TIGER GLOBAL MANAGEMENT LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$25.8T
Holdings
73
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (73 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JDJD.COM INC | 51,650,366 | $3.1T | 12.05% | |
| 2 | MSFTMICROSOFT CORP | 11,011,151 | $2.2T | 8.69% | |
| 3 | METAFACEBOOK INC | 8,750,500 | $2.0T | 7.70% | |
| 4 | APOEURAPOLLO GLOBAL MGMT INC | 33,913,500 | $1.7T | 6.56% | |
| 5 | AMZNAMAZON COM INC | 593,030 | $1.6T | 6.34% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 4,491,662 | $968.9B | 3.76% | |
| 7 | RNGRINGCENTRAL INC | 3,326,370 | $948.0B | 3.68% | |
| 8 | SESEA LTD | 8,359,235 | $896.4B | 3.48% | |
| 9 | SPOTSPOTIFY TECHNOLOGY S A | 3,185,589 | $822.5B | 3.19% | |
| 10 | T7DTRANSDIGM GROUP INC | 1,757,245 | $776.8B | 3.01% | |
| 11 | CVNACARVANA CO | 6,012,907 | $722.8B | 2.80% | |
| 12 | NFLXNETFLIX INC | 1,551,000 | $705.8B | 2.74% | |
| 13 | RUNSUNRUN INC | 29,773,257 | $587.1B | 2.28% | |
| 14 | WDAYWORKDAY INC | 3,010,000 | $564.0B | 2.19% | |
| 15 | PDDPINDUODUO INC | 6,098,000 | $523.5B | 2.03% | |
| 16 | CRWDCROWDSTRIKE HLDGS INC | 5,042,000 | $505.7B | 1.96% | |
| 17 | GDSGDS HLDGS LTD | 5,730,659 | $456.5B | 1.77% | |
| 18 | CRMSALESFORCE COM INC | 2,329,700 | $436.4B | 1.69% | |
| 19 | MDBMONGODB INC | 1,911,300 | $432.6B | 1.68% | |
| 20 | TWLOTWILIO INC | 1,906,000 | $418.2B | 1.62% | |
| 21 | DDOGDATADOG INC | 4,757,000 | $413.6B | 1.60% | |
| 22 | ZMZOOM VIDEO COMMUNICATIONS IN | 1,631,000 | $413.5B | 1.60% | |
| 23 | TALTAL EDUCATION GROUP | 5,762,873 | $394.1B | 1.53% | |
| 24 | PYPLPAYPAL HLDGS INC | 2,201,000 | $383.5B | 1.49% | |
| 25 | ESTCELASTIC N V | 4,019,843 | $370.7B | 1.44% | |
| 26 | FLT1EURFLEETCOR TECHNOLOGIES INC | 1,295,325 | $325.8B | 1.26% | |
| 27 | UBERUBER TECHNOLOGIES INC | 9,974,716 | $310.0B | 1.20% | |
| 28 | PLANUSDANAPLAN INC | 6,800,903 | $308.1B | 1.19% | |
| 29 | PTONPELOTON INTERACTIVE INC | 5,299,908 | $306.2B | 1.19% | |
| 30 | NOWSERVICENOW INC | 723,000 | $292.9B | 1.14% | |
| 31 | EDUNEW ORIENTAL ED & TECHNOLOGY | 2,141,500 | $278.9B | 1.08% | |
| 32 | TEAMATLASSIAN CORP PLC | 1,510,000 | $272.2B | 1.06% | |
| 33 | SMARGBPSMARTSHEET INC | 4,145,400 | $211.1B | 0.82% | |
| 34 | MAMASTERCARD INCORPORATED | 621,500 | $183.8B | 0.71% | |
| 35 | NEWREURNEW RELIC INC | 1,346,000 | $92.7B | 0.36% | |
| 36 | EGHT8X8 INC NEW | 4,950,000 | $79.2B | 0.31% | |
| 37 | ADBEADOBE INC | 169,000 | $73.6B | 0.29% | |
| 38 | DESPDESPEGAR COM CORP | 9,256,550 | $66.5B | 0.26% | |
| 39 | SHOPSHOPIFY INC | 70,000 | $66.4B | 0.26% | |
| 40 | ZEN1EURZENDESK INC | 714,000 | $63.2B | 0.25% | |
| 41 | DOCUDOCUSIGN INC | 300,000 | $51.7B | 0.20% | |
| 42 | —ATHENE HLDG LTD | 1,438,000 | $44.9B | 0.17% | |
| 43 | GOOGLALPHABET INC | 30,500 | $43.3B | 0.17% | |
| 44 | TMETENCENT MUSIC ENTMT GROUP | 2,700,000 | $36.3B | 0.14% | |
| 45 | CHWYCHEWY INC | 800,000 | $35.8B | 0.14% | |
| 46 | VVISA INC | 163,000 | $31.5B | 0.12% | |
| 47 | STNESTONECO LTD | 765,783 | $29.7B | 0.12% | |
| 48 | DTDYNATRACE INC | 500,000 | $20.3B | 0.08% | |
| 49 | DNKPHOENIX TREE HLDGS LTD | 1,850,000 | $17.1B | 0.07% | |
| 50 | SVMKUSDSVMK INC | 717,209 | $16.9B | 0.07% | |
| 51 | —LINX SA | 3,350,000 | $15.3B | 0.06% | |
| 52 | DAYCERIDIAN HCM HLDG INC | 170,000 | $13.5B | 0.05% | |
| 53 | AVLRUSDAVALARA INC | 100,000 | $13.3B | 0.05% | |
| 54 | CDLXCARDLYTICS INC | 124,940 | $8.7B | 0.03% | |
| 55 | FTCHQFARFETCH LTD | 500,000 | $8.6B | 0.03% | |
| 56 | XPXP INC | 200,000 | $8.4B | 0.03% | |
| 57 | GTMZOOMINFO TECHNOLOGIES INC | 150,000 | $7.7B | 0.03% | |
| 58 | HUYAHUYA INC | 362,000 | $6.8B | 0.03% | |
| 59 | NETCLOUDFLARE INC | 175,000 | $6.3B | 0.02% | |
| 60 | BILIBILIBILI INC | 100,000 | $4.6B | 0.02% | |
| 61 | DOYUDOUYU INTERNATIONAL HLDNGS L | 400,000 | $4.6B | 0.02% | |
| 62 | TENBTENABLE HLDGS INC | 150,000 | $4.5B | 0.02% | |
| 63 | DBXDROPBOX INC | 200,000 | $4.4B | 0.02% | |
| 64 | PDPAGERDUTY INC | 150,000 | $4.3B | 0.02% | |
| 65 | —SOLARWINDS CORP | 200,000 | $3.5B | 0.01% | |
| 66 | APIAGORA INC | 70,000 | $3.1B | 0.01% | |
| 67 | RDFNREDFIN CORP | 40,087 | $1.7B | 0.01% | |
| 68 | HCATHEALTH CATALYST INC | 50,000 | $1.5B | 0.01% | |
| 69 | —MEDALLIA INC | 50,000 | $1.3B | 0.00% | |
| 70 | —ONESMART INTL ED GROUP LTD | 320,000 | $1.3B | 0.00% | |
| 71 | D0ADADA NEXUS LTD | 50,000 | $1.1B | 0.00% | |
| 72 | KCKINGSOFT CLOUD HLDGS LTD | 10,000 | $315.0M | 0.00% | |
| 73 | FPIFARMLAND PARTNERS INC | 44,502 | $305.0M | 0.00% |