Tiger Global discloses updated portfolio positions in 13F filing: New RBLX OSCR PLTK positions
Highlights from 2021 Q1 filing as compared to Q4 2020:
- New positions in: RBLX (~40.43 mln shares), OSCR (~5.56 mln), PLTK (~5.5 mln), TBA (~4 mln), CPNG (~3.57 mln), FUTU (~3.34 mln), ROOT (~3.11 mln), TUYA (~2.85 mln), AGCB (~2 mln), DOCN (~1.7 mln), XM (~1.65 mln), ONTF (~1.6 mln), SVFC (~1.1 mln), BMBL (~1 mln)
- Increased positions in: EDU (to ~18.44 mln shares from ~1.84 mln shares), DASH (to ~5.81 mln from ~1.6 mln), ONEM (to ~7.62 mln from ~3.93 mln), DOCU (to ~5.15 mln from ~1.77 mln), MSFT (to ~13.72 mln from ~11.89 mln) ZM (to ~2.45 mln from ~1.44 mln), APO (to ~34.91 mln from ~33.91 mln) COUP (to ~1.43 mln from ~0.67 mln), ADBE (to ~0.74 mln from ~0.17 mln), NOW (to ~2.16 mln from ~1.64 mln), SNOW (to ~2.23 mln from ~1.75 mln), ASAN (to ~2.88 mln from ~2.42 mln), SQ (to ~0.77 mln from ~0.41 mln) SHOP (to ~0.52 mln from ~0.19 mln), SE (to ~9.51 mln from ~9.23 mln)
- Maintained positions in: JD (~51.65 mln shares), PDD (~14.05 mln shares), PTON (~7.86 mln shares), CRWD (~7.54 mln shares), CVNA (~6.01 mln shares), BABA (~4.48 mln shares), WDAY (~4.13 mln shares), SPOT (~3.18 mln shares), TEAM (~2.47 mln shares), CRM (~2.29 mln shares), TDG (~1.76 mln shares), NFLX (~1.06 mln shares), AMZN (~0.61 mln shares)
- Closed positions in: GOTU (from ~3.02 mln shares), YALA (from ~0.35 mln)
- Decreased positions in: UBER (to ~20.82 mln shares from ~27.68 mln shares), DESP (to ~7.72 mln from ~9.26 mln), RUN (to ~7.07 mln from ~8.07 mln), FB (to ~5.56 mln from ~6.33 mln), GDS (to ~3.68 mln from ~4.36 mln