$10.9 Billion is the total value of TIGER GLOBAL MANAGEMENT LLC's 64 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 28.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JD | Sell | JD.COM INCspon adr cl a | $1,501,974,000 | -23.4% | 29,860,327 | -2.2% | 13.79% | -16.1% |
| MSFT | Buy | MICROSOFT CORP | $1,398,357,000 | +5.6% | 6,004,108 | +16.4% | 12.84% | +15.6% |
| NOW | Buy | SERVICENOW INC | $639,716,000 | +20.5% | 1,694,117 | +51.8% | 5.87% | +32.0% |
| FB | Sell | META PLATFORMS INCcl a | $609,020,000 | -15.9% | 4,488,648 | -0.1% | 5.59% | -8.0% |
| SE | Buy | SEA LTDsponsord ads | $535,494,000 | -2.3% | 9,553,864 | +16.5% | 4.92% | +7.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $523,558,000 | +117.5% | 5,473,688 | +4854.8% | 4.81% | +138.2% |
| DDOG | Buy | DATADOG INC | $512,707,000 | +196.7% | 5,775,031 | +218.3% | 4.71% | +224.8% |
| WDAY | Buy | WORKDAY INCcl a | $482,904,000 | +155.8% | 3,172,411 | +134.6% | 4.43% | +180.0% |
| SNOW | Buy | SNOWFLAKE INCcl a | $442,001,000 | +49.3% | 2,600,615 | +22.1% | 4.06% | +63.5% |
| LI | Buy | LI AUTO INCsponsored ads | $396,033,000 | -19.2% | 17,211,345 | +34.6% | 3.64% | -11.5% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $362,742,000 | +27.2% | 1,722,503 | +13.2% | 3.33% | +39.3% |
| AMZN | Buy | AMAZON COM INC | $302,326,000 | +8.9% | 2,675,450 | +2.4% | 2.78% | +19.3% |
| BZ | Buy | KANZHUN LIMITEDsponsored ads | $300,809,000 | -1.8% | 17,820,415 | +52.9% | 2.76% | +7.5% |
| UBER | Buy | UBER TECHNOLOGIES INC | $262,961,000 | +1974.5% | 9,923,073 | +1501.7% | 2.41% | +2177.4% |
| SQ | Buy | BLOCK INCcl a | $208,922,000 | +257.8% | 3,799,271 | +299.9% | 1.92% | +291.4% |
| MA | MASTERCARD INCORPORATEDcl a | $205,862,000 | -9.9% | 724,000 | 0.0% | 1.89% | -1.3% | |
| Sell | NU HLDGS LTD | $203,807,000 | -73.2% | 46,319,839 | -77.2% | 1.87% | -70.6% | |
| DASH | Buy | DOORDASH INCcl a | $180,831,000 | -7.9% | 3,656,847 | +19.6% | 1.66% | +0.9% |
| Sell | TOAST INCcl a | $165,526,000 | -12.9% | 9,899,895 | -32.6% | 1.52% | -4.6% | |
| HUBS | New | HUBSPOT INC | $160,530,000 | – | 594,290 | +100.0% | 1.47% | – |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $148,329,000 | -86.6% | 900,000 | -86.3% | 1.36% | -85.3% |
| New | PAGAYA TECHNOLOGIES LTD | $134,636,000 | – | 74,384,378 | +100.0% | 1.24% | – | |
| S | Sell | SENTINELONE INCcl a | $106,124,000 | -54.6% | 4,151,941 | -58.5% | 0.97% | -50.3% |
| RNG | Sell | RINGCENTRAL INCcl a | $99,383,000 | -40.4% | 2,487,060 | -22.1% | 0.91% | -34.8% |
| APP | New | APPLOVIN CORP | $96,920,000 | – | 4,972,813 | +100.0% | 0.89% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $90,157,000 | – | 1,315,005 | +100.0% | 0.83% | – |
| DLO | Buy | DLOCAL LTD | $88,087,000 | +81.4% | 4,292,759 | +132.1% | 0.81% | +98.8% |
| OZON | OZON HLDGS PLCsponsored ads | $80,724,000 | 0.0% | 6,958,988 | 0.0% | 0.74% | +9.5% | |
| XM | QUALTRICS INTL INC | $75,831,000 | -18.6% | 7,449,000 | 0.0% | 0.70% | -10.9% | |
| Buy | FRESHWORKS INC | $67,435,000 | +73.2% | 5,199,337 | +75.6% | 0.62% | +89.9% | |
| ZEN | ZENDESK INC | $54,335,000 | +2.7% | 714,000 | 0.0% | 0.50% | +12.6% | |
| SHOP | SHOPIFY INCcl a | $44,781,000 | -13.8% | 1,662,240 | 0.0% | 0.41% | -5.5% | |
| OLO | Buy | OLO INCcl a | $40,326,000 | -9.2% | 5,104,581 | +13.5% | 0.37% | -0.5% |
| ALCC | ALTC ACQUISITION CORP | $39,040,000 | +1.1% | 4,000,000 | 0.0% | 0.36% | +10.5% | |
| WEAVE COMMUNICATIONS INC | $35,514,000 | +66.1% | 7,032,570 | 0.0% | 0.33% | +82.1% | ||
| RERE | ATRENEW INCsponsored ads | $33,054,000 | -23.1% | 14,371,218 | 0.0% | 0.30% | -15.8% | |
| V | VISA INC | $28,957,000 | -9.8% | 163,000 | 0.0% | 0.27% | -1.1% | |
