TIGER GLOBAL MANAGEMENT LLC

NEW YORK, NY · CIK 0001167483

Portfolio Value: $18.88B

Positions: 84

Period: 2019-09-30

Filed: 2019-11-14

Portfolio Value

$18.88B

Positions

New

Increased

Decreased

Sold Out

168

TIGER GLOBAL MANAGEMENT LLC Q3 2019 13F Filing Summary

TIGER GLOBAL MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $18.88B across 84 positions in their Q3 2019 SEC 13F filing (period ending 2019-09-30). Top holdings include MSFT ($2.12B), META ($2.00B), JD ($1.49B). The top 10 positions account for 67.2% of the portfolio. This quarter saw 14 new positions, 12 increases, 5 reductions, 168 complete exits. Notable new buys: GTLL ($1.42B), W ($57.18M), PLANUSD ($56.73M). Notable exits: APO, EB, PIVOTAL SOFTWARE INC.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	MSFTMICROSOFT CORP COM	594918104	$2.12B	15,280,500	11.25%	-
2	METAFACEBOOK INC CL A	30303M102	$2.00B	11,221,100	10.58%	+25.0%
3	JDJD COM INC SPON ADR CL A	47215P106	$1.49B	52,850,366	7.90%	-
4	GTLLAPOLLO GLOBAL MGMT INC COM CL A	3.768e+108	$1.42B	37,663,500	7.54%	New
5	BABAALIBABA GROUP HLDG LTD SPONSORED ADS	01609W102	$1.30B	7,780,262	6.89%	+79.7%
6	AMZNAMAZON COM INC COM	23135106	$1.22B	704,112	6.47%	-
7	TDGTRANSDIGM GROUP INC COM	893641100	$1.08B	2,066,000	5.70%	-
8	FIAT CHRYSLER AUTOMOBILES N SHS	N31738102	$973.50M	75,173,950	5.16%	-20.2%
9	NFLXNETFLIX INC COM	64110L106	$574.53M	2,146,813	3.04%	-
10	LTESFFLEETCOR TECHNOLOGIES INC COM	339041105	$495.30M	1,727,100	2.62%	-
11	RUNSUNRUN INC COM	86771W105	$479.52M	28,714,000	2.54%	+31.3%
12	SPOTSPOTIFY TECHNOLOGY S A SHS	L8681T102	$463.11M	4,062,379	2.45%	-2.4%
13	SESEA LTD SPONSORED ADS	81141R100	$420.87M	13,598,500	2.23%	-
14	RNGRINGCENTRAL INC CL A	76680R206	$410.03M	3,263,000	2.17%	+8.7%
15	CRMSALESFORCE COM INC COM	79466L302	$357.40M	2,407,739	1.89%	+5.3%
16	CVNACARVANA CO CL A	146869102	$324.25M	4,912,907	1.72%	+73.6%
17	TALTAL EDUCATION GROUP SPONSORED ADS	874080104	$322.68M	9,424,023	1.71%	-
18	NEW ORIENTAL ED & TECH GRP I SPON ADR	647581107	$260.69M	2,353,600	1.38%	-
19	GDSGDS HLDGS LTD SPONSORED ADS	36165L108	$229.69M	5,730,659	1.22%	-
20	ZEN1EURZENDESK INC COM	98936J101	$214.78M	2,947,000	1.14%	+9.1%
21	MELIMERCADOLIBRE INC COM	58733R102	$214.70M	389,500	1.14%	-
22	UBERUBER TECHNOLOGIES INC COM	90353T100	$203.06M	6,664,323	1.08%	-
23	NOWSERVICENOW INC COM	81762P102	$202.98M	799,600	1.07%	-
24	ADBEADOBE INC COM	00724F101	$197.24M	714,000	1.04%	-
25	NEWREURNEW RELIC INC COM	64829B100	$179.43M	2,920,000	0.95%	+0.0%
26	SMARGBPSMARTSHEET INC COM CL A	83200N103	$159.20M	4,418,474	0.84%	+95.9%
27	MAMASTERCARD INC CL A	57636Q104	$149.16M	549,932	0.79%	-
28	TWLOTWILIO INC CL A	90138F102	$118.65M	1,079,000	0.63%	-
29	DESPDESPEGAR COM CORP ORD SHS	G27358103	$104.78M	9,256,550	0.55%	-
30	MDBMONGODB INC CL A	60937P106	$104.69M	868,955	0.55%	+118.9%
31	EGHT8X8 INC NEW COM	282914100	$98.01M	4,730,000	0.52%	-
32	ZMZOOM VIDEO COMMUNICATIONS IN CL A	98980L101	$91.44M	1,200,000	0.48%	-
33	TEAMATLASSIAN CORP PLC CL A	G06242104	$76.02M	606,001	0.40%	+16.6%
34	PDDPINDUODUO INC SPONSORED ADS	722304102	$70.00M	2,172,470	0.37%	+99.7%
35	ESTCELASTIC N V ORD SHS	N14506104	$60.77M	738,000	0.32%	-
36	WWAYFAIR INC CL A	94419L101	$57.18M	510,000	0.30%	New
37	PLANUSDANAPLAN INC COM	03272L108	$56.73M	1,207,000	0.30%	New
38	STNESTONECO LTD COM CL A	G85158106	$50.49M	1,451,729	0.27%	-25.8%
39	SVMKUSDSVMK INC COM	78489X103	$39.44M	2,306,271	0.21%	-83.0%
40	SWITCH INC CL A	87105L104	$38.58M	2,470,000	0.20%	-
41	XHLDTENCENT MUSIC ENTMT GROUP SPON ADS	88034P109	$34.48M	2,700,000	0.18%	-
42	WORKSLACK TECHNOLOGIES INC COM CL A	83088V102	$28.50M	1,201,063	0.15%	New
43	VVISA INC COM CL A	92826C839	$28.04M	163,000	0.15%	-
44	BYNDBEYOND MEAT INC COM	8.862e+112	$26.01M	175,000	0.14%	New
45	LINX S A SPONSORED ADS	53619W101	$25.90M	3,350,000	0.14%	-
46	WDAYWORKDAY INC CL A	98138H101	$22.09M	130,000	0.12%	New
47	SHOPSHOPIFY INC CL A	82509L107	$21.82M	70,000	0.12%	-
48	ZTOZTO EXPRESS CAYMAN INC SPONSORED ADS A	98980A105	$21.21M	994,400	0.11%	-
49	ATMPBARCLAYS BK PLC IPATH B SHRT TRM	06746P621	$20.93M	881,575	0.11%	-
50	CHWYCHEWY INC CL A	16679L109	$19.66M	800,000	0.10%	-

Showing 1-50 of 84

Position Changes

Stock	Value	Shares
GTLLAPOLLO GLOBAL MGMT INC	$1.42B	37,663,500
WWAYFAIR INC	$57.18M	510,000
PLANUSDANAPLAN INC	$56.73M	1,207,000
WORKSLACK TECHNOLOGIES INC	$28.50M	1,201,063
BYNDBEYOND MEAT INC	$26.01M	175,000
WDAYWORKDAY INC	$22.09M	130,000
DDOGDATADOG INC	$15.26M	450,000
DTDYNATRACE INC	$9.34M	500,000
THCHLIVONGO HEALTH INC	$4.36M	250,000
ATIDOUYU INTERNATIONAL HLDNGS L	$3.28M	400,000
NETCLOUDFLARE INC	$3.25M	175,000
HCATHEALTH CATALYST INC	$1.58M	50,000
MDLAMEDALLIA INC	$1.37M	50,000
LCLENDINGCLUB CORP	$719.00K	55,000