Tiger Global

Q2 2021 13F · by Chase Coleman, CIO

As of: Jun 30, 2021
Filed: Aug 16, 2021
US stock: $53.8B · prev $43.5B
Positions: 141 · prev 120
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%

Moves69 since the prior filing

+13.8 pp in · −10.6 pp out

New 26 +7.57 pp
Added 22 +6.18 pp
Trimmed 16 −10.09 pp
Exited 5 −0.49 pp

The book

Focused · behaves like 31 equal-sized positions

Very concentrated
Concentrated
Focused
Diversified

Low turnover · 22% a year, about 4.5 years per position

Low
Moderate
High

Top 5 positions28% of US stock

Positions141 in this filing · 5 exited


JDJD.com, Inc.	7.66%	51,594,753	$4.1B	trimmed−0%	−2.36 pp	27 q
MSFTMicrosoft Corp	6.62%	13,131,734	$3.6B	trimmed−4%	−0.82 pp	19 q
SESea Limited	5.18%	10,148,500	$2.8B	added+7%	+0.30 pp	14 q
RBLXRoblox Corporation	4.58%	27,392,297	$2.5B	trimmed−32%	−1.45 pp	2 q
DOCUDocuSign, Inc.	3.79%	7,280,000	$2.0B	added+41%	+1.39 pp	13 q
AMZNAmazon.Com Inc	3.63%	567,870	$2.0B	trimmed−7%	−0.73 pp	25 q
DASHDoorDash, Inc. Class A	3.62%	10,913,734	$1.9B	added+88%	+1.87 pp	3 q
APONApollo Asset Management Inc	3.59%	31,052,476	$1.9B	trimmed−11%	−0.19 pp	8 q
CVNACarvana Co.	3.57%	6,355,107	$1.9B	added+6%	−0.06 pp	10 q
CRWDCrowdStrike Holdings, Inc. Class A	3.52%	7,537,000	$1.9B	held	—	9 q
PDDPDD Holdings Inc.	3.32%	14,053,066	$1.8B	held	—	12 q
METAMeta Platforms, Inc. Class A	3.27%	5,053,137	$1.8B	trimmed−9%	−0.50 pp	19 q
ZMZoom Communications, Inc. Class A	3.08%	4,283,073	$1.7B	added+75%	+1.27 pp	9 q
SHOPShopify Inc. Class A subordinate voting shares	2.37%	872,300	$1.3B	added+69%	+1.05 pp	25 q
NOWServicenow, Inc.	2.26%	2,206,240	$1.2B	added+2%	−0.22 pp	16 q
RNGRingcentral, Inc.	2.13%	3,940,000	$1.1B	added+18%	−0.15 pp	10 q
TDGTransDigm Group Incorporated	2.12%	1,757,245	$1.1B	held	—	19 q
PTONPeloton Interactive, Inc. Class A	2.04%	8,826,164	$1.1B	added+12%	+0.01 pp	6 q
UBERUber Technologies, Inc.	1.93%	20,747,855	$1.0B	trimmed−0%	−0.68 pp	9 q
SNOWSnowflake Inc.	1.88%	4,189,254	$1.0B	added+88%	+0.70 pp	4 q
WDAYWorkday, Inc. Class A	1.83%	4,127,450	$985M	held	—	8 q
BABAAlibaba Group Holding Limited	1.78%	4,219,678	$957M	trimmed−6%	−0.56 pp	20 q
PCORProcore Technologies, Inc.	1.68%	9,525,439	$904M	new	+1.68 pp	new
SPOTSpotify Technology S.A.	1.62%	3,158,195	$870M	trimmed−1%	−0.34 pp	13 q
PATHUiPath, Inc.	1.32%	10,423,632	$708M	new	+1.32 pp	new
COINCoinbase Global, Inc. Class A	1.24%	2,625,294	$665M	new	+1.24 pp	new
