$13.6 Billion is the total value of TIGER GLOBAL MANAGEMENT LLC's 48 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 26.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Buy | META PLATFORMS INCcl a | $2,670,639,940 | +8.7% | 8,895,906 | +3.9% | 19.69% | -4.1% |
| MSFT | Buy | MICROSOFT CORP | $1,935,951,029 | +0.3% | 6,131,278 | +8.2% | 14.27% | -11.5% |
| Sell | APOLLO GLOBAL MGMT INC | $1,102,718,923 | +16.3% | 12,285,193 | -0.5% | 8.13% | +2.7% | |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $737,886,190 | +5.0% | 5,255,974 | +10.1% | 5.44% | -7.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $698,167,544 | +53.0% | 5,335,225 | +40.0% | 5.15% | +35.0% |
| WDAY | Buy | WORKDAY INCcl a | $606,391,351 | +34.2% | 2,822,394 | +41.1% | 4.47% | +18.4% |
| SE | Buy | SEA LTDsponsord ads | $514,338,939 | +162.8% | 11,702,820 | +247.1% | 3.79% | +131.9% |
| AMZN | Buy | AMAZON COM INC | $500,222,285 | +3.8% | 3,935,040 | +6.5% | 3.69% | -8.4% |
| LLY | Buy | ELI LILLY & CO | $493,676,183 | +45.4% | 919,100 | +26.9% | 3.64% | +28.3% |
| NVDA | Buy | NVIDIA CORPORATION | $483,384,812 | +81.8% | 1,111,255 | +76.8% | 3.56% | +60.4% |
| NOW | Sell | SERVICENOW INC | $332,276,567 | -4.7% | 594,455 | -4.2% | 2.45% | -15.9% |
| JD | Sell | JD.COM INCspon adr cl a | $287,275,499 | -60.1% | 9,861,843 | -53.2% | 2.12% | -64.8% |
| INTU | Sell | INTUIT | $259,557,520 | -46.7% | 508,000 | -52.2% | 1.91% | -52.9% |
| UBER | Buy | UBER TECHNOLOGIES INC | $236,066,670 | +53.7% | 5,133,000 | +44.3% | 1.74% | +35.7% |
| LRCX | Buy | LAM RESEARCH CORP | $231,928,717 | +5.6% | 370,038 | +8.3% | 1.71% | -6.8% |
| FLT | Sell | FLEETCOR TECHNOLOGIES INC | $200,306,570 | +1.5% | 784,470 | -0.2% | 1.48% | -10.5% |
| Buy | GRAB HOLDINGS LIMITEDclass a ord | $181,608,330 | +126.0% | 51,301,788 | +119.0% | 1.34% | +99.6% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $179,169,551 | -5.0% | 2,061,790 | +10.3% | 1.32% | -16.2% |
| CFLT | Buy | CONFLUENT INC | $153,791,409 | +44.1% | 5,193,901 | +71.9% | 1.13% | +27.1% |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $150,642,000 | +14.0% | 900,000 | 0.0% | 1.11% | +0.5% | |
| Buy | NU HLDGS LTD | $147,662,055 | -7.9% | 20,367,180 | +0.2% | 1.09% | -18.7% | |
| ESTC | New | ELASTIC N V | $138,920,400 | – | 1,710,000 | +100.0% | 1.02% | – |
| PDD | New | PDD HOLDINGS INCsponsored ads | $134,198,988 | – | 1,368,400 | +100.0% | 0.99% | – |
| HUBS | Buy | HUBSPOT INC | $128,148,500 | +204.9% | 260,200 | +229.4% | 0.94% | +169.2% |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $128,092,861 | – | 1,476,745 | +100.0% | 0.94% | – |
| SNOW | SNOWFLAKE INCcl a | $121,384,931 | -13.2% | 794,560 | 0.0% | 0.90% | -23.4% | |
| NVO | Buy | NOVO-NORDISK A Sadr | $115,402,860 | +12.4% | 1,269,000 | +100.0% | 0.85% | -0.8% |
| ZI | ZOOMINFO TECHNOLOGIES INC | $110,564,339 | -35.4% | 6,741,728 | 0.0% | 0.82% | -43.0% | |
| DASH | New | DOORDASH INCcl a | $97,424,021 | – | 1,225,922 | +100.0% | 0.72% | – |
| DDOG | DATADOG INC | $89,213,546 | -7.4% | 979,400 | 0.0% | 0.66% | -18.3% | |
| ATLASSIAN CORPORATIONcl a | $80,713,823 | +20.1% | 400,545 | 0.0% | 0.60% | +5.9% | ||
