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TIGER GLOBAL MANAGEMENT LLC

NEW YORK, NY · CIK 0001167483

Portfolio Value: $16.61B
Positions: 74
Period: 2020-03-31
Filed: 2020-05-15

Portfolio Value

$16.61B

Positions

74

New

3

Increased

11

Decreased

14

Sold Out

185

TIGER GLOBAL MANAGEMENT LLC Q1 2020 13F Filing Summary

TIGER GLOBAL MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $16.61B across 74 positions in their Q1 2020 SEC 13F filing (period ending 2020-03-31). Top holdings include JD ($2.05B), MSFT ($1.70B), META ($1.46B). The top 10 positions account for 63.3% of the portfolio. This quarter saw 3 new positions, 11 increases, 14 reductions, 185 complete exits. Notable new buys: ATH-PA ($185.27M), PTON ($110.27M), NODK ($15.93M). Notable exits: WORK, ATMP, BYND.

All Holdings

#StockValueWeightChange
1
JDJD COM INC
SPON ADR CL A
$2.05B
12.35%
-4.2%
2
MSFTMICROSOFT CORP
COM
$1.70B
10.25%
-0.8%
3
METAFACEBOOK INC
CL A
$1.46B
8.79%
+5.2%
4
GTLLAPOLLO GLOBAL MGMT INC
COM CL A
$1.14B
6.84%
-10.0%
5
AMZNAMAZON COM INC
COM
$1.08B
6.48%
-9.8%
6
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$873.54M
5.26%
+27.8%
7
RNGRINGCENTRAL INC
CL A
$704.89M
4.24%
+0.9%
8
NFLXNETFLIX INC
COM
$582.40M
3.51%
-
9
TDGTRANSDIGM GROUP INC
COM
$562.65M
3.39%
-14.9%
10
SESEA LTD
SPONSORED ADS
$370.40M
2.23%
-
11
SPOTSPOTIFY TECHNOLOGY S A
SHS
$332.56M
2.00%
-21.3%
12
GDSGDS HLDGS LTD
SPONSORED ADS
$332.21M
2.00%
-
13
CVNACARVANA CO
CL A
$331.25M
1.99%
+22.4%
14
TALTAL EDUCATION GROUP
SPONSORED ADS
$306.93M
1.85%
-
15
WDAYWORKDAY INC
CL A
$301.85M
1.82%
+733.8%
16
RUNSUNRUN INC
COM
$300.71M
1.81%
-
17
UBERUBER TECHNOLOGIES INC
COM
$278.49M
1.68%
-53.9%
18
MDBMONGODB INC
CL A
$260.97M
1.57%
-
19
LTESFFLEETCOR TECHNOLOGIES INC
COM
$241.63M
1.45%
-25.0%
20
NEW ORIENTAL ED & TECH GRP I
SPON ADR
$231.80M
1.40%
+48.6%
21
ESTCELASTIC N V
ORD SHS
$224.35M
1.35%
-
22
PYPLPAYPAL HLDGS INC
COM
$222.12M
1.34%
-5.2%
23
PDDPINDUODUO INC
SPONSORED ADS
$213.84M
1.29%
-
24
TEAMATLASSIAN CORP PLC
CL A
$207.26M
1.25%
-
25
PLANUSDANAPLAN INC
COM
$205.79M
1.24%
+210.2%
26
ATH-PAATHENE HLDG LTD
CL A
$185.27M
1.12%
New
27
ZMZOOM VIDEO COMMUNICATIONS IN
CL A
$179.23M
1.08%
-
28
MAMASTERCARD INC
CL A
$175.98M
1.06%
+16.4%
29
SMARGBPSMARTSHEET INC
COM CL A
$172.08M
1.04%
-11.9%
30
TWLOTWILIO INC
CL A
$170.57M
1.03%
-
31
CRMSALESFORCE COM INC
COM
$163.00M
0.98%
+53.2%
32
NOWSERVICENOW INC
COM
$159.83M
0.96%
-
33
DDOGDATADOG INC
CL A COM
$132.43M
0.80%
+717.9%
34
PTONPELOTON INTERACTIVE INC
CL A COM
$110.27M
0.66%
New
35
EGHT8X8 INC NEW
COM
$68.61M
0.41%
-
36
NEWREURNEW RELIC INC
COM
$62.24M
0.37%
-
37
ADBEADOBE INC
COM
$53.78M
0.32%
+13.4%
38
DESPDESPEGAR COM CORP
ORD SHS
$52.48M
0.32%
-
39
ZEN1EURZENDESK INC
COM
$45.70M
0.28%
-39.5%
40
GOOGLALPHABET INC
CAP STK CL A
$35.44M
0.21%
-71.3%
41
SVMKUSDSVMK INC
COM
$31.06M
0.19%
-
42
CHWYCHEWY INC
CL A
$29.99M
0.18%
-
43
SHOPSHOPIFY INC
CL A
$29.18M
0.18%
-
44
DOCUDOCUSIGN INC
COM
$27.72M
0.17%
-
45
XHLDTENCENT MUSIC ENTMT GROUP
SPON ADS
$27.16M
0.16%
-
46
VVISA INC
COM CL A
$26.26M
0.16%
-
47
IQIQIYI INC
SPONSORED ADS
$17.80M
0.11%
-
48
STNESTONECO LTD
COM CL A
$16.74M
0.10%
-0.0%
49
NODKPHOENIX TREE HLDGS LTD
SPONSORED ADS
$15.93M
0.10%
New
50
CRWDCROWDSTRIKE HLDGS INC
CL A
$13.92M
0.08%
-
Showing 1-50 of 74

Position Changes

StockValueShares
ATH-PAATHENE HLDG LTD
$185.27M7,464,626
PTONPELOTON INTERACTIVE INC
$110.27M4,153,304
NODKPHOENIX TREE HLDGS LTD
$15.93M1,850,000