Tiger Global Management 13F holdings, Q4 2020
Holdings as of December 31, 2020 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 97 US equity positions worth $39.0bn in its Q4 2020 13F filing. The largest position was JD at 11.6% of the reported book, followed by MSFT and PDD. Against the Q3 2020 filing, it opened 7 new positions, added to 12 and reduced 11 among the top 50 holdings.
What did Tiger Global Management own in Q4 2020? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2020 |
|---|---|---|---|---|---|---|---|
| 1 | JD JD.COM INC | Consumer Cyclical | 11.6% | $4.5bn | 51,650,366 | 0% | held |
| 2 | MSFT MICROSOFT CORP | Technology | 6.8% | $2.6bn | 11,891,734 | 4% | added |
| 3 | PDD PINDUODUO INC | Consumer Cyclical | 6.4% | $2.5bn | 14,053,066 | -1% | reduced |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 5.1% | $2.0bn | 613,095 | 1% | added |
| 5 | SE SEA LTD | Consumer Cyclical | 4.7% | $1.8bn | 9,226,500 | 10% | added |
| 6 | META FACEBOOK INC | Communication Services | 4.4% | $1.7bn | 6,326,800 | -28% | reduced |
| 7 | APOLLO GLOBAL MGMT INC | 4.3% | $1.7bn | 33,913,500 | 0% | held | |
| 8 | CRWD CROWDSTRIKE HLDGS INC | Technology | 4.1% | $1.6bn | 7,537,000 | 0% | held |
| 9 | CVNA CARVANA CO | Consumer Cyclical | 3.7% | $1.4bn | 6,012,907 | 0% | held |
| 10 | UBER UBER TECHNOLOGIES INC | Technology | 3.6% | $1.4bn | 27,681,399 | 78% | added |
| 11 | RNG RINGCENTRAL INC | Technology | 3.2% | $1.3bn | 3,326,370 | 0% | held |
| 12 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 3.1% | $1.2bn | 7,857,758 | 1% | added |
| 13 | TDG TRANSDIGM GROUP INC | Industrials | 2.8% | $1.1bn | 1,757,245 | 0% | held |
| 14 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2.7% | $1.0bn | 4,478,062 | 0% | held |
| 15 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 2.6% | $1.0bn | 3,184,013 | -0% | held |
| 16 | WDAY WORKDAY INC | Technology | 2.5% | $989.0m | 4,127,450 | 11% | added |
| 17 | NOW SERVICENOW INC | Technology | 2.3% | $904.4m | 1,643,000 | 10% | added |
| 18 | ESTC ELASTIC N V | Technology | 1.5% | $587.4m | 4,019,843 | 0% | held |
| 19 | TEAM ATLASSIAN CORP PLC | Technology | 1.5% | $576.6m | 2,465,400 | -11% | reduced |
| 20 | NFLX NETFLIX INC | Communication Services | 1.5% | $571.2m | 1,056,290 | -32% | reduced |
| 21 | RUN SUNRUN INC | Technology | 1.4% | $560.1m | 8,073,257 | -73% | reduced |
| 22 | CRM SALESFORCE COM INC | Technology | 1.3% | $509.3m | 2,288,700 | 0% | held |
| 23 | SNOW SNOWFLAKE INC | Technology | 1.3% | $493.5m | 1,753,597 | 40% | added |
| 24 | ZM ZOOM VIDEO COMMUNICATIONS IN | Technology | 1.2% | $487.4m | 1,444,973 | -21% | reduced |
| 25 | DDOG DATADOG INC | Technology | 1.2% | $468.3m | 4,757,000 | 0% | held |
| 26 | TAL TAL EDUCATION GROUP | Consumer Defensive | 1.1% | $412.1m | 5,762,873 | 0% | held |
| 27 | GDS GDS HLDGS LTD | Technology | 1.0% | $408.3m | 4,360,516 | -24% | reduced |
| 28 | DOCU DOCUSIGN INC | Technology | 1.0% | $394.1m | 1,773,000 | 491% | added |
| 29 | NEW ORIENTAL ED & TECHNOLOGY | 0.9% | $342.5m | 1,843,500 | -14% | reduced | |
| 30 | EGHT 8X8 INC NEW | Technology | 0.8% | $310.2m | 9,000,000 | 82% | added |
| 31 | MA MASTERCARD INCORPORATED | Financial Services | 0.7% | $258.4m | 724,000 | 0% | held |
| 32 | DASH DOORDASH INC | Consumer Cyclical | 0.6% | $227.8m | 1,596,000 | – | new |
| 33 | COUPA SOFTWARE INC | 0.6% | $225.4m | 665,000 | – | new | |
| 34 | SHOP SHOPIFY INC | Technology | 0.6% | $219.4m | 193,816 | 122% | added |
| 35 | PYPL PAYPAL HLDGS INC | Financial Services | 0.5% | $209.8m | 896,001 | -58% | reduced |
| 36 | FLEETCOR TECHNOLOGIES INC | 0.5% | $176.7m | 647,662 | -50% | reduced | |
| 37 | 1LIFE HEALTHCARE INC | 0.4% | $171.5m | 3,930,000 | – | new | |
| 38 | GOTU GSX TECHEDU INC | Consumer Defensive | 0.4% | $156.2m | 3,020,769 | 0% | held |
| 39 | SUMO LOGIC INC | 0.4% | $154.1m | 5,391,187 | 0% | held | |
| 40 | BEKE KE HLDGS INC | Real Estate | 0.4% | $153.8m | 2,500,000 | 0% | held |
| 41 | AI C3 AI INC | Technology | 0.4% | $138.8m | 1,000,000 | – | new |
| 42 | DESPEGAR COM CORP | 0.3% | $118.6m | 9,256,550 | 0% | held | |
| 43 | PHOENIX TREE HLDGS LTD | 0.3% | $106.0m | 36,436,075 | 0% | held | |
| 44 | ZENDESK INC | 0.3% | $102.2m | 714,000 | 0% | held | |
| 45 | YATSEN HLDG LTD | 0.2% | $97.1m | 5,714,000 | – | new | |
| 46 | ABNB AIRBNB INC | Consumer Cyclical | 0.2% | $95.4m | 650,000 | – | new |
| 47 | ANAPLAN INC | 0.2% | $92.0m | 1,280,867 | -81% | reduced | |
| 48 | XYZ SQUARE INC | Technology | 0.2% | $88.9m | 408,500 | – | new |
| 49 | CMRC BIGCOMMERCE HLDGS INC | Technology | 0.2% | $86.6m | 1,350,000 | 0% | held |
| 50 | GDRX GOODRX HLDGS INC | Healthcare | 0.2% | $86.5m | 2,145,000 | 53% | added |
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.