Tiger Global discloses updated portfolio positions in 13F filing: New ATH PTON positions
Highlights from 2020 Q1 filing as compared to Q4 2019:
- New positions in: ATH (~7.46 mln shares), PTON (~4.15 mln), DNK (~1.85 mln)
- Increased positions in: PLAN (to ~6.8 mln shares from ~2.19 mln shares), DDOG (to ~3.68 mln from ~0.45 mln), WDAY (to ~2.32 mln from ~0.28 mln), CVNA (to ~6.01 mln from ~4.91 mln), BABA (to ~4.49 mln from ~3.52 mln), EDU (to ~2.14 mln from ~1.44 mln), FB (to ~8.75 mln from ~8.32 mln) CRM (to ~1.13 mln from ~0.74 mln), MA (to ~0.73 mln from ~0.63 mln) ADBE (to ~0.17 mln from ~0.15 mln)
- Maintained positions in: RUN (~29.77 mln shares), MSFT (~10.79 mln shares), SE (~8.36 mln shares), PDD (~5.94 mln shares), TAL (~5.76 mln shares), GDS (~5.73 mln shares), ESTC (~4.02 mln shares)
- Closed positions in: WORK (from ~2.01 mln shares)
- Decreased positions in: UBER (to ~9.97 mln shares from ~21.61 mln shares), APO (to ~33.91 mln from ~37.66 mln), JD (to ~50.65 mln from ~52.85 mln), SPOT (to ~2.74 mln from ~3.48 mln), SMAR (to ~4.15 mln from ~4.71 mln), ZEN (to ~0.71 mln from ~1.18 mln), FLT (to ~1.3 mln from ~1.73 mln), CDLX (to ~0.12 mln from ~0.46 mln), TDG (to ~1.76 mln from ~2.07 mln), PYPL (to ~2.32 mln from ~2.45 mln)