Tiger Global discloses updated portfolio positions in 13F filing: New YSG ONEM ASO AI COUP ABNB positions, Increases UBER EGHT MSFT DOCU positions
Highlights from 2020 Q4 filing as compared to Q3 2020:
- New positions in: YSG (~5.71 mln shares), ONEM (~3.93 mln), ASO (~1.75 mln), DASH (~1.6 mln), MSP (~1.5 mln), AI (~1 mln), OZON (~0.75 mln), COUP (~0.67 mln), ABNB (~0.65 mln), YQ (~0.48 mln), SQ (~0.41 mln), INTU (~0.22 mln)
- Increased positions in: UBER (to ~27.68 mln shares from ~15.54 mln shares), EGHT (to ~9 mln from ~4.95 mln), API (to ~1.73 mln from ~0.07 mln), ASAN (to ~2.42 mln from ~0.93 mln), DOCU (to ~1.77 mln from ~0.3 mln) SE (to ~9.23 mln from ~8.36 mln), GDRX (to ~2.15 mln from ~1.4 mln) SNOW (to ~1.75 mln from ~1.25 mln), MSFT (to ~11.89 mln from ~11.41 mln),
- Maintained positions in: JD (~51.65 mln shares), APO (~33.91 mln shares), PDD (~14.05 mln shares), PTON (~7.86 mln shares), CRWD (~7.54 mln shares), CVNA (~6.01 mln shares), TAL (~5.76 mln shares), DDOG (~4.76 mln shares), BABA (~4.48 mln shares),
- Closed positions in: TME (from ~2.7 mln shares), FTCH (from ~0.5 mln), CDAY (from ~0.17 mln), TENB (from ~0.15 mln), CDLX (from ~0.12 mln), BILI (from ~0.1 mln)
- Decreased positions in: PLAN (to ~1.28 mln shares from ~6.8 mln shares), SMAR (to ~0.36 mln from ~4.15 mln), FB (to ~6.33 mln from ~8.75 mln), MDB (to ~0.08 mln from ~1.91 mln), TWLO (to ~0.07 mln from ~1.89 mln), GDS (to ~4.36 mln from ~5.73 mln), PYPL (to ~0.9 mln from ~2.15 mln), FLT (to ~0.65 mln from ~1.3 mln), NFLX (to ~1.06 mln from ~1.55 mln)