Tiger Worldwide Management, the firm founded by Chase Coleman (Trades, Portfolio), disclosed previous 7 days that its top rated 5 buys for the next quarter have been CrowdStrike Holdings Inc. (NASDAQ:CRWD), Salesforce.com Inc. (NYSE:CRM), Workday Inc. (NASDAQ:WDAY), Spotify Engineering SA (NYSE:Place) and Amazon.com Inc. (NASDAQ:AMZN).

The New York-centered firm applies investing approaches that Coleman uncovered from Tiger Management founder Julian Robertson (Trades, Portfolio). While the firm facilities its investments generally in little-cap and engineering stocks, Tiger Worldwide also looks at early-stage enterprise, late-stage enterprise, put up-initial general public offering and secondary market place equities.

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As of the quarter-conclude, Tiger Global’s $25.seventy nine billion fairness portfolio has seventy three stocks, with four new positions and a turnover ratio of six%. The engineering sector has a portfolio excess weight of 35.88%, up from the previous-quarter excess weight of 34.ninety%.

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The shopper cyclical and communication solutions sectors rank next and third with weights of 28.60% and 20.74%.

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CrowdStrike

Tiger Worldwide purchased 4.792 million shares of CrowdStrike, raising the stake 1,916.eighty% and the fairness portfolio 1.86%. Shares averaged $seventy nine.52 throughout the next quarter.

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The Sunnyvale, California-centered firm gives a broad range of solutions to complement stability and network operations teams. In accordance to GuruFocus, CrowdStrike’s money-to-personal debt and personal debt-to-fairness ratios outperform about 74% of international rivals, suggesting great fiscal energy.

Salesforce.com

Tiger Worldwide purchased 1,197,596 shares of Salesforce.com, raising the position a hundred and five.seventy eight% and the fairness portfolio .87%. Shares averaged $168.06 throughout the next quarter.

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The San Francisco-centered firm operates a client romantic relationship management software package-as-a-provider merchandise. GuruFocus ranks Salesforce.com’s fiscal energy seven out of 10, driven by a powerful Altman Z-rating of 5.ninety four inspite of interest protection and personal debt ratios underperforming a lot more than half of international rivals.

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Other gurus with holdings in Salesforce.com consist of Ken Fisher (Trades, Portfolio) and Spiros Segalas (Trades, Portfolio).

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Workday

Tiger Worldwide purchased 692,000 shares of Workday, raising the keeping 29.eighty five% and the fairness portfolio .50%. Shares averaged $161.03 throughout the next quarter.

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The Pleasanton, California-centered firm gives company source scheduling software package for medium-sized and large companies. GuruFocus ranks Workday’s fiscal energy 5 out of 10: Though the firm has a higher Altman Z-rating of 5.forty three, personal debt ratios are underperforming about eighty% of international rivals.

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Spotify

Tiger Worldwide purchased 447,109 shares of Spotify, raising the position sixteen.33% and the fairness portfolio .45%. Shares averaged $170.37 throughout the next quarter.

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GuruFocus ranks the Stockholm-centered songs streaming provider provider’s fiscal energy six out of 10: Though the firm has a powerful Altman Z-rating of seven.5, Spotify has a weak Piotroski F-rating of 3 and a personal debt-to-fairness ratio that underperforms sixty five.eighty four% of international rivals.

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Amazon.com

Tiger Worldwide purchased 40,710 shares of Amazon.com, raising the keeping seven.37% and the fairness portfolio .forty four%. Shares averaged $two,403.24 throughout the next quarter.

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GuruFocus ranks the Seattle-centered retail giant’s profitability eight out of 10 on quite a few positive investing indications, which consist of growing functioning margins and a 4.5-star organization predictability rank.

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Disclosure: No positions.

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About the author:

James Li

I am an editorial researcher at GuruFocus. I have a Master’s in Finance from SMU, and I enjoy crafting experiences on fiscal developments and investor portfolios. Observe me on Twitter at @JamesLiGuru!

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