Tiger Global discloses updated portfolio positions in 13F filing: New BLND WRBY HOOD positions
Highlights from 2021 Q3 filing as compared to Q2 2021:
- New positions in: BLND (~18.48 mln shares), WRBY (~15.13 mln), HOOD (~13.66 mln), VTEX (~11.31 mln), MTTR (~7.5 mln), AVPT (~5 mln), BKSY (~5 mln), SPIR (~5 mln), ALCC (~4 mln), DNA (~2.43 mln), CZOO (~2 mln), JOBY (~2 mln), MEKA (~1.5 mln), TOST (~1.25 mln)
- Increased positions in: ONEM (to ~10.73 mln shares from ~7.62 mln shares), OZON (to ~2.75 mln from ~0.75 mln), OSCR (to ~7.51 mln from ~6.18 mln), BEKE (to ~3.77 mln from ~2.5 mln), SNOW (to ~5.17 mln from ~4.19 mln) FUTU (to ~4.19 mln from ~3.47 mln), ONTF (to ~2.26 mln from ~1.6 mln) ROOT (to ~3.68 mln from ~3.11 mln), ZM (to ~4.76 mln from ~4.28 mln)
- Maintained positions in: JD (~51.14 mln shares), UBER (~20.74 mln shares), PDD (~14.05 mln shares), MSFT (~13.13 mln shares), DASH (~11.05 mln shares), PATH (~10.54 mln shares), PCOR (~9.53 mln shares), CRWD (~7.54 mln shares)
- Closed positions in: TAL (from ~2.28 mln shares)
- Decreased positions in: RBLX (to ~17.43 mln shares from ~27.39 mln shares), APO (to ~22.36 mln from ~31.05 mln), YSG (to ~22.09 mln from ~28.21 mln), YQ (to ~0.48 mln from ~4.68 mln), DESP (to ~1.2 mln from ~3.2 mln), PTON (to ~7.2 mln from ~8.83 mln), RERE (to ~1.79 mln from ~2.75 mln), SPOT (to ~2.65 mln from ~3.16 mln), APP (to ~0.6 mln from ~0.93 mln)