Tiger Global Management LLC was founded by Chase Coleman (Trades, Portfolio) in 2001. He invested in the following stocks during the third quarter.
Coleman established a 30,204,172-share stake in Despegar.com Corp. (DESP, Financial). The trade was the guru's largest buy of the quarter and had an impact of 6.56% on the portfolio.
The online travel company has a market cap of $1.73 billion and an enterprise value of $1.65 billion.
GuruFocus gives the company a profitability and growth rating of 2 out of 10. The return on assets (ROA) of 14.44% and return on capital (ROC) of 685.32% are underperforming 100% of companies in the Global industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio is 6.65.
The company's largest shareholder among the gurus is Coleman with 43.71% of outstanding shares, followed by Stanley Druckenmiller (Trades, Portfolio) with 0.43% and Steven Cohen (Trades, Portfolio) with 0.3%.
The guru boosted his Netflix Inc. (NFLX, Financial) holding by 711.30%, impacting the portfolio by 3.3%.Â
The video streaming company has a market cap of $86.19 billion and an enterprise value of $89.33 billion.
GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity (ROE) of 15.05% and ROA of 2.98% are outperforming 56% of companies in the Global Media – Diversified industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.36 is below the industry median of 1.47.
Frank Sands (Trades, Portfolio) is the company's largest guru shareholder with 1.65% of outstanding shares, followed by Spiros Segalas (Trades, Portfolio) with 1.22%, Andreas Halvorsen (Trades, Portfolio) with 0.91% and Coleman with 0.71%.
The guru added 23.72% to his Amazon.com Inc. (AMZN, Financial) position, expanding the portfolio by 1.92%.
The online retailer has a market cap of $575.16 billion and an enterprise value of $575.56 billion.
GuruFocus gives the company a profitability and growth rating of 7 out of 10. While the ROE of 9.03% is outperforming the sector, the ROA of 2.20% is underperforming 51% of companies in the Global Specialty Retail industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 0.98 is below the industry median of 0.99.
With 0.38% of outstanding shares, Sands is the company's largest guru shareholder, followed by Ken Fisher (Trades, Portfolio) with 0.36% and Coleman with 0.32%.
The investor increased his stake in Facebook Inc. (FB, Financial) by 240.30%, expanding the portfolio by 1.48%.
The social network has a market cap of $530.08 billion and an enterprise value of $491.79 billion.
GuruFocus gives the company a profitability and growth rating of 9 out of 10. The ROE of 24.29% and ROA of 22% are outperforming 83% of the companies in the Global Internet Content and Information industry. Financial strength has a rating of 9 out of 10 with no debts.
The company's largest shareholder among the gurus is Sands with 0.48% of outstanding shares, followed by Segalas with 0.28%, Steve Mandel (Trades, Portfolio) with 0.17% and Halvorsen with 0.15%.
Coleman increased his position in JD.com Inc. (JD, Financial) by 12.32%. The transaction had an impact of 1.39% on the portfolio.
The e-commerce company has a market cap of $55.09 billion.
GuruFocus gives the company a profitability and growth rating of 4 out of 10. The ROE of -2.17% and ROA of -0.54% are underperforming 73% of the companies in the Global Internet Content and Information industry. Financial strength has a rating of 6 out of 10. The cash-debt ratio of 1.35 is below the industry median of 13.55.
Dodge & Cox is another notable guru shareholder with 2.08% of outstanding shares, followed by Fisher with 0.7%, John Griffin (Trades, Portfolio) with 0.36%, Ruane Cunniff (Trades, Portfolio) with 0.28% and Halvorsen with 0.25%.
The guru bought 7,690,091 shares of Redfin Corp. (RDFN, Financial). The transaction had an impact of 1.31% on the portfolio.
The real estate brokerage company has a market cap of $1.86 billion and an enterprise value of $1.65 billion.
GuruFocus gives the company a profitability and growth rating of 2 out of 10. The ROA of -13.82% and ROC of -111.49% are underperforming 97% of companies in the Global Real Estate Services industry. Financial strength has a rating of 9 out of 10. The cash-debt ratio of 303.11 is above the industry median of 0.35.
Another notable shareholder among the gurus is Ron Baron (Trades, Portfolio) with 0.04% of the company's outstanding shares.
Coleman purchased 1,222,000 shares of Autodesk Inc. (ADSK, Financial), expanding the portfolio by 0.93%.
The software company has a market cap of $28.48 billion and an enterprise value of $28.36 billion.
GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of -74.67% and ROA of -12.57% are underperforming 91% of companies in the Global Software - Application industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 1.08 is below the industry median 6.56.
Halvorsen is the company's largest guru shareholder with 1.11% of outstanding shares, followed by Coleman with 0.56%, Jim Simons (Trades, Portfolio) with 0.4%, Cohen with 0.32% and Fisher with 0.1%.
The investor established a 910,000-share stake in Weibo Corp. (WB, Financial), giving it 0.61% portfolio space.
The internet content and information company has a market cap of $25.66 billion and an enterprise value of $24.93 billion.
GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 31.35% and ROA of 21.98% are outperforming 85% of companies in the Global Internet Content and Information industry. Financial strength has a rating of 8 out of 10 with no debt.
Another notable guru shareholder is Value Partners (Trades, Portfolio) with 0.42% of outstanding shares, followed by Simons with 0.16%, Jeremy Grantham (Trades, Portfolio) with 0.05% and Pioneer Investments (Trades, Portfolio) with 0.04%.
Disclosure: I do not own any stocks mentioned in this article.
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