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TIGER GLOBAL MANAGEMENT LLC

NEW YORK, NY · CIK 0001167483

Portfolio Value: $39.03B
Positions: 97
Period: 2020-12-31
Filed: 2021-02-16

Portfolio Value

$39.03B

Positions

97

New

12

Increased

16

Decreased

17

Sold Out

198

TIGER GLOBAL MANAGEMENT LLC Q4 2020 13F Filing Summary

TIGER GLOBAL MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $39.03B across 97 positions in their Q4 2020 SEC 13F filing (period ending 2020-12-31). Top holdings include JD ($4.54B), MSFT ($2.64B), PDD ($2.50B). The top 10 positions account for 54.7% of the portfolio. This quarter saw 12 new positions, 16 increases, 17 reductions, 198 complete exits. Notable new buys: DASH ($227.83M), THCH ($171.54M), AI ($138.75M). Notable exits: XHLD, FTCHQ, DAY.

All Holdings

#StockValueWeightChange
1
JDJD.COM INC
SPON ADR CL A
$4.54B
11.63%
-
2
MSFTMICROSOFT CORP
COM
$2.64B
6.78%
+4.2%
3
PDDPINDUODUO INC
SPONSORED ADS
$2.50B
6.40%
-1.4%
4
AMZNAMAZON COM INC
COM
$2.00B
5.12%
+1.4%
5
SESEA LTD
SPONSORD ADS
$1.84B
4.71%
+10.4%
6
METAFACEBOOK INC
CL A
$1.73B
4.43%
-27.7%
7
GTLLAPOLLO GLOBAL MGMT INC
COM CL A
$1.66B
4.26%
-
8
CRWDCROWDSTRIKE HLDGS INC
CL A
$1.60B
4.09%
-
9
CVNACARVANA CO
CL A
$1.44B
3.69%
-
10
UBERUBER TECHNOLOGIES INC
COM
$1.41B
3.62%
+78.1%
11
RNGRINGCENTRAL INC
CL A
$1.26B
3.23%
-
12
PTONPELOTON INTERACTIVE INC
CL A COM
$1.19B
3.05%
+1.0%
13
TDGTRANSDIGM GROUP INC
COM
$1.09B
2.79%
-
14
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$1.04B
2.67%
-
15
SPOTSPOTIFY TECHNOLOGY S A
SHS
$1.00B
2.57%
-0.0%
16
WDAYWORKDAY INC
CL A
$988.98M
2.53%
+11.4%
17
NOWSERVICENOW INC
COM
$904.36M
2.32%
+10.3%
18
ESTCELASTIC N V
ORD SHS
$587.42M
1.51%
-
19
TEAMATLASSIAN CORP PLC
CL A
$576.58M
1.48%
-10.7%
20
NFLXNETFLIX INC
COM
$571.17M
1.46%
-31.9%
21
RUNSUNRUN INC
COM
$560.12M
1.44%
-72.9%
22
CRMSALESFORCE COM INC
COM
$509.30M
1.30%
-
23
SNOWSNOWFLAKE INC
CL A
$493.46M
1.26%
+40.3%
24
ZMZOOM VIDEO COMMUNICATIONS IN
CL A
$487.42M
1.25%
-20.5%
25
DDOGDATADOG INC
CL A COM
$468.28M
1.20%
-
26
TALTAL EDUCATION GROUP
SPONSORED ADS
$412.10M
1.06%
-
27
GDSGDS HLDGS LTD
SPONSORED ADS
$408.32M
1.05%
-23.9%
28
DOCUDOCUSIGN INC
COM
$394.14M
1.01%
+491.0%
29
NEW ORIENTAL ED & TECHNOLOGY
SPON ADR
$342.54M
0.88%
-13.9%
30
EGHT8X8 INC NEW
COM
$310.23M
0.79%
+81.8%
31
MAMASTERCARD INCORPORATED
CL A
$258.43M
0.66%
-
32
DASHDOORDASH INC
CL A
$227.83M
0.58%
New
33
COUPEURCOUPA SOFTWARE INC
COM
$225.38M
0.58%
+0.0%
34
SHOPSHOPIFY INC
CL A
$219.39M
0.56%
+121.5%
35
PYPLPAYPAL HLDGS INC
COM
$209.84M
0.54%
-58.3%
36
LTESFFLEETCOR TECHNOLOGIES INC
COM
$176.70M
0.45%
-50.0%
37
THCH1LIFE HEALTHCARE INC
COM
$171.54M
0.44%
New
38
GOTUGSX TECHEDU INC
SPONSORED ADS
$156.20M
0.40%
-
39
SUMO LOGIC INC
COM
$154.08M
0.39%
-
40
BEKEKE HLDGS INC
SPONSORED ADS
$153.85M
0.39%
-
41
AIC3 AI INC
CL A
$138.75M
0.36%
New
42
DESPDESPEGAR COM CORP
ORD SHS
$118.58M
0.30%
-
43
NODKPHOENIX TREE HLDGS LTD
SPONSORED ADS
$106.03M
0.27%
-
44
ZEN1EURZENDESK INC
COM
$102.19M
0.26%
-
45
YATSEN HLDG LTD
ADS
$97.14M
0.25%
New
46
ABNBAIRBNB INC
COM CL A
$95.42M
0.24%
New
47
PLANUSDANAPLAN INC
COM
$92.03M
0.24%
-81.2%
48
XYZSQUARE INC
CL A
$88.91M
0.23%
+0.0%
49
BIGCBIGCOMMERCE HLDGS INC
COM SER 1
$86.60M
0.22%
-
50
GDRXGOODRX HLDGS INC
COM CL A
$86.53M
0.22%
+53.2%
Showing 1-50 of 97

Position Changes

StockValueShares
DASHDOORDASH INC
$227.83M1,596,000
THCH1LIFE HEALTHCARE INC
$171.54M3,930,000
AIC3 AI INC
$138.75M1,000,000
YATSEN HLDG LTD
$97.14M5,714,000
ABNBAIRBNB INC
$95.42M650,000
INTUINTUIT
$84.06M221,287
DATTO HLDG CORP
$40.50M1,500,000
ASOACADEMY SPORTS & OUTDOORS IN
$36.28M1,750,000
OZON HLDGS PLC
$31.06M750,000
AJAX I
$24.82M2,000,000
THCHALTIMETER GROWTH CORP
$23.40M1,800,000
YQ17 ED & TECHNOLOGY GROUP INC
$6.15M480,000