TIGER GLOBAL MANAGEMENT LLC - Q1 2022 holdings

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$26.6 Billion is the total value of TIGER GLOBAL MANAGEMENT LLC's 88 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 51.5% .

All

			Value		Shares		↓ Weighting
JD	Sell	JD.COM INCspon adr cl a	$2,822,609,000	-25.0%	48,774,995	-9.2%	10.60%	+29.3%
MSFT	Sell	MICROSOFT CORP	$2,254,529,000	-21.0%	7,312,539	-13.8%	8.46%	+36.3%
CRWD	Buy	CROWDSTRIKE HLDGS INCcl a	$2,000,306,000	+29.6%	8,808,818	+16.9%	7.51%	+123.5%
	Sell	NU HLDGS LTD	$1,966,968,000	-21.2%	254,788,564	-4.2%	7.38%	+35.9%
SE	Buy	SEA LTDsponsord ads	$1,619,565,000	-36.4%	13,520,038	+18.7%	6.08%	+9.6%
SNOW	Buy	SNOWFLAKE INCcl a	$1,567,655,000	-23.1%	6,841,769	+13.6%	5.88%	+32.5%
NOW	Buy	SERVICENOW INC	$1,361,599,000	-4.9%	2,445,005	+10.8%	5.11%	+64.0%
CVNA	Buy	CARVANA COcl a	$1,017,684,000	-39.5%	8,531,177	+17.5%	3.82%	+4.2%
DASH	Sell	DOORDASH INCcl a	$960,932,000	-44.6%	8,199,780	-29.6%	3.61%	-4.4%
FB	Sell	META PLATFORMS INCcl a	$867,756,000	-48.9%	3,902,482	-22.8%	3.26%	-12.0%
WDAY	Sell	WORKDAY INCcl a	$712,736,000	-38.2%	2,976,432	-29.4%	2.68%	+6.6%
SHOP	Buy	SHOPIFY INCcl a	$619,298,000	-44.3%	916,175	+13.5%	2.32%	-3.9%
RNG		RINGCENTRAL INCcl a	$580,307,000	-37.4%	4,951,000	0.0%	2.18%	+7.9%
TEAM	Sell	ATLASSIAN CORP PLCcl a	$514,585,000	-45.3%	1,751,301	-29.0%	1.93%	-5.6%
LI	Buy	LI AUTO INCsponsored ads	$510,824,000	+115.0%	19,791,714	+167.3%	1.92%	+270.8%
AMZN	Sell	AMAZON COM INC	$481,635,000	-59.1%	147,743	-58.2%	1.81%	-29.5%
XPEV	Buy	XPENG INCads	$378,658,000	+20.8%	13,724,477	+120.3%	1.42%	+108.4%
SQ	Buy	BLOCK INCcl a	$371,310,000	+66.1%	2,738,276	+97.9%	1.39%	+186.2%
DOCU	Sell	DOCUSIGN INC	$363,458,000	-65.6%	3,393,000	-51.0%	1.36%	-40.6%
DDOG	Sell	DATADOG INC	$337,955,000	-64.2%	2,231,169	-57.9%	1.27%	-38.3%
MNDY	Buy	MONDAY COM LTD	$328,129,000	+431.4%	2,075,846	+937.9%	1.23%	+819.4%
	Buy	TOAST INCcl a	$275,373,000	+76.3%	12,672,463	+181.6%	1.03%	+204.1%
PCOR	Sell	PROCORE TECHNOLOGIES INC	$267,438,000	-57.6%	4,614,185	-41.5%	1.00%	-26.9%
MA		MASTERCARD INCORPORATEDcl a	$258,743,000	-0.5%	724,000	0.0%	0.97%	+71.6%
XM	Sell	QUALTRICS INTL INC	$233,345,000	-19.4%	8,173,193	-0.0%	0.88%	+39.0%
PDD	Sell	PINDUODUO INCsponsored ads	$231,520,000	-74.8%	5,772,126	-63.4%	0.87%	-56.6%
S	Buy	SENTINELONE INCcl a	$228,948,000	+156.9%	5,909,855	+234.9%	0.86%	+342.8%
ONEM	Buy	1LIFE HEALTHCARE INC	$195,819,000	-19.2%	17,673,234	+28.1%	0.74%	+39.2%
	New	STARRY GROUP HOLDINGS INC	$181,877,000	–	22,018,991	+100.0%	0.68%	–
