Tiger Global

Q3 2021 13F · by Chase Coleman, CIO

As of: Sep 30, 2021
Filed: Nov 15, 2021
US stock: $52.1B · prev $53.8B
Positions: 161 · prev 141
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%

Moves64 since the prior filing

+6.3 pp in · −6.0 pp out

New 24 +4.70 pp
Added 21 +1.61 pp
Trimmed 15 −5.71 pp
Exited 4 −0.24 pp

The book

Focused · behaves like 32 equal-sized positions

Very concentrated
Concentrated
Focused
Diversified

Low turnover · 15% a year, about 6.7 years per position

Low
Moderate
High

Top 5 positions29% of US stock

Positions161 in this filing · 4 exited


MSFTMicrosoft Corp	7.11%	13,131,734	$3.7B	held	—	20 q
JDJD.com, Inc.	7.10%	51,139,125	$3.7B	trimmed−1%	−0.56 pp	28 q
SESea Limited	6.38%	10,413,900	$3.3B	added+3%	+1.20 pp	15 q
DASHDoorDash, Inc. Class A	4.37%	11,046,234	$2.3B	added+1%	+0.75 pp	4 q
DOCUDocuSign, Inc.	3.61%	7,308,200	$1.9B	added0%	−0.18 pp	14 q
AMZNAmazon.Com Inc	3.58%	567,870	$1.9B	held	—	26 q
CVNACarvana Co.	3.56%	6,147,977	$1.9B	trimmed−3%	−0.01 pp	11 q
CRWDCrowdStrike Holdings, Inc. Class A	3.56%	7,537,000	$1.9B	held	—	10 q
METAMeta Platforms, Inc. Class A	3.29%	5,053,137	$1.7B	held	—	20 q
SNOWSnowflake Inc.	3.00%	5,171,754	$1.6B	added+23%	+1.12 pp	5 q
APONApollo Asset Management Inc	2.65%	22,362,873	$1.4B	trimmed−28%	−0.94 pp	9 q
NOWServicenow, Inc.	2.64%	2,206,240	$1.4B	held	—	17 q
RBLXRoblox Corporation	2.53%	17,430,822	$1.3B	trimmed−36%	−2.05 pp	3 q
PDDPDD Holdings Inc.	2.45%	14,053,066	$1.3B	held	—	13 q
ZMZoom Communications, Inc. Class A	2.39%	4,764,683	$1.2B	added+11%	−0.69 pp	10 q
SHOPShopify Inc. Class A subordinate voting shares	2.30%	881,850	$1.2B	added+1%	−0.07 pp	26 q
TDGTransDigm Group Incorporated	2.11%	1,757,245	$1.1B	held	—	20 q
WDAYWorkday, Inc. Class A	2.03%	4,218,750	$1.1B	added+2%	+0.20 pp	9 q
unresolvedAtlassian Corp Plc	1.85%	2,465,400	$965M	held	—	24 q
UBERUber Technologies, Inc.	1.79%	20,743,498	$929M	trimmed−0%	−0.14 pp	10 q
RNGRingcentral, Inc.	1.65%	3,953,000	$860M	added0%	−0.48 pp	11 q
PCORProcore Technologies, Inc.	1.63%	9,525,439	$851M	held	—	2 q
WRBYWarby Parker Inc.	1.54%	15,132,681	$803M	new	+1.54 pp	new
DDOGDatadog, Inc. Class A	1.42%	5,240,437	$741M	added+5%	+0.45 pp	9 q
NFLXNetFlix Inc	1.27%	1,086,490	$663M	held	—	19 q
BABAAlibaba Group Holding Limited	1.20%	4,219,678	$625M	held	—	21 q
PTONPeloton Interactive, Inc. Class A	1.20%	7,196,933	$626M	trimmed−18%	−0.84 pp	7 q
COINCoinbase Global, Inc. Class A	1.17%	2,676,644	$609M	added+2%	−0.07 pp	2 q
SPOTSpotify Technology S.A.	1.15%	2,651,595	$598M	trimmed−16%	−0.47 pp	14 q
ESTCElastic N.V.	1.15%	4,019,843	$599M	held	—	12 q
HOODRobinhood Markets, Inc. Class A	1.10%	13,664,001	$575M	new	+1.10 pp	new
