Tiger Global

Q4 2021 13F · by Chase Coleman, CIO

As of: Dec 31, 2021
Filed: Feb 14, 2022
US stock: $45.9B · prev $52.1B
Positions: 169 · prev 161
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%

Moves76 since the prior filing

+11.9 pp in · −12.0 pp out

New 17 +7.41 pp
Added 29 +4.54 pp
Trimmed 21 −9.43 pp
Exited 9 −2.61 pp

The book

Focused · behaves like 31 equal-sized positions

Very concentrated
Concentrated
Focused
Diversified

Moderate turnover · 58% a year, about 1.7 years per position

Low
Moderate
High

Top 5 positions30% of US stock

Positions169 in this filing · 9 exited


JDJD.com, Inc.	8.20%	53,729,171	$3.8B	added+5%	+1.10 pp	29 q
MSFTMicrosoft Corp	6.21%	8,482,234	$2.9B	trimmed−35%	−0.90 pp	21 q
SESea Limited	5.55%	11,390,139	$2.5B	added+9%	−0.83 pp	16 q
NUNu Holdings Ltd.	5.43%	265,981,658	$2.5B	new	+5.43 pp	new
SNOWSnowflake Inc.	4.44%	6,020,669	$2.0B	added+16%	+1.44 pp	6 q
DASHDoorDash, Inc. Class A	3.77%	11,643,634	$1.7B	added+5%	−0.60 pp	5 q
METAMeta Platforms, Inc. Class A	3.70%	5,053,137	$1.7B	held	—	21 q
CVNACarvana Co.	3.66%	7,262,905	$1.7B	added+18%	+0.10 pp	12 q
CRWDCrowdStrike Holdings, Inc. Class A	3.36%	7,537,000	$1.5B	held	—	11 q
NOWServicenow, Inc.	3.12%	2,206,240	$1.4B	held	—	18 q
AMZNAmazon.Com Inc	2.56%	353,292	$1.2B	trimmed−38%	−1.02 pp	27 q
WDAYWorkday, Inc. Class A	2.51%	4,218,750	$1.2B	held	—	10 q
ZMZoom Communications, Inc. Class A	2.45%	6,130,493	$1.1B	added+29%	+0.06 pp	11 q
SHOPShopify Inc. Class A subordinate voting shares	2.42%	806,850	$1.1B	trimmed−9%	+0.12 pp	27 q
DOCUDocuSign, Inc.	2.30%	6,927,480	$1.1B	trimmed−5%	−1.31 pp	15 q
DDOGDatadog, Inc. Class A	2.06%	5,302,737	$944M	added+1%	+0.64 pp	10 q
unresolvedAtlassian Corp Plc	2.05%	2,465,400	$940M	held	—	25 q
RNGRingcentral, Inc.	2.02%	4,951,000	$928M	added+25%	+0.37 pp	12 q
PDDPDD Holdings Inc.	2.00%	15,784,450	$920M	added+12%	−0.45 pp	14 q
UBERUber Technologies, Inc.	1.65%	18,030,075	$756M	trimmed−13%	−0.14 pp	11 q
COINCoinbase Global, Inc. Class A	1.58%	2,869,434	$724M	added+7%	+0.41 pp	3 q
NFLXNetFlix Inc	1.42%	1,086,490	$655M	held	—	20 q
PCORProcore Technologies, Inc.	1.37%	7,889,130	$631M	trimmed−17%	−0.26 pp	3 q
SPOTSpotify Technology S.A.	1.31%	2,579,571	$604M	trimmed−3%	+0.16 pp	15 q
BABAAlibaba Group Holding Limited	1.09%	4,220,095	$501M	added0%	−0.11 pp	22 q
