Tiger Global Management Portfolio holdings
AUM
$34.1B
This Quarter Return
+38.14%
1 Year Return
+43.04%
3 Year Return
+192.76%
5 Year Return
+221.1%
10 Year Return
+1,234.41%
AUM
$35.5B
AUM Growth
+$35.5B
(+38%)
Cap. Flow
+$3.75B
Cap. Flow
% of AUM
10.54%
Top 10 Holdings %
Top 10 Hldgs %
54.65%
Holding
93
New
20
Increased
13
Reduced
5
Closed
3
Top Buys
| 1 |
Pinduoduo
PDD
|
$605M |
| 2 |
ServiceNow
NOW
|
$371M |
| 3 |
CrowdStrike
CRWD
|
$343M |
| 4 |
Snowflake
SNOW
|
$314M |
| 5 |
Gaotu Techedu
GOTU
|
$272M |
Top Sells
| 1 |
NEWR
New Relic, Inc.
NEWR
|
$92.7M |
| 2 |
ATH
Athene Holding Ltd. Class A Common Shares
ATH
|
$44.9M |
| 3 |
Chewy
CHWY
|
$35.8M |
| 4 |
Salesforce
CRM
|
$10.3M |
| 5 |
PayPal
PYPL
|
$10M |
Sector Composition
| 1 | Technology | 42.88% |
| 2 | Consumer Discretionary | 33.11% |
| 3 | Communication Services | 11.25% |
| 4 | Financials | 6.27% |
| 5 | Consumer Staples | 2.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
MongoDB
MDB
$25.7B
| $442M | 1.25% | 1,911,300 | – | – |
|
27
TAL Education Group
TAL
$6.46B
| $438M | 1.23% | 5,762,873 | – | – |
|
28
Elastic
ESTC
$9.04B
| $434M | 1.22% | 4,019,843 | – | – |
|
|
PLAN
29
DELISTED
Anaplan, Inc.
PLAN
| $426M | 1.2% | 6,800,903 | – | – |
|
|
30
PayPal
PYPL
$67.1B
| $424M | 1.19% | 2,150,001 -50,999 | -2% | -$10M |
|
31
New Oriental
EDU
$7.85B
| $320M | 0.9% | 2,141,500 | – | – |
|
|
32
Snowflake
SNOW
$79.6B
| $314M | 0.88% | +1,250,000 | New | +$314M |
|
33
Corpay
CPAY
$23B
| $308M | 0.87% | 1,295,325 | – | – |
|
|
34
Gaotu Techedu
GOTU
$950M
| $272M | 0.77% | +3,020,769 | New | +$272M |
|
35
Mastercard
MA
$538B
| $245M | 0.69% | 724,000 +102,500 | +16% | +$34.7M |
|
|
SMAR
36
DELISTED
Smartsheet Inc.
SMAR
| $205M | 0.58% | 4,145,400 | – | – |
|
37
KE Holdings
BEKE
$20.8B
| $153M | 0.43% | +2,500,000 | New | +$153M |
|
|
DNK
38
DELISTED
Phoenix Tree Holdings Limited American Depositary Shares, each representing ten (10) Class A ordinar
DNK
| $150M | 0.42% | 36,436,075 +34,586,075 | +1,870% | +$142M |
|
|
SUMO
39
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
| $118M | 0.33% | +5,391,187 | New | +$118M |
|
|
CMRC
40
Commerce.com, Inc. Series 1 Common Stock
CMRC
$375M
| $112M | 0.32% | +1,350,000 | New | +$112M |
|
41
Jamf
JAMF
$1.24B
| $105M | 0.29% | +2,778,778 | New | +$105M |
|
42
Shopify
SHOP
$184B
| $89.5M | 0.25% | 87,501 +17,501 | +25% | +$17.9M |
|
43
JFrog
FROG
$5.76B
| $84.7M | 0.24% | +1,000,000 | New | +$84.7M |
|
44
Adobe
ADBE
$151B
| $82.9M | 0.23% | 169,000 | – | – |
|
45
GoodRx Holdings
GDRX
$1.51B
| $77.8M | 0.22% | +1,400,000 | New | +$77.8M |
|
46
8x8 Inc
EGHT
$270M
| $77M | 0.22% | 4,950,000 | – | – |
|
|
ZEN
47
DELISTED
ZENDESK INC
ZEN
| $73.5M | 0.21% | 714,000 | – | – |
|
48
DocuSign
DOCU
$15.5B
| $64.6M | 0.18% | 300,000 | – | – |
|
|
DESP
49
DELISTED
Despegar.com
DESP
| $58.9M | 0.17% | 9,256,550 | – | – |
|
50
Alphabet (Google) Class A
GOOGL
$2.57T
| $44.7M | 0.13% | 30,500 | – | – |
|