unresolvedAtlassian Corp Plc	1.18%	2,465,400	$633M	held	—	23 q
FUTUFutu Holdings Limited	1.16%	3,468,000	$621M	added+4%	−0.06 pp	2 q
DVDoubleVerify Holdings, Inc.	1.09%	13,842,494	$586M	new	+1.09 pp	new
ESTCElastic N.V.	1.09%	4,019,843	$586M	held	—	11 q
NFLXNetFlix Inc	1.07%	1,086,490	$574M	added+3%	−0.20 pp	18 q
DDOGDatadog, Inc. Class A	0.97%	4,992,437	$520M	added+5%	+0.06 pp	8 q
ADBEAdobe Inc.	0.80%	737,500	$432M	held	—	13 q
COUPCoupa Software Incorporated	0.73%	1,499,000	$393M	added+5%	−0.11 pp	3 q
RUNSunrun Inc	0.73%	7,073,257	$395M	held	—	14 q
MAMastercard Incorporated	0.49%	724,000	$264M	held	—	33 q
PYPLPayPal Holdings, Inc.	0.49%	896,001	$261M	held	—	7 q
unresolvedYatsen Holding Ltd ADR	0.49%	28,213,701	$264M	added×4.9	+0.33 pp	3 q
unresolved1Life Healthcare	0.47%	7,620,000	$252M	held	—	3 q
EGHT8x8, Inc.	0.46%	9,000,000	$250M	held	—	10 q
XYZBlock, Inc.	0.40%	872,000	$213M	added+13%	0.00 pp	3 q
ISIronsource Ltd-a	0.40%	20,500,000	$215M	new	+0.40 pp	new
unresolvedBright Health Group Inc	0.38%	11,847,808	$203M	new	+0.38 pp	new
GDSGDS Holdings Limited	0.38%	2,572,811	$202M	trimmed−30%	−0.31 pp	9 q
ASANAsana, Inc. Class A	0.33%	2,881,202	$179M	held	—	4 q
FLTCorpay, Inc.	0.31%	647,662	$166M	held	—	33 q
CPNGCoupang, Inc.	0.28%	3,571,428	$149M	held	—	2 q
XMQualtrics International Inc. Class A	0.26%	3,615,750	$138M	added×2.2	+0.14 pp	2 q
OSCROscar Health, Inc.	0.25%	6,179,409	$133M	added+11%	−0.09 pp	2 q
DLODLocal Limited Class A	0.25%	2,602,000	$137M	new	+0.25 pp	new
PLTKPlaytika Holding Corp.	0.24%	5,500,000	$131M	held	—	2 q
BEKEKE Holdings Inc.	0.22%	2,500,000	$119M	held	—	4 q
SUMOSumo Logic, Inc.	0.21%	5,533,367	$114M	added+2%	−0.03 pp	4 q
INTUIntuit Inc	0.20%	217,920	$107M	trimmed−2%	+0.01 pp	3 q
ABNBAirbnb, Inc. Class A	0.19%	650,000	$100M	held	—	3 q
ZENZendesk Inc	0.19%	714,000	$103M	held	—	12 q
DOCNDigitalOcean Holdings, Inc.	0.18%	1,700,000	$95M	held	—	2 q
CRMSalesforce, Inc.	0.18%	387,700	$95M	trimmed−83%	−0.94 pp	15 q
JAMFJamf Holding Corp.	0.17%	2,778,778	$93M	held	—	4 q
CMRCCommerce.com, Inc. Series 1	0.16%	1,350,000	$88M	held	—	4 q
GDRXGoodRx Holdings, Inc. Class A	0.16%	2,345,000	$84M	added+9%	−0.03 pp	4 q
unresolvedNew Oriental Ed & Tech Grp I	0.14%	9,217,500	$75M	trimmed−50%	−0.45 pp	19 q
APIAgora, Inc.	0.13%	1,726,123	$72M	held	—	5 q
PLANAnaplan, Inc.	0.13%	1,280,868	$68M	held	—	8 q
APPApplovin Corporation Class A	0.13%	928,000	$70M	new	+0.13 pp	new
