Tiger Global Management 13F holdings, Q1 2021
Holdings as of March 31, 2021 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 120 US equity positions worth $43.5bn in its Q1 2021 13F filing. The largest position was JD at 10.0% of the reported book, followed by MSFT and RBLX. Against the Q4 2020 filing, it opened 5 new positions, added to 15 and reduced 5 among the top 50 holdings.
What did Tiger Global Management own in Q1 2021? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2020 |
|---|---|---|---|---|---|---|---|
| 1 | JD JD.COM INC | Consumer Cyclical | 10.0% | $4.4bn | 51,650,366 | 0% | held |
| 2 | MSFT MICROSOFT CORP | Technology | 7.4% | $3.2bn | 13,722,734 | 15% | added |
| 3 | RBLX ROBLOX CORP | Communication Services | 6.0% | $2.6bn | 40,428,863 | – | new |
| 4 | SE SEA LTD | Consumer Cyclical | 4.9% | $2.1bn | 9,505,500 | 3% | added |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 4.4% | $1.9bn | 613,095 | 0% | held |
| 6 | PDD PINDUODUO INC | Consumer Cyclical | 4.3% | $1.9bn | 14,053,066 | 0% | held |
| 7 | APOLLO GLOBAL MGMT INC | 3.8% | $1.6bn | 34,913,500 | 3% | added | |
| 8 | META FACEBOOK INC | Communication Services | 3.8% | $1.6bn | 5,560,137 | -12% | reduced |
| 9 | CVNA CARVANA CO | Consumer Cyclical | 3.6% | $1.6bn | 6,012,907 | 0% | held |
| 10 | CRWD CROWDSTRIKE HLDGS INC | Technology | 3.2% | $1.4bn | 7,537,000 | 0% | held |
| 11 | UBER UBER TECHNOLOGIES INC | Technology | 2.6% | $1.1bn | 20,821,712 | -25% | reduced |
| 12 | NOW SERVICENOW INC | Technology | 2.5% | $1.1bn | 2,156,000 | 31% | added |
| 13 | DOCU DOCUSIGN INC | Technology | 2.4% | $1.0bn | 5,151,000 | 191% | added |
| 14 | TDG TRANSDIGM GROUP INC | Industrials | 2.4% | $1.0bn | 1,757,245 | 0% | held |
| 15 | WDAY WORKDAY INC | Technology | 2.4% | $1.0bn | 4,127,450 | 0% | held |
| 16 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2.3% | $1.0bn | 4,478,062 | 0% | held |
| 17 | RNG RINGCENTRAL INC | Technology | 2.3% | $990.9m | 3,326,370 | 0% | held |
| 18 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 2.0% | $883.5m | 7,857,772 | 0% | held |
| 19 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 2.0% | $852.9m | 3,183,186 | -0% | held |
| 20 | ZM ZOOM VIDEO COMMUNICATIONS IN | Technology | 1.8% | $787.2m | 2,450,204 | 70% | added |
| 21 | DASH DOORDASH INC | Consumer Cyclical | 1.8% | $761.4m | 5,806,568 | 264% | added |
| 22 | SHOP SHOPIFY INC | Technology | 1.3% | $572.7m | 517,550 | 167% | added |
| 23 | NFLX NETFLIX INC | Communication Services | 1.3% | $551.0m | 1,056,290 | 0% | held |
| 24 | FUTU FUTU HLDGS LTD | Financial Services | 1.2% | $530.5m | 3,340,000 | – | new |
| 25 | TEAM ATLASSIAN CORP PLC | Technology | 1.2% | $519.6m | 2,465,400 | 0% | held |
| 26 | SNOW SNOWFLAKE INC | Technology | 1.2% | $511.7m | 2,231,652 | 27% | added |
| 27 | CRM SALESFORCE COM INC | Technology | 1.1% | $484.9m | 2,288,700 | 0% | held |
| 28 | ESTC ELASTIC N V | Technology | 1.0% | $447.0m | 4,019,843 | 0% | held |
| 29 | RUN SUNRUN INC | Technology | 1.0% | $427.8m | 7,073,257 | -12% | reduced |
| 30 | DDOG DATADOG INC | Technology | 0.9% | $396.4m | 4,757,000 | 0% | held |
| 31 | COUPA SOFTWARE INC | 0.8% | $364.9m | 1,434,000 | 116% | added | |
| 32 | ADBE ADOBE SYSTEMS INCORPORATED | Technology | 0.8% | $350.6m | 737,500 | 340% | added |
| 33 | TAL TAL EDUCATION GROUP | Consumer Defensive | 0.7% | $310.3m | 5,762,873 | 0% | held |
| 34 | GDS GDS HLDGS LTD | Technology | 0.7% | $298.0m | 3,675,444 | -16% | reduced |
| 35 | 1LIFE HEALTHCARE INC | 0.7% | $297.8m | 7,620,000 | 94% | added | |
| 36 | EGHT 8X8 INC NEW | Technology | 0.7% | $292.0m | 9,000,000 | 0% | held |
| 37 | NEW ORIENTAL ED & TECHNOLOGY | 0.6% | $258.1m | 18,435,000 | 900% | added | |
| 38 | MA MASTERCARD INCORPORATED | Financial Services | 0.6% | $257.8m | 724,000 | 0% | held |
| 39 | PYPL PAYPAL HLDGS INC | Financial Services | 0.5% | $217.6m | 896,001 | 0% | held |
| 40 | CPNG COUPANG INC | Consumer Cyclical | 0.4% | $176.2m | 3,571,428 | – | new |
| 41 | XYZ SQUARE INC | Technology | 0.4% | $174.8m | 770,000 | 88% | added |
| 42 | FLEETCOR TECHNOLOGIES INC | 0.4% | $174.0m | 647,662 | 0% | held | |
| 43 | PLTK PLAYTIKA HLDG CORP | Communication Services | 0.3% | $149.7m | 5,500,000 | – | new |
| 44 | OSCR OSCAR HEALTH INC | Healthcare | 0.3% | $149.5m | 5,559,990 | – | new |
| 45 | BEKE KE HLDGS INC | Real Estate | 0.3% | $142.4m | 2,500,000 | 0% | held |
| 46 | ABNB AIRBNB INC | Consumer Cyclical | 0.3% | $122.2m | 650,000 | 0% | held |
| 47 | DESPEGAR COM CORP | 0.2% | $105.3m | 7,723,185 | -17% | reduced | |
| 48 | SUMO LOGIC INC | 0.2% | $102.7m | 5,447,687 | 1% | added | |
| 49 | JAMF HLDG CORP | 0.2% | $98.1m | 2,778,778 | 0% | held | |
| 50 | ZENDESK INC | 0.2% | $94.7m | 714,000 | 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.