PATHUiPath, Inc.	1.07%	10,541,643	$555M	added+1%	−0.25 pp	2 q
DVDoubleVerify Holdings, Inc.	0.91%	13,842,494	$473M	held	—	2 q
ADBEAdobe Inc.	0.82%	737,500	$425M	held	—	14 q
FUTUFutu Holdings Limited	0.73%	4,189,846	$381M	added+21%	−0.43 pp	3 q
COUPCoupa Software Incorporated	0.63%	1,499,000	$329M	held	—	4 q
RUNSunrun Inc	0.60%	7,073,257	$311M	held	—	15 q
ASANAsana, Inc. Class A	0.57%	2,881,202	$299M	held	—	5 q
BLNDBlend Labs, Inc.	0.48%	18,475,797	$249M	new	+0.48 pp	new
MAMastercard Incorporated	0.48%	724,000	$252M	held	—	34 q
PYPLPayPal Holdings, Inc.	0.45%	896,001	$233M	held	—	8 q
VTEXVtex	0.45%	11,312,217	$233M	new	+0.45 pp	new
ISIronsource Ltd-a	0.43%	20,500,000	$223M	held	—	2 q
unresolved1Life Healthcare	0.42%	10,732,883	$217M	added+41%	−0.05 pp	4 q
XYZBlock, Inc.	0.42%	914,500	$219M	added+5%	+0.02 pp	4 q
EGHT8x8, Inc.	0.40%	9,000,000	$211M	held	—	11 q
FLTCorpay, Inc.	0.33%	647,662	$169M	held	—	34 q
XMQualtrics International Inc. Class A	0.33%	3,960,742	$169M	added+10%	+0.07 pp	3 q
PLTKPlaytika Holding Corp.	0.29%	5,500,000	$152M	held	—	3 q
GDSGDS Holdings Limited	0.28%	2,572,811	$146M	held	—	10 q
MTTRMatterport, Inc. Class A	0.27%	7,500,000	$142M	new	+0.27 pp	new
OZONOzon Holdings PLC	0.27%	2,753,861	$139M	added×3.7	+0.19 pp	4 q
DLODLocal Limited Class A	0.27%	2,602,000	$142M	held	—	2 q
DOCNDigitalOcean Holdings, Inc.	0.25%	1,700,000	$132M	held	—	3 q
OSCROscar Health, Inc.	0.25%	7,514,567	$131M	added+22%	0.00 pp	3 q
ABNBAirbnb, Inc. Class A	0.21%	650,000	$109M	held	—	4 q
JAMFJamf Holding Corp.	0.21%	2,778,778	$107M	held	—	5 q
CRMSalesforce, Inc.	0.20%	387,700	$105M	held	—	16 q
unresolvedBright Health Group Inc	0.19%	11,847,808	$97M	held	—	2 q
CPNGCoupang, Inc.	0.19%	3,571,428	$99M	held	—	3 q
GDRXGoodRx Holdings, Inc. Class A	0.18%	2,345,000	$96M	held	—	5 q
SUMOSumo Logic, Inc.	0.17%	5,547,150	$89M	added0%	−0.04 pp	5 q
SSentinelOne, Inc.	0.16%	1,511,801	$81M	held	—	2 q
unresolvedYatsen Holding Ltd ADR	0.16%	22,088,713	$84M	trimmed−22%	−0.33 pp	4 q
ZENZendesk Inc	0.16%	714,000	$83M	held	—	13 q
PLANAnaplan, Inc.	0.15%	1,280,868	$78M	held	—	9 q
CMRCCommerce.com, Inc. Series 1	0.13%	1,350,000	$68M	held	—	5 q
BEKEKE Holdings Inc.	0.13%	3,770,302	$69M	added+51%	−0.09 pp	5 q
MNDYmonday.com Ltd.	0.13%	200,000	$65M	held	—	2 q
DOCSDoximity, Inc.	0.12%	750,000	$61M	held	—	2 q
NSHSpire Global, Inc.	0.12%	5,000,000	$63M	new	+0.12 pp	new
TOSTToast, Inc.	0.12%	1,250,000	$62M	new	+0.12 pp	new
APIAgora, Inc.	0.10%	1,726,123	$50M	held	—	6 q
unresolvedBlacksky Technology Inc	0.10%	5,000,000	$52M	new	+0.10 pp	new
BMBLBumble Inc. Class A	0.10%	1,000,000	$50M	held	—	3 q
AIC3.ai, Inc.	0.09%	1,000,000	$46M	held	—	4 q