TUYATuya Inc.	0.13%	2,850,000	$70M	held	—	2 q
AIC3.ai, Inc.	0.12%	1,000,000	$63M	held	—	3 q
SSentinelOne, Inc.	0.12%	1,511,801	$64M	new	+0.12 pp	new
BMBLBumble Inc. Class A	0.11%	1,000,000	$58M	held	—	2 q
JTKWYJust Eat Takeawy SP/	0.11%	3,197,957	$58M	new	+0.11 pp	new
ONTFON24, Inc.	0.11%	1,600,000	$57M	held	—	2 q
TALTAL Education Group	0.11%	2,282,649	$58M	trimmed−60%	−0.60 pp	19 q
KPLTKatapult Holdings, Inc.	0.10%	5,000,000	$54M	new	+0.10 pp	new
STNEStoneCo Ltd. Class A	0.10%	773,281	$52M	added+1%	−0.01 pp	11 q
REREATRenew Inc.	0.08%	2,750,000	$41M	new	+0.08 pp	new
unresolvedDatto Hldg Corp	0.08%	1,500,000	$42M	held	—	3 q
DOCSDoximity, Inc.	0.08%	750,000	$44M	new	+0.08 pp	new
BZKANZHUN LIMITED American Depository Shares	0.08%	1,050,000	$42M	new	+0.08 pp	new
OZONOzon Holdings PLC	0.08%	750,000	$44M	held	—	3 q
8DTSquarespace Inc - Class A	0.08%	730,777	$43M	new	+0.08 pp	new
DESPDespegar.com Corp	0.08%	3,201,170	$42M	trimmed−59%	−0.16 pp	16 q
FROGJFrog Ltd.	0.08%	1,000,000	$46M	held	—	4 q
MNDYmonday.com Ltd.	0.08%	200,000	$45M	new	+0.08 pp	new
DDLDingdong (Cayman) Limited	0.07%	1,050,000	$40M	new	+0.07 pp	new
VVISA Inc.	0.07%	163,000	$38M	held	—	20 q
MDBMongoDB, Inc. Class A	0.06%	82,000	$30M	held	—	10 q
ROOTRoot, Inc. Class A	0.06%	3,106,976	$34M	held	—	2 q
unresolvedChindata Group Hldgs Ltd	0.05%	1,850,000	$28M	held	—	4 q
DIDIYDidi Global Inc S/	0.05%	2,000,000	$28M	new	+0.05 pp	new
DTDynatrace, Inc.	0.05%	500,000	$29M	held	—	8 q
unresolvedLogistics Innovtn Technlgs C	0.05%	2,800,000	$28M	new	+0.05 pp	new
OLOOlo Inc.	0.05%	681,000	$25M	held	—	2 q
SMARSmartsheet Inc.	0.05%	360,000	$26M	held	—	10 q
TWLOTwilio Inc.	0.05%	74,701	$29M	held	—	10 q
XPEVXPeng Inc.	0.05%	650,000	$29M	held	—	4 q
unresolvedSoaring Eagle Acquisition Co	0.05%	2,425,000	$26M	held	—	2 q
TCVATcv Acquisition Corp-a	0.05%	2,500,000	$25M	new	+0.05 pp	new
CFLTConfluent, Inc. Class A	0.04%	400,000	$19M	new	+0.04 pp	new
unresolvedRevolution Healthcar Aq Corp	0.04%	2,250,000	$23M	held	—	2 q
unresolvedAjax I	0.04%	2,000,000	$21M	held	—	3 q
unresolvedAltimeter Growth Corp	0.04%	1,800,000	$22M	held	—	3 q
unresolvedAltimeter Growth Corp 2	0.04%	1,996,000	$20M	held	—	2 q
RTP.UReinvent Technology Partners	0.04%	2,000,000	$21M	held	—	4 q
unresolvedSvf Investment Corp	0.04%	2,000,000	$20M	held	—	2 q
AFRMAffirm Holdings, Inc. Class A	0.03%	200,000	$13M	held	—	2 q
