Tiger Global discloses updated portfolio positions in 13F filing: New SWCH CRM REDU positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: SWCH (~0.9 mln shares), CRM (~0.75 mln), REDU (~0.5 mln), QD (~0.33 mln), CTRP (~0.3 mln), SOGO (~0.15 mln), GOOG (~0.07 mln), GOOGL (~0.07 mln), MDB (~0.05 mln)
- Increased positions in: ADSK (to ~2.16 mln shares from ~1.22 mln shares), EDU (to ~2.87 mln from ~2.25 mln), FB (to ~2.42 mln from ~1.81 mln), NOW (to ~0.83 mln from ~0.53 mln), VXX (to ~0.52 mln from ~0.3 mln)
- Maintained positions in: DESP (~30.2 mln shares), MSFT (~9.59 mln)
- Closed positions in: APO (from ~34.05 mln shares), JMEI (from ~2.48 mln), AWI (from ~1.78 mln), ROKU (from ~1.5 mln), ATUS (from ~1.15 mln), WB (from ~0.91 mln), RYB (from ~0.04 mln)
- Decreased positions in: JD (to ~40.78 mln shares from ~49.1 mln shares), ETSY (to ~4.18 mln from ~7.6 mln), BIT:FCA (to ~22.13 mln from ~24.82 mln), CMCS.A (to ~5.02 mln from ~7.25 mln), TDOC (to ~0.24 mln from ~1.79 mln), FLT (to ~1.38 mln from ~2.79 mln), TDG (to ~1.92 mln from ~3.26 mln), NFLX (to ~1.75 mln from ~3.05 mln), CHTR (to ~0.13 mln from ~0.99 mln), BABA (to ~3.8 mln from ~4.54 mln)