Tiger Global discloses updated portfolio positions in 13F filing: New positions in DESP, RDFN, ROKU; increased positions in JD, FCAU, NFLX; closed position in ONDK
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: DESP (~30.2 mln shares), RDFN (~7.69 mln), ROKU (~1.5 mln), ADSK (~1.22 mln), WB (~0.91 mln), NOW(~0.53 mln), SINA (~0.53 mln)
- Increased positions in: JD (to ~49.1 mln from ~43.72 mln), FCAU (to ~24.82 mln from ~20.94 mln), NFLX (to ~3.05 mln from ~0.38 mln), FB (to ~1.81 mln from ~0.53 mln) QSR (to ~2.5 mln from ~1.85 mln), FLT (to ~2.79 mln from ~2.28 mln) DPZ (to ~2.33 mln from ~2 mln), AMZN (to ~1.54 mln from ~1.24 mln),
- Maintained positions in: APO (~34.05 mln shares), MSFT (~10.49 mln shares), BABA (~4.54 mln shares), PCLN (~1.04 mln shares)
- Closed positions in: ONDK (from ~1.14 mln shares), AMT (from ~0.61 mln), GOOGL (from ~0.04 mln), GOOG (from ~0.04 mln)
- Decreased positions in: TDOC (to ~1.79 mln shares from ~4.09 mln shares), VXX (to ~0.3 mln from ~1.22 mln), TDG (to ~3.26 mln from ~4 mln)