
| unresolvedFiat Chrysler Automobiles NV s | 3.85% | 34,697,210 | $379M | trimmed−34% | −2.21 pp | 2 q |
| FLTCorpay, Inc. | 2.15% | 1,399,725 | $212M | trimmed−52% | −3.05 pp | 16 q |
| CMCSAComcast Corp | 1.98% | 5,200,000 | $195M | held | — | 3 q |
| TALTAL Education Group | 1.91% | 1,769,285 | $189M | added+39% | +0.79 pp | 2 q |
| unresolvedNew Oriental Ed & Tech Grp I | 1.49% | 2,431,331 | $147M | added+55% | +0.66 pp | 2 q |
| MSFTMicrosoft Corp | 1.42% | 2,118,000 | $139M | held | — | 2 q |
| QSRRestaurant Brands International Inc. | 1.38% | 2,432,080 | $136M | added+6% | 0.00 pp | 6 q |
| TDOCTeladoc Health, Inc. | 1.24% | 4,898,792 | $122M | new | +1.24 pp | new |
| MAMastercard Incorporated | 1.20% | 1,053,341 | $118M | held | — | 16 q |
| GOOGAlphabet Inc. Class C | 1.03% | 122,700 | $102M | trimmed−36% | −0.82 pp | 3 q |
| VVISA Inc. | 1.03% | 1,142,000 | $101M | held | — | 3 q |
| METAMeta Platforms, Inc. Class A | 1.02% | 705,196 | $100M | added+92% | +0.49 pp | 2 q |
| ETSYEtsy, Inc. | 0.92% | 8,511,703 | $90M | trimmed−3% | −0.38 pp | 8 q |
| unresolvedEhi Car Svcs Ltd | 0.86% | 8,334,863 | $84M | held | — | 8 q |
| NTESNetEase, inc. | 0.80% | 277,923 | $79M | added+45% | +0.28 pp | 2 q |
| AWIArmstrong World Industries, Inc. | 0.77% | 1,645,000 | $76M | added+8% | −0.04 pp | 3 q |
| GOOGLAlphabet Inc. Class A | 0.76% | 88,350 | $75M | trimmed−53% | −1.10 pp | 2 q |
| AMTAmerican Tower Corporation | 0.75% | 605,000 | $74M | new | +0.75 pp | new |
| NFLXNetFlix Inc | 0.64% | 429,000 | $63M | new | +0.64 pp | new |
| MELIMercado Libre, Inc | 0.60% | 280,470 | $59M | trimmed−49% | −0.47 pp | 2 q |
| unresolvedBarclays Bk PLC | 0.19% | 1,216,545 | $19M | new | +0.19 pp | new |
| unresolvedAtlassian Corp Plc | 0.15% | 500,000 | $15M | held | — | 6 q |
| ZTOZTO Express (Cayman) Inc. | 0.13% | 994,400 | $13M | held | — | 2 q |
| ELFe.l.f. Beauty, Inc. | 0.12% | 425,000 | $12M | new | +0.12 pp | new |
| ONDKOn Deck Capital, Inc. | 0.11% | 2,090,527 | $11M | trimmed−15% | −0.03 pp | 10 q |
| PEverpure, Inc. | 0.10% | 1,000,000 | $10M | held | — | 6 q |
| JMEINJumei International-adr | 0.09% | 2,479,085 | $9M | held | — | 3 q |
| SHOPShopify Inc. Class A subordinate voting shares | 0.05% | 70,000 | $5M | held | — | 8 q |
| FEYEFireEye, Inc. | 0.03% | 200,000 | $3M | held | — | 14 q |
| FITFitbit, Inc. Class A | 0.03% | 500,000 | $3M | held | — | 8 q |
| LCHappen, Inc. | 0.02% | 275,000 | $2M | held | — | 10 q |
| FPIFarmland Partners Inc. | 0.01% | 44,502 | $497,000 | new | +0.01 pp | new |
| SYMCGen Digital Inc. | — | −2,630,000 | — | exited | −0.79 pp | — |
| VIPSVipshop Holdings Limited | — | −5,018,401 | — | exited | −0.70 pp | — |
| unresolvedAmerican Farmland Co | — | −60,000 | — | exited | −0.01 pp | — |
Other 13(f) securities
Options
| Contract | % of notional | Shares | Notional |
|---|---|---|---|
| Priceline Grp Inc CALL | 100.00% | 59,700 | $106M |
Notes