TIGER GLOBAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings90 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JD.COM INC-ADR | 51.7M | $4B | 11.3% | $20.37 | +234.88% | 8 qtrssince 2018-Q4 | Unchanged 0 |
MICROSOFT CORP | 11.4M | $2.4B | 6.8% | $103.55 | +91.55% | 8 qtrssince 2018-Q4 | Increased 64 |
SUNRUN INC | 29.8M | $2.3B | 6.5% | $12.97 | +461.09% | 8 qtrssince 2018-Q4 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 8.8M | $2.3B | 6.4% | $152.63 | +70.33% | 8 qtrssince 2018-Q4 | Unchanged 0 |
AMAZON.COM INC | 604,800 | $1.9B | 5.4% | $79.57 | +97.62% | 8 qtrssince 2018-Q4 | Increased 63 |
| 33.9M | $1.5B | 4.3% | — | — | 5 qtrssince 2019-Q3 | Unchanged 0 | |
CARVANA CO | 6M | $1.3B | 3.8% | $60.39 | +274.31% | 7 qtrssince 2019-Q1 | Unchanged 0 |
ALIBABA GROUP HOLDING-SP ADR | 4.5M | $1.3B | 3.7% | $152.61 | +72.33% | 8 qtrssince 2018-Q4 | Decreased 0 |
SEA LTD-ADR | 8.4M | $1.3B | 3.6% | $12.33 | +1158.05% | 8 qtrssince 2018-Q4 | Unchanged 0 |
PDD HOLDINGS INC | 14.3M | $1.1B | 3.0% | $57.30 | +28.61% | 8 qtrssince 2018-Q4 | Increased 88 |
CROWDSTRIKE HOLDINGS INC - A | 7.5M | $1B | 2.9% | $109.77 | +24.21% | 6 qtrssince 2019-Q2 | Increased 76 |
RINGCENTRAL INC | 3.3M | $913.5M | 2.6% | $114.24 | +137.01% | 7 qtrssince 2019-Q1 | Unchanged 0 |
ZOOM COMMUNICATIONS INC | 1.8M | $854.8M | 2.4% | $162.81 | +185.92% | 6 qtrssince 2019-Q2 | Increased 61 |
TRANSDIGM GROUP INC | 1.8M | $834.9M | 2.3% | $248.85 | +63.35% | 8 qtrssince 2018-Q4 | Unchanged 0 |
WORKDAY INC-CLASS A | 3.7M | $797M | 2.2% | $164.25 | +34.42% | 5 qtrssince 2019-Q3 | Increased 66 |
NETFLIX INC | 1.6M | $775.5M | 2.2% | $28.76 | +71.58% | 8 qtrssince 2018-Q4 | Unchanged 0 |
SPOTIFY TECHNOLOGY SA | 3.2M | $772.7M | 2.2% | $133.63 | +81.43% | 8 qtrssince 2018-Q4 | Unchanged 0 |
PELOTON INTERACTIVE INC-A | 7.8M | $771.9M | 2.2% | $55.23 | +81.90% | 3 qtrssince 2020-Q1 | Increased 74 |
SERVICENOW INC | 1.5M | $722.1M | 2.0% | $72.48 | +34.66% | 8 qtrssince 2018-Q4 | Increased 88 |
SALESFORCE.COM INC | 2.3M | $575.2M | 1.6% | $160.51 | +52.31% | 8 qtrssince 2018-Q4 | Decreased 0 |
TIGER GLOBAL MANAGEMENT LLC manages $35.5B across 90 positions as of Q3 2020. Top holdings: JD (11.3%), MSFT (6.8%), RUN (6.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 20 new positions, 3 exits, 13 increased. Top move: PDD (INCREASED, conviction 88). Portfolio: $35.5B across 90 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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