Tiger Global

Q1 2021 13F · by Chase Coleman, CIO

As of: Mar 31, 2021
Filed: May 17, 2021
US stock: $43.5B · prev $39.0B
Positions: 120 · prev 97
Options notional: $0
Documents: 1· no amendments

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

US stock listed on a US exchange 100.0%
Foreign stock not listed in the US 0.0%
Notes debt, at principal 0.0%
Puts at notional value 0.0%
Calls at notional value 0.0%

Moves53 since the prior filing

+13.8 pp in · −3.6 pp out

New 25 +9.70 pp
Added 18 +4.06 pp
Trimmed 8 −3.24 pp
Exited 2 −0.41 pp

The book

Focused · behaves like 26 equal-sized positions

Very concentrated
Concentrated
Focused
Diversified

Low turnover · 8.3% a year, about 12.1 years per position

Low
Moderate
High

Top 5 positions33% of US stock

JD JD.com, Inc. held held10.0%
MSFT Microsoft Corp added+0.66 pp added+0.667.4%
RBLX Roblox Corporation new+6.03 pp new+6.036.0%
SE Sea Limited added+0.17 pp added+0.174.9%
AMZN Amazon.Com Inc held held4.4%

Positions120 in this filing · 2 exited


JDJD.com, Inc.	10.02%	51,650,366	$4.4B	held	—	26 q
MSFTMicrosoft Corp	7.44%	13,722,734	$3.2B	added+15%	+0.66 pp	18 q
RBLXRoblox Corporation	6.03%	40,428,863	$2.6B	new	+6.03 pp	new
SESea Limited	4.88%	9,505,500	$2.1B	added+3%	+0.17 pp	13 q
AMZNAmazon.Com Inc	4.36%	613,095	$1.9B	held	—	24 q
PDDPDD Holdings Inc.	4.33%	14,053,066	$1.9B	held	—	11 q
APONApollo Asset Management Inc	3.78%	34,913,500	$1.6B	added+3%	−0.48 pp	7 q
METAMeta Platforms, Inc. Class A	3.77%	5,560,137	$1.6B	trimmed−12%	−0.66 pp	18 q
CVNACarvana Co.	3.63%	6,012,907	$1.6B	held	—	9 q
CRWDCrowdStrike Holdings, Inc. Class A	3.16%	7,537,000	$1.4B	held	—	8 q
UBERUber Technologies, Inc.	2.61%	20,821,712	$1.1B	trimmed−25%	−1.01 pp	8 q
NOWServicenow, Inc.	2.48%	2,156,000	$1.1B	added+31%	+0.16 pp	15 q
DOCUDocuSign, Inc.	2.40%	5,151,000	$1.0B	added×2.9	+1.39 pp	12 q
TDGTransDigm Group Incorporated	2.38%	1,757,245	$1.0B	held	—	18 q
WDAYWorkday, Inc. Class A	2.36%	4,127,450	$1.0B	held	—	7 q
BABAAlibaba Group Holding Limited	2.34%	4,478,062	$1.0B	held	—	19 q
RNGRingcentral, Inc.	2.28%	3,326,370	$991M	held	—	9 q
PTONPeloton Interactive, Inc. Class A	2.03%	7,857,772	$884M	added0%	−1.02 pp	5 q
SPOTSpotify Technology S.A.	1.96%	3,183,186	$853M	trimmed−0%	−0.61 pp	12 q
ZMZoom Communications, Inc. Class A	1.81%	2,450,204	$787M	added+70%	+0.56 pp	8 q
DASHDoorDash, Inc. Class A	1.75%	5,806,568	$761M	added×3.6	+1.17 pp	2 q
SHOPShopify Inc. Class A subordinate voting shares	1.32%	517,550	$573M	added×2.7	+0.76 pp	24 q
NFLXNetFlix Inc	1.27%	1,056,290	$551M	held	—	17 q
FUTUFutu Holdings Limited	1.22%	3,340,000	$530M	new	+1.22 pp	new
unresolvedAtlassian Corp Plc	1.20%	2,465,400	$520M	held	—	22 q
SNOWSnowflake Inc.	1.18%	2,231,652	$512M	added+27%	−0.08 pp	3 q
CRMSalesforce, Inc.	1.12%	2,288,700	$485M	held	—	14 q
ESTCElastic N.V.	1.03%	4,019,843	$447M	held	—	10 q
RUNSunrun Inc	0.98%	7,073,257	$428M	trimmed−12%	−0.46 pp	13 q