| Sell | STARRY GROUP HOLDINGS INC | $28,708,000 | -64.0% | 19,266,828 | -0.4% | 0.26% | -60.5% | |
| DV | Sell | DOUBLEVERIFY HLDGS INC | $26,188,000 | -58.7% | 957,509 | -65.7% | 0.24% | -54.8% |
| FUTU | Sell | FUTU HLDGS LTDspon ads cl a | $24,947,000 | -68.5% | 669,000 | -55.9% | 0.23% | -65.5% |
| VTEX | $23,540,000 | +20.1% | 6,362,217 | 0.0% | 0.22% | +31.7% | ||
| APOLLO GLOBAL MGMT INC | $21,058,000 | -4.1% | 452,869 | 0.0% | 0.19% | +4.9% | ||
| LW | LAMB WESTON HLDGS INC | $13,912,000 | +8.3% | 179,784 | 0.0% | 0.13% | +18.5% | |
| Sell | BLEND LABS INCcl a | $13,727,000 | -58.5% | 6,211,142 | -55.7% | 0.13% | -54.5% | |
| AGCB | ALTIMETER GROWTH CORP 2 | $13,452,000 | +0.5% | 1,357,450 | 0.0% | 0.12% | +9.8% | |
| LEGAU | LEAD EDGE GROWTH OPRTUNTS LTunit 04/01/2026 | $9,900,000 | +0.8% | 1,000,000 | 0.0% | 0.09% | +11.0% | |
| COIN | COINBASE GLOBAL INC | $9,773,000 | +37.2% | 151,536 | 0.0% | 0.09% | +50.0% | |
| EGHT | Sell | 8X8 INC NEW | $7,476,000 | -63.7% | 2,166,968 | -45.8% | 0.07% | -60.1% |
| STNE | STONECO LTD | $6,536,000 | +23.8% | 685,801 | 0.0% | 0.06% | +36.4% | |
| PTON | Buy | PELOTON INTERACTIVE INC | $6,381,000 | -9.2% | 920,717 | +20.3% | 0.06% | 0.0% |
| RDFN | REDFIN CORP | $5,787,000 | -29.1% | 991,000 | 0.0% | 0.05% | -22.1% | |
| PYPL | New | PAYPAL HLDGS INC | $4,674,000 | – | 54,300 | +100.0% | 0.04% | – |
| New | EMBARK TECHNOLOGY INC | $3,684,000 | – | 495,851 | +100.0% | 0.03% | – | |
| Buy | WARBY PARKER INC | $3,563,000 | +19.3% | 267,069 | +0.7% | 0.03% | +32.0% | |
| RBLX | ROBLOX CORPcl a | $3,121,000 | +9.0% | 87,095 | 0.0% | 0.03% | +20.8% | |
| KPLT | Sell | KATAPULT HOLDINGS INC | $2,631,000 | -50.8% | 2,740,000 | -45.2% | 0.02% | -46.7% |
| JOBY AVIATION INC | $1,602,000 | -11.8% | 370,000 | 0.0% | 0.02% | 0.0% | ||
| ONTF | ON24 INC | $737,000 | -7.3% | 83,803 | 0.0% | 0.01% | 0.0% | |
| INTU | INTUIT | $530,000 | +0.6% | 1,368 | 0.0% | 0.01% | +25.0% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $536,000 | -8.1% | 6,211 | 0.0% | 0.01% | 0.0% | |
| DDL | DINGDONG CAYMAN LTDads | $422,000 | -35.7% | 118,539 | 0.0% | 0.00% | -20.0% | |
| HASHICORP INC | $296,000 | +9.2% | 9,188 | 0.0% | 0.00% | +50.0% | ||
| PDD | PINDUODUO INCsponsored ads | $250,000 | +1.2% | 4,000 | 0.0% | 0.00% | 0.0% | |
| JOBY AVIATION INC*w exp 08/10/202 | $88,000 | -22.8% | 105,000 | 0.0% | 0.00% | 0.0% | ||
| CVNA | Exit | CARVANA COcl a | $0 | – | -112,370 | -100.0% | -0.02% | – |
| Exit | DAVE INC | $0 | – | -6,322,616 | -100.0% | -0.04% | – | |
| Exit | EMBARK TECHNOLOGY INC | $0 | – | -9,917,027 | -100.0% | -0.04% | – | |
| Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -226,000 | -100.0% | -0.06% | – |
| Exit | MATTERPORT INC | $0 | – | -3,600,000 | -100.0% | -0.11% | – | |
| YMM | Exit | FULL TRUCK ALLIANCE CO LTDsponsored ads | $0 | – | -1,532,470 | -100.0% | -0.12% | – |
| Exit | MELI KASZEK PIONEER CORPclass a ord | $0 | – | -1,500,000 | -100.0% | -0.12% | – | |
| LMACU | Exit | LIBERTY MEDIA ACQUISITION COunit 01/22/2026 | $0 | – | -1,700,000 | -100.0% | -0.14% | – |
| TCVA | Exit | TCV ACQUISITION CORP | $0 | – | -2,500,000 | -100.0% | -0.20% | – |
| Exit | GITLAB INC | $0 | – | -778,000 | -100.0% | -0.35% | – | |
| Exit | SAMSARA INC | $0 | – | -4,649,140 | -100.0% | -0.44% | – | |
| MNDY | Exit | MONDAY COM LTD | $0 | – | -778,126 | -100.0% | -0.67% | – |
| ONEM | Exit | 1LIFE HEALTHCARE INC | $0 | – | -16,986,234 | -100.0% | -1.12% | – |
| XPEV | Exit | XPENG INCads | $0 | – | -4,356,121 | -100.0% | -1.16% | – |
| PCOR | Exit | PROCORE TECHNOLOGIES INC | $0 | – | -3,116,003 | -100.0% | -1.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.