ESTCElastic N.V.	1.08%	4,019,843	$495M	held	—	13 q
RBLXRoblox Corporation	1.03%	4,580,491	$473M	trimmed−74%	−1.50 pp	4 q
APONApollo Asset Management Inc	1.00%	6,369,585	$461M	trimmed−72%	−1.65 pp	10 q
ADBEAdobe Inc.	0.91%	737,500	$418M	held	—	15 q
PTONPeloton Interactive, Inc. Class A	0.80%	10,214,682	$365M	added+42%	−0.40 pp	8 q
PATHUiPath, Inc.	0.77%	8,211,825	$354M	trimmed−22%	−0.30 pp	3 q
COUPCoupa Software Incorporated	0.70%	2,028,410	$321M	added+35%	+0.07 pp	5 q
XPEVXPeng Inc.	0.68%	6,229,000	$314M	added×9.6	+0.64 pp	6 q
CFLTConfluent, Inc. Class A	0.65%	3,903,967	$298M	added×9.8	+0.60 pp	3 q
XMQualtrics International Inc. Class A	0.63%	8,175,580	$289M	added×2.1	+0.30 pp	4 q
DVDoubleVerify Holdings, Inc.	0.62%	8,591,534	$286M	trimmed−38%	−0.29 pp	3 q
MAMastercard Incorporated	0.57%	724,000	$260M	held	—	35 q
unresolved1Life Healthcare	0.53%	13,793,100	$242M	added+29%	+0.11 pp	5 q
HOODRobinhood Markets, Inc. Class A	0.53%	13,664,001	$243M	held	—	2 q
RUNSunrun Inc	0.53%	7,073,257	$243M	held	—	16 q
LILi Auto Inc.	0.52%	7,402,989	$238M	added×21.2	+0.50 pp	6 q
XYZBlock, Inc.	0.49%	1,384,000	$224M	added+51%	+0.07 pp	5 q
unresolvedEmbark Technology Inc	0.44%	23,293,320	$202M	new	+0.44 pp	new
OZONOzon Holdings PLC	0.41%	6,410,988	$190M	added×2.3	+0.14 pp	5 q
FUTUFutu Holdings Limited	0.39%	4,189,846	$181M	held	—	4 q
PYPLPayPal Holdings, Inc.	0.37%	896,001	$169M	held	—	9 q
ISIronsource Ltd-a	0.35%	20,500,000	$159M	held	—	3 q
MTTRMatterport, Inc. Class A	0.34%	7,500,000	$155M	held	—	2 q
TOSTToast, Inc.	0.34%	4,500,000	$156M	added×3.6	+0.22 pp	2 q
EGHT8x8, Inc.	0.33%	9,000,000	$151M	held	—	12 q
ASANAsana, Inc. Class A	0.32%	1,955,000	$146M	trimmed−32%	−0.25 pp	6 q
BLNDBlend Labs, Inc.	0.32%	19,900,829	$146M	added+8%	−0.16 pp	2 q
DLODLocal Limited Class A	0.31%	3,928,942	$140M	added+51%	+0.04 pp	3 q
DOCNDigitalOcean Holdings, Inc.	0.30%	1,700,000	$137M	held	—	4 q
9900123DPerimeter Solutions SA	0.30%	10,000,000	$139M	new	+0.30 pp	new
WRBYWarby Parker Inc.	0.28%	2,768,231	$129M	trimmed−82%	−1.26 pp	2 q
GDSGDS Holdings Limited	0.26%	2,572,811	$121M	held	—	11 q
VTEXVtex	0.26%	11,312,217	$121M	held	—	2 q
WEAVWeave Communications, Inc.	0.25%	7,426,846	$113M	new	+0.25 pp	new
ABNBAirbnb, Inc. Class A	0.24%	650,000	$108M	held	—	5 q
CPNGCoupang, Inc.	0.23%	3,571,428	$105M	held	—	4 q
JAMFJamf Holding Corp.	0.23%	2,778,778	$106M	held	—	6 q
