Tiger Global Management Portfolio holdings
AUM
$34.1B
This Quarter Return
+8.35%
1 Year Return
+43.04%
3 Year Return
+192.76%
5 Year Return
+221.1%
10 Year Return
+1,234.41%
AUM
$18.5B
AUM Growth
+$18.5B
(+2%)
Cap. Flow
-$619M
Cap. Flow
% of AUM
-3.35%
Top 10 Holdings %
Top 10 Hldgs %
67.34%
Holding
79
New
10
Increased
11
Reduced
8
Closed
5
Top Buys
| 1 |
Uber
UBER
|
$309M |
| 2 |
Microsoft
MSFT
|
$266M |
| 3 |
GDS Holdings
GDS
|
$215M |
| 4 |
RingCentral
RNG
|
$189M |
| 5 |
Zoom
ZM
|
$107M |
Top Sells
| 1 |
Spotify
SPOT
|
$591M |
| 2 |
Booking.com
BKNG
|
$495M |
| 3 |
Domino's
DPZ
|
$316M |
| 4 |
StoneCo
STNE
|
$256M |
| 5 |
JD.com
JD
|
$151M |
Sector Composition
| 1 | Consumer Discretionary | 32.65% |
| 2 | Technology | 30.94% |
| 3 | Communication Services | 19.45% |
| 4 | Financials | 7.94% |
| 5 | Industrials | 5.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Twilio
TWLO
$16.2B
| $147M | 0.8% | 1,079,000 +29,000 | +3% | +$3.95M |
|
27
Mastercard
MA
$538B
| $145M | 0.79% | 549,932 | – | – |
|
28
Eventbrite
EB
$256M
| $135M | 0.73% | 8,347,422 -5,716,849 | -41% | -$92.6M |
|
|
DESP
29
DELISTED
Despegar.com
DESP
| $129M | 0.7% | 9,256,550 -2,913,435 | -24% | -$40.5M |
|
30
8x8 Inc
EGHT
$270M
| $114M | 0.62% | 4,730,000 | – | – |
|
|
SMAR
31
DELISTED
Smartsheet Inc.
SMAR
| $109M | 0.59% | 2,255,000 +2,025,000 | +880% | +$98M |
|
|
32
Zoom
ZM
$24.4B
| $107M | 0.58% | +1,200,000 | New | +$107M |
|
33
Atlassian
TEAM
$46.6B
| $68M | 0.37% | 519,906 +19,906 | +4% | +$2.6M |
|
34
MongoDB
MDB
$25.7B
| $60.4M | 0.33% | 397,000 +164,700 | +71% | +$25M |
|
|
35
StoneCo
STNE
$4.41B
| $57.8M | 0.31% | 1,955,624 -8,642,130 | -82% | -$256M |
|
36
Elastic
ESTC
$9.04B
| $55.1M | 0.3% | 738,000 | – | – |
|
37
Tencent Music
TME
$37.8B
| $40.5M | 0.22% | 2,700,000 -2,477,517 | -48% | -$37.1M |
|
|
SWCH
38
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $32.3M | 0.18% | 2,470,000 | – | – |
|
|
LINX
39
DELISTED
Linx S.A.
LINX
| $30.6M | 0.17% | +3,350,000 | New | +$30.6M |
|
40
Visa
V
$683B
| $28.3M | 0.15% | 163,000 | – | – |
|
41
Chewy
CHWY
$16.9B
| $28M | 0.15% | +800,000 | New | +$28M |
|
42
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$262M
| $22.9M | 0.12% | 881,575 | – | – |
|
43
Pinduoduo
PDD
$171B
| $22.4M | 0.12% | 1,088,000 | – | – |
|
44
Shopify
SHOP
$184B
| $21M | 0.11% | 70,000 | – | – |
|
|
RDFN
45
DELISTED
Redfin
RDFN
| $21M | 0.11% | 1,167,656 -683,442 | -37% | -$12.3M |
|
46
iQIYI
IQ
$2.55B
| $20.7M | 0.11% | 1,000,000 | – | – |
|
47
ZTO Express
ZTO
$14.6B
| $19M | 0.1% | 994,400 | – | – |
|
48
CrowdStrike
CRWD
$106B
| $17.1M | 0.09% | +250,000 | New | +$17.1M |
|
49
Pure Storage
PSTG
$25.4B
| $15.3M | 0.08% | 1,000,000 | – | – |
|
50
DocuSign
DOCU
$15.5B
| $14.9M | 0.08% | 300,000 | – | – |
|