Tiger Global
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+0.38
- trimmed−1.67
- added+3.71
Positions
| unresolvedPriceline Grp Inc | 17.01% | 1,041,006 | $1.9B | trimmed−2% | −2.13 pp | 7 q |
| JDJD.com, Inc. | 14.97% | 43,715,224 | $1.7B | trimmed−5% | +0.38 pp | 11 q |
| AMZNAmazon.Com Inc | 10.51% | 1,242,880 | $1.2B | trimmed−8% | −1.67 pp | 9 q |
| TDGTransDigm Group Incorporated | 9.39% | 4,000,000 | $1.1B | added+57% | +3.71 pp | 3 q |
| unresolvedApollo Global Management LLC | 7.60% | 32,885,212 | $870M | added+41% | +1.84 pp | 2 q |
| MSFTMicrosoft Corp | 6.31% | 10,487,500 | $723M | added×5.0 | +4.89 pp | 3 q |
| BABAAlibaba Group Holding Limited | 5.35% | 4,345,920 | $612M | trimmed−9% | +0.15 pp | 4 q |
| DPZDomino's Pizza Inc. | 3.69% | 2,000,000 | $423M | trimmed−31% | −1.74 pp | 3 q |
| CHTRCharter Comm Inc Del CL A New | 2.91% | 990,710 | $334M | trimmed−37% | −2.29 pp | 5 q |
| FLTCorpay, Inc. | 2.87% | 2,278,774 | $329M | added+63% | +0.72 pp | 17 q |
| CMCSAComcast Corp | 2.46% | 7,250,000 | $282M | added+39% | +0.48 pp | 4 q |
| unresolvedFiat Chrysler Automobiles NV s | 1.94% | 20,936,700 | $223M | trimmed−40% | −1.91 pp | 3 q |
| TALTAL Education Group | 1.75% | 1,642,406 | $201M | trimmed−7% | −0.16 pp | 3 q |
| unresolvedNetshoes Cayman Ltd | 1.47% | 8,865,903 | $169M | new | +1.47 pp | new |
| unresolvedNew Oriental Ed & Tech Grp I | 1.39% | 2,251,615 | $159M | trimmed−7% | −0.10 pp | 3 q |
| TDOCTeladoc Health, Inc. | 1.24% | 4,092,192 | $142M | trimmed−16% | 0.00 pp | 2 q |
| MAMastercard Incorporated | 1.12% | 1,053,341 | $128M | held | — | 17 q |
| ETSYEtsy, Inc. | 1.03% | 7,878,223 | $118M | trimmed−7% | +0.11 pp | 9 q |
| QSRRestaurant Brands International Inc. | 1.01% | 1,851,248 | $116M | trimmed−24% | −0.37 pp | 7 q |
| VVISA Inc. | 0.94% | 1,142,000 | $107M | held | — | 4 q |
| unresolvedEhi Car Svcs Ltd | 0.73% | 8,334,863 | $83M | held | — | 9 q |
| AWIArmstrong World Industries, Inc. | 0.71% | 1,779,431 | $82M | added+8% | −0.06 pp | 4 q |
| AMTAmerican Tower Corporation | 0.70% | 605,000 | $80M | held | — | 2 q |
| METAMeta Platforms, Inc. Class A | 0.70% | 531,000 | $80M | trimmed−25% | −0.32 pp | 3 q |
| NFLXNetFlix Inc | 0.49% | 376,400 | $56M | trimmed−12% | −0.15 pp | 2 q |
| OPTUOptimum Communications, Inc. | 0.32% | 1,150,000 | $37M | new | +0.32 pp | new |
| GOOGLAlphabet Inc. Class A | 0.30% | 36,516 | $34M | trimmed−59% | −0.46 pp | 3 q |
| GOOGAlphabet Inc. Class C | 0.28% | 35,715 | $32M | trimmed−71% | −0.75 pp | 4 q |
| unresolvedAtlassian Corp Plc | 0.15% | 500,000 | $18M | held | — | 7 q |
| unresolvedBarclays Bk PLC | 0.14% | 1,216,545 | $16M | held | — | 2 q |
| ZTOZTO Express (Cayman) Inc. | 0.12% | 994,400 | $14M | held | — | 3 q |
| PEverpure, Inc. | 0.11% | 1,000,000 | $13M | held | — | 7 q |
| JMEINJumei International-adr | 0.05% | 2,479,085 | $5M | held | — | 4 q |
| ONDKOn Deck Capital, Inc. | 0.05% | 1,135,316 | $5M | trimmed−46% | −0.06 pp | 11 q |
| SHOPShopify Inc. Class A subordinate voting shares | 0.05% | 70,000 | $6M | held | — | 9 q |
| FEYEFireEye, Inc. | 0.03% | 200,000 | $3M | held | — | 15 q |
| JCPJ.C. Penney Company, Inc. | 0.03% | 850,000 | $4M | new | +0.03 pp | new |
| FITFitbit, Inc. Class A | 0.02% | 500,000 | $3M | held | — | 9 q |
| CLDRCloudera, Inc. | 0.01% | 50,000 | $801,000 | new | +0.01 pp | new |
| LCHappen, Inc. | 0.01% | 275,000 | $2M | held | — | 11 q |
| OKTAOkta, Inc. Class A | 0.01% | 60,000 | $1M | new | +0.01 pp | new |
| FPIFarmland Partners Inc. | 0.00% | 44,502 | $398,000 | held | — | 2 q |
| NTESNetEase, inc. | — | −277,923 | — | exited | −0.80 pp | — |
| MELIMercado Libre, Inc | — | −280,470 | — | exited | −0.60 pp | — |
| ELFe.l.f. Beauty, Inc. | — | −425,000 | — | exited | −0.12 pp | — |
Other 13(f) securities
Options
| Contract | % of notional | Shares | Notional |
|---|---|---|---|
| Priceline Grp Inc CALL | 100.00% | 59,700 | $112M |
Notes