TIGER GLOBAL MANAGEMENT LLC

NEW YORK, NY · CIK 0001167483

Portfolio Value: $35.53B

Positions: 90

Period: 2020-09-30

Filed: 2020-11-16

Portfolio Value

$35.53B

Positions

New

Increased

Decreased

Sold Out

193

TIGER GLOBAL MANAGEMENT LLC Q3 2020 13F Filing Summary

TIGER GLOBAL MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $35.53B across 90 positions in their Q3 2020 SEC 13F filing (period ending 2020-09-30). Top holdings include JD ($4.01B), MSFT ($2.40B), RUN ($2.29B). The top 10 positions account for 54.7% of the portfolio. This quarter saw 20 new positions, 13 increases, 5 reductions, 193 complete exits. Notable new buys: SNOW ($313.75M), GOTU ($272.20M), BEKE ($153.25M). Notable exits: ATH-PA, NEWREUR, CHWY.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	JDJD.COM INC SPON ADR CL A	47215P106	$4.01B	51,650,366	11.28%	-
2	MSFTMICROSOFT CORP COM	594918104	$2.40B	11,413,734	6.76%	+3.7%
3	RUNSUNRUN INC COM	86771W105	$2.29B	29,773,257	6.46%	-
4	METAFACEBOOK INC CL A	30303M102	$2.29B	8,750,500	6.45%	-
5	AMZNAMAZON COM INC COM	23135106	$1.90B	604,800	5.36%	+2.0%
6	GTLLAPOLLO GLOBAL MGMT INC COM CL A	3.768e+108	$1.52B	33,913,500	4.27%	-
7	CVNACARVANA CO CL A	146869102	$1.34B	6,012,907	3.77%	-
8	BABAALIBABA GROUP HLDG LTD SPONSORED ADS	01609W102	$1.32B	4,478,062	3.70%	-0.3%
9	SESEA LTD SPONSORD ADS	81141R100	$1.29B	8,359,235	3.62%	-
10	PDDPINDUODUO INC SPONSORED ADS	722304102	$1.06B	14,253,066	2.97%	+133.7%
11	CRWDCROWDSTRIKE HLDGS INC CL A	22788C105	$1.03B	7,537,000	2.91%	+49.5%
12	RNGRINGCENTRAL INC CL A	76680R206	$913.45M	3,326,370	2.57%	-
13	ZMZOOM VIDEO COMMUNICATIONS IN CL A	98980L101	$854.80M	1,818,300	2.41%	+11.5%
14	TDGTRANSDIGM GROUP INC COM	893641100	$834.90M	1,757,245	2.35%	-
15	WDAYWORKDAY INC CL A	98138H101	$797.01M	3,704,771	2.24%	+23.1%
16	NFLXNETFLIX INC COM	64110L106	$775.55M	1,551,000	2.18%	-
17	SPOTSPOTIFY TECHNOLOGY S A SHS	L8681T102	$772.73M	3,185,589	2.17%	-
18	PTONPELOTON INTERACTIVE INC CL A COM	70614W100	$771.86M	7,777,658	2.17%	+46.8%
19	NOWSERVICENOW INC COM	81762P102	$722.12M	1,488,900	2.03%	+105.9%
20	CRMSALESFORCE COM INC COM	79466L302	$575.20M	2,288,700	1.62%	-1.8%
21	UBERUBER TECHNOLOGIES INC COM	90353T100	$566.85M	15,538,716	1.60%	+55.8%
22	TEAMATLASSIAN CORP PLC CL A	G06242104	$502.15M	2,762,241	1.41%	+82.9%
23	DDOGDATADOG INC CL A COM	23804L103	$485.98M	4,757,000	1.37%	-
24	GDSGDS HLDGS LTD SPONSORED ADS	36165L108	$468.94M	5,730,659	1.32%	-
25	TWLOTWILIO INC CL A	90138F102	$467.37M	1,891,500	1.32%	-0.8%
26	MDBMONGODB INC CL A	60937P106	$442.49M	1,911,300	1.25%	-
27	TALTAL EDUCATION GROUP SPONSORED ADS	874080104	$438.21M	5,762,873	1.23%	-
28	ESTCELASTIC N V ORD SHS	N14506104	$433.70M	4,019,843	1.22%	-
29	PLANUSDANAPLAN INC COM	03272L108	$425.60M	6,800,903	1.20%	-
30	PYPLPAYPAL HLDGS INC COM	70450Y103	$423.62M	2,150,001	1.19%	-2.3%
31	NEW ORIENTAL ED & TECHNOLOGY SPON ADR	647581107	$320.15M	2,141,500	0.90%	-
32	SNOWSNOWFLAKE INC CL A	833445109	$313.75M	1,250,000	0.88%	New
33	LTESFFLEETCOR TECHNOLOGIES INC COM	339041105	$308.42M	1,295,325	0.87%	-
34	GOTUGSX TECHEDU INC SPONSORED ADS	36257Y109	$272.20M	3,020,769	0.77%	New
35	MAMASTERCARD INCORPORATED CL A	57636Q104	$244.84M	724,000	0.69%	+16.5%
36	SMARGBPSMARTSHEET INC COM CL A	83200N103	$204.87M	4,145,400	0.58%	-
37	BEKEKE HLDGS INC SPONSORED ADS	482497104	$153.25M	2,500,000	0.43%	New
38	NODKPHOENIX TREE HLDGS LTD SPONSORED ADS	719156101	$149.75M	36,436,075	0.42%	+1869.5%
39	SUMO LOGIC INC COM	86646P103	$117.53M	5,391,187	0.33%	New
40	BIGCBIGCOMMERCE HLDGS INC COM SER 1	08975P108	$112.45M	1,350,000	0.32%	New
41	MFIJAMF HLDG CORP COM	47074L105	$104.51M	2,778,778	0.29%	New
42	SHOPSHOPIFY INC CL A	82509L107	$89.51M	87,501	0.25%	+25.0%
43	FROGJFROG LTD ORD SHS	M6191J100	$84.65M	1,000,000	0.24%	New
44	ADBEADOBE SYSTEMS INCORPORATED COM	00724F101	$82.88M	169,000	0.23%	-
45	GDRXGOODRX HLDGS INC COM CL A	38246G108	$77.84M	1,400,000	0.22%	New
46	EGHT8X8 INC NEW COM	282914100	$76.97M	4,950,000	0.22%	-
47	ZEN1EURZENDESK INC COM	98936J101	$73.48M	714,000	0.21%	-
48	DOCUDOCUSIGN INC COM	256163106	$64.57M	300,000	0.18%	-
49	DESPDESPEGAR COM CORP ORD SHS	G27358103	$58.87M	9,256,550	0.17%	-
50	GOOGLALPHABET INC CAP STK CL A	02079K305	$44.70M	30,500	0.13%	-