REREATRenew Inc.	0.22%	16,634,893	$99M	added×9.3	+0.19 pp	3 q
YMMFull Truck Alliance Co. Ltd.	0.21%	11,466,707	$96M	new	+0.21 pp	new
PLTKPlaytika Holding Corp.	0.21%	5,500,000	$95M	held	—	4 q
CRMSalesforce, Inc.	0.21%	387,700	$99M	held	—	17 q
TASKTaskUs, Inc. Class A	0.21%	1,779,000	$96M	new	+0.21 pp	new
SSentinelOne, Inc.	0.19%	1,764,801	$89M	added+17%	+0.03 pp	3 q
GDRXGoodRx Holdings, Inc. Class A	0.17%	2,345,000	$77M	held	—	6 q
RIVNRivian Automotive, Inc. Class A	0.17%	751,000	$78M	new	+0.17 pp	new
ZENZendesk Inc	0.16%	714,000	$74M	held	—	14 q
PLANAnaplan, Inc.	0.15%	1,495,868	$69M	added+17%	0.00 pp	10 q
MNDYmonday.com Ltd.	0.13%	200,000	$62M	held	—	3 q
APPApplovin Corporation Class A	0.12%	600,000	$57M	held	—	3 q
CMRCCommerce.com, Inc. Series 1	0.10%	1,350,000	$48M	held	—	6 q
OLOOlo Inc.	0.10%	2,151,729	$45M	added×3.2	+0.06 pp	4 q
OKLOOklo Inc.	0.09%	4,000,000	$39M	held	—	2 q
unresolvedDatto Hldg Corp	0.09%	1,500,000	$40M	held	—	5 q
MDBMongoDB, Inc. Class A	0.09%	82,000	$43M	held	—	12 q
ONTFON24, Inc.	0.09%	2,260,000	$39M	held	—	4 q
DOCSDoximity, Inc.	0.08%	750,000	$38M	held	—	3 q
GTLBGitLab Inc. Class A	0.08%	400,000	$35M	new	+0.08 pp	new
BZKANZHUN LIMITED American Depository Shares	0.08%	1,050,000	$37M	held	—	3 q
MQMarqeta, Inc. Class A	0.08%	2,207,000	$38M	new	+0.08 pp	new
VVISA Inc.	0.08%	163,000	$35M	held	—	22 q
AVPTAvePoint, Inc. Class A	0.07%	5,000,000	$31M	held	—	2 q
BMBLBumble Inc. Class A	0.07%	1,000,000	$34M	held	—	4 q
AIC3.ai, Inc.	0.07%	1,000,000	$31M	held	—	5 q
DTDynatrace, Inc.	0.07%	500,000	$30M	held	—	10 q
INTUIntuit Inc	0.07%	52,190	$34M	trimmed−37%	−0.02 pp	5 q
JTKWYJust Eat Takeawy SP/	0.07%	3,197,957	$34M	held	—	3 q
BRZEBraze, Inc. Class A	0.06%	350,000	$27M	new	+0.06 pp	new
HCPHashiCorp, Inc. Class A	0.06%	303,937	$28M	new	+0.06 pp	new
unresolvedLogistics Innovtn Technlgs C	0.06%	2,800,000	$28M	held	—	3 q
SMARSmartsheet Inc.	0.06%	360,000	$28M	held	—	12 q
SUMOSumo Logic, Inc.	0.06%	2,127,000	$29M	trimmed−62%	−0.11 pp	6 q
FROGJFrog Ltd.	0.06%	1,000,000	$30M	held	—	6 q
unresolvedBlacksky Technology Inc	0.05%	5,000,000	$22M	held	—	2 q
NETCloudflare, Inc. Class A, par value $0.001 per share	0.05%	175,000	$23M	held	—	10 q
FRSHFreshworks Inc. Class A	0.05%	809,071	$21M	added+16%	−0.01 pp	2 q
unresolvedRevolution Healthcar Aq Corp	0.05%	2,250,000	$22M	held	—	4 q
