Tiger Global Management 13F holdings, Q3 2017
Holdings as of September 30, 2017 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 46 US equity positions worth $14.6bn in its Q3 2017 13F filing. The largest position was PRICELINE GRP INC at 13.0% of the reported book, followed by JD and AMZN. Against the Q2 2017 filing, it opened 9 new positions, added to 11 and reduced 3 among the top 46 holdings.
What did Tiger Global Management own in Q3 2017? Top 46 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2017 |
|---|---|---|---|---|---|---|---|
| 1 | PRICELINE GRP INC | 13.0% | $1.9bn | 1,041,006 | 0% | held | |
| 2 | JD JD COM INC | Consumer Cyclical | 12.8% | $1.9bn | 49,100,000 | 12% | added |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 10.1% | $1.5bn | 1,537,700 | 24% | added |
| 4 | APOLLO GLOBAL MGMT LLC | 7.0% | $1.0bn | 34,049,807 | 4% | added | |
| 5 | DESPEGAR COM CORP | 6.6% | $966.5m | 30,204,172 | – | new | |
| 6 | TDG TRANSDIGM GROUP INC | Industrials | 5.7% | $833.4m | 3,260,000 | -19% | reduced |
| 7 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 5.4% | $783.5m | 4,536,745 | 4% | added |
| 8 | MSFT MICROSOFT CORP | Technology | 5.3% | $781.2m | 10,487,500 | 0% | held |
| 9 | NFLX NETFLIX INC | Communication Services | 3.8% | $553.8m | 3,053,747 | 711% | added |
| 10 | DPZ DOMINOS PIZZA INC | Consumer Cyclical | 3.2% | $462.2m | 2,328,000 | 16% | added |
| 11 | FIAT CHRYSLER AUTOMOBILES N | 3.0% | $444.5m | 24,820,000 | 19% | added | |
| 12 | FLEETCOR TECHNOLOGIES INC | 3.0% | $432.5m | 2,794,524 | 23% | added | |
| 13 | CHTR CHARTER COMMUNICATIONS INC N | Communication Services | 2.5% | $360.0m | 990,710 | 0% | held |
| 14 | TAL TAL ED GROUP | Consumer Defensive | 2.3% | $332.2m | 9,854,436 | 500% | added |
| 15 | META FACEBOOK INC | Communication Services | 2.1% | $308.8m | 1,807,000 | 240% | added |
| 16 | CMCSA COMCAST CORP NEW | Communication Services | 1.9% | $279.0m | 7,250,000 | 0% | held |
| 17 | NEW ORIENTAL ED & TECH GRP I | 1.4% | $198.7m | 2,251,615 | 0% | held | |
| 18 | RDFN REDFIN CORP | 1.3% | $192.9m | 7,690,091 | – | new | |
| 19 | QSR RESTAURANT BRANDS INTL INC | Consumer Cyclical | 1.1% | $159.7m | 2,500,000 | 35% | added |
| 20 | MA MASTERCARD INCORPORATED | Financial Services | 1.0% | $148.7m | 1,053,341 | 0% | held |
| 21 | ADSK AUTODESK INC | Technology | 0.9% | $137.2m | 1,222,000 | – | new |
| 22 | ETSY ETSY INC | Consumer Cyclical | 0.9% | $128.4m | 7,603,723 | -3% | reduced |
| 23 | V VISA INC | Financial Services | 0.8% | $120.2m | 1,142,000 | 0% | held |
| 24 | NETSHOES CAYMAN LTD | 0.8% | $116.6m | 8,865,903 | 0% | held | |
| 25 | AWI ARMSTRONG WORLD INDS INC NEW | Industrials | 0.6% | $91.2m | 1,779,431 | 0% | held |
| 26 | WB WEIBO CORP | Communication Services | 0.6% | $90.0m | 910,000 | – | new |
| 27 | EHI CAR SVCS LTD | 0.6% | $81.7m | 8,334,863 | 0% | held | |
| 28 | NOW SERVICENOW INC | Technology | 0.4% | $62.4m | 531,301 | – | new |
| 29 | SINA CORP | 0.4% | $60.7m | 529,107 | – | new | |
| 30 | TDOC TELADOC INC | Healthcare | 0.4% | $59.4m | 1,792,799 | -56% | reduced |
| 31 | ROKU ROKU INC | Communication Services | 0.3% | $39.8m | 1,500,000 | – | new |
| 32 | OPTU ALTICE USA INC | Communication Services | 0.2% | $31.4m | 1,150,000 | 0% | held |
| 33 | TEAM ATLASSIAN CORP PLC | Technology | 0.1% | $17.6m | 500,000 | 0% | held |
| 34 | P PURE STORAGE INC | Technology | 0.1% | $16.0m | 1,000,000 | 0% | held |
| 35 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 0.1% | $14.0m | 994,400 | 0% | held |
| 36 | BARCLAYS BK PLC | 0.1% | $11.9m | 304,136 | – | new | |
| 37 | SHOP SHOPIFY INC | Technology | 0.1% | $8.2m | 70,000 | 0% | held |
| 38 | JUMEI INTL HLDG LTD | 0.0% | $7.2m | 2,479,085 | 0% | held | |
| 39 | FITBIT INC | 0.0% | $3.5m | 500,000 | 0% | held | |
| 40 | FIREEYE INC | 0.0% | $3.4m | 200,000 | 0% | held | |
| 41 | PENNEY J C INC | 0.0% | $3.2m | 850,000 | 0% | held | |
| 42 | OKTA OKTA INC | Technology | 0.0% | $1.7m | 60,000 | 0% | held |
| 43 | LENDINGCLUB CORP | 0.0% | $1.7m | 275,000 | 0% | held | |
| 44 | RYB ED INC | 0.0% | $998.0k | 35,000 | – | new | |
| 45 | CLDR CLOUDERA INC | 0.0% | $831.0k | 50,000 | 0% | held | |
| 46 | FPI FARMLAND PARTNERS INC | Real Estate | 0.0% | $402.0k | 44,502 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.