SEC 13F Intelligence

Managers / Q4 2020 · view latest →

TIGER GLOBAL MANAGEMENT LLC

CIK 0001167483 · Part of the Tiger Global family · 9 WEST 57TH STREET, 35TH FLOOR, NEW YORK, NY, 10019 · 212-984-8800

Reported Value
$39.0B
Q4 2020
Positions
97
Filings on Record
30
2019–present window
Filed
Feb 16, 2021
original filing

Summary

Tiger Global Management LLC reported $39.0B in U.S.-listed holdings across 97 positions for Q4 2020.

Its largest position, JD, represents 11.6% of the portfolio.

Compared with Q3 2020, the fund opened 14 new positions and exited 7.

Portfolio Metrics

Turnover
+14.5%
vs prior filed quarter
Top-10 Concentration
+54.7%
share of reported value
Largest Position
+11.6%
Jd Com
New / Exited
14 / 7
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $15.0BQ4 ’18Q1 ’19: $18.1BQ2 ’19: $18.5BQ3 ’19: $18.9BQ4 ’19: $18.1BQ4 ’19Q1 ’20: $16.6BQ2 ’20: $25.8BQ3 ’20: $35.5BQ4 ’20: $39.0BQ4 ’20Q1 ’21: $43.5BQ2 ’21: $53.8BQ3 ’21: $52.1BQ4 ’21: $45.9BQ4 ’21Q1 ’22: $26.6BQ2 ’22: $11.9BQ3 ’22: $10.9BQ4 ’22: $8.2BQ4 ’22Q1 ’23: $11.0BQ2 ’23: $12.0BQ3 ’23: $13.6BQ4 ’23: $14.1BQ4 ’23Q1 ’24: $18.3BQ2 ’24: $21.6BQ3 ’24: $23.4BQ4 ’24: $26.5BQ4 ’24Q1 ’25: $26.6BQ2 ’25: $34.1BQ3 ’25: $32.4BQ4 ’25: $29.7BQ4 ’25Q1 ’26: $22.8Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 62.7%ADR: 29.0%Other: 8.3%REIT: 0.0%
  • Common Stock · 62.7% · $24.5B
  • ADR · 29.0% · $11.3B
  • Other · 8.3% · $3.2B
  • REIT · 0.0% · $387,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DASHDOORDASH INCNEW+1.60M1.60M+$228M$228M
COUPEURCOUPA SOFTWARE INCNEW+665.0K665.0K+$225M$225M
1LIFE HEALTHCARE INCNEW+3.93M3.93M+$172M$172M
AIC3 AI INCNEW+1.00M1.00M+$139M$139M
YATSEN HLDG LTDNEW+5.71M5.71M+$97M$97M
ABNBAIRBNB INCNEW+650.0K650.0K+$95M$95M
XYZSQUARE INCNEW+408.5K408.5K+$89M$89M
INTUINTUITNEW+221.3K221.3K+$84M$84M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2020

