Tiger Global (Tiger Global Management, LLC) submitted a 13F position report, disclosing 21Q1's position in U. S. stocks as of now.

Tiger Global held $43.4 billion at the end of the first quarter, up 11% from $39 billion at the end of 2020, according to the documents. The top ten heavy stocks accounted for 51.4% of the total. In the first quarter, 25 stocks were newly built and only two were cleared.

JD.com ranked the largest position, increasing Microsoft Corp and Sea.

Tiger Global's largest holding stock is$JD.com (JD.US) $Accounting for 11.63% of the portfolio, Tiger Global is the only stock with a stake of more than 10%.

$Microsoft Corp (MSFT.US) $Ranked second largest, with a 15% increase in holdings in the first quarter, and the fourth largest$Sea Limited (SE.US) $Slightly increase their holdings by 3%, all seven major holdings.$Apollo Global Management (APO.US) $Slightly increase the holdings by 2%.

Among the top ten holdings, only$Facebook Inc (FB.US) $It was reduced by 12%. The rest$Pinduoduo (PDD.US) $、$Amazon.Com Inc (AMZN.US) $、$Carvana Co. (CVNA.US) $、$CrowdStrike Holdings (CRWD.US) $Wait to remain the same.

Substantially increase the holdings of NOW, ZOOM, Shopify Inc, Dash and other technology stocks, and reduce the holdings of Uber

In the first quarter, Tiger Global started a mass sweep model, increasing its holdings in a total of 17 stocks.

A large proportion of the increase in holdings includes$ServiceNow Inc (NOW.US) $、$DocuSign (DOCU.US) $、$Peloton Interactive (PTON.US) $、$Zoom Video Communications Inc (ZM.US) $、$DoorDash (DASH.US) $等。

Many of these hot technology stocks did not perform well in the first quarter. Zoom, for example, has recovered 45% since its peak in October 2020, and Tiger Global's firm increase in its holdings undoubtedly shows that it is bullish on these technology companies.

In terms of reduction, Tiger Global has reduced its holdings in 21Q1.$UBER TECHNOLOGIES INC (UBER.US) $、$Spotify Technology SA (SPOT.US) $And other stocks, these stocks account for a relatively small proportion in the overall portfolio.

New warehouse Roblox, Futu, clearance Gaotu Techedu Inc.

In the first quarter, Tiger Global built a new warehouse.$Roblox Corporation (RBLX.US) $The holding has a market capitalization of $2.621 billion, making it the third largest holding, with Roblox IPO on March 10.

In addition, according to the market capitalization of Jiancang, Tiger Global also built new positions in the first quarter.$Futu Holdings Limited (FUTU.US) $、$DoubleVerify Holdings, Inc. (DV.US) $、$Coupang Inc (CPNG.US) $、$Playtika Holding Corp. (PLTK.US) $Waiting for the company.

Tiger Global is only interested in the first quarter.$Gaotu Techedu Inc. (GOTU.US) $、$Arena Technology (YALA.US) $Two stocks were liquidated.