TIGER GLOBAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings73 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JD.COM INC-ADR | 51.7M | $3.1B | 12.1% | $20.37 | +165.45% | 7 qtrssince 2018-Q4 | Increased 63 |
MICROSOFT CORP | 11M | $2.2B | 8.7% | $100.08 | +89.30% | 7 qtrssince 2018-Q4 | Increased 63 |
META PLATFORMS INC-CLASS A | 8.8M | $2B | 7.7% | $152.63 | +43.56% | 7 qtrssince 2018-Q4 | Unchanged 0 |
| 33.9M | $1.7B | 6.6% | — | — | 4 qtrssince 2019-Q3 | Unchanged 0 | |
AMAZON.COM INC | 593,030 | $1.6B | 6.3% | $78.03 | +71.76% | 7 qtrssince 2018-Q4 | Increased 67 |
ALIBABA GROUP HOLDING-SP ADR | 4.5M | $968.9M | 3.8% | $152.61 | +33.80% | 7 qtrssince 2018-Q4 | Unchanged 0 |
RINGCENTRAL INC | 3.3M | $948M | 3.7% | $114.24 | +137.18% | 6 qtrssince 2019-Q1 | Unchanged 0 |
SEA LTD-ADR | 8.4M | $896.4M | 3.5% | $12.33 | +781.97% | 7 qtrssince 2018-Q4 | Unchanged 0 |
SPOTIFY TECHNOLOGY SA | 3.2M | $822.5M | 3.2% | $133.63 | +98.41% | 7 qtrssince 2018-Q4 | Increased 67 |
TRANSDIGM GROUP INC | 1.8M | $776.8M | 3.0% | $248.85 | +48.21% | 7 qtrssince 2018-Q4 | Unchanged 0 |
CARVANA CO | 6M | $722.8M | 2.8% | $60.39 | +99.33% | 6 qtrssince 2019-Q1 | Unchanged 0 |
NETFLIX INC | 1.6M | $705.8M | 2.7% | $28.76 | +55.48% | 7 qtrssince 2018-Q4 | Unchanged 0 |
SUNRUN INC | 29.8M | $587.1M | 2.3% | $12.97 | +50.44% | 7 qtrssince 2018-Q4 | Unchanged 0 |
WORKDAY INC-CLASS A | 3M | $564M | 2.2% | $151.20 | +23.14% | 4 qtrssince 2019-Q3 | Increased 68 |
PDD HOLDINGS INC | 6.1M | $523.5M | 2.0% | $35.38 | +147.26% | 7 qtrssince 2018-Q4 | Increased 55 |
CROWDSTRIKE HOLDINGS INC - A | 5M | $505.7M | 2.0% | $96.62 | +1.53% | 5 qtrssince 2019-Q2 | Increased 80 |
GDS Holdings Ltd. Sponsored ADR Class A | 5.7M | $456.5M | 1.8% | $37.57 | +113.23% | 5 qtrssince 2019-Q2 | Unchanged 0 |
SALESFORCE.COM INC | 2.3M | $436.4M | 1.7% | $160.51 | +12.84% | 7 qtrssince 2018-Q4 | Increased 79 |
MONGODB INC | 1.9M | $432.6M | 1.7% | $130.26 | +69.22% | 6 qtrssince 2019-Q1 | Unchanged 0 |
TWILIO INC - A | 1.9M | $418.2M | 1.6% | $115.67 | +82.41% | 6 qtrssince 2019-Q1 | Unchanged 0 |
TIGER GLOBAL MANAGEMENT LLC manages $25.8B across 73 positions as of Q2 2020. Top holdings: JD (12.1%), MSFT (8.7%), META (7.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Added 4 new positions, exited 5, increased 12, trimmed 6. Top move: CRWD (INCREASED, conviction 80). Portfolio: $25.8B across 73 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer