13F filing recap · Q2 2019

What did Tiger Global Management buy in Q2 2019?

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

Stock value

$18.47B

Positions

Estimated turnover

20.3%

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

UBERUber Technologies, Inc.$309.09Mreported value+6.66M shares GDSGds Holdings Limited$215.30Mreported value+5.73M shares ZMZoom Communications, Inc.$106.55Mreported value+1.20M shares LINXLinx S.a.$30.55Mreported value+3.35M shares CHWYChewy, Inc.$28.00Mreported value+800.0K shares CRWDCrowdstrike Holdings, Inc.$17.07Mreported value+250.0K shares FSLYFastly, Inc.$8.11Mreported value+400.0K shares PDPagerduty, Inc.$7.06Mreported value+150.0K shares LKNCYLuckin Coffee Inc.$5.85Mreported value+300.0K shares REALThe Realreal, Inc.$2.02Mreported value+70.0K shares

Increased positions

MSFTMicrosoft Corporation$2.05Breported value+1.99M shares+15.0%METAMeta Platforms, Inc.$1.73Breported value+137.0K shares+1.5%FCAUFiat Chrysler Automobiles N.v.$1.30Breported value+5.95M shares+6.7%NFLXNetflix, Inc.$788.57Mreported value+37.0K shares

Reduced positions

JDJd.com, Inc.$1.60Breported value-5.00M shares-8.6%SPOTSpotify Technology S.a.$608.44Mreported value-4.04M shares-49.3%SVMKUSDSvmk Inc (momentive Global Inc, Formerly Surveymonkey)$224.28Mreported value-4.86M shares-26.4%EBEventbrite Inc$135.23Mreported value-5.72M shares

Exited positions

BKNGBooking Holdings Inc.$494.69Mprior reported value-283.5K shares-100.0%DPZDomino’s Pizza, Inc.$316.13Mprior reported value-1.22M shares-100.0%QSRRestaurant Brands International Inc.$51.64Mprior reported value-793.1K shares-100.0%UXINUxin Limited$28.16Mprior reported value-7.43M shares