Tiger Global's public equity funds outperformed during the third quarter with its long and private portfolios contributing more than 100% of gains. On the short side, the portfolio generated positive alpha but absolute losses.
Q3 2020 hedge fund letters, conferences and more
On the long side, key contributors so far this year are Microsoft, Datadog, CrowdStrike, SoftBank Group, Carvana, Amazon, Sea Limited, JD and Sunrun.
Sunrun
In their third-quarter letter to investors, which was reviewed by ValueWalk, the Tiger Global team highlighted Sunrun, a top provider of solar panels to homeowners in the U.S. The company was Tiger Global's biggest contributor for the first nine months of the year.
The Tiger Global...
Login required to continue reading.
Setup a free account to get access to this article (no credit card required).
View Full Article
