$8.16 Billion is the total value of TIGER GLOBAL MANAGEMENT LLC's 55 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 39.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $1,260,870,917 | -9.8% | 5,257,572 | -12.4% | 15.45% | +20.3% |
| JD | Sell | JD.COM INCspon adr cl a | $1,224,315,979 | -18.5% | 21,812,150 | -27.0% | 15.00% | +8.8% |
| FB | Buy | META PLATFORMS INCcl a | $956,038,844 | +57.0% | 7,944,481 | +77.0% | 11.71% | +109.5% |
| AMZN | Buy | AMAZON COM INC | $721,592,004 | +138.7% | 8,590,381 | +221.1% | 8.84% | +218.5% |
| WDAY | Sell | WORKDAY INCcl a | $462,884,979 | -4.1% | 2,766,300 | -12.8% | 5.67% | +27.9% |
| SNOW | Sell | SNOWFLAKE INCcl a | $366,738,958 | -17.0% | 2,554,960 | -1.8% | 4.49% | +10.7% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $328,850,856 | -37.2% | 3,727,200 | -31.9% | 4.03% | -16.2% |
| NOW | Sell | SERVICENOW INC | $314,070,438 | -50.9% | 808,897 | -52.3% | 3.85% | -34.5% |
| BZ | Sell | KANZHUN LIMITEDsponsored ads | $282,235,414 | -6.2% | 13,855,445 | -22.2% | 3.46% | +25.2% |
| MA | MASTERCARD INCORPORATEDcl a | $251,756,520 | +22.3% | 724,000 | 0.0% | 3.08% | +63.2% | |
| ZI | New | ZOOMINFO TECHNOLOGIES INC | $187,844,246 | – | 6,238,600 | +100.0% | 2.30% | – |
| SE | Sell | SEA LTDsponsord ads | $185,212,596 | -65.4% | 3,559,727 | -62.7% | 2.27% | -53.8% |
| SQ | Sell | BLOCK INCcl a | $118,181,743 | -43.4% | 1,880,677 | -50.5% | 1.45% | -24.5% |
| DLO | Buy | DLOCAL LTD | $111,223,081 | +26.3% | 7,143,422 | +66.4% | 1.36% | +68.4% |
| Sell | NU HLDGS LTD | $103,139,734 | -49.4% | 25,341,458 | -45.3% | 1.26% | -32.5% | |
| HUBS | Sell | HUBSPOT INC | $97,176,593 | -39.5% | 336,100 | -43.4% | 1.19% | -19.3% |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $94,761,000 | -36.1% | 900,000 | 0.0% | 1.16% | -14.8% | |
| Sell | PAGAYA TECHNOLOGIES LTD | $78,121,642 | -42.0% | 63,001,324 | -15.3% | 0.96% | -22.6% | |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $74,348,820 | – | 714,000 | +100.0% | 0.91% | – |
| DDOG | Sell | DATADOG INC | $71,001,000 | -86.2% | 966,000 | -83.3% | 0.87% | -81.5% |
| OZON | Sell | OZON HLDGS PLCsponsored ads | $69,579,804 | -13.8% | 5,998,259 | -13.8% | 0.85% | +15.0% |
| CFLT | New | CONFLUENT INC | $69,400,698 | – | 3,120,535 | +100.0% | 0.85% | – |
| MTCH | New | MATCH GROUP INC NEW | $60,616,890 | – | 1,461,000 | +100.0% | 0.74% | – |
| New | GRAB HOLDINGS LIMITEDclass a ord | $59,344,600 | – | 18,430,000 | +100.0% | 0.73% | – | |
| S | Sell | SENTINELONE INCcl a | $58,125,670 | -45.2% | 3,983,939 | -4.0% | 0.71% | -26.9% |
| New | ATLASSIAN CORPORATIONcl a | $51,542,131 | – | 400,545 | +100.0% | 0.63% | – | |
| Sell | FRESHWORKS INC | $44,984,313 | -33.3% | 3,058,077 | -41.2% | 0.55% | -11.0% | |
| APP | Sell | APPLOVIN CORP | $44,902,784 | -53.7% | 4,264,272 | -14.2% | 0.55% | -38.2% |
| MDB | New | MONGODB INCcl a | $44,859,836 | – | 227,900 | +100.0% | 0.55% | – |
| Sell | TOAST INCcl a | $43,670,445 | -73.6% | 2,422,099 | -75.5% | 0.54% | -64.8% | |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $40,648,276 | +7483.6% | 514,861 | +8189.5% | 0.50% | +9860.0% |
| Buy | APOLLO GLOBAL MGMT INC | $40,058,333 | +90.2% | 627,972 | +38.7% | 0.49% | +154.4% | |
| ALCC | ALTC ACQUISITION CORP | $39,680,000 | +1.6% | 4,000,000 | 0.0% | 0.49% | +35.8% | |
