Tiger Global discloses updated portfolio positions in 13F filing: Increased PDD UBER CRWD PTON holdings, Exited ATH NEWR CHWY
Highlights from 2020 Q3 filing as compared to Q2 2020:
- New positions in: SUMO (confirms holding of ~5.39 mln shares from IPO), GSX (~3.02 mln), JAMF (~2.78 mln), BEKE (~2.5 mln), CD (~1.85 mln), GDRX (~1.4 mln), BIGC (~1.35 mln), SNOW (~1.25 mln), FROG (~1 mln), ASAN (~0.93 mln)
- Increased positions in: PDD (to ~14.25 mln shares from ~6.1 mln shares), UBER (to ~15.54 mln from ~9.97 mln), CRWD (to ~7.54 mln from ~5.04 mln), PTON (to ~7.78 mln from ~5.3 mln), TEAM (to ~2.76 mln from ~1.51 mln), NOW (to ~1.49 mln from ~0.72 mln), WDAY (to ~3.7 mln from ~3.01 mln) MSFT (to ~11.41 mln from ~11.01 mln), ZM (to ~1.82 mln from ~1.63 mln), MA (to ~0.72 mln from ~0.62 mln)
- Maintained positions in: JD (~51.65 mln shares), APO (~33.91 mln shares), RUN (~29.77 mln shares), FB (~8.75 mln shares), SE (~8.36 mln shares), PLAN (~6.8 mln shares), CVNA (~6.01 mln shares), DDOG (~4.76 mln shares), BABA (~4.48 mln shares),
- Closed positions in: ATH (from ~1.44 mln shares), NEWR (from ~1.35 mln), CHWY (from ~0.8 mln)
