Tiger Global Management 13F holdings, Q2 2020
Holdings as of June 30, 2020 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 73 US equity positions worth $25.8bn in its Q2 2020 13F filing. The largest position was JD at 12.1% of the reported book, followed by MSFT and META. Against the Q1 2020 filing, it opened 0 new positions, added to 12 and reduced 4 among the top 50 holdings.
What did Tiger Global Management own in Q2 2020? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2020 |
|---|---|---|---|---|---|---|---|
| 1 | JD JD.COM INC | Consumer Cyclical | 12.1% | $3.1bn | 51,650,366 | 2% | added |
| 2 | MSFT MICROSOFT CORP | Technology | 8.7% | $2.2bn | 11,011,151 | 2% | added |
| 3 | META FACEBOOK INC | Communication Services | 7.7% | $2.0bn | 8,750,500 | 0% | held |
| 4 | APOLLO GLOBAL MGMT INC | 6.6% | $1.7bn | 33,913,500 | 0% | held | |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 6.3% | $1.6bn | 593,030 | 7% | added |
| 6 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 3.8% | $968.9m | 4,491,662 | 0% | held |
| 7 | RNG RINGCENTRAL INC | Technology | 3.7% | $948.0m | 3,326,370 | 0% | held |
| 8 | SE SEA LTD | Consumer Cyclical | 3.5% | $896.4m | 8,359,235 | 0% | held |
| 9 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 3.2% | $822.5m | 3,185,589 | 16% | added |
| 10 | TDG TRANSDIGM GROUP INC | Industrials | 3.0% | $776.8m | 1,757,245 | 0% | held |
| 11 | CVNA CARVANA CO | Consumer Cyclical | 2.8% | $722.8m | 6,012,907 | 0% | held |
| 12 | NFLX NETFLIX INC | Communication Services | 2.7% | $705.8m | 1,551,000 | 0% | held |
| 13 | RUN SUNRUN INC | Technology | 2.3% | $587.1m | 29,773,257 | 0% | held |
| 14 | WDAY WORKDAY INC | Technology | 2.2% | $564.0m | 3,010,000 | 30% | added |
| 15 | PDD PINDUODUO INC | Consumer Cyclical | 2.0% | $523.5m | 6,098,000 | 3% | added |
| 16 | CRWD CROWDSTRIKE HLDGS INC | Technology | 2.0% | $505.7m | 5,042,000 | 1917% | added |
| 17 | GDS GDS HLDGS LTD | Technology | 1.8% | $456.5m | 5,730,659 | 0% | held |
| 18 | CRM SALESFORCE COM INC | Technology | 1.7% | $436.4m | 2,329,700 | 106% | added |
| 19 | MDB MONGODB INC | Technology | 1.7% | $432.6m | 1,911,300 | 0% | held |
| 20 | TWLO TWILIO INC | Technology | 1.6% | $418.2m | 1,906,000 | 0% | held |
| 21 | DDOG DATADOG INC | Technology | 1.6% | $413.6m | 4,757,000 | 29% | added |
| 22 | ZM ZOOM VIDEO COMMUNICATIONS IN | Technology | 1.6% | $413.5m | 1,631,000 | 33% | added |
| 23 | TAL TAL EDUCATION GROUP | Consumer Defensive | 1.5% | $394.1m | 5,762,873 | 0% | held |
| 24 | PYPL PAYPAL HLDGS INC | Financial Services | 1.5% | $383.5m | 2,201,000 | -5% | reduced |
| 25 | ESTC ELASTIC N V | Technology | 1.4% | $370.7m | 4,019,843 | 0% | held |
| 26 | FLEETCOR TECHNOLOGIES INC | 1.3% | $325.8m | 1,295,325 | 0% | held | |
| 27 | UBER UBER TECHNOLOGIES INC | Technology | 1.2% | $310.0m | 9,974,716 | 0% | held |
| 28 | ANAPLAN INC | 1.2% | $308.1m | 6,800,903 | 0% | held | |
| 29 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 1.2% | $306.2m | 5,299,908 | 28% | added |
| 30 | NOW SERVICENOW INC | Technology | 1.1% | $292.9m | 723,000 | 30% | added |
| 31 | NEW ORIENTAL ED & TECHNOLOGY | 1.1% | $278.9m | 2,141,500 | 0% | held | |
| 32 | TEAM ATLASSIAN CORP PLC | Technology | 1.1% | $272.2m | 1,510,000 | 0% | held |
| 33 | SMARTSHEET INC | 0.8% | $211.1m | 4,145,400 | 0% | held | |
| 34 | MA MASTERCARD INCORPORATED | Financial Services | 0.7% | $183.8m | 621,500 | -15% | reduced |
| 35 | NEW RELIC INC | 0.4% | $92.7m | 1,346,000 | 0% | held | |
| 36 | EGHT 8X8 INC NEW | Technology | 0.3% | $79.2m | 4,950,000 | 0% | held |
| 37 | ADBE ADOBE INC | Technology | 0.3% | $73.6m | 169,000 | 0% | held |
| 38 | DESPEGAR COM CORP | 0.3% | $66.5m | 9,256,550 | 0% | held | |
| 39 | SHOP SHOPIFY INC | Technology | 0.3% | $66.4m | 70,000 | 0% | held |
| 40 | ZENDESK INC | 0.2% | $63.2m | 714,000 | 0% | held | |
| 41 | DOCU DOCUSIGN INC | Technology | 0.2% | $51.7m | 300,000 | 0% | held |
| 42 | ATHENE HLDG LTD | 0.2% | $44.9m | 1,438,000 | -81% | reduced | |
| 43 | GOOGL ALPHABET INC | Communication Services | 0.2% | $43.3m | 30,500 | 0% | held |
| 44 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 0.1% | $36.3m | 2,700,000 | 0% | held |
| 45 | CHWY CHEWY INC | Consumer Cyclical | 0.1% | $35.8m | 800,000 | 0% | held |
| 46 | V VISA INC | Financial Services | 0.1% | $31.5m | 163,000 | 0% | held |
| 47 | STNE STONECO LTD | Technology | 0.1% | $29.7m | 765,783 | -0% | held |
| 48 | DT DYNATRACE INC | Technology | 0.1% | $20.3m | 500,000 | 0% | held |
| 49 | PHOENIX TREE HLDGS LTD | 0.1% | $17.1m | 1,850,000 | 0% | held | |
| 50 | SVMK INC | 0.1% | $16.9m | 717,209 | -69% | reduced |
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.