Tiger Global discloses updated portfolio positions in 13F filing: New UXIN SPOT GDS positions, Closed EHIC, SINA, UAL
Highlights from 2018 Q2 filing as compared to 2018 Q1 filing:
- New positions in: UXIN (~24.91 mln shares), SPOT (~12.8 mln), GDS (~1.55 mln), COUP (~1.42 mln), PVTL (~1.3 mln), HUYA (~1.11 mln), NEW (~0.7 mln), DOCU (~0.3 mln), ADBE (~0.29 mln), CDAY (~0.17 mln)
- Increased positions in: RUN (to ~13.94 mln shares from ~5.74 mln shares), SE (to ~8.15 mln from ~2.33 mln), TWTR (to ~11.71 mln from ~9.46 mln), NOW (to ~1.52 mln from ~0.36 mln), MELI (to ~1.49 mln from ~0.8 mln) BABA (to ~4.45 mln from ~3.83 mln), BEDU (to ~2.02 mln from ~1.58 mln) VXX (to ~0.88 mln from ~0.52 mln),
- Maintained positions in: JD (~40.78 mln shares), APO (~34.42 mln shares), DESP (~30.2 mln shares), MSFT (~13.15 mln shares), FB (~5.28 mln shares), NFLX (~2.16 mln shares), DPZ (~2.11 mln shares), AMZN (~1.2 mln shares), BKNG (~0.66 mln shares),
- Closed positions in: EHIC (from ~5.26 mln shares), ARCC (from ~0.72 mln), SINA (from ~0.14 mln), UAL (from ~0.02 mln)
- Decreased positions in: RDFN (to ~2.35 mln shares from ~7.69 mln shares), TDG (to ~2.43 mln from ~2.77 mln)
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