TIGER GLOBAL MANAGEMENT LLC

NEW YORK, NY · CIK 0001167483

Portfolio Value: $43.47B

Positions: 120

Period: 2021-03-31

Filed: 2021-05-17

Portfolio Value

$43.47B

Positions

120

New

Increased

Decreased

Sold Out

200

TIGER GLOBAL MANAGEMENT LLC Q1 2021 13F Filing Summary

TIGER GLOBAL MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $43.47B across 120 positions in their Q1 2021 SEC 13F filing (period ending 2021-03-31). Top holdings include JD ($4.36B), MSFT ($3.24B), RBLX ($2.62B). The top 10 positions account for 51.4% of the portfolio. This quarter saw 25 new positions, 18 increases, 8 reductions, 200 complete exits. Notable new buys: RBLX ($2.62B), FUTU ($530.46M), CPNG ($176.25M). Notable exits: GOTU, YALA, GOOGL.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	JDJD.COM INC SPON ADR CL A	47215P106	$4.36B	51,650,366	10.02%	-
2	MSFTMICROSOFT CORP COM	594918104	$3.24B	13,722,734	7.44%	+15.4%
3	RBLXROBLOX CORP CL A	771049103	$2.62B	40,428,863	6.03%	New
4	SESEA LTD SPONSORD ADS	81141R100	$2.12B	9,505,500	4.88%	+3.0%
5	AMZNAMAZON COM INC COM	23135106	$1.90B	613,095	4.36%	-
6	PDDPINDUODUO INC SPONSORED ADS	722304102	$1.88B	14,053,066	4.33%	-
7	GTLLAPOLLO GLOBAL MGMT INC COM CL A	3.768e+108	$1.64B	34,913,500	3.78%	+2.9%
8	METAFACEBOOK INC CL A	30303M102	$1.64B	5,560,137	3.77%	-12.1%
9	CVNACARVANA CO CL A	146869102	$1.58B	6,012,907	3.63%	-
10	CRWDCROWDSTRIKE HLDGS INC CL A	22788C105	$1.38B	7,537,000	3.16%	-
11	UBERUBER TECHNOLOGIES INC COM	90353T100	$1.13B	20,821,712	2.61%	-24.8%
12	NOWSERVICENOW INC COM	81762P102	$1.08B	2,156,000	2.48%	+31.2%
13	DOCUDOCUSIGN INC COM	256163106	$1.04B	5,151,000	2.40%	+190.5%
14	TDGTRANSDIGM GROUP INC COM	893641100	$1.03B	1,757,245	2.38%	-
15	WDAYWORKDAY INC CL A	98138H101	$1.03B	4,127,450	2.36%	-
16	BABAALIBABA GROUP HLDG LTD SPONSORED ADS	01609W102	$1.02B	4,478,062	2.34%	-
17	RNGRINGCENTRAL INC CL A	76680R206	$990.86M	3,326,370	2.28%	-
18	PTONPELOTON INTERACTIVE INC CL A COM	70614W100	$883.53M	7,857,772	2.03%	+0.0%
19	SPOTSPOTIFY TECHNOLOGY S A SHS	L8681T102	$852.93M	3,183,186	1.96%	-0.0%
20	ZMZOOM VIDEO COMMUNICATIONS IN CL A	98980L101	$787.23M	2,450,204	1.81%	+69.6%
21	DASHDOORDASH INC CL A	25809K105	$761.41M	5,806,568	1.75%	+263.8%
22	SHOPSHOPIFY INC CL A	82509L107	$572.67M	517,550	1.32%	+167.0%
23	NFLXNETFLIX INC COM	64110L106	$551.02M	1,056,290	1.27%	-
24	FUTUFUTU HLDGS LTD SPON ADS CL A	36118L106	$530.46M	3,340,000	1.22%	New
25	TEAMATLASSIAN CORP PLC CL A	G06242104	$519.61M	2,465,400	1.20%	-
26	SNOWSNOWFLAKE INC CL A	833445109	$511.67M	2,231,652	1.18%	+27.3%
27	CRMSALESFORCE COM INC COM	79466L302	$484.91M	2,288,700	1.12%	-
28	ESTCELASTIC N V ORD SHS	N14506104	$447.01M	4,019,843	1.03%	-
29	RUNSUNRUN INC COM	86771W105	$427.79M	7,073,257	0.98%	-12.4%
30	DDOGDATADOG INC CL A COM	23804L103	$396.45M	4,757,000	0.91%	-
31	COUPEURCOUPA SOFTWARE INC COM	22266L106	$364.92M	1,434,000	0.84%	+115.6%
32	ADBEADOBE SYSTEMS INCORPORATED COM	00724F101	$350.58M	737,500	0.81%	+340.3%
33	TALTAL EDUCATION GROUP SPONSORED ADS	874080104	$310.33M	5,762,873	0.71%	-
34	GDSGDS HLDGS LTD SPONSORED ADS	36165L108	$298.04M	3,675,444	0.69%	-15.7%
35	THCH1LIFE HEALTHCARE INC COM	68269G107	$297.79M	7,620,000	0.69%	+93.9%
36	EGHT8X8 INC NEW COM	282914100	$291.96M	9,000,000	0.67%	-
37	NEW ORIENTAL ED & TECHNOLOGY SPON ADR	647581107	$258.09M	18,435,000	0.59%	+900.0%
38	MAMASTERCARD INCORPORATED CL A	57636Q104	$257.78M	724,000	0.59%	-
39	PYPLPAYPAL HLDGS INC COM	70450Y103	$217.59M	896,001	0.50%	-
40	CPNGCOUPANG INC CL A	22266T109	$176.25M	3,571,428	0.41%	New
41	XYZSQUARE INC CL A	852234103	$174.83M	770,000	0.40%	+88.5%
42	LTESFFLEETCOR TECHNOLOGIES INC COM	339041105	$173.98M	647,662	0.40%	-
43	PLTKPLAYTIKA HLDG CORP COM	72815L107	$149.66M	5,500,000	0.34%	New
44	OSCROSCAR HEALTH INC CL A	687793109	$149.45M	5,559,990	0.34%	New
45	BEKEKE HLDGS INC SPONSORED ADS	482497104	$142.45M	2,500,000	0.33%	-
46	ABNBAIRBNB INC COM CL A	9066101	$122.16M	650,000	0.28%	-
47	DESPDESPEGAR COM CORP ORD SHS	G27358103	$105.27M	7,723,185	0.24%	-16.6%
48	SUMO LOGIC INC COM	86646P103	$102.74M	5,447,687	0.24%	+1.0%
49	MFIJAMF HLDG CORP COM	47074L105	$98.15M	2,778,778	0.23%	-
50	ZEN1EURZENDESK INC COM	98936J101	$94.69M	714,000	0.22%	-

