SmartMoneyDB

TIGER GLOBAL MANAGEMENT LLC

NEW YORK, NY · CIK 0001167483

Portfolio Value: $25.79B
Positions: 73
Period: 2020-06-30
Filed: 2020-08-14

Portfolio Value

$25.79B

Positions

73

New

4

Increased

12

Decreased

6

Sold Out

190

TIGER GLOBAL MANAGEMENT LLC Q2 2020 13F Filing Summary

TIGER GLOBAL MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $25.79B across 73 positions in their Q2 2020 SEC 13F filing (period ending 2020-06-30). Top holdings include JD ($3.11B), MSFT ($2.24B), META ($1.99B). The top 10 positions account for 58.5% of the portfolio. This quarter saw 4 new positions, 12 increases, 6 reductions, 190 complete exits. Notable new buys: GTM ($7.66M), API ($3.09M), DADA ($1.11M). Notable exits: IQ, NNBR, STG.

All Holdings

#StockValueWeightChange
1
JDJD.COM INC
SPON ADR CL A
$3.11B
12.05%
+2.0%
2
MSFTMICROSOFT CORP
COM
$2.24B
8.69%
+2.0%
3
METAFACEBOOK INC
CL A
$1.99B
7.70%
-
4
GTLLAPOLLO GLOBAL MGMT INC
COM CL A
$1.69B
6.56%
-
5
AMZNAMAZON COM INC
COM
$1.64B
6.34%
+7.4%
6
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$968.85M
3.76%
-
7
RNGRINGCENTRAL INC
CL A
$948.05M
3.68%
-
8
SESEA LTD
SPONSORED ADS
$896.44M
3.48%
-
9
SPOTSPOTIFY TECHNOLOGY S A
SHS
$822.49M
3.19%
+16.3%
10
TDGTRANSDIGM GROUP INC
COM
$776.79M
3.01%
-
11
CVNACARVANA CO
CL A
$722.75M
2.80%
-
12
NFLXNETFLIX INC
COM
$705.77M
2.74%
-
13
RUNSUNRUN INC
COM
$587.13M
2.28%
-
14
WDAYWORKDAY INC
CL A
$563.95M
2.19%
+29.9%
15
PDDPINDUODUO INC
SPONSORED ADS
$523.45M
2.03%
+2.7%
16
CRWDCROWDSTRIKE HLDGS INC
CL A
$505.66M
1.96%
+1916.8%
17
GDSGDS HLDGS LTD
SPONSORED ADS
$456.50M
1.77%
-
18
CRMSALESFORCE COM INC
COM
$436.42M
1.69%
+105.8%
19
MDBMONGODB INC
CL A
$432.60M
1.68%
-
20
TWLOTWILIO INC
CL A
$418.21M
1.62%
-
21
DDOGDATADOG INC
CL A COM
$413.62M
1.60%
+29.2%
22
ZMZOOM VIDEO COMMUNICATIONS IN
CL A
$413.52M
1.60%
+33.0%
23
TALTAL EDUCATION GROUP
SPONSORED ADS
$394.06M
1.53%
-
24
PYPLPAYPAL HLDGS INC
COM
$383.48M
1.49%
-5.1%
25
ESTCELASTIC N V
ORD SHS
$370.67M
1.44%
-
26
LTESFFLEETCOR TECHNOLOGIES INC
COM
$325.81M
1.26%
-
27
UBERUBER TECHNOLOGIES INC
COM
$310.01M
1.20%
-
28
PLANUSDANAPLAN INC
COM
$308.15M
1.19%
-
29
PTONPELOTON INTERACTIVE INC
CL A COM
$306.18M
1.19%
+27.6%
30
NOWSERVICENOW INC
COM
$292.86M
1.14%
+29.6%
31
NEW ORIENTAL ED & TECHNOLOGY
SPON ADR
$278.89M
1.08%
-
32
TEAMATLASSIAN CORP PLC
CL A
$272.21M
1.06%
-
33
SMARGBPSMARTSHEET INC
COM CL A
$211.08M
0.82%
-
34
MAMASTERCARD INCORPORATED
CL A
$183.78M
0.71%
-14.7%
35
NEWREURNEW RELIC INC
COM
$92.74M
0.36%
-
36
EGHT8X8 INC NEW
COM
$79.20M
0.31%
-
37
ADBEADOBE INC
COM
$73.57M
0.29%
-
38
DESPDESPEGAR COM CORP
ORD SHS
$66.46M
0.26%
-
39
SHOPSHOPIFY INC
CL A
$66.44M
0.26%
-
40
ZEN1EURZENDESK INC
COM
$63.21M
0.25%
-
41
DOCUDOCUSIGN INC
COM
$51.66M
0.20%
-
42
ATH-PAATHENE HLDG LTD
CL A
$44.85M
0.17%
-80.7%
43
GOOGLALPHABET INC
CAP STK CL A
$43.25M
0.17%
-
44
XHLDTENCENT MUSIC ENTMT GROUP
SPON ADS
$36.34M
0.14%
-
45
CHWYCHEWY INC
CL A
$35.75M
0.14%
-
46
VVISA INC
COM CL A
$31.49M
0.12%
-
47
STNESTONECO LTD
COM CL A
$29.68M
0.12%
-0.4%
48
DTDYNATRACE INC
COM
$20.30M
0.08%
-
49
NODKPHOENIX TREE HLDGS LTD
SPONSORED ADS
$17.11M
0.07%
-
50
SVMKUSDSVMK INC
COM
$16.88M
0.07%
-68.8%
Showing 1-50 of 73

Position Changes

StockValueShares
GTMZOOMINFO TECHNOLOGIES INC
$7.66M150,000
APIAGORA INC
$3.09M70,000
DADADADA NEXUS LTD
$1.11M50,000
KCKINGSOFT CLOUD HLDGS LTD
$315.00K10,000