13F filing recap · Q2 2018

What did Tiger Global Management buy in Q2 2018?

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

Stock value

$19.07B

Positions

Estimated turnover

23.5%

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

SPOTSpotify Technology S.a.$2.15Breported value+12.80M shares UXINUxin Limited$225.19Mreported value+24.91M shares COUPCoupa Software Inc$88.07Mreported value+1.42M shares ADBEAdobe Inc.$69.97Mreported value+287.0K shares GDSGds Holdings Limited$62.02Mreported value+1.55M shares HUYAHuya Inc.$36.41Mreported value+1.11M shares PVTLPivotal Software Inc$31.55Mreported value+1.30M shares DOCUDocusign, Inc.$15.88Mreported value+300.0K shares NEWPuxin Ltd$14.98Mreported value+700.0K shares DAYDayforce Inc$5.64Mreported value+170.0K shares AVLRAvalara Inc$5.34Mreported value+100.0K shares

Increased positions

APOApollo Global Management, Inc.$1.10Breported value+100.0K shares+0.3%METAMeta Platforms, Inc.$1.03Breported value+309.7K shares+6.2%BABAAlibaba Group Holding Limited$824.85Mreported value+620.6K shares+16.2%TWTRTwitter Inc.$511.35Mreported value+2.25M shares

Reduced positions

JDJd.com, Inc.$1.59Breported value-652.7K shares-1.6%MSFTMicrosoft Corporation$1.30Breported value-57.0K shares-0.4%TDGTransdigm Group Incorporated$840.24Mreported value-331.0K shares-12.0%RDFNRedfin Corporation$54.33Mreported value-5.34M shares

Exited positions

EHICEhi Car Services Limited$61.91Mprior reported value-5.26M shares-100.0%SINASina Corp$14.08Mprior reported value-135.0K shares-100.0%ARCCAres Capital Corp$11.42Mprior reported value-719.6K shares-100.0%UALUnited Airlines Holdings, Inc.$1.56Mprior reported value-22.5K shares