Tiger Global Management 13F holdings, Q2 2019
Holdings as of June 30, 2019 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 74 US equity positions worth $18.5bn in its Q2 2019 13F filing. The largest position was MSFT at 11.1% of the reported book, followed by META and JD. Against the Q1 2019 filing, it opened 6 new positions, added to 11 and reduced 8 among the top 50 holdings.
What did Tiger Global Management own in Q2 2019? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2019 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 11.1% | $2.0bn | 15,280,500 | 15% | added |
| 2 | META FACEBOOK INC | Communication Services | 9.4% | $1.7bn | 8,975,100 | 2% | added |
| 3 | JD JD COM INC | Consumer Cyclical | 8.7% | $1.6bn | 52,850,366 | -9% | reduced |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 7.2% | $1.3bn | 704,112 | 0% | held |
| 5 | FIAT CHRYSLER AUTOMOBILES N | 7.1% | $1.3bn | 94,248,728 | 7% | added | |
| 6 | APOLLO GLOBAL MGMT LLC | 7.0% | $1.3bn | 37,663,500 | 0% | held | |
| 7 | TDG TRANSDIGM GROUP INC | Industrials | 5.4% | $999.5m | 2,066,000 | 0% | held |
| 8 | NFLX NETFLIX INC | Communication Services | 4.3% | $788.6m | 2,146,813 | 2% | added |
| 9 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 4.0% | $733.6m | 4,329,245 | 0% | held |
| 10 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 3.3% | $608.4m | 4,161,135 | -49% | reduced |
| 11 | FLEETCOR TECHNOLOGIES INC | 2.6% | $485.1m | 1,727,100 | 0% | held | |
| 12 | SE SEA LTD | Consumer Cyclical | 2.4% | $451.7m | 13,598,500 | 0% | held |
| 13 | RUN SUNRUN INC | Technology | 2.2% | $410.3m | 21,868,400 | 18% | added |
| 14 | TAL TAL EDUCATION GROUP | Consumer Defensive | 1.9% | $359.1m | 9,424,023 | 0% | held |
| 15 | CRM SALESFORCE COM INC | Technology | 1.9% | $347.0m | 2,286,739 | 0% | held |
| 16 | RNG RINGCENTRAL INC | Technology | 1.9% | $345.1m | 3,003,000 | 122% | added |
| 17 | UBER UBER TECHNOLOGIES INC | Technology | 1.7% | $309.1m | 6,664,323 | – | new |
| 18 | ZENDESK INC | 1.3% | $240.6m | 2,702,000 | 0% | held | |
| 19 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.3% | $238.3m | 389,500 | 0% | held |
| 20 | NEW ORIENTAL ED & TECH GRP I | 1.2% | $227.3m | 2,353,600 | 0% | held | |
| 21 | SVMK INC | 1.2% | $224.3m | 13,584,284 | -26% | reduced | |
| 22 | NOW SERVICENOW INC | Technology | 1.2% | $219.5m | 799,600 | 0% | held |
| 23 | GDS GDS HLDGS LTD | Technology | 1.2% | $215.3m | 5,730,659 | – | new |
| 24 | ADBE ADOBE INC | Technology | 1.1% | $210.4m | 714,000 | 0% | held |
| 25 | CVNA CARVANA CO | Consumer Cyclical | 1.0% | $177.2m | 2,830,769 | 38% | added |
| 26 | TWLO TWILIO INC | Technology | 0.8% | $147.1m | 1,079,000 | 3% | added |
| 27 | MA MASTERCARD INC | Financial Services | 0.8% | $145.5m | 549,932 | 0% | held |
| 28 | EB4 EVENTBRITE INC | 0.7% | $135.2m | 8,347,422 | -41% | reduced | |
| 29 | DESPEGAR COM CORP | 0.7% | $128.6m | 9,256,550 | -24% | reduced | |
| 30 | EGHT 8X8 INC NEW | Technology | 0.6% | $114.0m | 4,730,000 | 0% | held |
| 31 | SMARTSHEET INC | 0.6% | $109.1m | 2,255,000 | 880% | added | |
| 32 | ZM ZOOM VIDEO COMMUNICATIONS IN | Technology | 0.6% | $106.5m | 1,200,000 | – | new |
| 33 | TEAM ATLASSIAN CORP PLC | Technology | 0.4% | $68.0m | 519,906 | 4% | added |
| 34 | MDB MONGODB INC | Technology | 0.3% | $60.4m | 397,000 | 71% | added |
| 35 | STNE STONECO LTD | Technology | 0.3% | $57.8m | 1,955,624 | -82% | reduced |
| 36 | ESTC ELASTIC N V | Technology | 0.3% | $55.1m | 738,000 | 0% | held |
| 37 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 0.2% | $40.5m | 2,700,000 | -48% | reduced |
| 38 | SWITCH INC | 0.2% | $32.3m | 2,470,000 | 0% | held | |
| 39 | LINX S A | 0.2% | $30.6m | 3,350,000 | – | new | |
| 40 | V VISA INC | Financial Services | 0.2% | $28.3m | 163,000 | 0% | held |
| 41 | CHWY CHEWY INC | Consumer Cyclical | 0.2% | $28.0m | 800,000 | – | new |
| 42 | BARCLAYS BK PLC | 0.1% | $22.9m | 881,575 | 0% | held | |
| 43 | PDD PINDUODUO INC | Consumer Cyclical | 0.1% | $22.4m | 1,088,000 | 0% | held |
| 44 | SHOP SHOPIFY INC | Technology | 0.1% | $21.0m | 70,000 | 0% | held |
| 45 | RDFN REDFIN CORP | 0.1% | $21.0m | 1,167,656 | -37% | reduced | |
| 46 | IQ IQIYI INC | Communication Services | 0.1% | $20.6m | 1,000,000 | 0% | held |
| 47 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 0.1% | $19.0m | 994,400 | 0% | held |
| 48 | CRWD CROWDSTRIKE HLDGS INC | Technology | 0.1% | $17.1m | 250,000 | – | new |
| 49 | P PURE STORAGE INC | Technology | 0.1% | $15.3m | 1,000,000 | 0% | held |
| 50 | DOCU DOCUSIGN INC | Technology | 0.1% | $14.9m | 300,000 | 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.