DDOGDatadog, Inc. Class A	0.91%	4,757,000	$396M	held	—	7 q
COUPCoupa Software Incorporated	0.84%	1,434,000	$365M	added×2.2	+0.26 pp	2 q
ADBEAdobe Inc.	0.81%	737,500	$351M	added×4.4	+0.60 pp	12 q
TALTAL Education Group	0.71%	5,762,873	$310M	held	—	18 q
GDSGDS Holdings Limited	0.69%	3,675,444	$298M	trimmed−16%	−0.36 pp	8 q
unresolved1Life Healthcare	0.69%	7,620,000	$298M	added+94%	+0.25 pp	2 q
EGHT8x8, Inc.	0.67%	9,000,000	$292M	held	—	9 q
MAMastercard Incorporated	0.59%	724,000	$258M	held	—	32 q
unresolvedNew Oriental Ed & Tech Grp I	0.59%	18,435,000	$258M	added×10.0	−0.29 pp	18 q
PYPLPayPal Holdings, Inc.	0.50%	896,001	$218M	held	—	6 q
CPNGCoupang, Inc.	0.41%	3,571,428	$176M	new	+0.41 pp	new
FLTCorpay, Inc.	0.40%	647,662	$174M	held	—	32 q
XYZBlock, Inc.	0.40%	770,000	$175M	added+88%	+0.17 pp	2 q
OSCROscar Health, Inc.	0.34%	5,559,990	$149M	new	+0.34 pp	new
PLTKPlaytika Holding Corp.	0.34%	5,500,000	$150M	new	+0.34 pp	new
BEKEKE Holdings Inc.	0.33%	2,500,000	$142M	held	—	3 q
ABNBAirbnb, Inc. Class A	0.28%	650,000	$122M	held	—	2 q
SUMOSumo Logic, Inc.	0.24%	5,447,687	$103M	added+1%	−0.15 pp	3 q
DESPDespegar.com Corp	0.24%	7,723,185	$105M	trimmed−17%	−0.06 pp	15 q
JAMFJamf Holding Corp.	0.23%	2,778,778	$98M	held	—	3 q
ZENZendesk Inc	0.22%	714,000	$95M	held	—	11 q
APIAgora, Inc.	0.20%	1,726,123	$87M	held	—	4 q
DNKPhoenix Tree Holdings Ltd	0.20%	36,436,075	$86M	held	—	5 q
ASANAsana, Inc. Class A	0.19%	2,881,202	$82M	added+19%	+0.01 pp	3 q
GDRXGoodRx Holdings, Inc. Class A	0.19%	2,145,000	$84M	held	—	3 q
INTUIntuit Inc	0.19%	221,237	$85M	trimmed−0%	−0.03 pp	2 q
CMRCCommerce.com, Inc. Series 1	0.18%	1,350,000	$78M	held	—	3 q
ONTFON24, Inc.	0.18%	1,600,000	$78M	new	+0.18 pp	new
PLANAnaplan, Inc.	0.16%	1,280,868	$69M	added0%	−0.08 pp	7 q
DOCNDigitalOcean Holdings, Inc.	0.16%	1,700,000	$72M	new	+0.16 pp	new
unresolvedYatsen Holding Ltd ADR	0.16%	5,714,000	$71M	held	—	2 q
AIC3.ai, Inc.	0.15%	1,000,000	$66M	held	—	2 q
BMBLBumble Inc. Class A	0.14%	1,000,000	$62M	new	+0.14 pp	new
TUYATuya Inc.	0.14%	2,850,000	$60M	new	+0.14 pp	new
XMQualtrics International Inc. Class A	0.12%	1,650,000	$54M	new	+0.12 pp	new
ASOAcademy Sports and Outdoors, Inc.	0.11%	1,750,000	$47M	held	—	2 q
STNEStoneCo Ltd. Class A	0.11%	764,596	$47M	trimmed−0%	−0.05 pp	10 q
OZONOzon Holdings PLC	0.10%	750,000	$42M	held	—	2 q
TBAThoma Bravo Advantage-cl A	0.10%	4,000,000	$42M	new	+0.10 pp	new
FROGJFrog Ltd.	0.10%	1,000,000	$44M	held	—	3 q
ROOTRoot, Inc. Class A	0.09%	3,106,976	$40M	new	+0.09 pp	new
unresolvedDatto Hldg Corp	0.08%	1,500,000	$34M	held	—	2 q
VVISA Inc.	0.08%	163,000	$35M	held	—	19 q
unresolvedChindata Group Hldgs Ltd	0.07%	1,850,000	$31M	held	—	3 q
DTDynatrace, Inc.	0.06%	500,000	$24M	held	—	7 q
TWLOTwilio Inc.	0.06%	74,701	$25M	held	—	9 q
unresolvedSoaring Eagle Acquisition Co	0.06%	2,425,000	$25M	new	+0.06 pp	new
unresolvedLinx S A	0.05%	3,350,000	$22M	held	—	8 q
MDBMongoDB, Inc. Class A	0.05%	82,000	$22M	held	—	9 q
unresolvedRevolution Healthcar Aq Corp	0.05%	2,250,000	$23M	new	+0.05 pp	new
SMARSmartsheet Inc.	0.05%	360,000	$23M	held	—	9 q
XPEVXPeng Inc.	0.05%	650,000	$24M	held	—	3 q
unresolvedAjax I	0.05%	2,000,000	$21M	held	—	2 q
unresolvedAltimeter Growth Corp	0.05%	1,800,000	$22M	held	—	2 q
unresolvedAltimeter Growth Corp 2	0.05%	1,996,000	$21M	new	+0.05 pp	new
RTP.UReinvent Technology Partners	0.05%	2,000,000	$21M	held	—	3 q
unresolvedSvf Investment Corp	0.05%	2,000,000	$21M	new	+0.05 pp	new
unresolvedDuck Creek Technologies	0.04%	350,000	$16M	held	—	3 q
unresolvedLiberty Media Acquisition Co	0.04%	1,700,000	$18M	new	+0.04 pp	new
NCNOnCino, Inc.	0.04%	275,000	$18M	held	—	3 q
OLOOlo Inc.	0.04%	681,000	$18M	new	+0.04 pp	new
AFRMAffirm Holdings, Inc. Class A	0.03%	200,000	$14M	new	+0.03 pp	new
AVLRAvalara, Inc.	0.03%	100,000	$13M	held	—	12 q
NETCloudflare, Inc. Class A, par value $0.001 per share	0.03%	175,000	$12M	held	—	7 q
SVMKSVMK Inc.	0.03%	698,871	$13M	held	—	11 q
unresolvedSvf Investment Corp 3	0.03%	1,100,000	$11M	new	+0.03 pp	new
unresolvedAmerican Well Corp Class A	0.02%	400,000	$7M	held	—	3 q
HUYAHUYA Inc.	0.02%	362,000	$7M	held	—	12 q
LILi Auto Inc.	0.02%	350,000	$9M	held	—	3 q
VERXVertex, Inc. Class A	0.02%	325,000	$7M	held	—	3 q
GTMZoomInfo Technologies Inc	0.02%	150,000	$7M	held	—	4 q
unresolvedLead Edge Growth Oprtunts Lt	0.02%	1,000,000	$10M	new	+0.02 pp	new
unresolvedLdh Growth Corp I	0.02%	960,000	$10M	new	+0.02 pp	new
unresolvedProvident Acquisition Corp	0.02%	800,000	$8M	new	+0.02 pp	new
unresolvedSvf Investment Corp 2	0.02%	775,000	$8M	new	+0.02 pp	new
XPXP Inc. Class A	0.02%	200,000	$8M	held	—	6 q
unresolvedDouyu Intl Hldgs Ltd	0.01%	400,000	$4M	held	—	7 q
DBXDropbox, Inc. Class A	0.01%	200,000	$5M	held	—	13 q
HCATHealth Catalyst, Inc	0.01%	50,000	$2M	held	—	7 q
OMOutset Medical, Inc.	0.01%	55,000	$3M	held	—	3 q
PDPagerDuty, Inc.	0.01%	150,000	$6M	held	—	8 q
RDFNRedfin Corporation	0.01%	40,087	$3M	held	—	15 q
unresolved17 Ed & Technology Group Inc	0.01%	480,000	$3M	held	—	2 q
SWISolarWinds Corporation	0.01%	200,000	$3M	held	—	10 q
D0ADada Nexus Ltd-adr	0.00%	50,000	$1M	held	—	4 q
FPIFarmland Partners Inc.	0.00%	44,502	$499,000	held	—	17 q
KCKingsoft Cloud Holdings Limited	0.00%	10,000	$393,000	held	—	4 q
MDLAMedallia Inc	0.00%	50,000	$1M	held	—	7 q
OSHOak Street Health, Inc.	0.00%	25,000	$1M	held	—	3 q
unresolvedOnesmart Intl Ed Group Ltd	0.00%	320,000	$742,000	held	—	13 q
628Semrush Holdings Inc-a	0.00%	10,000	$119,000	new	0.00 pp	new
GOTUGaotu Techedu Inc.	—	−3,020,769	—	exited	−0.40 pp	—
YALAYalla Group Limited	—	−350,000	—	exited	−0.01 pp	—

Source

Form: 13F-HR
Reading: 0 defects · 24 unresolved
Accession: 0000919574-21-003697
Options: none in this filing
Notes: none in this filing
SEC cross-check: SEC data set not published yet

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