- Tiger Global's 13-F shows notable new positions in ZoomInfo (ZI -1.3%) (150K shares) and Agora (API +1.1%) (70K), while the fund exited IQIYI (IQ -14.7%) (1M).
- Notable increased positions include CrowdStrike (CRWD +0.6%) from 250K to 5M, Salesforce (CRM -0.9%) from 1.13M to 2.33M, and Peloton (PTON -1.2%) from 4.15M to 5.3M.
- Top decreases were Autohome (ATHM -0.8%) from 7.46M to 1.44M, and SVMK (SVMK -0.8%) from 2.3M to 720K.
- Related: Earlier this week, ZoomInfo reported Q2 beats with an upside Q3 forecast.