Tiger Global Management 13F holdings, Q3 2020
Holdings as of September 30, 2020 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 90 US equity positions worth $35.5bn in its Q3 2020 13F filing. The largest position was JD at 11.3% of the reported book, followed by MSFT and RUN. Against the Q2 2020 filing, it opened 8 new positions, added to 13 and reduced 3 among the top 50 holdings.
What did Tiger Global Management own in Q3 2020? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2020 |
|---|---|---|---|---|---|---|---|
| 1 | JD JD.COM INC | Consumer Cyclical | 11.3% | $4.0bn | 51,650,366 | 0% | held |
| 2 | MSFT MICROSOFT CORP | Technology | 6.8% | $2.4bn | 11,413,734 | 4% | added |
| 3 | RUN SUNRUN INC | Technology | 6.5% | $2.3bn | 29,773,257 | 0% | held |
| 4 | META FACEBOOK INC | Communication Services | 6.4% | $2.3bn | 8,750,500 | 0% | held |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 5.4% | $1.9bn | 604,800 | 2% | added |
| 6 | APOLLO GLOBAL MGMT INC | 4.3% | $1.5bn | 33,913,500 | 0% | held | |
| 7 | CVNA CARVANA CO | Consumer Cyclical | 3.8% | $1.3bn | 6,012,907 | 0% | held |
| 8 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 3.7% | $1.3bn | 4,478,062 | -0% | held |
| 9 | SE SEA LTD | Consumer Cyclical | 3.6% | $1.3bn | 8,359,235 | 0% | held |
| 10 | PDD PINDUODUO INC | Consumer Cyclical | 3.0% | $1.1bn | 14,253,066 | 134% | added |
| 11 | CRWD CROWDSTRIKE HLDGS INC | Technology | 2.9% | $1.0bn | 7,537,000 | 49% | added |
| 12 | RNG RINGCENTRAL INC | Technology | 2.6% | $913.5m | 3,326,370 | 0% | held |
| 13 | ZM ZOOM VIDEO COMMUNICATIONS IN | Technology | 2.4% | $854.8m | 1,818,300 | 11% | added |
| 14 | TDG TRANSDIGM GROUP INC | Industrials | 2.3% | $834.9m | 1,757,245 | 0% | held |
| 15 | WDAY WORKDAY INC | Technology | 2.2% | $797.0m | 3,704,771 | 23% | added |
| 16 | NFLX NETFLIX INC | Communication Services | 2.2% | $775.5m | 1,551,000 | 0% | held |
| 17 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 2.2% | $772.7m | 3,185,589 | 0% | held |
| 18 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 2.2% | $771.9m | 7,777,658 | 47% | added |
| 19 | NOW SERVICENOW INC | Technology | 2.0% | $722.1m | 1,488,900 | 106% | added |
| 20 | CRM SALESFORCE COM INC | Technology | 1.6% | $575.2m | 2,288,700 | -2% | reduced |
| 21 | UBER UBER TECHNOLOGIES INC | Technology | 1.6% | $566.9m | 15,538,716 | 56% | added |
| 22 | TEAM ATLASSIAN CORP PLC | Technology | 1.4% | $502.1m | 2,762,241 | 83% | added |
| 23 | DDOG DATADOG INC | Technology | 1.4% | $486.0m | 4,757,000 | 0% | held |
| 24 | GDS GDS HLDGS LTD | Technology | 1.3% | $468.9m | 5,730,659 | 0% | held |
| 25 | TWLO TWILIO INC | Technology | 1.3% | $467.4m | 1,891,500 | -1% | reduced |
| 26 | MDB MONGODB INC | Technology | 1.2% | $442.5m | 1,911,300 | 0% | held |
| 27 | TAL TAL EDUCATION GROUP | Consumer Defensive | 1.2% | $438.2m | 5,762,873 | 0% | held |
| 28 | ESTC ELASTIC N V | Technology | 1.2% | $433.7m | 4,019,843 | 0% | held |
| 29 | ANAPLAN INC | 1.2% | $425.6m | 6,800,903 | 0% | held | |
| 30 | PYPL PAYPAL HLDGS INC | Financial Services | 1.2% | $423.6m | 2,150,001 | -2% | reduced |
| 31 | NEW ORIENTAL ED & TECHNOLOGY | 0.9% | $320.2m | 2,141,500 | 0% | held | |
| 32 | SNOW SNOWFLAKE INC | Technology | 0.9% | $313.8m | 1,250,000 | – | new |
| 33 | FLEETCOR TECHNOLOGIES INC | 0.9% | $308.4m | 1,295,325 | 0% | held | |
| 34 | GOTU GSX TECHEDU INC | Consumer Defensive | 0.8% | $272.2m | 3,020,769 | – | new |
| 35 | MA MASTERCARD INCORPORATED | Financial Services | 0.7% | $244.8m | 724,000 | 16% | added |
| 36 | SMARTSHEET INC | 0.6% | $204.9m | 4,145,400 | 0% | held | |
| 37 | BEKE KE HLDGS INC | Real Estate | 0.4% | $153.2m | 2,500,000 | – | new |
| 38 | PHOENIX TREE HLDGS LTD | 0.4% | $149.8m | 36,436,075 | 1870% | added | |
| 39 | SUMO LOGIC INC | 0.3% | $117.5m | 5,391,187 | – | new | |
| 40 | CMRC BIGCOMMERCE HLDGS INC | Technology | 0.3% | $112.5m | 1,350,000 | – | new |
| 41 | JAMF HLDG CORP | 0.3% | $104.5m | 2,778,778 | – | new | |
| 42 | SHOP SHOPIFY INC | Technology | 0.3% | $89.5m | 87,501 | 25% | added |
| 43 | FROG JFROG LTD | Technology | 0.2% | $84.7m | 1,000,000 | – | new |
| 44 | ADBE ADOBE SYSTEMS INCORPORATED | Technology | 0.2% | $82.9m | 169,000 | 0% | held |
| 45 | GDRX GOODRX HLDGS INC | Healthcare | 0.2% | $77.8m | 1,400,000 | – | new |
| 46 | EGHT 8X8 INC NEW | Technology | 0.2% | $77.0m | 4,950,000 | 0% | held |
| 47 | ZENDESK INC | 0.2% | $73.5m | 714,000 | 0% | held | |
| 48 | DOCU DOCUSIGN INC | Technology | 0.2% | $64.6m | 300,000 | 0% | held |
| 49 | DESPEGAR COM CORP | 0.2% | $58.9m | 9,256,550 | 0% | held | |
| 50 | GOOGL ALPHABET INC | Communication Services | 0.1% | $44.7m | 30,500 | 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.