TIGER GLOBAL MANAGEMENT LLC

NEW YORK, NY · CIK 0001167483

Portfolio Value: $52.06B

Positions: 161

Period: 2021-09-30

Filed: 2021-11-15

Portfolio Value

$52.06B

Positions

161

New

Increased

Decreased

Sold Out

208

TIGER GLOBAL MANAGEMENT LLC Q3 2021 13F Filing Summary

TIGER GLOBAL MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $52.06B across 161 positions in their Q3 2021 SEC 13F filing (period ending 2021-09-30). Top holdings include MSFT ($3.70B), JD ($3.69B), SE ($3.32B). The top 10 positions account for 45.6% of the portfolio. This quarter saw 24 new positions, 22 increases, 15 reductions, 208 complete exits. Notable new buys: WRBY ($802.79M), HOOD ($574.98M), BLND ($249.05M). Notable exits: SOARING EAGLE ACQUISITION CO, TAL, AJAX I.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	MSFTMICROSOFT CORP COM	594918104	$3.70B	13,131,734	7.11%	-
2	JDJD.COM INC SPON ADR CL A	47215P106	$3.69B	51,139,125	7.10%	-0.9%
3	SESEA LTD SPONSORD ADS	81141R100	$3.32B	10,413,900	6.38%	+2.6%
4	DASHDOORDASH INC CL A	25809K105	$2.28B	11,046,234	4.37%	+1.2%
5	DOCUDOCUSIGN INC COM	256163106	$1.88B	7,308,200	3.61%	+0.4%
6	AMZNAMAZON COM INC COM	23135106	$1.87B	567,870	3.58%	-
7	CVNACARVANA CO CL A	146869102	$1.85B	6,147,977	3.56%	-3.3%
8	CRWDCROWDSTRIKE HLDGS INC CL A	22788C105	$1.85B	7,537,000	3.56%	-
9	METAFACEBOOK INC CL A	30303M102	$1.71B	5,053,137	3.29%	-
10	SNOWSNOWFLAKE INC CL A	833445109	$1.56B	5,171,754	3.00%	+23.5%
11	GTLLAPOLLO GLOBAL MGMT INC COM CL A	3.768e+108	$1.38B	22,362,873	2.65%	-28.0%
12	NOWSERVICENOW INC COM	81762P102	$1.37B	2,206,240	2.64%	-
13	RBLXROBLOX CORP CL A	771049103	$1.32B	17,430,822	2.53%	-36.4%
14	PDDPINDUODUO INC SPONSORED ADS	722304102	$1.27B	14,053,066	2.45%	-
15	ZMZOOM VIDEO COMMUNICATIONS IN CL A	98980L101	$1.25B	4,764,683	2.39%	+11.2%
16	SHOPSHOPIFY INC CL A	82509L107	$1.20B	881,850	2.30%	+1.1%
17	TDGTRANSDIGM GROUP INC COM	893641100	$1.10B	1,757,245	2.11%	-
18	WDAYWORKDAY INC CL A	98138H101	$1.05B	4,218,750	2.03%	+2.2%
19	TEAMATLASSIAN CORP PLC CL A	G06242104	$965.01M	2,465,400	1.85%	-
20	UBERUBER TECHNOLOGIES INC COM	90353T100	$929.31M	20,743,498	1.79%	-0.0%
21	RNGRINGCENTRAL INC CL A	76680R206	$859.78M	3,953,000	1.65%	+0.3%
22	PCORPROCORE TECHNOLOGIES INC COM	74275K108	$851.00M	9,525,439	1.63%	-
23	WRBYWARBY PARKER INC CL A COM	93403J106	$802.79M	15,132,681	1.54%	New
24	DDOGDATADOG INC CL A COM	23804L103	$740.74M	5,240,437	1.42%	+5.0%
25	NFLXNETFLIX INC COM	64110L106	$663.13M	1,086,490	1.27%	-
26	PTONPELOTON INTERACTIVE INC CL A COM	70614W100	$626.49M	7,196,933	1.20%	-18.5%
27	BABAALIBABA GROUP HLDG LTD SPONSORED ADS	01609W102	$624.72M	4,219,678	1.20%	-
28	COINCOINBASE GLOBAL INC COM CL A	19260Q107	$608.88M	2,676,644	1.17%	+2.0%
29	ESTCELASTIC N V ORD SHS	N14506104	$598.92M	4,019,843	1.15%	-
30	SPOTSPOTIFY TECHNOLOGY S A SHS	L8681T102	$597.51M	2,651,595	1.15%	-16.0%
31	HOODROBINHOOD MKTS INC COM CL A	770700102	$574.98M	13,664,001	1.10%	New
32	PATHUIPATH INC CL A	90364P105	$554.60M	10,541,643	1.07%	+1.1%
33	DVDOUBLEVERIFY HLDGS INC COM	25862V105	$472.86M	13,842,494	0.91%	-
34	ADBEADOBE SYSTEMS INCORPORATED COM	00724F101	$424.59M	737,500	0.82%	-
35	FUTUFUTU HLDGS LTD SPON ADS CL A	36118L106	$381.36M	4,189,846	0.73%	+20.8%
36	COUPEURCOUPA SOFTWARE INC COM	22266L106	$328.55M	1,499,000	0.63%	-
37	RUNSUNRUN INC COM	86771W105	$311.22M	7,073,257	0.60%	-
38	ASANASANA INC CL A	04342Y104	$299.18M	2,881,202	0.57%	-
39	MAMASTERCARD INCORPORATED CL A	57636Q104	$251.72M	724,000	0.48%	-
40	BLNDBLEND LABS INC CL A	09352U108	$249.05M	18,475,797	0.48%	New
41	PYPLPAYPAL HLDGS INC COM	70450Y103	$233.15M	896,001	0.45%	-
42	VTEXVTEX SHS CL A	G9470A102	$232.69M	11,312,217	0.45%	New
43	IRONSOURCE LTD CL A ORD SHS	M5R75Y101	$222.84M	20,500,000	0.43%	-
44	XYZSQUARE INC CL A	852234103	$219.33M	914,500	0.42%	+4.9%
45	THCH1LIFE HEALTHCARE INC COM	68269G107	$217.34M	10,732,883	0.42%	+40.9%
46	EGHT8X8 INC NEW COM	282914100	$210.51M	9,000,000	0.40%	-
47	XM1USDQUALTRICS INTL INC COM CL A	747601201	$169.28M	3,960,742	0.33%	+9.5%
48	LTESFFLEETCOR TECHNOLOGIES INC COM	339041105	$169.22M	647,662	0.33%	-
49	PLTKPLAYTIKA HLDG CORP COM	72815L107	$151.97M	5,500,000	0.29%	-
50	GDSGDS HLDGS LTD SPONSORED ADS	36165L108	$145.65M	2,572,811	0.28%	-

