Tiger Global Management 13F holdings, Q3 2019
Holdings as of September 30, 2019 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 84 US equity positions worth $18.9bn in its Q3 2019 13F filing. The largest position was MSFT at 11.3% of the reported book, followed by META and JD. Against the Q2 2019 filing, it opened 7 new positions, added to 11 and reduced 4 among the top 50 holdings.
What did Tiger Global Management own in Q3 2019? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2019 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 11.3% | $2.1bn | 15,280,500 | 0% | held |
| 2 | META FACEBOOK INC | Communication Services | 10.6% | $2.0bn | 11,221,100 | 25% | added |
| 3 | JD JD COM INC | Consumer Cyclical | 7.9% | $1.5bn | 52,850,366 | 0% | held |
| 4 | APOLLO GLOBAL MGMT INC | 7.5% | $1.4bn | 37,663,500 | – | new | |
| 5 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 6.9% | $1.3bn | 7,780,262 | 80% | added |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 6.5% | $1.2bn | 704,112 | 0% | held |
| 7 | TDG TRANSDIGM GROUP INC | Industrials | 5.7% | $1.1bn | 2,066,000 | 0% | held |
| 8 | FIAT CHRYSLER AUTOMOBILES N | 5.2% | $973.5m | 75,173,950 | -20% | reduced | |
| 9 | NFLX NETFLIX INC | Communication Services | 3.0% | $574.5m | 2,146,813 | 0% | held |
| 10 | FLEETCOR TECHNOLOGIES INC | 2.6% | $495.3m | 1,727,100 | 0% | held | |
| 11 | RUN SUNRUN INC | Technology | 2.5% | $479.5m | 28,714,000 | 31% | added |
| 12 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 2.5% | $463.1m | 4,062,379 | -2% | reduced |
| 13 | SE SEA LTD | Consumer Cyclical | 2.2% | $420.9m | 13,598,500 | 0% | held |
| 14 | RNG RINGCENTRAL INC | Technology | 2.2% | $410.0m | 3,263,000 | 9% | added |
| 15 | CRM SALESFORCE COM INC | Technology | 1.9% | $357.4m | 2,407,739 | 5% | added |
| 16 | CVNA CARVANA CO | Consumer Cyclical | 1.7% | $324.3m | 4,912,907 | 74% | added |
| 17 | TAL TAL EDUCATION GROUP | Consumer Defensive | 1.7% | $322.7m | 9,424,023 | 0% | held |
| 18 | NEW ORIENTAL ED & TECH GRP I | 1.4% | $260.7m | 2,353,600 | 0% | held | |
| 19 | GDS GDS HLDGS LTD | Technology | 1.2% | $229.7m | 5,730,659 | 0% | held |
| 20 | ZENDESK INC | 1.1% | $214.8m | 2,947,000 | 9% | added | |
| 21 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.1% | $214.7m | 389,500 | 0% | held |
| 22 | UBER UBER TECHNOLOGIES INC | Technology | 1.1% | $203.1m | 6,664,323 | 0% | held |
| 23 | NOW SERVICENOW INC | Technology | 1.1% | $203.0m | 799,600 | 0% | held |
| 24 | ADBE ADOBE INC | Technology | 1.0% | $197.2m | 714,000 | 0% | held |
| 25 | NEW RELIC INC | 1.0% | $179.4m | 2,920,000 | – | new | |
| 26 | SMARTSHEET INC | 0.8% | $159.2m | 4,418,474 | 96% | added | |
| 27 | MA MASTERCARD INC | Financial Services | 0.8% | $149.2m | 549,932 | 0% | held |
| 28 | TWLO TWILIO INC | Technology | 0.6% | $118.6m | 1,079,000 | 0% | held |
| 29 | DESPEGAR COM CORP | 0.6% | $104.8m | 9,256,550 | 0% | held | |
| 30 | MDB MONGODB INC | Technology | 0.6% | $104.7m | 868,955 | 119% | added |
| 31 | EGHT 8X8 INC NEW | Technology | 0.5% | $98.0m | 4,730,000 | 0% | held |
| 32 | ZM ZOOM VIDEO COMMUNICATIONS IN | Technology | 0.5% | $91.4m | 1,200,000 | 0% | held |
| 33 | TEAM ATLASSIAN CORP PLC | Technology | 0.4% | $76.0m | 606,001 | 17% | added |
| 34 | PDD PINDUODUO INC | Consumer Cyclical | 0.4% | $70.0m | 2,172,470 | 100% | added |
| 35 | ESTC ELASTIC N V | Technology | 0.3% | $60.8m | 738,000 | 0% | held |
| 36 | W WAYFAIR INC | Consumer Cyclical | 0.3% | $57.2m | 510,000 | – | new |
| 37 | ANAPLAN INC | 0.3% | $56.7m | 1,207,000 | – | new | |
| 38 | STNE STONECO LTD | Technology | 0.3% | $50.5m | 1,451,729 | -26% | reduced |
| 39 | SVMK INC | 0.2% | $39.4m | 2,306,271 | -83% | reduced | |
| 40 | SWITCH INC | 0.2% | $38.6m | 2,470,000 | 0% | held | |
| 41 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 0.2% | $34.5m | 2,700,000 | 0% | held |
| 42 | WORK SLACK TECHNOLOGIES INC | 0.2% | $28.5m | 1,201,063 | – | new | |
| 43 | V VISA INC | Financial Services | 0.1% | $28.0m | 163,000 | 0% | held |
| 44 | BYND BEYOND MEAT INC | Consumer Defensive | 0.1% | $26.0m | 175,000 | – | new |
| 45 | LINX S A | 0.1% | $25.9m | 3,350,000 | 0% | held | |
| 46 | WDAY WORKDAY INC | Technology | 0.1% | $22.1m | 130,000 | – | new |
| 47 | SHOP SHOPIFY INC | Technology | 0.1% | $21.8m | 70,000 | 0% | held |
| 48 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 0.1% | $21.2m | 994,400 | 0% | held |
| 49 | BARCLAYS BK PLC | 0.1% | $20.9m | 881,575 | 0% | held | |
| 50 | CHWY CHEWY INC | Consumer Cyclical | 0.1% | $19.7m | 800,000 | 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.