Tiger Global discloses updated portfolio positions in 13F filing: New DV BHG PATH DIDI positions, Increased DASH PTON
Highlights from 2021 Q2 filing as compared to Q1 2021:
- New positions in: DV (~13.84 mln shares), BHG (~11.85 mln), PATH (~10.42 mln), PCOR (~9.53 mln), KPLT (~5 mln), TKAYY (~3.2 mln), COIN (~2.63 mln), DIDI (~2 mln), S (~1.51 mln), BZ (~1.05 mln)
- Increased positions in: YSG (to ~28.21 mln shares from ~5.71 mln shares), DASH (to ~10.91 mln from ~5.81 mln), YQ (to ~4.68 mln from ~0.48 mln), DOCU (to ~7.28 mln from ~5.15 mln), XM (to ~3.62 mln from ~1.65 mln) SNOW (to ~4.19 mln from ~2.23 mln), ZM (to ~4.28 mln from ~2.45 mln) PTON (to ~8.83 mln from ~7.86 mln), SE (to ~10.15 mln from ~9.51 mln), RNG (to ~3.94 mln from ~3.33 mln), SHOP (to ~0.87 mln from ~0.52 mln), CVNA (to ~6.36 mln from ~6.01 mln), DDOG (to ~4.99 mln from ~4.76 mln) GDRX (to ~2.35 mln from ~2.15 mln), FUTU (to ~3.47 mln from ~3.34 mln) SQ (to ~0.87 mln from ~0.77 mln)
- Maintained positions in: JD (~51.59 mln shares), UBER (~20.75 mln shares, last qtr ~20.82 mln), PDD (~14.05 mln shares), CRWD (~7.54 mln shares), WDAY (~4.13 mln shares), ESTC (~4.02 mln shares), SPOT (~3.16 mln shares, last qtr ~3.18 mln), TEAM (~2.47 mln shares), NOW (~2.21 mln shares, last qtr ~2.16 mln)
- Closed positions in: ASO (from ~1.75 mln shares)
- Decreased positions in: RBLX (to ~27.39 mln shares from ~40.43 mln shares), EDU (to ~9.22 mln from ~18.44 mln), DESP (to ~3.2 mln from ~7.72 mln), BABA (to ~4.22 mln from ~4.48 mln), AMZN (to ~0.57 mln from ~0.61 mln), CRM (to ~0.39 mln from ~2.29 mln), GDS (to ~2.57 mln from ~3.68 mln), MSFT (to ~13.13 mln from ~13.72 mln), FB (to ~5.05 mln from ~5.56 mln)