| V | VISA INC | $33,864,880 | +16.9% | 163,000 | 0.0% | 0.42% | +56.0% | |
| RERE | Sell | ATRENEW INCsponsored ads | $33,180,720 | +0.4% | 11,481,218 | -20.1% | 0.41% | +34.0% |
| Sell | WEAVE COMMUNICATIONS INC | $24,049,158 | -32.3% | 5,250,907 | -25.3% | 0.30% | -9.5% | |
| PTON | Buy | PELOTON INTERACTIVE INC | $19,491,866 | +205.5% | 2,454,895 | +166.6% | 0.24% | +305.1% |
| LW | LAMB WESTON HLDGS INC | $16,065,498 | +15.5% | 179,784 | 0.0% | 0.20% | +53.9% | |
| New | MOBILEYE GLOBAL INC | $15,777,000 | – | 450,000 | +100.0% | 0.19% | – | |
| XM | Sell | QUALTRICS INTL INC | $15,450,630 | -79.6% | 1,488,500 | -80.0% | 0.19% | -72.8% |
| UBER | Sell | UBER TECHNOLOGIES INC | $14,838,000 | -94.4% | 600,000 | -94.0% | 0.18% | -92.5% |
| LEGAU | LEAD EDGE GROWTH OPRTUNTS LTunit 04/01/2026 | $10,175,000 | +2.8% | 1,000,000 | 0.0% | 0.12% | +37.4% | |
| STNE | STONECO LTD | $6,473,961 | -0.9% | 685,801 | 0.0% | 0.08% | +31.7% | |
| COIN | Sell | COINBASE GLOBAL INC | $5,093,541 | -47.9% | 143,926 | -5.0% | 0.06% | -31.1% |
| SHOP | Sell | SHOPIFY INCcl a | $3,314,805 | -92.6% | 95,500 | -94.3% | 0.04% | -90.0% |
| KPLT | Sell | KATAPULT HOLDINGS INC | $2,391,750 | -9.1% | 2,500,000 | -8.8% | 0.03% | +20.8% |
| Sell | WARBY PARKER INC | $1,563,073 | -56.1% | 115,869 | -56.6% | 0.02% | -42.4% | |
| JOBY AVIATION INC | $1,239,500 | -22.6% | 370,000 | 0.0% | 0.02% | 0.0% | ||
| ONTF | ON24 INC | $723,220 | -1.9% | 83,803 | 0.0% | 0.01% | +28.6% | |
| INTU | INTUIT | $532,453 | +0.5% | 1,368 | 0.0% | 0.01% | +40.0% | |
| DDL | DINGDONG CAYMAN LTDads | $506,162 | +19.9% | 118,539 | 0.0% | 0.01% | +50.0% | |
| PDD | PINDUODUO INCsponsored ads | $326,200 | +30.5% | 4,000 | 0.0% | 0.00% | +100.0% | |
| RBLX | Sell | ROBLOX CORPcl a | $209,039 | -93.3% | 7,345 | -91.6% | 0.00% | -89.7% |
| HASHICORP INC | $251,200 | -15.1% | 9,188 | 0.0% | 0.00% | 0.0% | ||
| JOBY AVIATION INC*w exp 08/10/202 | $50,631 | -42.5% | 105,000 | 0.0% | 0.00% | 0.0% | ||
| Exit | EMBARK TECHNOLOGY INC | $0 | – | -495,851 | -100.0% | -0.03% | – | |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -54,300 | -100.0% | -0.04% | – |
| RDFN | Exit | REDFIN CORP | $0 | – | -991,000 | -100.0% | -0.05% | – |
| EGHT | Exit | 8X8 INC NEW | $0 | – | -2,166,968 | -100.0% | -0.07% | – |
| AGCB | Exit | ALTIMETER GROWTH CORP 2 | $0 | – | -1,357,450 | -100.0% | -0.12% | – |
| Exit | BLEND LABS INCcl a | $0 | – | -6,211,142 | -100.0% | -0.13% | – | |
| Exit | VTEX | $0 | – | -6,362,217 | -100.0% | -0.22% | – | |
| FUTU | Exit | FUTU HLDGS LTDspon ads cl a | $0 | – | -669,000 | -100.0% | -0.23% | – |
| DV | Exit | DOUBLEVERIFY HLDGS INC | $0 | – | -957,509 | -100.0% | -0.24% | – |
| Exit | STARRY GROUP HOLDINGS INC | $0 | – | -19,266,828 | -100.0% | -0.26% | – | |
| OLO | Exit | OLO INCcl a | $0 | – | -5,104,581 | -100.0% | -0.37% | – |
| ZEN | Exit | ZENDESK INC | $0 | – | -714,000 | -100.0% | -0.50% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -1,315,005 | -100.0% | -0.83% | – |
| RNG | Exit | RINGCENTRAL INCcl a | $0 | – | -2,487,060 | -100.0% | -0.91% | – |
| DASH | Exit | DOORDASH INCcl a | $0 | – | -3,656,847 | -100.0% | -1.66% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -1,722,503 | -100.0% | -3.33% | – |
| LI | Exit | LI AUTO INCsponsored ads | $0 | – | -17,211,345 | -100.0% | -3.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.