Showing 1-50 of 161

Position Changes

Stock	Value	Shares
WRBYWARBY PARKER INC	$802.79M	15,132,681
HOODROBINHOOD MKTS INC	$574.98M	13,664,001
BLNDBLEND LABS INC	$249.05M	18,475,797
VTEXVTEX	$232.69M	11,312,217
MATTERPORT INC	$141.82M	7,500,000
SPIRSPIRE GLOBAL INC	$62.65M	5,000,000
TOSTTOAST INC	$62.44M	1,250,000
BKSYBLACKSKY TECHNOLOGY INC	$51.75M	5,000,000
AVPTAVEPOINT INC	$42.45M	5,000,000
OKLOALTC ACQUISITION CORP	$39.32M	4,000,000
FRSHFRESHWORKS INC	$29.88M	700,000
DNAGINKGO BIOWORKS HOLDINGS INC	$28.11M	2,425,000
DHDEFINITIVE HEALTHCARE CORP	$25.70M	600,000
DUOLDUOLINGO INC	$24.95M	150,000
JOBYJOBY AVIATION INC	$20.12M	2,000,000
SRADSPORTRADAR GROUP AG	$16.97M	750,000
IONRMELI KASZEK PIONEER CORP	$16.57M	1,500,000
CAZOO GROUP LTD	$15.54M	2,000,000
WILLIAMS ROWLAND ACQUISITION	$9.39M	925,000
SOLARWINDS CORP	$1.67M	100,000
DNAGINKGO BIOWORKS HOLDINGS INC	$1.64M	485,000
NABLN-ABLE INC	$1.24M	100,000
JOBYJOBY AVIATION INC	$1.13M	500,000
CZOWFCAZOO GROUP LTD	$745.00K	500,000