TIGER GLOBAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings84 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15.3M | $2.1B | 11.3% | $98.28 | +32.60% | 4 qtrssince 2018-Q4 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 11.2M | $2B | 10.6% | $152.00 | +15.70% | 4 qtrssince 2018-Q4 | Increased 76 |
JD.COM INC-ADR | 52.9M | $1.5B | 7.9% | $19.70 | +28.12% | 4 qtrssince 2018-Q4 | Unchanged 0 |
| 37.7M | $1.4B | 7.5% | — | — | 1 qtr | New 98 | |
ALIBABA GROUP HOLDING-SP ADR | 7.8M | $1.3B | 6.9% | $144.55 | +9.05% | 4 qtrssince 2018-Q4 | Increased 95 |
AMAZON.COM INC | 704,112 | $1.2B | 6.5% | $73.90 | +16.74% | 4 qtrssince 2018-Q4 | Unchanged 0 |
TRANSDIGM GROUP INC | 2.1M | $1.1B | 5.7% | $248.85 | +63.66% | 4 qtrssince 2018-Q4 | Unchanged 0 |
| 75.2M | $973.5M | 5.2% | $7.79 | -3.88% | 4 qtrssince 2018-Q4 | Decreased 0 | |
NETFLIX INC | 2.1M | $574.5M | 3.0% | $28.76 | -8.53% | 4 qtrssince 2018-Q4 | Unchanged 0 |
FLEETCOR TECHNOLOGIES INC | 1.7M | $495.3M | 2.6% | — | — | 4 qtrssince 2018-Q4 | Unchanged 0 |
SUNRUN INC | 28.7M | $479.5M | 2.5% | $12.95 | +24.67% | 4 qtrssince 2018-Q4 | Increased 68 |
SPOTIFY TECHNOLOGY SA | 4.1M | $463.1M | 2.5% | $112.16 | +0.07% | 4 qtrssince 2018-Q4 | Decreased 0 |
SEA LTD-ADR | 13.6M | $420.9M | 2.2% | $12.33 | +146.66% | 4 qtrssince 2018-Q4 | Unchanged 0 |
RINGCENTRAL INC | 3.3M | $410M | 2.2% | $112.67 | +9.92% | 3 qtrssince 2019-Q1 | Increased 58 |
SALESFORCE.COM INC | 2.4M | $357.4M | 1.9% | $133.73 | +9.53% | 4 qtrssince 2018-Q4 | Increased 52 |
CARVANA CO | 4.9M | $324.3M | 1.7% | $62.18 | +6.27% | 3 qtrssince 2019-Q1 | Increased 73 |
TAL ED GROUP | 9.4M | $322.7M | 1.7% | $26.78 | +26.10% | 4 qtrssince 2018-Q4 | Unchanged 0 |
| 2.4M | $260.7M | 1.4% | — | — | — | Unchanged 0 | |
GDS Holdings Ltd. Sponsored ADR Class A | 5.7M | $229.7M | 1.2% | $37.57 | +4.90% | 2 qtrssince 2019-Q2 | Unchanged 0 |
ZENDESK INC | 2.9M | $214.8M | 1.1% | — | — | 4 qtrssince 2018-Q4 | Increased 53 |
TIGER GLOBAL MANAGEMENT LLC manages $18.9B across 84 positions as of Q3 2019. Top holdings: MSFT (11.3%), META (10.6%), JD (7.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 14 new positions, 4 exits, 11 increased. Top move: APON (NEW, conviction 98). Portfolio: $18.9B across 84 positions.
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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