AVLRAvalara, Inc.	0.03%	100,000	$16M	held	—	13 q
NETCloudflare, Inc. Class A, par value $0.001 per share	0.03%	175,000	$19M	held	—	8 q
unresolvedDuck Creek Technologies	0.03%	350,000	$15M	held	—	4 q
unresolvedLiberty Media Acquisition Co	0.03%	1,700,000	$18M	held	—	2 q
unresolvedMomentive Global Inc	0.03%	698,871	$15M	new	+0.03 pp	new
NCNOnCino, Inc.	0.03%	275,000	$16M	held	—	4 q
unresolved17 Ed & Technology Group Inc	0.03%	4,681,244	$17M	added×9.8	+0.02 pp	3 q
0C3Endeavor Group Hold-class A	0.02%	400,000	$11M	new	+0.02 pp	new
unresolvedKNOWBE4 Inc	0.02%	325,000	$10M	new	+0.02 pp	new
LILi Auto Inc.	0.02%	350,000	$12M	held	—	4 q
unresolvedLead Edge Growth Oprtunts Lt	0.02%	1,000,000	$10M	held	—	2 q
unresolvedLdh Growth Corp I	0.02%	960,000	$10M	held	—	2 q
unresolvedSvf Investment Corp 3	0.02%	1,100,000	$11M	held	—	2 q
XPXP Inc. Class A	0.02%	200,000	$9M	held	—	7 q
ALKTAlkami Technology, Inc.	0.01%	150,000	$5M	new	+0.01 pp	new
unresolvedAmerican Well Corp Class A	0.01%	400,000	$5M	held	—	4 q
unresolvedDouyu Intl Hldgs Ltd	0.01%	400,000	$3M	held	—	8 q
DBXDropbox, Inc. Class A	0.01%	200,000	$6M	held	—	14 q
HCATHealth Catalyst, Inc	0.01%	50,000	$3M	held	—	8 q
HUYAHUYA Inc.	0.01%	362,000	$6M	held	—	13 q
OMOutset Medical, Inc.	0.01%	55,000	$3M	held	—	4 q
PDPagerDuty, Inc.	0.01%	150,000	$6M	held	—	9 q
SWISolarWinds Corporation	0.01%	200,000	$3M	held	—	11 q
SPLKSplunk Inc	0.01%	45,228	$7M	new	+0.01 pp	new
VERXVertex, Inc. Class A	0.01%	325,000	$7M	held	—	4 q
GTMZoomInfo Technologies Inc	0.01%	150,000	$8M	held	—	5 q
unresolvedProvident Acquisition Corp	0.01%	800,000	$8M	held	—	2 q
unresolvedSvf Investment Corp 2	0.01%	775,000	$8M	held	—	2 q
D0ADada Nexus Ltd-adr	0.00%	50,000	$1M	held	—	5 q
FPIFarmland Partners Inc.	0.00%	44,502	$536,000	held	—	18 q
KCKingsoft Cloud Holdings Limited	0.00%	10,000	$339,000	held	—	5 q
MDLAMedallia Inc	0.00%	50,000	$2M	held	—	8 q
OSHOak Street Health, Inc.	0.00%	25,000	$1M	held	—	4 q
unresolvedOnesmart Intl Ed Group Ltd	0.00%	320,000	$394,000	held	—	14 q
RDFNRedfin Corporation	0.00%	16,981	$1M	trimmed−58%	−0.01 pp	16 q
628Semrush Holdings Inc-a	0.00%	10,000	$230,000	held	—	2 q
DNKPhoenix Tree Holdings Ltd	—	−36,436,075	—	exited	−0.20 pp	—
ASOAcademy Sports and Outdoors, Inc.	—	−1,750,000	—	exited	−0.11 pp	—
TBAThoma Bravo Advantage-cl A	—	−4,000,000	—	exited	−0.10 pp	—
unresolvedLinx S A	—	−3,350,000	—	exited	−0.05 pp	—
SVMKSVMK Inc.	—	−698,871	—	exited	−0.03 pp	—