BZ	Buy	KANZHUN LIMITEDsponsored ads	$181,359,000	+395.2%	7,280,575	+593.4%	0.68%	+751.2%
DV	Sell	DOUBLEVERIFY HLDGS INC	$161,591,000	-43.5%	6,420,000	-25.3%	0.61%	-2.4%
COIN	Sell	COINBASE GLOBAL INC	$158,836,000	-78.1%	836,597	-70.8%	0.60%	-62.2%
ESTC	Sell	ELASTIC N V	$127,362,000	-74.3%	1,431,843	-64.4%	0.48%	-55.6%
	Sell	EMBARK TECHNOLOGY INC	$125,418,000	-38.0%	21,293,320	-8.6%	0.47%	+7.0%
ZM	Sell	ZOOM VIDEO COMMUNICATIONS INcl a	$121,919,000	-89.2%	1,040,000	-83.0%	0.46%	-81.3%
RBLX	Sell	ROBLOX CORPcl a	$121,138,000	-74.4%	2,619,760	-42.8%	0.46%	-55.8%
EGHT		8X8 INC NEW	$113,310,000	-24.9%	9,000,000	0.0%	0.42%	+29.6%
	Sell	BLEND LABS INCcl a	$112,770,000	-22.8%	19,784,234	-0.6%	0.42%	+33.0%
	New	DAVE INC	$98,988,000	–	13,844,459	+100.0%	0.37%	–
IS		IRONSOURCE LTD	$98,400,000	-38.0%	20,500,000	0.0%	0.37%	+7.0%
PLAN		ANAPLAN INC	$97,306,000	+41.9%	1,495,868	0.0%	0.36%	+145.0%
	Sell	PERIMETER SOLUTIONS SA	$88,569,000	-36.2%	7,313,693	-26.9%	0.33%	+9.9%
ZEN		ZENDESK INC	$85,887,000	+15.3%	714,000	0.0%	0.32%	+98.8%
CRM		SALESFORCE COM INC	$82,316,000	-16.5%	387,700	0.0%	0.31%	+44.4%
FUTU	Sell	FUTU HLDGS LTDspon ads cl a	$80,747,000	-55.5%	2,479,950	-40.8%	0.30%	-23.3%
OZON	Buy	OZON HLDGS PLCsponsored ads	$80,724,000	-57.5%	6,958,988	+8.5%	0.30%	-26.6%
SPOT	Sell	SPOTIFY TECHNOLOGY S A	$80,646,000	-86.6%	534,077	-79.3%	0.30%	-76.9%
DLO	Sell	DLOCAL LTD	$73,310,000	-47.7%	2,345,180	-40.3%	0.28%	-9.8%
	Sell	WARBY PARKER INC	$70,194,000	-45.5%	2,076,117	-25.0%	0.26%	-6.4%
CFLT	Sell	CONFLUENT INC	$55,624,000	-81.3%	1,356,672	-65.2%	0.21%	-67.7%
RERE	Sell	ATRENEW INCsponsored ads	$52,988,000	-46.4%	14,968,283	-10.0%	0.20%	-7.4%
YMM	Sell	FULL TRUCK ALLIANCE CO LTDsponsored ads	$52,538,000	-45.3%	7,876,707	-31.3%	0.20%	-5.7%
OLO	Buy	OLO INCcl a	$47,873,000	+6.9%	3,613,044	+67.9%	0.18%	+85.6%
	New	APOLLO GLOBAL MGMT INC	$46,143,000	–	744,248	+100.0%	0.17%	–
UBER	Sell	UBER TECHNOLOGIES INC	$44,404,000	-94.1%	1,244,502	-93.1%	0.17%	-89.9%
		WEAVE COMMUNICATIONS INC	$44,264,000	-60.7%	7,426,846	0.0%	0.17%	-32.2%
	Buy	FRESHWORKS INC	$43,544,000	+105.0%	2,429,913	+200.3%	0.16%	+254.3%
DDL	Buy	DINGDONG CAYMAN LTDads	$43,101,000	+153.8%	12,141,140	+1056.3%	0.16%	+337.8%
	Sell	VTEX	$41,332,000	-65.9%	6,720,647	-40.6%	0.16%	-41.3%
	Sell	ROBINHOOD MKTS INC	$39,049,000	-83.9%	2,890,361	-78.8%	0.15%	-72.2%
ALCC		ALTC ACQUISITION CORP	$39,040,000	-0.9%	4,000,000	0.0%	0.15%	+70.9%
V		VISA INC	$36,149,000	+2.3%	163,000	0.0%	0.14%	+76.6%
RDFN	Buy	REDFIN CORP	$33,446,000	+5840.7%	1,854,000	+12532.9%	0.13%	+12500.0%
