13F filing recap · Q2 2021

What did Tiger Global Management buy in Q2 2021?

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

Stock value

$53.76B

Positions

141

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

PCORProcore Technologies, Inc.$904.44Mreported value+9.53M shares PATHUipath, Inc.$708.08Mreported value+10.42M shares COINCoinbase Global, Inc.$664.99Mreported value+2.63M shares DVDoubleverify Holdings, Inc.$586.09Mreported value+13.84M shares ISIronsource Ltd$215.25Mreported value+20.50M shares BHGBright Health Group Inc$203.31Mreported value+11.85M shares DLODlocal Limited$136.68Mreported value+2.60M shares APPApplovin Corp$69.76Mreported value+928.0K shares SSentinelone, Inc$64.25Mreported value+1.51M shares JTKWYJust Eat Takeaway.com N.v.$58.40Mreported value+3.20M shares KPLTKatapult Holdings, Inc.$54.05Mreported value+5.00M shares MNDYMonday.com Ltd.$44.72Mreported value+200.0K shares DOCSDoximity, Inc.$43.65Mreported value+750.0K shares 8DTSquarespace Inc.$43.41Mreported value+730.8K shares BZKanzhun Limited$41.63Mreported value+1.05M shares REREAtrenew Inc.$41.11Mreported value+2.75M shares DDLDingdong (cayman) Limited$40.22Mreported value+1.05M shares DIDIYDidi Global Inc.$28.28Mreported value+2.00M shares LITTULogistics Innovation Technologies Corp.$27.86Mreported value+2.80M shares TCVATcv Acquisition Corp$24.77Mreported value+2.50M shares CFLTConfluent Inc$19.00Mreported value+400.0K shares MNTVMomentive Global Inc$14.72Mreported value+698.9K shares EDREndeavor Group Holdings Inc$11.08Mreported value+400.0K shares KNBEKnowbe4, Inc.$10.16Mreported value+325.0K shares SPLKSplunk Inc.$6.54Mreported value+45.2K shares ALKTAlkami Technology, Inc.$5.35Mreported value+150.0K shares

Increased positions

SESea Limited$2.79Breported value+643.0K shares+6.8%DOCUDocusign, Inc.$2.04Breported value+2.13M shares+41.3%DASHDoordash, Inc.$1.95Breported value+5.11M shares+88.0%CVNACarvana Co.$1.92Breported value+342.2K shares

Reduced positions

JDJd.com, Inc.$4.12Breported value-55.6K shares-0.1%MSFTMicrosoft Corporation$3.56Breported value-591.0K shares-4.3%RBLXRoblox Corporation$2.46Breported value-13.04M shares-32.2%AMZNAmazon.com Inc$1.95Breported value-45.2K shares

Exited positions

DNKPhoenix Tree Holdings Ltd$86.24Mprior reported value-36.44M shares-100.0%ASOAcademy Sports and Outdoors, Inc.$47.23Mprior reported value-1.75M shares-100.0%TBAThoma Bravo Advantage$41.80Mprior reported value-4.00M shares-100.0%LINXLinx S.a.$22.24Mprior reported value-3.35M shares