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TIGER GLOBAL MANAGEMENT LLC

NEW YORK, NY · CIK 0001167483

Portfolio Value: $15.04B
Positions: 53
Period: 2018-03-31
Filed: 2018-05-15

Portfolio Value

$15.04B

Positions

53

New

11

Increased

14

Decreased

4

Sold Out

149

TIGER GLOBAL MANAGEMENT LLC Q1 2018 13F Filing Summary

TIGER GLOBAL MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $15.04B across 53 positions in their Q1 2018 SEC 13F filing (period ending 2018-03-31). Top holdings include AMZN ($1.73B), JD ($1.68B), BKNG ($1.37B). The top 10 positions account for 73.4% of the portfolio. This quarter saw 11 new positions, 14 increases, 4 reductions, 149 complete exits. Notable new buys: BKNG ($1.37B), BILI ($63.91M), RUN ($51.28M). Notable exits: CMCSA, ETSY, PRICELINE GRP INC.

All Holdings

#StockValueWeightChange
1
AMZNAMAZON COM INC
COM
$1.73B
11.52%
+7.3%
2
JDJD COM INC
SPON ADR CL A
$1.68B
11.15%
+1.0%
3
BKNGBOOKING HLDGS INC
COM
$1.37B
9.09%
New
4
MSFTMICROSOFT CORP
COM
$1.21B
8.01%
+37.8%
5
APOAPOLLO GLOBAL MGMT LLC
CL A SHS
$1.02B
6.76%
+0.3%
6
DESPDESPEGAR COM CORP
ORD SHS
$943.88M
6.27%
-
7
METAFACEBOOK INC
CL A
$916.14M
6.09%
+136.6%
8
TDGTRANSDIGM GROUP INC
COM
$848.84M
5.64%
+44.1%
9
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$702.10M
4.67%
+0.6%
10
NFLXNETFLIX INC
COM
$637.20M
4.24%
+23.0%
11
FIAT CHRYSLER AUTOMOBILES N
SHS
$534.53M
3.55%
+17.7%
12
DPZDOMINOS PIZZA INC
COM
$491.81M
3.27%
+1.5%
13
TALTAL ED GROUP
SPONSORED ADS
$373.39M
2.48%
-
14
MELIMERCADOLIBRE INC
COM
$283.57M
1.89%
+0.0%
15
ADSKAUTODESK INC
COM
$283.25M
1.88%
+4.4%
16
TWTRUSDTWITTER INC
COM
$274.39M
1.82%
+0.0%
17
CRMSALESFORCE COM INC
COM
$262.61M
1.75%
+203.1%
18
NEW ORIENTAL ED & TECH GRP I
SPON ADR
$251.56M
1.67%
-
19
LTESFFLEETCOR TECHNOLOGIES INC
COM
$227.00M
1.51%
-18.7%
20
RDFNREDFIN CORP
COM
$175.56M
1.17%
-
21
QSRRESTAURANT BRANDS INTL INC
COM
$108.15M
0.72%
-
22
MAMASTERCARD INCORPORATED
CL A
$105.59M
0.70%
-34.2%
23
VVISA INC
COM CL A
$94.86M
0.63%
-
24
BILIBILIBILI INC
ADS REP SHS Z
$63.91M
0.42%
New
25
EHI CAR SVCS LTD
SPON ADS CL A
$61.91M
0.41%
-36.8%
26
NOWSERVICENOW INC
COM
$59.20M
0.39%
-56.7%
27
NETSHOES CAYMAN LTD
COM
$52.49M
0.35%
-
28
RUNSUNRUN INC
COM
$51.28M
0.34%
New
29
TEAMATLASSIAN CORP PLC
CL A
$26.96M
0.18%
-
30
SESEA LTD
ADR
$26.24M
0.17%
New
31
BCSBARCLAYS BK PLC
IPATH S&P500 VIX
$24.65M
0.16%
-
32
BEDUBRIGHT SCHOLAR ED HLDGS LTD
SPONSORED ADS
$24.38M
0.16%
New
33
PSTGPURE STORAGE INC
CL A
$19.95M
0.13%
-
34
IQIQIYI INC
SPONSORED ADS
$15.55M
0.10%
New
35
ZTOZTO EXPRESS CAYMAN INC
SPONSORED ADR
$14.91M
0.10%
-
36
SWITCH INC
CL A
$14.32M
0.10%
-
37
SINA CORP
ORD
$14.08M
0.09%
-
38
ARCCARES CAP CORP
COM
$11.42M
0.08%
New
39
SHOPSHOPIFY INC
CL A
$8.72M
0.06%
-
40
RISE ED CAYMAN LTD
SPONSORED ADR
$7.66M
0.05%
-
41
DBXDROPBOX INC
CL A
$6.25M
0.04%
New
42
ONESMART INTL ED GROUP LTD
SPONSORED ADS
$3.44M
0.02%
New
43
FEYECHFFIREEYE INC
COM
$3.39M
0.02%
-
44
NNBRPENNEY J C INC
COM
$2.57M
0.02%
-
45
FITEURFITBIT INC
CL A
$2.55M
0.02%
-
46
STGSUNLANDS ONLINE ED GROUP
ADS
$2.49M
0.02%
New
47
OKTAOKTA INC
CL A
$2.39M
0.02%
-
48
MDBMONGODB INC
CL A
$2.17M
0.01%
-
49
UNTCUNITED CONTL HLDGS INC
COM
$1.56M
0.01%
New
50
SOGOU INC
ADR REPSTG A
$1.24M
0.01%
-
Showing 1-50 of 53

Position Changes

StockValueShares
BKNGBOOKING HLDGS INC
$1.37B657,122
BILIBILIBILI INC
$63.91M5,810,227
RUNSUNRUN INC
$51.28M5,743,000
SESEA LTD
$26.24M2,328,136
BEDUBRIGHT SCHOLAR ED HLDGS LTD
$24.38M1,578,947
IQIQIYI INC
$15.55M1,000,000
ARCCARES CAP CORP
$11.42M719,620
DBXDROPBOX INC
$6.25M200,000
ONESMART INTL ED GROUP LTD
$3.44M320,000
STGSUNLANDS ONLINE ED GROUP
$2.49M300,000
UNTCUNITED CONTL HLDGS INC
$1.56M22,488