Tiger Global discloses updated portfolio positions in 13F filing: New NETS ATUS JCP OKTA CLDR positions; affirms increased APO position
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: NETS (~8.87 mln shares), ATUS (~1.15 mln), JCP (~0.85 mln), OKTA (~0.06 mln), CLDR (~0.05 mln)
- Increased positions in: APO (to ~32.89 mln shares from ~23.33 mln shares), MSFT (to ~10.49 mln from ~2.12 mln), CMCS.A (to ~7.25 mln from ~5.2 mln), TDG (to ~4 mln from ~2.54 mln), FLT (to ~2.28 mln from ~1.4 mln)
- Maintained positions in: AMZN (~1.24 mln shares), PCLN (~1.04 mln)
- Closed positions in: ELF (from ~0.43 mln shares), MELI (from ~0.28 mln), NTES (from ~0.28 mln)
- Decreased positions in: FCAU (to ~20.94 mln shares from ~34.7 mln shares), ONDK (to ~1.14 mln from ~2.09 mln), DPZ (to ~2 mln from ~2.9 mln), TDOC (to ~4.09 mln from ~4.9 mln), QSR (to ~1.85 mln from ~2.43 mln), JD (to ~43.72 mln from ~46.19 mln), BABA (to ~4.35 mln from ~4.76 mln), CHTR (to ~0.99 mln from ~1.57 mln), FB (to ~0.53 mln from ~0.71 mln), GOOG (to ~0.04 mln from ~0.12 mln)