APT 0.00% $66.47 afterpay limited

It is great to see a couple of important US players join the...

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    It is great to see a couple of important US players join the register (in addition to Matrix). I have done a bit of digging and this is what I could find about their other investments to demonstrate the type the level of interest we are generating.

    Welcome any feedback/comments/suggestions.

    Tiger:
    • 200 investments in 30 counties. Continue to invest in emerging markets.
    • Good article here - which details they made USD $3B off Flipkart sale to Walmart (they'd invested $9M a decade earlier).
    • Spotify - owned >7% when IPO.
    • Square - great synergies. Integrations to assist with quick roll-out of in-store?
    • Eventbrite
    • Glassdoor - led their $50M Series E round in 2013 and sold last year for $1.2B.
    • Seek's Asia business
    • Greenbits
    • NestAway
    • Chargebee

    Woodson:
    • Looks to have about $500M FUM.
    • Owner of Woodson used to work for Tiger and is tight with Tiger owner. This is how these two would have come together on his deal.
    • Largest position was Simply Good Foods Co (NASDAQ:SMPL) in Oct 2018
    • New positions in late 2018 were Spirit AeroSystems Holdings, Inc. (NYSE:SPR) and Sonos Inc (NASDAQ:SONO). Could integrate Afterpay with Sonos online purchases? Intros into home electronics?
    • Interestingly they own URBN - see here
    • They are in Funko - up 90% last 12 months. Market Cap $1B. You'd have to think they integrate APT.
    • Dave & Buster's Entertainment - market cap $2B.
    • Also in Amazon, Google, Ryan Air, Delta, Crocs, Vanguard
 
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