Tiger Global Management 13F holdings, Q4 2019
Holdings as of December 31, 2019 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 73 US equity positions worth $18.1bn in its Q4 2019 13F filing. The largest position was JD at 10.3% of the reported book, followed by APOLLO GLOBAL MGMT INC and MSFT. Against the Q3 2019 filing, it opened 3 new positions, added to 15 and reduced 15 among the top 50 holdings.
What did Tiger Global Management own in Q4 2019? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2019 |
|---|---|---|---|---|---|---|---|
| 1 | JD JD COM INC | Consumer Cyclical | 10.3% | $1.9bn | 52,850,366 | 0% | held |
| 2 | APOLLO GLOBAL MGMT INC | 9.9% | $1.8bn | 37,663,500 | 0% | held | |
| 3 | MSFT MICROSOFT CORP | Technology | 9.5% | $1.7bn | 10,883,100 | -29% | reduced |
| 4 | META FACEBOOK INC | Communication Services | 9.4% | $1.7bn | 8,319,500 | -26% | reduced |
| 5 | TDG TRANSDIGM GROUP INC | Industrials | 6.4% | $1.2bn | 2,066,000 | 0% | held |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 6.2% | $1.1bn | 612,040 | -13% | reduced |
| 7 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 4.1% | $745.7m | 3,515,662 | -55% | reduced |
| 8 | UBER UBER TECHNOLOGIES INC | Technology | 3.5% | $642.8m | 21,614,787 | 224% | added |
| 9 | RNG RINGCENTRAL INC | Technology | 3.1% | $556.1m | 3,297,200 | 1% | added |
| 10 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 2.9% | $520.5m | 3,480,202 | -14% | reduced |
| 11 | NFLX NETFLIX INC | Communication Services | 2.8% | $501.9m | 1,551,000 | -28% | reduced |
| 12 | FLEETCOR TECHNOLOGIES INC | 2.7% | $496.9m | 1,727,100 | 0% | held | |
| 13 | CVNA CARVANA CO | Consumer Cyclical | 2.5% | $452.2m | 4,912,907 | 0% | held |
| 14 | RUN SUNRUN INC | Technology | 2.3% | $411.2m | 29,773,257 | 4% | added |
| 15 | SE SEA LTD | Consumer Cyclical | 1.9% | $336.2m | 8,359,235 | -39% | reduced |
| 16 | GDS GDS HLDGS LTD | Technology | 1.6% | $295.6m | 5,730,659 | 0% | held |
| 17 | TAL TAL EDUCATION GROUP | Consumer Defensive | 1.5% | $277.8m | 5,762,873 | -39% | reduced |
| 18 | PYPL PAYPAL HLDGS INC | Financial Services | 1.5% | $264.8m | 2,448,000 | – | new |
| 19 | ESTC ELASTIC N V | Technology | 1.4% | $258.5m | 4,019,843 | 445% | added |
| 20 | MDB MONGODB INC | Technology | 1.4% | $251.5m | 1,911,300 | 120% | added |
| 21 | PDD PINDUODUO INC | Consumer Cyclical | 1.2% | $224.5m | 5,935,004 | 173% | added |
| 22 | SMARTSHEET INC | 1.2% | $211.4m | 4,705,700 | 7% | added | |
| 23 | TWLO TWILIO INC | Technology | 1.0% | $187.3m | 1,906,000 | 77% | added |
| 24 | MA MASTERCARD INC | Financial Services | 1.0% | $186.9m | 626,000 | 14% | added |
| 25 | TEAM ATLASSIAN CORP PLC | Technology | 1.0% | $181.7m | 1,510,000 | 149% | added |
| 26 | NEW ORIENTAL ED & TECH GRP I | 1.0% | $174.7m | 1,440,841 | -39% | reduced | |
| 27 | NOW SERVICENOW INC | Technology | 0.9% | $157.4m | 557,700 | -30% | reduced |
| 28 | GOOGL ALPHABET INC | Communication Services | 0.8% | $142.5m | 106,360 | – | new |
| 29 | DESPEGAR COM CORP | 0.7% | $124.8m | 9,256,550 | 0% | held | |
| 30 | CRM SALESFORCE COM INC | Technology | 0.7% | $120.2m | 739,000 | -69% | reduced |
| 31 | ANAPLAN INC | 0.6% | $114.9m | 2,192,400 | 82% | added | |
| 32 | EGHT 8X8 INC NEW | Technology | 0.5% | $90.6m | 4,950,000 | 5% | added |
| 33 | ZENDESK INC | 0.5% | $90.4m | 1,180,000 | -60% | reduced | |
| 34 | NEW RELIC INC | 0.5% | $88.4m | 1,346,000 | -54% | reduced | |
| 35 | ZM ZOOM VIDEO COMMUNICATIONS IN | Technology | 0.5% | $83.5m | 1,226,600 | 2% | added |
| 36 | ADBE ADOBE INC | Technology | 0.3% | $49.1m | 149,000 | -79% | reduced |
| 37 | WDAY WORKDAY INC | Technology | 0.3% | $45.7m | 278,000 | 114% | added |
| 38 | WORK SLACK TECHNOLOGIES INC | 0.2% | $45.1m | 2,006,510 | 67% | added | |
| 39 | SVMK INC | 0.2% | $41.1m | 2,298,995 | -0% | held | |
| 40 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 0.2% | $31.7m | 2,700,000 | 0% | held |
| 41 | STNE STONECO LTD | Technology | 0.2% | $30.7m | 769,076 | -47% | reduced |
| 42 | V VISA INC | Financial Services | 0.2% | $30.6m | 163,000 | 0% | held |
| 43 | LINX S A | 0.2% | $29.3m | 3,350,000 | 0% | held | |
| 44 | CDLX CARDLYTICS INC | Communication Services | 0.2% | $28.6m | 455,100 | – | new |
| 45 | SHOP SHOPIFY INC | Technology | 0.2% | $27.8m | 70,000 | 0% | held |
| 46 | CHWY CHEWY INC | Consumer Cyclical | 0.1% | $23.2m | 800,000 | 0% | held |
| 47 | DOCU DOCUSIGN INC | Technology | 0.1% | $22.2m | 300,000 | 0% | held |
| 48 | IQ IQIYI INC | Communication Services | 0.1% | $21.1m | 1,000,000 | 0% | held |
| 49 | DDOG DATADOG INC | Technology | 0.1% | $17.0m | 450,000 | 0% | held |
| 50 | BARCLAYS BK PLC | 0.1% | $13.3m | 881,575 | 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.