INTUIntuit Inc	0.09%	83,232	$45M	trimmed−62%	−0.11 pp	4 q
JTKWYJust Eat Takeawy SP/	0.09%	3,197,957	$46M	held	—	2 q
ONTFON24, Inc.	0.09%	2,260,000	$45M	added+41%	−0.02 pp	3 q
OKLOOklo Inc.	0.08%	4,000,000	$39M	new	+0.08 pp	new
APPApplovin Corporation Class A	0.08%	600,000	$43M	trimmed−35%	−0.05 pp	2 q
AVPTAvePoint, Inc. Class A	0.08%	5,000,000	$42M	new	+0.08 pp	new
unresolvedDatto Hldg Corp	0.07%	1,500,000	$36M	held	—	4 q
DTDynatrace, Inc.	0.07%	500,000	$35M	held	—	9 q
BZKANZHUN LIMITED American Depository Shares	0.07%	1,050,000	$38M	held	—	2 q
MDBMongoDB, Inc. Class A	0.07%	82,000	$39M	held	—	11 q
VVISA Inc.	0.07%	163,000	$36M	held	—	21 q
FRSHFreshworks Inc. Class A	0.06%	700,000	$30M	new	+0.06 pp	new
FROGJFrog Ltd.	0.06%	1,000,000	$34M	held	—	5 q
AFRMAffirm Holdings, Inc. Class A	0.05%	200,000	$24M	held	—	3 q
CFLTConfluent, Inc. Class A	0.05%	400,000	$24M	held	—	2 q
DHDefinitive Healthcare Corp. Class A	0.05%	600,000	$26M	new	+0.05 pp	new
DDLDingdong (Cayman) Limited	0.05%	1,050,000	$25M	held	—	2 q
DUOLDuolingo, Inc. Class A	0.05%	150,000	$25M	new	+0.05 pp	new
DNAGinkgo Bioworks Holdings, Inc.	0.05%	2,425,000	$28M	new	+0.05 pp	new
KPLTKatapult Holdings, Inc.	0.05%	5,000,000	$27M	held	—	2 q
unresolvedLogistics Innovtn Technlgs C	0.05%	2,800,000	$28M	held	—	2 q
SMARSmartsheet Inc.	0.05%	360,000	$25M	held	—	11 q
8DTSquarespace Inc - Class A	0.05%	730,777	$28M	held	—	2 q
TUYATuya Inc.	0.05%	2,850,000	$26M	held	—	3 q
TWLOTwilio Inc.	0.05%	74,701	$24M	held	—	11 q
STNEStoneCo Ltd. Class A	0.05%	730,827	$25M	trimmed−5%	−0.05 pp	12 q
TCVATcv Acquisition Corp-a	0.05%	2,500,000	$25M	held	—	2 q
NETCloudflare, Inc. Class A, par value $0.001 per share	0.04%	175,000	$20M	held	—	9 q
NCNOnCino, Inc.	0.04%	275,000	$20M	held	—	5 q
unresolvedNew Oriental Ed & Tech Grp I	0.04%	9,217,500	$19M	held	—	20 q
OLOOlo Inc.	0.04%	681,000	$20M	held	—	3 q
unresolvedRevolution Healthcar Aq Corp	0.04%	2,250,000	$22M	held	—	3 q
ROOTRoot, Inc. Class A	0.04%	3,684,455	$19M	added+19%	−0.02 pp	3 q
XPEVXPeng Inc.	0.04%	650,000	$23M	held	—	5 q
unresolvedAltimeter Growth Corp	0.04%	1,800,000	$19M	held	—	4 q
unresolvedAltimeter Growth Corp 2	0.04%	1,996,000	$20M	held	—	3 q
JOBYJoby Aviation, Inc.	0.04%	2,000,000	$20M	new	+0.04 pp	new
unresolvedSvf Investment Corp	0.04%	2,000,000	$20M	held	—	3 q
REREATRenew Inc.	0.03%	1,791,193	$18M	trimmed−35%	−0.05 pp	2 q
AVLRAvalara, Inc.	0.03%	100,000	$17M	held	—	14 q
unresolvedChindata Group Hldgs Ltd	0.03%	1,850,000	$16M	held	—	5 q
DIDIYDidi Global Inc S/	0.03%	2,000,000	$16M	held	—	2 q
unresolvedDuck Creek Technologies	0.03%	350,000	$15M	held	—	5 q
unresolvedLiberty Media Acquisition Co	0.03%	1,700,000	$18M	held	—	3 q
