Tiger Global Management Portfolio holdings
AUM
$34.1B
This Quarter Return
+29.11%
1 Year Return
+43.04%
3 Year Return
+192.76%
5 Year Return
+221.1%
10 Year Return
+1,234.41%
AUM
$18.1B
AUM Growth
+$18.1B
(+21%)
Cap. Flow
-$448M
Cap. Flow
% of AUM
-2.47%
Top 10 Holdings %
Top 10 Hldgs %
66.43%
Holding
73
New
7
Increased
7
Reduced
17
Closed
4
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$578M |
| 2 |
Netflix
NFLX
|
$226M |
| 3 |
RingCentral
RNG
|
$146M |
| 4 |
Twilio
TWLO
|
$136M |
| 5 |
Carvana
CVNA
|
$119M |
Top Sells
| 1 |
Spotify
SPOT
|
$639M |
| 2 |
Booking.com
BKNG
|
$293M |
| 3 |
MNTV
Momentive Global Inc. Common Stock
MNTV
|
$219M |
| 4 |
Domino's
DPZ
|
$167M |
| 5 |
Autodesk
ADSK
|
$113M |
Sector Composition
| 1 | Consumer Discretionary | 37.85% |
| 2 | Technology | 23.86% |
| 3 | Communication Services | 22.77% |
| 4 | Financials | 6.73% |
| 5 | Industrials | 5.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DESP
26
DELISTED
Despegar.com
DESP
| $181M | 1% | 12,169,985 -101,975 | -0.8% | -$1.52M |
|
|
27
RingCentral
RNG
$2.76B
| $146M | 0.81% | +1,355,266 | New | +$146M |
|
|
28
Twilio
TWLO
$16.2B
| $136M | 0.75% | +1,050,000 | New | +$136M |
|
29
Mastercard
MA
$538B
| $129M | 0.71% | 549,932 | – | – |
|
|
30
Carvana
CVNA
$51.4B
| $119M | 0.66% | +2,050,000 | New | +$119M |
|
31
8x8 Inc
EGHT
$270M
| $95.5M | 0.53% | +4,730,000 | New | +$95.5M |
|
32
Tencent Music
TME
$37.8B
| $93.7M | 0.52% | 5,177,517 | – | – |
|
33
Elastic
ESTC
$9.04B
| $58.9M | 0.33% | 738,000 | – | – |
|
34
Atlassian
TEAM
$46.6B
| $56.2M | 0.31% | 500,000 | – | – |
|
35
Restaurant Brands International
QSR
$20.8B
| $51.6M | 0.29% | 793,124 -793,124 | -50% | -$51.6M |
|
|
RDFN
36
DELISTED
Redfin
RDFN
| $37.5M | 0.21% | 1,851,098 -499,668 | -21% | -$10.1M |
|
37
MongoDB
MDB
$25.7B
| $34.2M | 0.19% | +232,300 | New | +$34.2M |
|
|
UXIN
38
Uxin Ltd
UXIN
$720M
| $28.2M | 0.16% | 7,430,207 -11,569,793 | -61% | -$43.8M |
|
|
PVTL
39
DELISTED
Pivotal Software, Inc.
PVTL
| $27.1M | 0.15% | 1,300,000 | – | – |
|
40
Pinduoduo
PDD
$171B
| $27M | 0.15% | 1,088,000 | – | – |
|
41
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$262M
| $25.8M | 0.14% | +881,575 | New | +$25.8M |
|
|
SWCH
42
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $25.5M | 0.14% | 2,470,000 | – | – |
|
43
Visa
V
$683B
| $25.5M | 0.14% | 163,000 | – | – |
|
44
iQIYI
IQ
$2.55B
| $23.9M | 0.13% | 1,000,000 | – | – |
|
45
Pure Storage
PSTG
$25.4B
| $21.8M | 0.12% | 1,000,000 | – | – |
|
46
ZTO Express
ZTO
$14.6B
| $18.2M | 0.1% | 994,400 | – | – |
|
47
DocuSign
DOCU
$15.5B
| $15.6M | 0.09% | 300,000 | – | – |
|
|
NETS
48
DELISTED
Netshoes (Cayman) Limited
NETS
| $14.8M | 0.08% | 8,865,903 | – | – |
|
49
Shopify
SHOP
$184B
| $14.5M | 0.08% | 70,000 | – | – |
|
|
FTCH
50
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $13.5M | 0.07% | 500,000 | – | – |
|