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TIGER GLOBAL MANAGEMENT LLC

NEW YORK, NY · CIK 0001167483

Portfolio Value: $18.12B
Positions: 73
Period: 2019-12-31
Filed: 2020-02-14

Portfolio Value

$18.12B

Positions

73

New

4

Increased

16

Decreased

17

Sold Out

183

TIGER GLOBAL MANAGEMENT LLC Q4 2019 13F Filing Summary

TIGER GLOBAL MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $18.12B across 73 positions in their Q4 2019 SEC 13F filing (period ending 2019-12-31). Top holdings include JD ($1.86B), GTLL ($1.80B), MSFT ($1.72B). The top 10 positions account for 65.3% of the portfolio. This quarter saw 4 new positions, 16 increases, 17 reductions, 183 complete exits. Notable new buys: PYPL ($264.80M), CDLX ($28.61M), XP ($7.70M). Notable exits: FIAT CHRYSLER AUTOMOBILES N, SWITCH INC, PSTG.

All Holdings

#StockValueWeightChange
1
JDJD COM INC
SPON ADR CL A
$1.86B
10.27%
-
2
GTLLAPOLLO GLOBAL MGMT INC
COM CL A
$1.80B
9.92%
-
3
MSFTMICROSOFT CORP
COM
$1.72B
9.47%
-28.8%
4
METAFACEBOOK INC
CL A
$1.71B
9.42%
-25.9%
5
TDGTRANSDIGM GROUP INC
COM
$1.16B
6.38%
-
6
AMZNAMAZON COM INC
COM
$1.13B
6.24%
-13.1%
7
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$745.67M
4.11%
-54.8%
8
UBERUBER TECHNOLOGIES INC
COM
$642.82M
3.55%
+224.3%
9
RNGRINGCENTRAL INC
CL A
$556.14M
3.07%
+1.0%
10
SPOTSPOTIFY TECHNOLOGY S A
SHS
$520.46M
2.87%
-14.3%
11
NFLXNETFLIX INC
COM
$501.86M
2.77%
-27.8%
12
LTESFFLEETCOR TECHNOLOGIES INC
COM
$496.92M
2.74%
-
13
CVNACARVANA CO
CL A
$452.23M
2.50%
-
14
RUNSUNRUN INC
COM
$411.17M
2.27%
+3.7%
15
SESEA LTD
SPONSORED ADS
$336.21M
1.86%
-38.5%
16
GDSGDS HLDGS LTD
SPONSORED ADS
$295.59M
1.63%
-
17
TALTAL EDUCATION GROUP
SPONSORED ADS
$277.77M
1.53%
-38.8%
18
PYPLPAYPAL HLDGS INC
COM
$264.80M
1.46%
New
19
ESTCELASTIC N V
ORD SHS
$258.48M
1.43%
+444.7%
20
MDBMONGODB INC
CL A
$251.55M
1.39%
+120.0%
21
PDDPINDUODUO INC
SPONSORED ADS
$224.46M
1.24%
+173.2%
22
SMARGBPSMARTSHEET INC
COM CL A
$211.38M
1.17%
+6.5%
23
TWLOTWILIO INC
CL A
$187.32M
1.03%
+76.6%
24
MAMASTERCARD INC
CL A
$186.92M
1.03%
+13.8%
25
TEAMATLASSIAN CORP PLC
CL A
$181.71M
1.00%
+149.2%
26
NEW ORIENTAL ED & TECH GRP I
SPON ADR
$174.70M
0.96%
-38.8%
27
NOWSERVICENOW INC
COM
$157.45M
0.87%
-30.3%
28
GOOGLALPHABET INC
CAP STK CL A
$142.46M
0.79%
+0.0%
29
DESPDESPEGAR COM CORP
ORD SHS
$124.78M
0.69%
-
30
CRMSALESFORCE COM INC
COM
$120.19M
0.66%
-69.3%
31
PLANUSDANAPLAN INC
COM
$114.88M
0.63%
+81.6%
32
EGHT8X8 INC NEW
COM
$90.58M
0.50%
+4.7%
33
ZEN1EURZENDESK INC
COM
$90.42M
0.50%
-60.0%
34
NEWREURNEW RELIC INC
COM
$88.45M
0.49%
-53.9%
35
ZMZOOM VIDEO COMMUNICATIONS IN
CL A
$83.46M
0.46%
+2.2%
36
ADBEADOBE INC
COM
$49.14M
0.27%
-79.1%
37
WDAYWORKDAY INC
CL A
$45.72M
0.25%
+113.8%
38
WORKSLACK TECHNOLOGIES INC
COM CL A
$45.11M
0.25%
+67.1%
39
SVMKUSDSVMK INC
COM
$41.08M
0.23%
-0.3%
40
XHLDTENCENT MUSIC ENTMT GROUP
SPON ADS
$31.70M
0.17%
-
41
STNESTONECO LTD
COM CL A
$30.68M
0.17%
-47.0%
42
VVISA INC
COM CL A
$30.63M
0.17%
-
43
LINX S A
SPONSORED ADS
$29.35M
0.16%
-
44
CDLXCARDLYTICS INC
COM
$28.61M
0.16%
New
45
SHOPSHOPIFY INC
CL A
$27.83M
0.15%
-
46
CHWYCHEWY INC
CL A
$23.20M
0.13%
-
47
DOCUDOCUSIGN INC
COM
$22.23M
0.12%
-
48
IQIQIYI INC
SPONSORED ADS
$21.11M
0.12%
-
49
DDOGDATADOG INC
CL A COM
$17.00M
0.09%
-
50
ATMPBARCLAYS BK PLC
IPATH B SHRT TRM
$13.33M
0.07%
-
Showing 1-50 of 73

Position Changes

StockValueShares
PYPLPAYPAL HLDGS INC
$264.80M2,448,000
CDLXCARDLYTICS INC
$28.61M455,100
XPXP INC
$7.70M200,000
BILLBILL COM HLDGS INC
$3.04M80,000