13F filing recap · Q4 2020

What did Tiger Global Management buy in Q4 2020?

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

Stock value

$39.03B

Positions

Estimated turnover

23.2%

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

DASHDoordash, Inc.$227.83Mreported value+1.60M shares COUPCoupa Software Inc$225.38Mreported value+665.0K shares ONEM1life Healthcare Inc$171.54Mreported value+3.93M shares AIC3.ai, Inc.$138.75Mreported value+1.00M shares YSGYatsen Holding Limited$97.14Mreported value+5.71M shares ABNBAirbnb, Inc.$95.42Mreported value+650.0K shares XYZBlock, Inc.$88.91Mreported value+408.5K shares INTUIntuit Inc.$84.06Mreported value+221.3K shares MSPDatto Holding Corp$40.50Mreported value+1.50M shares ASOAcademy Sports and Outdoors, Inc.$36.28Mreported value+1.75M shares OZONOzon Holdings Plc$31.06Mreported value+750.0K shares AJAXUCazoo Group Ltd$24.82Mreported value+2.00M shares AGCUUAltimeter Growth Corp$23.40Mreported value+1.80M shares YQ17 Education & Technology Group Inc.$6.15Mreported value+480.0K shares

Increased positions

MSFTMicrosoft Corporation$2.64Breported value+478.0K shares+4.2%AMZNAmazon.com Inc$2.00Breported value+8.3K shares+1.4%SESea Limited$1.84Breported value+867.3K shares+10.4%UBERUber Technologies, Inc.$1.41Breported value+12.14M shares

Reduced positions

PDDPdd Holdings Inc.$2.50Breported value-200.0K shares-1.4%METAMeta Platforms, Inc.$1.73Breported value-2.42M shares-27.7%SPOTSpotify Technology S.a.$1.00Breported value-1.6K shares-0.0%TEAMAtlassian Corporation$576.58Mreported value-296.8K shares

Exited positions

GOOGLAlphabet Inc.$44.70Mprior reported value-30.5K shares-100.0%TMETencent Music Entertainment Group$39.88Mprior reported value-2.70M shares-100.0%DAYDayforce Inc$14.05Mprior reported value-170.0K shares-100.0%FTCHFarfetch Limited$12.58Mprior reported value-500.0K shares