8DTSquarespace Inc - Class A	0.05%	730,777	$22M	held	—	3 q
TCVATcv Acquisition Corp-a	0.05%	2,500,000	$25M	held	—	3 q
AFRMAffirm Holdings, Inc. Class A	0.04%	200,000	$20M	held	—	4 q
DHDefinitive Healthcare Corp. Class A	0.04%	600,000	$16M	held	—	2 q
DDLDingdong (Cayman) Limited	0.04%	1,050,000	$17M	held	—	3 q
DNAGinkgo Bioworks Holdings, Inc.	0.04%	2,425,000	$20M	held	—	2 q
KPLTKatapult Holdings, Inc.	0.04%	5,000,000	$17M	held	—	3 q
unresolvedLiberty Media Acquisition Co	0.04%	1,700,000	$18M	held	—	4 q
unresolvedNew Oriental Ed & Tech Grp I	0.04%	9,217,500	$19M	held	—	21 q
NXDRNextdoor Holdings, Inc.	0.04%	2,500,000	$20M	new	+0.04 pp	new
OSCROscar Health, Inc.	0.04%	2,127,454	$17M	trimmed−72%	−0.21 pp	4 q
NSHSpire Global, Inc.	0.04%	5,000,000	$17M	held	—	2 q
TWLOTwilio Inc.	0.04%	74,701	$20M	held	—	12 q
unresolvedAltimeter Growth Corp 2	0.04%	1,996,000	$20M	held	—	4 q
unresolvedMELI Kaszek Pioneer	0.04%	1,500,000	$17M	held	—	2 q
unresolvedSvf Investment Corp	0.04%	2,000,000	$21M	held	—	4 q
AVLRAvalara, Inc.	0.03%	100,000	$13M	held	—	15 q
AVDXAvidXchange Holdings, Inc.	0.03%	1,000,000	$15M	new	+0.03 pp	new
unresolvedBright Health Group Inc	0.03%	3,350,000	$12M	trimmed−72%	−0.16 pp	3 q
unresolvedChindata Group Hldgs Ltd	0.03%	1,850,000	$12M	held	—	6 q
DUOLDuolingo, Inc. Class A	0.03%	150,000	$16M	held	—	2 q
0C3Endeavor Group Hold-class A	0.03%	400,000	$14M	held	—	3 q
BEKEKE Holdings Inc.	0.03%	665,416	$13M	trimmed−82%	−0.10 pp	6 q
NCNOnCino, Inc.	0.03%	275,000	$15M	held	—	6 q
unresolvedYatsen Holding Ltd ADR	0.03%	5,714,000	$12M	trimmed−74%	−0.13 pp	5 q
unresolvedCazoo Group Ltd	0.03%	2,000,000	$12M	held	—	2 q
GRABGrab Holdings Limited Class A	0.03%	1,800,000	$13M	new	+0.03 pp	new
JOBYJoby Aviation, Inc.	0.03%	2,000,000	$15M	held	—	2 q
STNEStoneCo Ltd. Class A	0.03%	730,827	$12M	held	—	13 q
SRADSportradar Group AG Class A	0.03%	750,000	$13M	held	—	2 q
DIDIYDidi Global Inc S/	0.02%	2,000,000	$10M	held	—	3 q
unresolvedDuck Creek Technologies	0.02%	350,000	$11M	held	—	6 q
EXFYExpensify, Inc. Class A	0.02%	250,000	$11M	new	+0.02 pp	new
unresolvedKNOWBE4 Inc	0.02%	403,501	$9M	added+24%	+0.01 pp	3 q
unresolvedWilliams Rowland Acquisition	0.02%	925,000	$9M	held	—	2 q
GTMZoomInfo Technologies Inc	0.02%	150,000	$10M	held	—	7 q
unresolvedLead Edge Growth Oprtunts Lt	0.02%	1,000,000	$10M	held	—	4 q
