Tiger Global
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SPOTSpotify Technology S.A. | 11.30% | 12,802,361 | $2.2B | new | +11.30 pp | new |
| AMZNAmazon.Com Inc | 10.67% | 1,197,150 | $2.0B | held | — | 13 q |
| JDJD.com, Inc. | 8.33% | 40,783,124 | $1.6B | trimmed−2% | −2.92 pp | 15 q |
| BKNGBooking Holdings Inc. | 6.99% | 657,122 | $1.3B | held | — | 2 q |
| MSFTMicrosoft Corp | 6.80% | 13,150,300 | $1.3B | trimmed−0% | −1.28 pp | 7 q |
| unresolvedApollo Global Management LLC | 5.75% | 34,422,807 | $1.1B | added0% | −1.06 pp | 6 q |
| METAMeta Platforms, Inc. Class A | 5.38% | 5,278,160 | $1.0B | added+6% | +0.06 pp | 7 q |
| NFLXNetFlix Inc | 4.43% | 2,157,450 | $844M | held | — | 6 q |
| TDGTransDigm Group Incorporated | 4.41% | 2,434,500 | $840M | trimmed−12% | −1.28 pp | 7 q |
| BABAAlibaba Group Holding Limited | 4.33% | 4,445,919 | $825M | added+16% | −0.38 pp | 8 q |
| DESPDespegar.com Corp | 3.32% | 30,204,172 | $633M | held | — | 4 q |
| DPZDomino's Pizza Inc. | 3.12% | 2,105,700 | $594M | held | — | 7 q |
| TWTRTwitter, Inc. | 2.68% | 11,709,500 | $511M | added+24% | +0.84 pp | 2 q |
| unresolvedFiat Chrysler Automobiles NV s | 2.58% | 26,049,289 | $492M | held | — | 7 q |
| MELIMercado Libre, Inc | 2.33% | 1,486,501 | $444M | added+87% | +0.43 pp | 2 q |
| TALTAL Education Group | 1.94% | 10,067,238 | $370M | held | — | 7 q |
| CRMSalesforce, Inc. | 1.69% | 2,358,000 | $322M | added+4% | −0.07 pp | 3 q |
| ADSKAutodesk Inc | 1.59% | 2,317,523 | $304M | added+3% | −0.31 pp | 4 q |
| unresolvedNew Oriental Ed & Tech Grp I | 1.42% | 2,870,008 | $272M | held | — | 7 q |
| NOWServicenow, Inc. | 1.38% | 1,524,100 | $263M | added×4.3 | +0.98 pp | 4 q |
| FLTCorpay, Inc. | 1.24% | 1,121,000 | $236M | held | — | 21 q |
| unresolvedUxin ADR | 1.18% | 24,910,522 | $225M | new | +1.18 pp | new |
| RUNSunrun Inc | 0.96% | 13,937,606 | $183M | added×2.4 | +0.62 pp | 2 q |
| SESea Limited | 0.64% | 8,148,458 | $122M | added×3.5 | +0.46 pp | 2 q |
| MAMastercard Incorporated | 0.62% | 602,833 | $118M | held | — | 21 q |
| QSRRestaurant Brands International Inc. | 0.60% | 1,900,000 | $115M | held | — | 11 q |
| VVISA Inc. | 0.55% | 793,000 | $105M | held | — | 8 q |
| COUPCoupa Software Incorporated | 0.46% | 1,415,000 | $88M | new | +0.46 pp | new |
| BILIBilibili Inc. | 0.43% | 5,838,922 | $82M | added0% | 0.00 pp | 2 q |
| ADBEAdobe Inc. | 0.37% | 287,000 | $70M | new | +0.37 pp | new |
| GDSGDS Holdings Limited | 0.33% | 1,547,020 | $62M | new | +0.33 pp | new |
| RDFNRedfin Corporation | 0.28% | 2,352,991 | $54M | trimmed−69% | −0.90 pp | 4 q |
| HUYAHUYA Inc. | 0.19% | 1,106,991 | $36M | new | +0.19 pp | new |
| BEDUBright Scholar Education Holdings Limited | 0.18% | 2,016,707 | $34M | added+28% | +0.02 pp | 2 q |
| unresolvedBarclays Bk PLC | 0.17% | 881,575 | $33M | added+69% | 0.00 pp | 4 q |
| IQiQIYI, Inc. | 0.17% | 1,000,000 | $32M | held | — | 2 q |
| unresolvedPivotal Software Inc | 0.17% | 1,300,000 | $32M | new | +0.17 pp | new |
| unresolvedAtlassian Corp Plc | 0.16% | 500,000 | $31M | held | — | 11 q |
| PEverpure, Inc. | 0.13% | 1,000,000 | $24M | held | — | 11 q |
| unresolvedNetshoes Cayman Ltd | 0.11% | 8,865,903 | $21M | held | — | 5 q |
| ZTOZTO Express (Cayman) Inc. | 0.10% | 994,400 | $20M | held | — | 7 q |
| DOCUDocuSign, Inc. | 0.08% | 300,000 | $16M | new | +0.08 pp | new |
| unresolvedPuxin Ltd | 0.08% | 700,000 | $15M | new | +0.08 pp | new |
| SWCHNSwitch Inc - A | 0.06% | 900,000 | $11M | held | — | 3 q |
| SHOPShopify Inc. Class A subordinate voting shares | 0.05% | 70,000 | $10M | held | — | 13 q |
| unresolvedRise Ed Cayman Ltd | 0.04% | 500,000 | $7M | held | — | 3 q |
| AVLRAvalara, Inc. | 0.03% | 100,000 | $5M | new | +0.03 pp | new |
| DAYDayforce, Inc. | 0.03% | 170,000 | $6M | new | +0.03 pp | new |
| DBXDropbox, Inc. Class A | 0.03% | 200,000 | $6M | held | — | 2 q |
| FEYEFireEye, Inc. | 0.02% | 200,000 | $3M | held | — | 19 q |
| FITFitbit, Inc. Class A | 0.02% | 500,000 | $3M | held | — | 13 q |
| OKTAOkta, Inc. Class A | 0.02% | 60,000 | $3M | held | — | 5 q |
| unresolvedOnesmart Intl Ed Group Ltd | 0.02% | 320,000 | $4M | held | — | 2 q |
| LCHappen, Inc. | 0.01% | 275,000 | $1M | held | — | 15 q |
| MDBMongoDB, Inc. Class A | 0.01% | 50,000 | $2M | held | — | 3 q |
| JCPJ.C. Penney Company, Inc. | 0.01% | 850,000 | $2M | held | — | 5 q |
| SOGOSogou Inc. | 0.01% | 150,000 | $2M | held | — | 3 q |
| STGSunlands Technology Group | 0.01% | 300,000 | $3M | held | — | 2 q |
| CLDRCloudera, Inc. | 0.00% | 50,000 | $682,000 | held | — | 5 q |
| FPIFarmland Partners Inc. | 0.00% | 44,502 | $392,000 | held | — | 6 q |
| unresolvedEhi Car Svcs Ltd | — | −5,264,080 | — | exited | −0.41 pp | — |
| SINASina Corp | — | −135,000 | — | exited | −0.09 pp | — |
| ARCCAres Capital Corporation | — | −719,620 | — | exited | −0.08 pp | — |
| UALUnited Airlines Holdings, Inc. | — | −22,488 | — | exited | −0.01 pp | — |
Other 13(f) securities
Options
| Contract | % of notional | Shares | Notional |
|---|---|---|---|
| META CALL | 100.00% | 765,000 | $149M |
Notes