Tiger Global
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added−2.15
- added−0.41
- new+6.61
Positions
| unresolvedPriceline Grp Inc | 13.03% | 1,041,006 | $1.9B | held | — | 8 q |
| JDJD.com, Inc. | 12.82% | 49,100,000 | $1.9B | added+12% | −2.15 pp | 12 q |
| AMZNAmazon.Com Inc | 10.10% | 1,537,700 | $1.5B | added+24% | −0.41 pp | 10 q |
| unresolvedApollo Global Management LLC | 7.00% | 34,049,807 | $1.0B | added+4% | −0.60 pp | 3 q |
| DESPDespegar.com Corp | 6.61% | 30,204,172 | $967M | new | +6.61 pp | new |
| TDGTransDigm Group Incorporated | 5.70% | 3,260,000 | $833M | trimmed−19% | −3.69 pp | 4 q |
| BABAAlibaba Group Holding Limited | 5.35% | 4,536,745 | $784M | added+4% | 0.00 pp | 5 q |
| MSFTMicrosoft Corp | 5.34% | 10,487,500 | $781M | held | — | 4 q |
| NFLXNetFlix Inc | 3.78% | 3,053,747 | $554M | added×8.1 | +3.29 pp | 3 q |
| DPZDomino's Pizza Inc. | 3.16% | 2,328,000 | $462M | added+16% | −0.53 pp | 4 q |
| unresolvedFiat Chrysler Automobiles NV s | 3.04% | 24,820,000 | $445M | added+19% | +1.10 pp | 4 q |
| FLTCorpay, Inc. | 2.96% | 2,794,524 | $433M | added+23% | +0.09 pp | 18 q |
| CHTRCharter Comm Inc Del CL A New | 2.46% | 990,710 | $360M | held | — | 6 q |
| TALTAL Education Group | 2.27% | 9,854,436 | $332M | held | — | 4 q |
| METAMeta Platforms, Inc. Class A | 2.11% | 1,807,000 | $309M | added×3.4 | +1.41 pp | 4 q |
| CMCSAComcast Corp | 1.91% | 7,250,000 | $279M | held | — | 5 q |
| unresolvedNew Oriental Ed & Tech Grp I | 1.36% | 2,251,615 | $199M | held | — | 4 q |
| RDFNRedfin Corporation | 1.32% | 7,690,091 | $193M | new | +1.32 pp | new |
| QSRRestaurant Brands International Inc. | 1.09% | 2,500,000 | $160M | added+35% | +0.08 pp | 8 q |
| MAMastercard Incorporated | 1.02% | 1,053,341 | $149M | held | — | 18 q |
| ADSKAutodesk Inc | 0.94% | 1,222,000 | $137M | new | +0.94 pp | new |
| ETSYEtsy, Inc. | 0.88% | 7,603,723 | $128M | trimmed−3% | −0.15 pp | 10 q |
| VVISA Inc. | 0.82% | 1,142,000 | $120M | held | — | 5 q |
| unresolvedNetshoes Cayman Ltd | 0.80% | 8,865,903 | $117M | held | — | 2 q |
| AWIArmstrong World Industries, Inc. | 0.62% | 1,779,431 | $91M | held | — | 5 q |
| WBWeibo Corporation | 0.62% | 910,000 | $90M | new | +0.62 pp | new |
| unresolvedEhi Car Svcs Ltd | 0.56% | 8,334,863 | $82M | held | — | 10 q |
| NOWServicenow, Inc. | 0.43% | 531,301 | $62M | new | +0.43 pp | new |
| TDOCTeladoc Health, Inc. | 0.41% | 1,792,799 | $59M | trimmed−56% | −0.83 pp | 3 q |
| SINASina Corp | 0.41% | 529,107 | $61M | new | +0.41 pp | new |
| ROKURoku, Inc. Class A | 0.27% | 1,500,000 | $40M | new | +0.27 pp | new |
| OPTUOptimum Communications, Inc. | 0.21% | 1,150,000 | $31M | held | — | 2 q |
| unresolvedAtlassian Corp Plc | 0.12% | 500,000 | $18M | held | — | 8 q |
| PEverpure, Inc. | 0.11% | 1,000,000 | $16M | held | — | 8 q |
| ZTOZTO Express (Cayman) Inc. | 0.10% | 994,400 | $14M | held | — | 4 q |
| unresolvedBarclays Bk PLC | 0.08% | 304,136 | $12M | new | +0.08 pp | new |
| SHOPShopify Inc. Class A subordinate voting shares | 0.06% | 70,000 | $8M | held | — | 10 q |
| JMEINJumei International-adr | 0.05% | 2,479,085 | $7M | held | — | 5 q |
| FEYEFireEye, Inc. | 0.02% | 200,000 | $3M | held | — | 16 q |
| FITFitbit, Inc. Class A | 0.02% | 500,000 | $3M | held | — | 10 q |
| JCPJ.C. Penney Company, Inc. | 0.02% | 850,000 | $3M | held | — | 2 q |
| CLDRCloudera, Inc. | 0.01% | 50,000 | $831,000 | held | — | 2 q |
| LCHappen, Inc. | 0.01% | 275,000 | $2M | held | — | 12 q |
| OKTAOkta, Inc. Class A | 0.01% | 60,000 | $2M | held | — | 2 q |
| unresolvedRyb Ed Inc | 0.01% | 35,000 | $998,000 | new | +0.01 pp | new |
| FPIFarmland Partners Inc. | 0.00% | 44,502 | $402,000 | held | — | 3 q |
| AMTAmerican Tower Corporation | — | −605,000 | — | exited | −0.70 pp | — |
| GOOGLAlphabet Inc. Class A | — | −36,516 | — | exited | −0.30 pp | — |
| GOOGAlphabet Inc. Class C | — | −35,715 | — | exited | −0.28 pp | — |
| unresolvedBarclays Bk PLC | — | −1,216,545 | — | exited | −0.14 pp | — |
| ONDKOn Deck Capital, Inc. | — | −1,135,316 | — | exited | −0.05 pp | — |
Other 13(f) securities
Options
| Contract | % of notional | Shares | Notional |
|---|---|---|---|
| Priceline Grp Inc CALL | 100.00% | 59,700 | $109M |
Notes