TIGER GLOBAL MANAGEMENT LLC

NEW YORK, NY · CIK 0001167483

Portfolio Value: $53.76B

Positions: 141

Period: 2021-06-30

Filed: 2021-08-16

Portfolio Value

$53.76B

Positions

141

New

Increased

Decreased

Sold Out

204

TIGER GLOBAL MANAGEMENT LLC Q2 2021 13F Filing Summary

TIGER GLOBAL MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $53.76B across 141 positions in their Q2 2021 SEC 13F filing (period ending 2021-06-30). Top holdings include JD ($4.12B), MSFT ($3.56B), SE ($2.79B). The top 10 positions account for 45.8% of the portfolio. This quarter saw 25 new positions, 23 increases, 16 reductions, 204 complete exits. Notable new buys: PCOR ($904.44M), PATH ($708.08M), COIN ($664.99M). Notable exits: NODK, THCH, LINX SA.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	JDJD.COM INC SPON ADR CL A	47215P106	$4.12B	51,594,753	7.66%	-0.1%
2	MSFTMICROSOFT CORP COM	594918104	$3.56B	13,131,734	6.62%	-4.3%
3	SESEA LTD SPONSORD ADS	81141R100	$2.79B	10,148,500	5.18%	+6.8%
4	RBLXROBLOX CORP CL A	771049103	$2.46B	27,392,297	4.58%	-32.2%
5	DOCUDOCUSIGN INC COM	256163106	$2.04B	7,280,000	3.79%	+41.3%
6	AMZNAMAZON COM INC COM	23135106	$1.95B	567,870	3.63%	-7.4%
7	DASHDOORDASH INC CL A	25809K105	$1.95B	10,913,734	3.62%	+88.0%
8	GTLLAPOLLO GLOBAL MGMT INC COM CL A	3.768e+108	$1.93B	31,052,476	3.59%	-11.1%
9	CVNACARVANA CO CL A	146869102	$1.92B	6,355,107	3.57%	+5.7%
10	CRWDCROWDSTRIKE HLDGS INC CL A	22788C105	$1.89B	7,537,000	3.52%	-
11	PDDPINDUODUO INC SPONSORED ADS	722304102	$1.79B	14,053,066	3.32%	-
12	METAFACEBOOK INC CL A	30303M102	$1.76B	5,053,137	3.27%	-9.1%
13	ZMZOOM VIDEO COMMUNICATIONS IN CL A	98980L101	$1.66B	4,283,073	3.08%	+74.8%
14	SHOPSHOPIFY INC CL A	82509L107	$1.27B	872,300	2.37%	+68.5%
15	NOWSERVICENOW INC COM	81762P102	$1.21B	2,206,240	2.26%	+2.3%
16	RNGRINGCENTRAL INC CL A	76680R206	$1.14B	3,940,000	2.13%	+18.4%
17	TDGTRANSDIGM GROUP INC COM	893641100	$1.14B	1,757,245	2.12%	-
18	PTONPELOTON INTERACTIVE INC CL A COM	70614W100	$1.09B	8,826,164	2.04%	+12.3%
19	UBERUBER TECHNOLOGIES INC COM	90353T100	$1.04B	20,747,855	1.93%	-0.4%
20	SNOWSNOWFLAKE INC CL A	833445109	$1.01B	4,189,254	1.88%	+87.7%
21	WDAYWORKDAY INC CL A	98138H101	$985.39M	4,127,450	1.83%	-
22	BABAALIBABA GROUP HLDG LTD SPONSORED ADS	01609W102	$956.94M	4,219,678	1.78%	-5.8%
23	PCORPROCORE TECHNOLOGIES INC COM	74275K108	$904.44M	9,525,439	1.68%	New
24	SPOTSPOTIFY TECHNOLOGY S A SHS	L8681T102	$870.37M	3,158,195	1.62%	-0.8%
25	PATHUIPATH INC CL A	90364P105	$708.08M	10,423,632	1.32%	New
26	COINCOINBASE GLOBAL INC COM CL A	19260Q107	$664.99M	2,625,294	1.24%	New
27	TEAMATLASSIAN CORP PLC CL A	G06242104	$633.26M	2,465,400	1.18%	-
28	FUTUFUTU HLDGS LTD SPON ADS CL A	36118L106	$621.08M	3,468,000	1.16%	+3.8%
29	DVDOUBLEVERIFY HLDGS INC COM	25862V105	$586.09M	13,842,494	1.09%	New
30	ESTCELASTIC N V ORD SHS	N14506104	$585.93M	4,019,843	1.09%	-
31	NFLXNETFLIX INC COM	64110L106	$573.89M	1,086,490	1.07%	+2.9%
32	DDOGDATADOG INC CL A COM	23804L103	$519.61M	4,992,437	0.97%	+4.9%
33	ADBEADOBE SYSTEMS INCORPORATED COM	00724F101	$431.91M	737,500	0.80%	-
34	RUNSUNRUN INC COM	86771W105	$394.55M	7,073,257	0.73%	-
35	COUPEURCOUPA SOFTWARE INC COM	22266L106	$392.90M	1,499,000	0.73%	+4.5%
36	YATSEN HLDG LTD ADS	985194109	$264.36M	28,213,701	0.49%	+393.8%
37	MAMASTERCARD INCORPORATED CL A	57636Q104	$264.32M	724,000	0.49%	-
38	PYPLPAYPAL HLDGS INC COM	70450Y103	$261.17M	896,001	0.49%	-
39	THCH1LIFE HEALTHCARE INC COM	68269G107	$251.92M	7,620,000	0.47%	-
40	EGHT8X8 INC NEW COM	282914100	$249.84M	9,000,000	0.46%	-
41	IRONSOURCE LTD CL A ORD SHS	M5R75Y101	$215.25M	20,500,000	0.40%	New
42	XYZSQUARE INC CL A	852234103	$212.59M	872,000	0.40%	+13.2%
43	THCHBRIGHT HEALTH GROUP INC COM	10920V107	$203.31M	11,847,808	0.38%	New
44	GDSGDS HLDGS LTD SPONSORED ADS	36165L108	$201.94M	2,572,811	0.38%	-30.0%
45	ASANASANA INC CL A	04342Y104	$178.72M	2,881,202	0.33%	-
46	LTESFFLEETCOR TECHNOLOGIES INC COM	339041105	$165.84M	647,662	0.31%	-
47	CPNGCOUPANG INC CL A	22266T109	$149.36M	3,571,428	0.28%	-
48	XM1USDQUALTRICS INTL INC COM CL A	747601201	$138.30M	3,615,750	0.26%	+119.1%
49	DLODLOCAL LTD CLASS A COM	G29018101	$136.68M	2,602,000	0.25%	New
50	OSCROSCAR HEALTH INC CL A	687793109	$132.86M	6,179,409	0.25%	+11.1%