PTON	Sell	PELOTON INTERACTIVE INC	$31,669,000	-91.3%	1,218,036	-88.1%	0.12%	-85.0%
	Sell	MATTERPORT INC	$29,232,000	-81.1%	3,600,000	-52.0%	0.11%	-67.4%
	Buy	GITLAB INC	$28,669,000	-17.6%	526,512	+31.6%	0.11%	+42.1%
LITTU		LOGISTICS INNOVTN TECHNLGS Cunit 06/10/2026	$27,580,000	-1.5%	2,800,000	0.0%	0.10%	+70.5%
ONTF	Sell	ON24 INC	$27,399,000	-30.1%	2,083,555	-7.8%	0.10%	+21.2%
TCVA		TCV ACQUISITION CORP	$24,400,000	-1.0%	2,500,000	0.0%	0.09%	+70.4%
SUMO	Sell	SUMO LOGIC INC	$22,504,000	-22.0%	1,928,341	-9.3%	0.08%	+33.3%
OSCR		OSCAR HEALTH INCcl a	$21,211,000	+27.0%	2,127,454	0.0%	0.08%	+122.2%
TWLO	Buy	TWILIO INCcl a	$20,601,000	+4.7%	125,000	+67.3%	0.08%	+79.1%
SQSP		SQUARESPACE INCclass a	$18,723,000	-13.2%	730,777	0.0%	0.07%	+48.9%
LMACU		LIBERTY MEDIA ACQUISITION COunit 01/22/2026	$17,051,000	-5.3%	1,700,000	0.0%	0.06%	+64.1%
		MELI KASZEK PIONEER CORPclass a ord	$15,450,000	-10.9%	1,500,000	0.0%	0.06%	+52.6%
AGCB	Sell	ALTIMETER GROWTH CORP 2	$13,330,000	-32.3%	1,357,450	-32.0%	0.05%	+16.3%
KPLT		KATAPULT HOLDINGS INC	$11,900,000	-29.4%	5,000,000	0.0%	0.04%	+21.6%
LEGAU		LEAD EDGE GROWTH OPRTUNTS LTunit 04/01/2026	$9,860,000	-0.9%	1,000,000	0.0%	0.04%	+68.2%
PATH	Sell	UIPATH INCcl a	$8,667,000	-97.6%	401,440	-95.1%	0.03%	-95.7%
STNE	Sell	STONECO LTD	$8,392,000	-31.9%	717,248	-1.9%	0.03%	+14.8%
	Sell	NEXTDOOR HOLDINGS INC	$5,391,000	-72.7%	900,000	-64.0%	0.02%	-53.5%
	Sell	JOBY AVIATION INC	$2,449,000	-83.2%	370,000	-81.5%	0.01%	-71.9%
	Sell	AVIDXCHANGE HOLDINGS INC	$2,246,000	-85.1%	279,061	-72.1%	0.01%	-75.8%
INTU	Sell	INTUIT	$1,819,000	-94.6%	3,782	-92.8%	0.01%	-90.4%
OKTA		OKTA INCcl a	$844,000	-32.6%	5,590	0.0%	0.00%	0.0%
	Sell	JOBY AVIATION INC*w exp 08/10/202	$215,000	-72.4%	130,000	-74.0%	0.00%	-50.0%
	Sell	HASHICORP INC	$213,000	-99.2%	3,937	-98.7%	0.00%	-98.3%
BABA	Sell	ALIBABA GROUP HLDG LTDsponsored ads	$158,000	-100.0%	1,451	-100.0%	0.00%	-99.9%
MNTV	Exit	MOMENTIVE GLOBAL INC	$0	–	-10,573	-100.0%	0.00%	–
SEMR	Exit	SEMRUSH HLDGS INC	$0	–	-10,000	-100.0%	0.00%	–
KC	Exit	KINGSOFT CLOUD HLDGS LTDads	$0	–	-10,000	-100.0%	0.00%	–
ONE	Exit	ONESMART INTL ED GROUP LTDsponsored ads	$0	–	-320,000	-100.0%	0.00%	–
	Exit	17 ED & TECHNOLOGY GROUP INCads	$0	–	-120,000	-100.0%	0.00%	–
	Exit	CAZOO GROUP LTD*w exp 08/26/202	$0	–	-500,000	-100.0%	-0.00%	–
FPI	Exit	FARMLAND PARTNERS INC	$0	–	-44,502	-100.0%	-0.00%	–
DADA	Exit	DADA NEXUS LTDads	$0	–	-50,000	-100.0%	-0.00%	–
	Exit	N-ABLE INC	$0	–	-100,000	-100.0%	-0.00%	–
	Exit	GINKGO BIOWORKS HOLDINGS INC*w exp 08/01/202	$0	–	-485,000	-100.0%	-0.00%	–