50 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1JDJD.COM INChistory →SPON ADR CL A11.63%$4.5B51.65M
2MSFTMICROSOFT CORPhistory →COM6.78%$2.6B11.89M
3PDDPINDUODUO INChistory →SPONSORED ADS6.40%$2.5B14.05M
4AMZNAMAZON COM INChistory →COM5.12%$2.0B613.1K
5SESEA LTDhistory →SPONSORD ADS4.71%$1.8B9.23M
6METAFACEBOOK INChistory →CL A4.43%$1.7B6.33M
7APOEURAPOLLO GLOBAL MGMT INChistory →COM CL A4.26%$1.7B33.91M
8CRWDCROWDSTRIKE HLDGS INChistory →CL A4.09%$1.6B7.54M
9CVNACARVANA COhistory →CL A3.69%$1.4B6.01M
10UBERUBER TECHNOLOGIES INChistory →COM3.62%$1.4B27.68M
11RNGRINGCENTRAL INChistory →CL A3.23%$1.3B3.33M
12PTONPELOTON INTERACTIVE INChistory →CL A COM3.05%$1.2B7.86M
13T7DTRANSDIGM GROUP INChistory →COM2.79%$1.1B1.76M
14BABAALIBABA GROUP HLDG LTDhistory →SPONSORED ADS2.67%$1.0B4.48M
15SPOTIFY TECHNOLOGY S ASHS2.57%$1.0B3.18M
16WDAYWORKDAY INChistory →CL A2.53%$989M4.13M
17NOWSERVICENOW INChistory →COM2.32%$904M1.64M
18ELASTIC N VORD SHS1.51%$587M4.02M
19ATLASSIAN CORP PLCCL A1.48%$577M2.47M
20NFLXNETFLIX INChistory →COM1.46%$571M1.06M
21RUNSUNRUN INChistory →COM1.44%$560M8.07M
22CRMSALESFORCE COM INChistory →COM1.30%$509M2.29M
23SNOWSNOWFLAKE INChistory →CL A1.26%$493M1.75M
24ZMZOOM VIDEO COMMUNICATIONS INhistory →CL A1.25%$487M1.44M
25DDOGDATADOG INChistory →CL A COM1.20%$468M4.76M
26TALTAL EDUCATION GROUPhistory →SPONSORED ADS1.06%$412M5.76M
27GDSGDS HLDGS LTDhistory →SPONSORED ADS1.05%$408M4.36M
28DOCUDOCUSIGN INChistory →COM1.01%$394M1.77M
29NEW ORIENTAL ED & TECHNOLOGYSPON ADR0.88%$343M1.84M
30EGHT8X8 INC NEWhistory →COM0.79%$310M9.00M
31MAMASTERCARD INCORPORATEDhistory →CL A0.66%$258M724.0K
32DASHDOORDASH INChistory →CL A0.58%$228M1.60M
33COUPEURCOUPA SOFTWARE INChistory →COM0.58%$225M665.0K
34SHOPSHOPIFY INChistory →CL A0.56%$219M193.8K
35PYPLPAYPAL HLDGS INChistory →COM0.54%$210M896.0K
36FLT1EURFLEETCOR TECHNOLOGIES INChistory →COM0.45%$177M647.7K
371LIFE HEALTHCARE INCCOM0.44%$172M3.93M
38GSXGBPGSX TECHEDU INChistory →SPONSORED ADS0.40%$156M3.02M
39SUMO2EURSUMO LOGIC INChistory →COM0.39%$154M5.39M
40BEKEKE HLDGS INChistory →SPONSORED ADS0.39%$154M2.50M
41AIC3 AI INChistory →CL A0.36%$139M1.00M
42DESPEGAR COM CORPORD SHS0.30%$119M9.26M
43DNKPHOENIX TREE HLDGS LTDhistory →SPONSORED ADS0.27%$106M36.44M
44ZEN1EURZENDESK INChistory →COM0.26%$102M714.0K
45YATSEN HLDG LTDADS0.25%$97M5.71M
46ABNBAIRBNB INChistory →COM CL A0.24%$95M650.0K
47PLANUSDANAPLAN INChistory →COM0.24%$92M1.28M
48XYZSQUARE INChistory →CL A0.23%$89M408.5K
49CMRCBIGCOMMERCE HLDGS INChistory →COM SER 10.22%$87M1.35M
50GDRXGOODRX HLDGS INChistory →COM CL A0.22%$87M2.15M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$22.8B54May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$29.7B54Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$32.4B56Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$34.1B50Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$26.6B45May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$26.5B49Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$23.4B45Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$21.6B44Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$18.3B41May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$14.1B39Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$13.6B48Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$12.0B41Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$11.0B56May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$8.2B55Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$10.9B64Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$11.9B73Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$26.6B88May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$45.9B169Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$52.1B161Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$53.8B141Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$43.5B120May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$39.0B97Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$35.5B90Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$25.8B73Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$16.6B74May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$18.1B73Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$18.9B84Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$18.5B74Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$18.1B69May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$15.0B66Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.