Showing 1-50 of 90

Position Changes

Stock	Value	Shares
SNOWSNOWFLAKE INC	$313.75M	1,250,000
GOTUGSX TECHEDU INC	$272.20M	3,020,769
BEKEKE HLDGS INC	$153.25M	2,500,000
SUMO LOGIC INC	$117.53M	5,391,187
BIGCBIGCOMMERCE HLDGS INC	$112.45M	1,350,000
MFIJAMF HLDG CORP	$104.51M	2,778,778
FROGJFROG LTD	$84.65M	1,000,000
GDRXGOODRX HLDGS INC	$77.84M	1,400,000
CHINDATA GROUP HLDGS LTD	$30.03M	1,850,000
ASANASANA INC	$26.68M	926,202
PARREINVENT TECHNOLOGY PARTNERS	$22.98M	2,000,000
NCNO*NCINO INC	$21.91M	275,000
DUCK CREEK TECHNOLOGIES INC	$15.90M	350,000
XPEVXPENG INC	$13.05M	650,000
AMWLAMERICAN WELL CORP	$11.86M	400,000
VERXVERTEX INC	$7.47M	325,000
LILI AUTO INC	$6.09M	350,000
OMOUTSET MED INC	$2.75M	55,000
YALAYALLA GROUP LTD	$2.45M	350,000
THCHOAK STR HEALTH INC	$1.34M	25,000