API	Exit	AGORA INCads	$0	–	-70,000	-100.0%	-0.00%	–
	Exit	GRAB HOLDINGS LIMITED*w exp 12/01/202	$0	–	-360,000	-100.0%	-0.00%	–
DOYU	Exit	DOUYU INTL HLDGS LTDsponsored ads	$0	–	-400,000	-100.0%	-0.00%	–
OSH	Exit	OAK STR HEALTH INC	$0	–	-25,000	-100.0%	-0.00%	–
	Exit	SOLARWINDS CORP	$0	–	-100,000	-100.0%	-0.00%	–
HCAT	Exit	HEALTH CATALYST INC	$0	–	-50,000	-100.0%	-0.00%	–
AMWL	Exit	AMERICAN WELL CORPcl a	$0	–	-400,000	-100.0%	-0.01%	–
HUYA	Exit	HUYA INC	$0	–	-362,000	-100.0%	-0.01%	–
OM	Exit	OUTSET MED INC	$0	–	-55,000	-100.0%	-0.01%	–
ALKT	Exit	ALKAMI TECHNOLOGY INC	$0	–	-150,000	-100.0%	-0.01%	–
PD	Exit	PAGERDUTY INC	$0	–	-150,000	-100.0%	-0.01%	–
DBX	Exit	DROPBOX INCcl a	$0	–	-200,000	-100.0%	-0.01%	–
VERX	Exit	VERTEX INCcl a	$0	–	-325,000	-100.0%	-0.01%	–
XP	Exit	XP INCcl a	$0	–	-200,000	-100.0%	-0.01%	–
PAQCU	Exit	PROVIDENT ACQUISITION CORPunit 99/99/9999	$0	–	-800,000	-100.0%	-0.02%	–
SVFB	Exit	SVF INVESTMENT CORP 2	$0	–	-775,000	-100.0%	-0.02%	–
	Exit	WILLIAMS ROWLAND ACQUISITIONunit 99/99/9999	$0	–	-925,000	-100.0%	-0.02%	–
KNBE	Exit	KNOWBE4 INCcl a	$0	–	-403,501	-100.0%	-0.02%	–
LDHAU	Exit	LDH GROWTH CORP Iunit 03/17/2026	$0	–	-960,000	-100.0%	-0.02%	–
ZI	Exit	ZOOMINFO TECHNOLOGIES INC	$0	–	-150,000	-100.0%	-0.02%	–
DIDI	Exit	DIDI GLOBAL INCsponsored ads	$0	–	-2,000,000	-100.0%	-0.02%	–
DCT	Exit	DUCK CREEK TECHNOLOGIES INC	$0	–	-350,000	-100.0%	-0.02%	–
	Exit	EXPENSIFY INC	$0	–	-250,000	-100.0%	-0.02%	–
SVFC	Exit	SVF INVESTMENT CORP 3	$0	–	-1,100,000	-100.0%	-0.02%	–
BHG	Exit	BRIGHT HEALTH GROUP INC	$0	–	-3,350,000	-100.0%	-0.02%	–
	Exit	CAZOO GROUP LTD	$0	–	-2,000,000	-100.0%	-0.03%	–
YSG	Exit	YATSEN HLDG LTDads	$0	–	-5,714,000	-100.0%	-0.03%	–
CD	Exit	CHINDATA GROUP HLDGS LTDads	$0	–	-1,850,000	-100.0%	-0.03%	–
AVLR	Exit	AVALARA INC	$0	–	-100,000	-100.0%	-0.03%	–
	Exit	GRAB HOLDINGS LIMITEDclass a ord	$0	–	-1,800,000	-100.0%	-0.03%	–
BEKE	Exit	KE HLDGS INCsponsored ads	$0	–	-665,416	-100.0%	-0.03%	–
	Exit	SPORTRADAR GROUP AG	$0	–	-750,000	-100.0%	-0.03%	–
EDR	Exit	ENDEAVOR GROUP HLDGS INC	$0	–	-400,000	-100.0%	-0.03%	–
NCNO	Exit	NCINO INC	$0	–	-275,000	-100.0%	-0.03%	–
	Exit	DUOLINGO INC	$0	–	-150,000	-100.0%	-0.04%	–
	Exit	DEFINITIVE HEALTHCARE CORP	$0	–	-600,000	-100.0%	-0.04%	–
	Exit	SPIRE GLOBAL INC	$0	–	-5,000,000	-100.0%	-0.04%	–
EDU	Exit	NEW ORIENTAL ED & TECHNOLOGYspon adr	$0	–	-9,217,500	-100.0%	-0.04%	–
AFRM	Exit	AFFIRM HLDGS INC	$0	–	-200,000	-100.0%	-0.04%	–
	Exit	GINKGO BIOWORKS HOLDINGS INC	$0	–	-2,425,000	-100.0%	-0.04%	–
SVFAU	Exit	SVF INVESTMENT CORPunit 12/20/2025	$0	–	-2,000,000	-100.0%	-0.04%	–