| PCOR | New | PROCORE TECHNOLOGIES INC | $76,901,236 | – | 1,177,300 | +100.0% | 0.57% | – |
| BZ | Sell | KANZHUN LIMITEDsponsored ads | $50,160,621 | -52.1% | 3,306,567 | -52.5% | 0.37% | -57.7% |
| ALCC | ALTC ACQUISITION CORP | $41,400,000 | -0.8% | 4,000,000 | 0.0% | 0.30% | -12.6% | |
| KKR | KKR & CO INC | $31,477,600 | +10.0% | 511,000 | 0.0% | 0.23% | -2.9% | |
| TOAST INCcl a | $27,011,544 | -17.0% | 1,442,154 | 0.0% | 0.20% | -26.8% | ||
| RERE | ATRENEW INCsponsored ads | $26,177,177 | -21.9% | 11,481,218 | 0.0% | 0.19% | -31.1% | |
| FRESHWORKS INC | $18,091,364 | +13.3% | 908,201 | 0.0% | 0.13% | 0.0% | ||
| New | ARM HOLDINGS PLCsponsored adr | $16,056,000 | – | 300,000 | +100.0% | 0.12% | – | |
| STNE | STONECO LTD | $7,276,940 | -16.2% | 682,000 | 0.0% | 0.05% | -26.0% | |
| Sell | PAGAYA TECHNOLOGIES LTD | $5,633,738 | -87.7% | 3,565,657 | -89.1% | 0.04% | -89.0% | |
| New | MAPLEBEAR INC | $5,195,750 | – | 175,000 | +100.0% | 0.04% | – | |
| New | ODDITY TECH LTD | $3,827,250 | – | 135,000 | +100.0% | 0.03% | – | |
| COIN | COINBASE GLOBAL INC | $2,916,858 | +4.9% | 38,850 | 0.0% | 0.02% | -4.3% | |
| New | KLAVIYO INC | $1,207,500 | – | 35,000 | +100.0% | 0.01% | – | |
| PTON | PELOTON INTERACTIVE INC | $1,010,000 | -34.3% | 200,000 | 0.0% | 0.01% | -46.2% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $396,033 | -3.7% | 2,561 | 0.0% | 0.00% | 0.0% | |
| DDL | DINGDONG CAYMAN LTDads | $231,151 | -36.9% | 118,539 | 0.0% | 0.00% | -33.3% | |
| KPLT | Exit | KATAPULT HOLDINGS INC | $0 | – | -360,000 | -100.0% | -0.00% | – |
| DLO | Exit | DLOCAL LTD | $0 | – | -569,000 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MASTERCARD INCORPORATED | 40 | Q1 2023 | 7.4% |
| AMAZON COM INC | 37 | Q3 2023 | 20.7% |
| FLEETCOR TECHNOLOGIES INC | 37 | Q3 2023 | 9.2% |
| JD.COM INC | 36 | Q3 2023 | 24.5% |
| VISA INC | 36 | Q1 2023 | 4.0% |
| SHOPIFY INC | 32 | Q1 2023 | 2.4% |
| TRANSDIGM GROUP INC | 31 | Q3 2021 | 9.3% |
| NETFLIX INC | 30 | Q4 2021 | 26.5% |
| MICROSOFT CORP | 29 | Q3 2023 | 16.1% |
| ALIBABA GROUP HLDG LTD | 29 | Q3 2023 | 8.2% |
View TIGER GLOBAL MANAGEMENT LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Pagaya Technologies Ltd. | August 04, 2023 | 14,092,151 | 2.6% |
| Weave Communications, Inc.Sold out | June 12, 2023 | 0 | 0.0% |
| 1Life Healthcare IncSold out | February 14, 2023 | 0 | 0.0% |
| 8X8 INC /DE/Sold out | February 14, 2023 | 0 | 0.0% |
| Blend Labs, Inc.Sold out | February 14, 2023 | 0 | 0.0% |
| CARVANA CO.Sold out | February 14, 2023 | 0 | 0.0% |
| Dingdong (Cayman) LtdSold out | February 14, 2023 | 0 | 0.0% |
| DoubleVerify Holdings, Inc.Sold out | February 14, 2023 | 0 | 0.0% |
| Embark Technology, Inc.Sold out | February 14, 2023 | 0 | 0.0% |
| Just Eat Takeaway.com N.V.Sold out | February 14, 2023 | 0 | 0.0% |
View TIGER GLOBAL MANAGEMENT LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| SC 13G/A | 2023-08-04 |
| SC 13G/A | 2023-06-14 |
| SC 13G/A | 2023-06-12 |
| 13F-HR | 2023-05-15 |
View TIGER GLOBAL MANAGEMENT LLC'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.