Showing 1-50 of 141

Position Changes

Stock	Value	Shares
PCORPROCORE TECHNOLOGIES INC	$904.44M	9,525,439
PATHUIPATH INC	$708.08M	10,423,632
COINCOINBASE GLOBAL INC	$664.99M	2,625,294
DVDOUBLEVERIFY HLDGS INC	$586.09M	13,842,494
IRONSOURCE LTD	$215.25M	20,500,000
THCHBRIGHT HEALTH GROUP INC	$203.31M	11,847,808
DLODLOCAL LTD	$136.68M	2,602,000
APPAPPLOVIN CORP	$69.76M	928,000
SSENTINELONE INC	$64.25M	1,511,801
TKAYFJUST EAT TAKEAWAY COM N V	$58.40M	3,197,957
KPLTKATAPULT HOLDINGS INC	$54.05M	5,000,000
MNDYMONDAY COM LTD	$44.72M	200,000
DOCSDOXIMITY INC	$43.65M	750,000
SQUARESPACE INC	$43.41M	730,777
BZKANZHUN LIMITED	$41.63M	1,050,000
REREAIHUISHOU INTL CO LTD	$41.11M	2,750,000
DDLDINGDONG CAYMAN LTD	$40.22M	1,050,000
DIDIYDIDI GLOBAL INC	$28.28M	2,000,000
NOVLOGISTICS INNOVTN TECHNLGS C	$27.86M	2,800,000
TCV ACQUISITION CORP	$24.77M	2,500,000
CFLTCONFLUENT INC	$19.00M	400,000
GTLLMOMENTIVE GLOBAL INC	$14.72M	698,871
ENDEAVOR GROUP HLDGS INC	$11.08M	400,000
KNOWBE4 INC	$10.16M	325,000
ALKTALKAMI TECHNOLOGY INC	$5.35M	150,000