REVHU	Exit	REVOLUTION HEALTHCAR AQ CORPunit 03/18/20266	$0	–	-2,250,000	-100.0%	-0.05%	–
	Exit	BLACKSKY TECHNOLOGY INC	$0	–	-5,000,000	-100.0%	-0.05%	–
NET	Exit	CLOUDFLARE INC	$0	–	-175,000	-100.0%	-0.05%	–
	Exit	BRAZE INC	$0	–	-350,000	-100.0%	-0.06%	–
SMAR	Exit	SMARTSHEET INC	$0	–	-360,000	-100.0%	-0.06%	–
FROG	Exit	JFROG LTD	$0	–	-1,000,000	-100.0%	-0.06%	–
DT	Exit	DYNATRACE INC	$0	–	-500,000	-100.0%	-0.07%	–
AVPT	Exit	AVEPOINT INC	$0	–	-5,000,000	-100.0%	-0.07%	–
AI	Exit	C3 AI INCcl a	$0	–	-1,000,000	-100.0%	-0.07%	–
BMBL	Exit	BUMBLE INC	$0	–	-1,000,000	-100.0%	-0.07%	–
GRUB	Exit	JUST EAT TAKEAWAY COM N Vsponsored ads	$0	–	-3,197,957	-100.0%	-0.08%	–
MQ	Exit	MARQETA INC	$0	–	-2,207,000	-100.0%	-0.08%	–
DOCS	Exit	DOXIMITY INCcl a	$0	–	-750,000	-100.0%	-0.08%	–
MSP	Exit	DATTO HLDG CORP	$0	–	-1,500,000	-100.0%	-0.09%	–
MDB	Exit	MONGODB INCcl a	$0	–	-82,000	-100.0%	-0.09%	–
BIGC	Exit	BIGCOMMERCE HLDGS INC	$0	–	-1,350,000	-100.0%	-0.10%	–
APP	Exit	APPLOVIN CORP	$0	–	-600,000	-100.0%	-0.12%	–
GDRX	Exit	GOODRX HLDGS INC	$0	–	-2,345,000	-100.0%	-0.17%	–
	Exit	RIVIAN AUTOMOTIVE INC	$0	–	-751,000	-100.0%	-0.17%	–
PLTK	Exit	PLAYTIKA HLDG CORP	$0	–	-5,500,000	-100.0%	-0.21%	–
TASK	Exit	TASKUS INC	$0	–	-1,779,000	-100.0%	-0.21%	–
CPNG	Exit	COUPANG INCcl a	$0	–	-3,571,428	-100.0%	-0.23%	–
JAMF	Exit	JAMF HLDG CORP	$0	–	-2,778,778	-100.0%	-0.23%	–
ABNB	Exit	AIRBNB INC	$0	–	-650,000	-100.0%	-0.24%	–
GDS	Exit	GDS HLDGS LTDsponsored ads	$0	–	-2,572,811	-100.0%	-0.26%	–
DOCN	Exit	DIGITALOCEAN HLDGS INC	$0	–	-1,700,000	-100.0%	-0.30%	–
ASAN	Exit	ASANA INCcl a	$0	–	-1,955,000	-100.0%	-0.32%	–
PYPL	Exit	PAYPAL HLDGS INC	$0	–	-896,001	-100.0%	-0.37%	–
RUN	Exit	SUNRUN INC	$0	–	-7,073,257	-100.0%	-0.53%	–
COUP	Exit	COUPA SOFTWARE INC	$0	–	-2,028,410	-100.0%	-0.70%	–
ADBE	Exit	ADOBE SYSTEMS INCORPORATED	$0	–	-737,500	-100.0%	-0.91%	–
APO	Exit	APOLLO GLOBAL MGMT INC	$0	–	-6,369,585	-100.0%	-1.00%	–
NFLX	Exit	NETFLIX INC	$0	–	-1,086,490	-100.0%	-1.42%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2022-05-16

Signatures

The EDGAR filing(s) were signed by:

Eric Lane — President & Chief Operating Officer

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)

TIGER GLOBAL MANAGEMENT LLC Q1 2022 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	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 Inc^{Sold 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) Ltd^{Sold 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

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