$606 Million is the total value of TIGER MANAGEMENT L.L.C.'s 33 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 56.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | New | INVESCO QQQ TRput | $235,651,000 | – | 650,000 | +100.0% | 38.86% | – |
| BX | BLACKSTONE INC | $75,085,000 | -1.9% | 591,500 | 0.0% | 12.38% | -17.6% | |
| MSFT | Buy | MICROSOFT CORP | $62,710,000 | -3.3% | 203,400 | +5.4% | 10.34% | -18.8% |
| MU | MICRON TECHNOLOGY INC | $34,762,000 | -16.4% | 446,300 | 0.0% | 5.73% | -29.8% | |
| FB | Sell | META PLATFORMS INCcl a | $33,398,000 | -36.1% | 150,200 | -3.3% | 5.51% | -46.3% |
| QCOM | QUALCOMM INC | $24,986,000 | -16.4% | 163,500 | 0.0% | 4.12% | -29.8% | |
| FLYW | FLYWIRE CORPORATION | $19,487,000 | -19.7% | 637,246 | 0.0% | 3.21% | -32.5% | |
| VLRS | CONTROLADORA VUELA COMP DE Aspon adr rp 10 | $18,011,000 | +1.2% | 990,161 | 0.0% | 2.97% | -14.9% | |
| New | APOLLO GLOBAL MGMT INC | $15,817,000 | – | 255,147 | +100.0% | 2.61% | – | |
| SLM | Sell | SLM CORP | $14,680,000 | -75.8% | 799,555 | -74.1% | 2.42% | -79.7% |
| OOMA | OOMA INC | $11,105,000 | -26.7% | 740,854 | 0.0% | 1.83% | -38.4% | |
| ADPT | Sell | ADAPTIVE BIOTECHNOLOGIES COR | $8,180,000 | -73.9% | 589,311 | -47.2% | 1.35% | -78.0% |
| RYAAY | RYANAIR HOLDINGS PLCsponsored ads | $7,137,000 | -14.9% | 81,927 | 0.0% | 1.18% | -28.5% | |
| QRTEA | New | QURATE RETAIL INC | $5,926,000 | – | 1,245,000 | +100.0% | 0.98% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $4,888,000 | – | 1,750 | +100.0% | 0.81% | – |
| S | New | SENTINELONE INCcl a | $4,293,000 | – | 110,818 | +100.0% | 0.71% | – |
| UBER | Sell | UBER TECHNOLOGIES INC | $3,592,000 | -48.6% | 100,676 | -39.6% | 0.59% | -56.8% |
| RBLX | ROBLOX CORPcl a | $3,456,000 | -55.2% | 74,740 | 0.0% | 0.57% | -62.3% | |
| AMZN | Sell | AMAZON COM INC | $2,641,000 | -56.2% | 810 | -55.2% | 0.44% | -63.3% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $2,588,000 | -26.4% | 5,680 | -8.4% | 0.43% | -38.1% |
| NOW | New | SERVICENOW INC | $2,339,000 | – | 4,200 | +100.0% | 0.39% | – |
| SE | Buy | SEA LTDsponsord ads | $2,156,000 | -22.3% | 18,000 | +45.2% | 0.36% | -34.6% |
| SNOW | Buy | SNOWFLAKE INCcl a | $2,016,000 | +8.2% | 8,800 | +60.0% | 0.33% | -9.3% |
| U | Buy | UNITY SOFTWARE INC | $1,657,000 | -1.8% | 16,700 | +41.5% | 0.27% | -17.5% |
| NMRD | New | NEMAURA MED INC | $1,639,000 | – | 375,000 | +100.0% | 0.27% | – |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,341,000 | -35.5% | 8,879 | 0.0% | 0.22% | -45.8% | |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $1,294,000 | -21.0% | 5,700 | -28.8% | 0.21% | -33.9% |
| ALPN | ALPINE IMMUNE SCIENCES INC | $1,235,000 | -35.3% | 137,728 | 0.0% | 0.20% | -45.5% | |
| APP | New | APPLOVIN CORP | $1,195,000 | – | 21,700 | +100.0% | 0.20% | – |
| MDB | Sell | MONGODB INCcl a | $1,109,000 | -19.4% | 2,500 | -3.8% | 0.18% | -32.2% |
| DASH | Sell | DOORDASH INCcl a | $938,000 | -25.0% | 8,000 | -4.8% | 0.16% | -37.0% |
| ZI | ZOOMINFO TECHNOLOGIES INC | $635,000 | -7.0% | 10,637 | 0.0% | 0.10% | -21.6% | |
| ASAN | ASANA INCcl a | $500,000 | -46.4% | 12,520 | 0.0% | 0.08% | -55.2% | |
| WIX | Exit | WIX COM LTD | $0 | – | -5,000 | -100.0% | -0.16% | – |
| Exit | TOAST INCcl a | $0 | – | -24,966 | -100.0% | -0.17% | – | |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -5,300 | -100.0% | -0.19% | – |
| LI | Exit | LI AUTO INCsponsored ads | $0 | – | -34,900 | -100.0% | -0.22% | – |
| DLO | Exit | DLOCAL LTD | $0 | – | -38,900 | -100.0% | -0.27% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -4,500 | -100.0% | -0.32% | – |
| FIVN | Exit | FIVE9 INC | $0 | – | -12,200 | -100.0% | -0.33% | – |
| GLBE | Exit | GLOBAL E ONLINE LTD | $0 | – | -26,900 | -100.0% | -0.34% | – |
| JD | Exit | JD.COM INCspon adr cl a | $0 | – | -26,200 | -100.0% | -0.36% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -10,000 | -100.0% | -0.52% | – |
| TSLA | Exit | TESLA INC | $0 | – | -3,160 | -100.0% | -0.66% | – |
| MA | Exit | MASTERCARD INCORPORATEDcall | $0 | – | -13,300 | -100.0% | -0.94% | – |
| MNTV | Exit | MOMENTIVE GLOBAL INC | $0 | – | -238,837 | -100.0% | -0.99% | – |
| APO | Exit | APOLLO GLOBAL MGMT INC | $0 | – | -255,147 | -100.0% | -3.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 34 | Q1 2022 | 10.8% |
| MICROSOFT CORP | 28 | Q1 2023 | 12.7% |
| DELTA AIR LINES INC DEL | 28 | Q1 2023 | 8.5% |
| SEALED AIR CORP NEW | 28 | Q1 2020 | 0.2% |
| ALPHABET INC | 27 | Q3 2022 | 15.1% |
| CONTROLADORA VUELA COMP DE A | 27 | Q1 2022 | 6.7% |
| RYANAIR HOLDINGS PLC | 26 | Q1 2022 | 2.5% |
| ISHARES TR | 25 | Q1 2020 | 0.5% |
| CARNIVAL CORP | 24 | Q2 2019 | 0.1% |
| GILEAD SCIENCES INV | 22 | Q3 2018 | 13.4% |
View TIGER MANAGEMENT L.L.C.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| OOMA INC | February 14, 2019 | 800,423 | 4.0% |
| T2 Biosystems, Inc. | February 14, 2019 | 820,499 | 1.9% |
| Enzymotec Ltd. | July 01, 2016 | 577,407 | 2.5% |
| LCA VISION INCSold out | December 20, 2013 | 0 | 0.0% |
| GEVITY HR INC | March 17, 2006 | 1,382,439 | 5.2% |
| GEVITY HR INC | January 21, 2005 | 1,476,200 | 5.4% |
View TIGER MANAGEMENT L.L.C.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View TIGER MANAGEMENT L.L.C.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.