Showing 1-50 of 120

Position Changes

Stock	Value	Shares
RBLXROBLOX CORP	$2.62B	40,428,863
FUTUFUTU HLDGS LTD	$530.46M	3,340,000
CPNGCOUPANG INC	$176.25M	3,571,428
PLTKPLAYTIKA HLDG CORP	$149.66M	5,500,000
OSCROSCAR HEALTH INC	$149.45M	5,559,990
ONTFON24 INC	$77.62M	1,600,000
DOCNDIGITALOCEAN HLDGS INC	$71.62M	1,700,000
BMBLBUMBLE INC	$62.38M	1,000,000
TUYATUYA INC	$60.25M	2,850,000
XM1USDQUALTRICS INTL INC	$54.30M	1,650,000
THCHTHOMA BRAVO ADVANTAGE	$41.80M	4,000,000
ROOTROOT INC	$39.55M	3,106,976
SOARING EAGLE ACQUISITION CO	$24.54M	2,425,000
THCHREVOLUTION HEALTHCAR AQ CORP	$22.61M	2,250,000
NVECSVF INVESTMENT CORP	$21.12M	2,000,000
THCHALTIMETER GROWTH CORP 2	$20.72M	1,996,000
FWONALIBERTY MEDIA ACQUISITION CO	$18.21M	1,700,000
OLOGBXOLO INC	$17.97M	681,000
AFRMAFFIRM HLDGS INC	$14.14M	200,000
NVECSVF INVESTMENT CORP 3	$11.11M	1,100,000
THCHLEAD EDGE GROWTH OPRTUNTS LT	$9.97M	1,000,000
THCHLDH GROWTH CORP I	$9.71M	960,000
PROVIDENT ACQUISITION CORP	$8.13M	800,000
NVECSVF INVESTMENT CORP 2	$7.83M	775,000
SEMRSEMRUSH HLDGS INC	$119.00K	10,000