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Tiger Global discloses updated portfolio positions in 13F filing: New STNE TME ESTC SWI positions; Exited TWTR AAPL

Highlights from 2018 Q4 filing as compared to 2018 Q3 filing:

• New positions in: STNE (~10.6 mln shares), TME (~5.18 mln), ESTC (~0.74 mln), SWI (~0.2 mln)
• Increased positions in: FCAU (to ~81.05 mln shares from ~62.17 mln shares), JD (to ~57.92 mln from ~50.41 mln), APO (to ~37.66 mln from ~34.42 mln), RUN (to ~17.82 mln from ~14.89 mln), SE (to ~12.3 mln from ~11.46 mln), FB (to ~5.37 mln from ~4.62 mln), FLT(to ~1.79 mln from ~1.12 mln) ADBE (to ~1.03 mln from ~0.52 mln), ZEN (to ~3.63 mln from ~3.14 mln), TDG (to ~2.07 mln from ~1.84 mln)
• Maintained positions in: SVMK (~30.47 mln shares), EB (~14.36 mln shares), MSFT (~13.17 mln shares), SPOT (~12.8 mln shares)
• Closed positions in: TWTR (from ~6.86 mln shares), BEDU (from ~2.02 mln), TWLO (from ~1.03 mln), AAPL (from ~1.02 mln), MDB(from ~0.7 mln)
• Decreased positions in: DESP (to ~12.27 mln shares from ~24.2 mln shares), UXIN (to ~19 mln from ~25.65 mln), BILI (to ~1.1 mln from ~5.84 mln), BABA (to ~4.11 mln from ~6.47 mln), TAL (to ~9.59 mln from ~11.7 mln), ADSK (to ~0.88 mln from ~2.32 mln), EDU(to ~2.35 mln from ~3.05 mln), NFLX (to ~1.48 mln from ~2.16 mln), V (to ~0.16 mln from ~0.79 mln), AMZN (to ~0.74 mln from ~1.2 mln), QSR (to ~1.59 mln from ~1.9 mln), NEW (to ~0.4 mln from ~0.7 mln), DPZ (to ~1.87 mln from ~2.11 mln), PDD (to ~1.09 mln from ~1.3 mln), BKNG (to ~0.45 mln from ~0.66 mln), COUP (to ~1.27 mln from ~1.42 mln