13F filing recap · Q1 2021

What did Tiger Global Management buy in Q1 2021?

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

Stock value

$43.47B

Positions

120

Estimated turnover

21.5%

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

RBLXRoblox Corporation$2.62Breported value+40.43M shares FUTUFutu Holdings Ltd$530.46Mreported value+3.34M shares CPNGCoupang, Inc.$176.25Mreported value+3.57M shares PLTKPlaytika Holding Corp.$149.66Mreported value+5.50M shares OSCROscar Health, Inc.$149.45Mreported value+5.56M shares ONTFOn24 Inc$77.62Mreported value+1.60M shares DOCNDigitalocean Holdings, Inc.$71.62Mreported value+1.70M shares BMBLBumble Inc.$62.38Mreported value+1.00M shares TUYATuya Inc.$60.25Mreported value+2.85M shares XM1USDQualtrics International Inc$54.30Mreported value+1.65M shares TBAThoma Bravo Advantage$41.80Mreported value+4.00M shares ROOTGBPRoot, Inc.$39.55Mreported value+3.11M shares SRNGUSoaring Eagle Acquisition Corp$24.54Mreported value+2.42M shares REVHURevolution Healthcare Acquisition Corp.$22.61Mreported value+2.25M shares SVFAUSvf Investment Corp$21.12Mreported value+2.00M shares AGCBAltimeter Growth Corp. 2$20.72Mreported value+2.00M shares LMACULiberty Media Corporation$18.21Mreported value+1.70M shares OLOOlo Inc.$17.97Mreported value+681.0K shares AFRMAffirm Holdings, Inc.$14.14Mreported value+200.0K shares SVFCSvf Investment Corp 3$11.11Mreported value+1.10M shares LEGAULead Edge Growth Opportunities, Ltd$9.97Mreported value+1.00M shares LDHAULdh Growth Corp I$9.71Mreported value+960.0K shares PAQCUProvident Acquisition Corp.$8.13Mreported value+800.0K shares SVFBSvf Investment Corp 2$7.83Mreported value+775.0K shares SEMRSemrush Holdings, Inc.$119.0Kreported value+10.0K shares

Increased positions

MSFTMicrosoft Corporation$3.24Breported value+1.83M shares+15.4%SESea Limited$2.12Breported value+279.0K shares+3.0%APOApollo Global Management, Inc.$1.64Breported value+1.00M shares+2.9%NOWServicenow, Inc.$1.08Breported value+513.0K shares

Reduced positions

METAMeta Platforms, Inc.$1.64Breported value-766.7K shares-12.1%UBERUber Technologies, Inc.$1.13Breported value-6.86M shares-24.8%SPOTSpotify Technology S.a.$852.93Mreported value-827 shares-0.0%RUNSunrun Inc.$427.79Mreported value-1.00M shares

Exited positions

GOTUGaotu Techedu Inc.$156.20Mprior reported value-3.02M shares-100.0%YALAYalla Group Limited$5.02Mprior reported value-350.0K shares-100.0%