Q3 Letter: Tiger Global outlines thesis for solar playMichelle Jones
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.
On the long side, key contributors so far this year are Microsoft, Datadog, CrowdStrike, SoftBank Group, Carvana, Amazon, Sea . . .
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