unresolvedLdh Growth Corp I	0.02%	960,000	$10M	held	—	4 q
unresolvedProvident Acquisition Corp	0.02%	800,000	$8M	held	—	4 q
unresolvedSvf Investment Corp 2	0.02%	775,000	$8M	held	—	4 q
unresolvedSvf Investment Corp 3	0.02%	1,100,000	$11M	held	—	4 q
ALKTAlkami Technology, Inc.	0.01%	150,000	$3M	held	—	3 q
unresolvedAmerican Well Corp Class A	0.01%	400,000	$2M	held	—	6 q
DBXDropbox, Inc. Class A	0.01%	200,000	$5M	held	—	16 q
HUYAHUYA Inc.	0.01%	362,000	$3M	held	—	15 q
OMOutset Medical, Inc.	0.01%	55,000	$3M	held	—	6 q
PDPagerDuty, Inc.	0.01%	150,000	$5M	held	—	11 q
VERXVertex, Inc. Class A	0.01%	325,000	$5M	held	—	6 q
XPXP Inc. Class A	0.01%	200,000	$6M	held	—	9 q
APIAgora, Inc.	0.00%	70,000	$1M	trimmed−96%	−0.10 pp	7 q
D0ADada Nexus Ltd-adr	0.00%	50,000	$658,000	held	—	7 q
unresolvedDouyu Intl Hldgs Ltd	0.00%	400,000	$1M	held	—	10 q
FPIFarmland Partners Inc.	0.00%	44,502	$532,000	held	—	20 q
DNABWGinkgo Bioworks Hldgs Wts	0.00%	485,000	$1M	held	—	2 q
HCATHealth Catalyst, Inc	0.00%	50,000	$2M	held	—	10 q
KCKingsoft Cloud Holdings Limited	0.00%	10,000	$158,000	held	—	7 q
unresolvedMomentive Global Inc	0.00%	10,573	$224,000	held	—	3 q
NABLN-able, Inc.	0.00%	100,000	$1M	held	—	2 q
OSHOak Street Health, Inc.	0.00%	25,000	$829,000	held	—	6 q
OKTAOkta, Inc. Class A	0.00%	5,590	$1M	held	—	2 q
unresolvedOnesmart Intl Ed Group Ltd	0.00%	320,000	$128,000	held	—	16 q
RDFNRedfin Corporation	0.00%	14,676	$563,000	trimmed−14%	0.00 pp	18 q
628Semrush Holdings Inc-a	0.00%	10,000	$209,000	held	—	4 q
unresolved17 Ed & Technology Group Inc	0.00%	120,000	$150,000	new	0.00 pp	new
0OIASolarWinds Corporation	0.00%	100,000	$1M	held	—	13 q
CZOWFCazoo Group LTD-CW26	0.00%	500,000	$450,000	held	—	2 q
GRABWGrab Holdings Limited	0.00%	360,000	$760,000	new	0.00 pp	new
JOBY/WSJoby Aviation Inc -CW25	0.00%	500,000	$780,000	held	—	2 q
TDGTransDigm Group Incorporated	—	−1,757,245	—	exited	−2.11 pp	—
FLTCorpay, Inc.	—	−647,662	—	exited	−0.33 pp	—
TUYATuya Inc.	—	−2,850,000	—	exited	−0.05 pp	—
ROOTRoot, Inc. Class A	—	−3,684,455	—	exited	−0.04 pp	—
unresolvedAltimeter Growth Corp	—	−1,800,000	—	exited	−0.04 pp	—
DESPDespegar.com Corp	—	−1,197,599	—	exited	−0.03 pp	—
SPLKSplunk Inc	—	−45,228	—	exited	−0.01 pp	—
MDLAMedallia Inc	—	−50,000	—	exited	0.00 pp	—
unresolved17 Ed & Technology Group Inc	—	−480,000	—	exited	0.00 pp	—