Tiger Global Management 13F holdings, Q1 2019
Holdings as of March 31, 2019 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 69 US equity positions worth $18.1bn in its Q1 2019 13F filing. The largest position was JD at 9.6% of the reported book, followed by MSFT and META. Against the Q4 2018 filing, it opened 6 new positions, added to 7 and reduced 15 among the top 50 holdings.
What did Tiger Global Management own in Q1 2019? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2018 |
|---|---|---|---|---|---|---|---|
| 1 | JD JD COM INC | Consumer Cyclical | 9.6% | $1.7bn | 57,850,366 | -0% | held |
| 2 | MSFT MICROSOFT CORP | Technology | 8.7% | $1.6bn | 13,292,400 | 1% | added |
| 3 | META FACEBOOK INC | Communication Services | 8.1% | $1.5bn | 8,838,117 | 65% | added |
| 4 | FIAT CHRYSLER AUTOMOBILES N | 7.2% | $1.3bn | 88,296,757 | 9% | added | |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 6.9% | $1.3bn | 704,112 | -5% | reduced |
| 6 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 6.3% | $1.1bn | 8,203,235 | -36% | reduced |
| 7 | APOLLO GLOBAL MGMT LLC | 5.9% | $1.1bn | 37,663,500 | 0% | held | |
| 8 | TDG TRANSDIGM GROUP INC | Industrials | 5.2% | $937.9m | 2,066,000 | 0% | held |
| 9 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 4.4% | $789.9m | 4,329,245 | 5% | added |
| 10 | NFLX NETFLIX INC | Communication Services | 4.2% | $752.3m | 2,109,813 | 43% | added |
| 11 | BKNG BOOKING HLDGS INC | Consumer Cyclical | 2.7% | $494.7m | 283,507 | -37% | reduced |
| 12 | STNE STONECO LTD | Technology | 2.4% | $435.7m | 10,597,754 | 0% | held |
| 13 | FLEETCOR TECHNOLOGIES INC | 2.4% | $425.9m | 1,727,100 | -4% | reduced | |
| 14 | CRM SALESFORCE COM INC | Technology | 2.0% | $362.2m | 2,286,739 | 0% | held |
| 15 | TAL TAL EDUCATION GROUP | Consumer Defensive | 1.9% | $340.0m | 9,424,023 | -2% | reduced |
| 16 | SVMK INC | 1.9% | $335.9m | 18,446,551 | -39% | reduced | |
| 17 | SE SEA LTD | Consumer Cyclical | 1.8% | $319.8m | 13,598,500 | 11% | added |
| 18 | DPZ DOMINOS PIZZA INC | Consumer Cyclical | 1.7% | $316.1m | 1,224,850 | -35% | reduced |
| 19 | EB4 EVENTBRITE INC | 1.5% | $269.6m | 14,064,271 | -2% | reduced | |
| 20 | RUN SUNRUN INC | Technology | 1.4% | $261.3m | 18,583,400 | 4% | added |
| 21 | ZENDESK INC | 1.3% | $229.7m | 2,702,000 | -26% | reduced | |
| 22 | NEW ORIENTAL ED & TECH GRP I | 1.2% | $212.0m | 2,353,600 | 0% | held | |
| 23 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.1% | $197.8m | 389,500 | 0% | held |
| 24 | NOW SERVICENOW INC | Technology | 1.1% | $197.1m | 799,600 | -28% | reduced |
| 25 | ADBE ADOBE INC | Technology | 1.1% | $190.3m | 714,000 | -31% | reduced |
| 26 | DESPEGAR COM CORP | 1.0% | $181.3m | 12,169,985 | -1% | reduced | |
| 27 | RNG RINGCENTRAL INC | Technology | 0.8% | $146.1m | 1,355,266 | – | new |
| 28 | TWLO TWILIO INC | Technology | 0.7% | $135.6m | 1,050,000 | – | new |
| 29 | MA MASTERCARD INC | Financial Services | 0.7% | $129.5m | 549,932 | 0% | held |
| 30 | CVNA CARVANA CO | Consumer Cyclical | 0.7% | $119.0m | 2,050,000 | – | new |
| 31 | EGHT 8X8 INC NEW | Technology | 0.5% | $95.5m | 4,730,000 | – | new |
| 32 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 0.5% | $93.7m | 5,177,517 | 0% | held |
| 33 | ESTC ELASTIC N V | Technology | 0.3% | $58.9m | 738,000 | 0% | held |
| 34 | TEAM ATLASSIAN CORP PLC | Technology | 0.3% | $56.2m | 500,000 | 0% | held |
| 35 | QSR RESTAURANT BRANDS INTL INC | Consumer Cyclical | 0.3% | $51.6m | 793,124 | -50% | reduced |
| 36 | RDFN REDFIN CORP | 0.2% | $37.5m | 1,851,098 | -21% | reduced | |
| 37 | MDB MONGODB INC | Technology | 0.2% | $34.2m | 232,300 | – | new |
| 38 | UXIN UXIN LTD | 0.2% | $28.2m | 7,430,207 | -61% | reduced | |
| 39 | PIVOTAL SOFTWARE INC | 0.1% | $27.1m | 1,300,000 | 0% | held | |
| 40 | PDD PINDUODUO INC | Consumer Cyclical | 0.1% | $27.0m | 1,088,000 | 0% | held |
| 41 | BARCLAYS BK PLC | 0.1% | $25.8m | 881,575 | – | new | |
| 42 | SWITCH INC | 0.1% | $25.5m | 2,470,000 | 0% | held | |
| 43 | V VISA INC | Financial Services | 0.1% | $25.5m | 163,000 | 0% | held |
| 44 | IQ IQIYI INC | Communication Services | 0.1% | $23.9m | 1,000,000 | 0% | held |
| 45 | P PURE STORAGE INC | Technology | 0.1% | $21.8m | 1,000,000 | 0% | held |
| 46 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 0.1% | $18.2m | 994,400 | 0% | held |
| 47 | DOCU DOCUSIGN INC | Technology | 0.1% | $15.6m | 300,000 | 0% | held |
| 48 | NETSHOES CAYMAN LTD | 0.1% | $14.8m | 8,865,903 | 0% | held | |
| 49 | SHOP SHOPIFY INC | Technology | 0.1% | $14.5m | 70,000 | 0% | held |
| 50 | FTCHQ FARFETCH LTD | Consumer Cyclical | 0.1% | $13.5m | 500,000 | 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.