unresolvedCazoo Group Ltd	0.03%	2,000,000	$16M	new	+0.03 pp	new
DESPDespegar.com Corp	0.03%	1,197,599	$14M	trimmed−63%	−0.05 pp	17 q
unresolvedMELI Kaszek Pioneer	0.03%	1,500,000	$17M	new	+0.03 pp	new
SRADSportradar Group AG Class A	0.03%	750,000	$17M	new	+0.03 pp	new
0C3Endeavor Group Hold-class A	0.02%	400,000	$11M	held	—	2 q
LILi Auto Inc.	0.02%	350,000	$9M	held	—	5 q
unresolvedWilliams Rowland Acquisition	0.02%	925,000	$9M	new	+0.02 pp	new
GTMZoomInfo Technologies Inc	0.02%	150,000	$9M	held	—	6 q
unresolvedLead Edge Growth Oprtunts Lt	0.02%	1,000,000	$10M	held	—	3 q
unresolvedLdh Growth Corp I	0.02%	960,000	$9M	held	—	3 q
unresolvedProvident Acquisition Corp	0.02%	800,000	$8M	held	—	3 q
unresolvedSvf Investment Corp 3	0.02%	1,100,000	$11M	held	—	3 q
XPXP Inc. Class A	0.02%	200,000	$8M	held	—	8 q
ALKTAlkami Technology, Inc.	0.01%	150,000	$4M	held	—	2 q
unresolvedAmerican Well Corp Class A	0.01%	400,000	$4M	held	—	5 q
DBXDropbox, Inc. Class A	0.01%	200,000	$6M	held	—	15 q
HUYAHUYA Inc.	0.01%	362,000	$3M	held	—	14 q
unresolvedKNOWBE4 Inc	0.01%	325,000	$7M	held	—	2 q
OMOutset Medical, Inc.	0.01%	55,000	$3M	held	—	5 q
PDPagerDuty, Inc.	0.01%	150,000	$6M	held	—	10 q
SPLKSplunk Inc	0.01%	45,228	$7M	held	—	2 q
VERXVertex, Inc. Class A	0.01%	325,000	$6M	held	—	5 q
unresolvedSvf Investment Corp 2	0.01%	775,000	$8M	held	—	3 q
D0ADada Nexus Ltd-adr	0.00%	50,000	$1M	held	—	6 q
unresolvedDouyu Intl Hldgs Ltd	0.00%	400,000	$1M	held	—	9 q
FPIFarmland Partners Inc.	0.00%	44,502	$534,000	held	—	19 q
DNABWGinkgo Bioworks Hldgs Wts	0.00%	485,000	$2M	new	0.00 pp	new
HCATHealth Catalyst, Inc	0.00%	50,000	$3M	held	—	9 q
KCKingsoft Cloud Holdings Limited	0.00%	10,000	$283,000	held	—	6 q
MDLAMedallia Inc	0.00%	50,000	$2M	held	—	9 q
unresolvedMomentive Global Inc	0.00%	10,573	$207,000	trimmed−98%	−0.03 pp	2 q
NABLN-able, Inc.	0.00%	100,000	$1M	new	0.00 pp	new
OSHOak Street Health, Inc.	0.00%	25,000	$1M	held	—	5 q
OKTAOkta, Inc. Class A	0.00%	5,590	$1M	new	0.00 pp	new
unresolvedOnesmart Intl Ed Group Ltd	0.00%	320,000	$157,000	held	—	15 q
RDFNRedfin Corporation	0.00%	16,981	$851,000	held	—	17 q
628Semrush Holdings Inc-a	0.00%	10,000	$231,000	held	—	3 q
unresolved17 Ed & Technology Group Inc	0.00%	480,000	$432,000	trimmed−90%	−0.03 pp	4 q
0OIASolarWinds Corporation	0.00%	100,000	$2M	held	—	12 q
CZOWFCazoo Group LTD-CW26	0.00%	500,000	$745,000	new	0.00 pp	new
JOBY/WSJoby Aviation Inc -CW25	0.00%	500,000	$1M	new	0.00 pp	new
TALTAL Education Group	—	−2,282,649	—	exited	−0.11 pp	—
unresolvedSoaring Eagle Acquisition Co	—	−2,425,000	—	exited	−0.05 pp	—
unresolvedAjax I	—	−2,000,000	—	exited	−0.04 pp	—
RTP.UReinvent Technology Partners	—	−2,000,000	—	exited	−0.04 pp	—