13F filing recap · Q2 2017

What did Tiger Global Management buy in Q2 2017?

Reported stock-position changes between this filing and the previous one.

Stock value

$11.45B

Positions

Estimated turnover

27.1%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

NETSNetshoes (cayman) Limited$168.72Mreported value+8.87M shares OPTUOptimum Communications, Inc.$37.15Mreported value+1.15M shares JCPJ. C. Penney Company, Inc.$3.95Mreported value+850.0K shares OKTAOkta, Inc.$1.37Mreported value+60.0K shares CLDRCloudera Inc$801.0Kreported value+50.0K shares

Increased positions

TDGTransdigm Group Incorporated$1.08Breported value+1.46M shares+57.4%APOApollo Global Management, Inc.$869.81Mreported value+9.55M shares+40.9%MSFTMicrosoft Corporation$722.90Mreported value+8.37M shares+395.2%FLTFleetcor Technologies, Inc.$328.62Mreported value+879.0K shares

Reduced positions

PCLNBooking Holdings Inc$1.95Breported value-18.1K shares-1.7%JDJd.com, Inc.$1.71Breported value-2.47M shares-5.4%AMZNAmazon.com Inc$1.20Breported value-110.1K shares-8.1%BABAAlibaba Group Holding Limited$612.34Mreported value-409.3K shares

Exited positions

NTESNetease, Inc.$78.93Mprior reported value-277.9K shares-100.0%MELIMercadolibre, Inc.$59.31Mprior reported value-280.5K shares-100.0%ELFE.l.f. Beauty, Inc.$12.24Mprior reported value-425.0K shares-100.0%