13F filing recap · Q1 2018

What did Tiger Global Management buy in Q1 2018?

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

Stock value

$14.92B

Positions

Estimated turnover

42.1%

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

BKNGBooking Holdings Inc.$1.37Breported value+657.1K shares MELIMercadolibre, Inc.$283.57Mreported value+795.7K shares TWTRTwitter Inc.$274.39Mreported value+9.46M shares BILIBilibili Inc.$63.91Mreported value+5.81M shares RUNSunrun Inc.$51.28Mreported value+5.74M shares SESea Limited$26.24Mreported value+2.33M shares BEDUBright Scholar Education Holdings Limited$24.38Mreported value+1.58M shares IQIqiyi, Inc.$15.55Mreported value+1.00M shares ARCCAres Capital Corp$11.42Mreported value+719.6K shares DBXDropbox, Inc.$6.25Mreported value+200.0K shares ONEOnesmart International Education Group Limited$3.44Mreported value+320.0K shares STGSunlands Technology Group$2.49Mreported value+300.0K shares UALUnited Airlines Holdings, Inc.$1.56Mreported value+22.5K shares

Increased positions

AMZNAmazon.com Inc$1.73Breported value+81.0K shares+7.3%JDJd.com, Inc.$1.68Breported value+655.4K shares+1.6%MSFTMicrosoft Corporation$1.21Breported value+3.62M shares+37.8%APOApollo Global Management, Inc.$1.02Breported value+100.0K shares

Reduced positions

FLTFleetcor Technologies, Inc.$227.00Mreported value-257.1K shares-18.7%MAMastercard Inc$105.59Mreported value-156.5K shares-20.6%EHICEhi Car Services Limited$61.91Mreported value-3.07M shares-36.8%NOWServicenow, Inc.$59.20Mreported value-468.5K shares

Exited positions

PCLNBooking Holdings Inc$1.39Bprior reported value-802.6K shares-100.0%CMCSAComcast Corporation$201.05Mprior reported value-5.02M shares-100.0%ETSYEtsy, Inc$85.43Mprior reported value-4.18M shares-100.0%GOOGAlphabet Inc.$76.72Mprior reported value-73.3K shares