$11 Billion is the total value of TIGER GLOBAL MANAGEMENT LLC's 56 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 30.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $1,710,146,301 | +35.6% | 5,931,829 | +12.8% | 15.55% | +0.7% |
| FB | Sell | META PLATFORMS INCcl a | $1,580,453,747 | +65.3% | 7,457,081 | -6.1% | 14.38% | +22.7% |
| JD | Buy | JD.COM INCspon adr cl a | $1,056,779,031 | -13.7% | 24,077,900 | +10.4% | 9.61% | -35.9% |
| AMZN | Buy | AMAZON COM INC | $1,000,381,313 | +38.6% | 9,685,171 | +12.7% | 9.10% | +2.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $867,595,023 | +163.8% | 8,363,974 | +124.4% | 7.89% | +95.9% |
| WDAY | Sell | WORKDAY INCcl a | $520,052,230 | +12.4% | 2,517,925 | -9.0% | 4.73% | -16.6% |
| NOW | SERVICENOW INC | $375,910,614 | +19.7% | 808,897 | 0.0% | 3.42% | -11.1% | |
| SE | Sell | SEA LTDsponsord ads | $291,812,932 | +57.6% | 3,371,611 | -5.3% | 2.65% | +17.0% |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $286,345,411 | +285.1% | 2,400,213 | +236.2% | 2.60% | +185.8% |
| SNOW | Sell | SNOWFLAKE INCcl a | $286,030,208 | -22.0% | 1,853,848 | -27.4% | 2.60% | -42.1% |
| MA | MASTERCARD INCORPORATEDcl a | $263,108,840 | +4.5% | 724,000 | 0.0% | 2.39% | -22.4% | |
| INTU | Buy | INTUIT | $199,910,172 | +37445.1% | 448,400 | +32677.8% | 1.82% | +25871.4% |
| DDOG | Buy | DATADOG INC | $191,987,992 | +170.4% | 2,642,279 | +173.5% | 1.75% | +100.7% |
| ZI | Buy | ZOOMINFO TECHNOLOGIES INC | $185,071,179 | -1.5% | 7,489,728 | +20.1% | 1.68% | -26.9% |
| Buy | APOLLO GLOBAL MGMT INC | $165,160,621 | +312.3% | 2,614,956 | +316.4% | 1.50% | +205.9% | |
| BZ | Sell | KANZHUN LIMITEDsponsored ads | $162,188,427 | -42.5% | 8,522,776 | -38.5% | 1.48% | -57.3% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $147,767,386 | – | 1,588,555 | +100.0% | 1.34% | – |
| AAPL | New | APPLE INC | $140,329,900 | – | 851,000 | +100.0% | 1.28% | – |
| CFLT | Buy | CONFLUENT INC | $138,482,557 | +99.5% | 5,753,326 | +84.4% | 1.26% | +48.2% |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $123,534,000 | +30.4% | 900,000 | 0.0% | 1.12% | -3.2% | |
| Buy | NU HLDGS LTD | $120,822,180 | +17.1% | 25,382,811 | +0.2% | 1.10% | -13.0% | |
| SQ | Sell | BLOCK INCcl a | $113,011,287 | -4.4% | 1,646,195 | -12.5% | 1.03% | -29.0% |
| DLO | Sell | DLOCAL LTD | $100,045,593 | -10.0% | 6,168,039 | -13.7% | 0.91% | -33.2% |
| HUBS | Sell | HUBSPOT INC | $95,962,825 | -1.2% | 223,820 | -33.4% | 0.87% | -26.6% |
| XP | New | XP INCcl a | $86,596,825 | – | 7,295,436 | +100.0% | 0.79% | – |
| ATLASSIAN CORPORATIONcl a | $68,561,288 | +33.0% | 400,545 | 0.0% | 0.62% | -1.1% | ||
| GRAB HOLDINGS LIMITEDclass a ord | $55,474,300 | -6.5% | 18,430,000 | 0.0% | 0.50% | -30.5% | ||
| LRCX | New | LAM RESEARCH CORP | $53,132,867 | – | 100,228 | +100.0% | 0.48% | – |
| AMAT | New | APPLIED MATLS INC | $51,527,185 | – | 419,500 | +100.0% | 0.47% | – |
| PANW | New | PALO ALTO NETWORKS INC | $51,472,998 | – | 257,700 | +100.0% | 0.47% | – |
| MDB | Sell | MONGODB INCcl a | $50,470,480 | +12.5% | 216,500 | -5.0% | 0.46% | -16.5% |
| Sell | PAGAYA TECHNOLOGIES LTD | $44,503,986 | -43.0% | 43,631,359 | -30.7% | 0.40% | -57.7% | |
| OZON | Sell | OZON HLDGS PLCsponsored ads | $40,794,764 | -41.4% | 3,516,790 | -41.4% | 0.37% | -56.5% |
| ALCC | ALTC ACQUISITION CORP | $40,600,000 | +2.3% | 4,000,000 | 0.0% | 0.37% | -24.1% | |
| V | VISA INC | $36,749,980 | +8.5% | 163,000 | 0.0% | 0.33% | -19.5% | |
| Sell | FRESHWORKS INC | $36,740,721 | -18.3% | 2,391,974 | -21.8% | 0.33% | -39.4% | |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $35,190,865 | – | 166,900 | +100.0% | 0.32% | – |
| RERE | ATRENEW INCsponsored ads | $35,017,715 | +5.5% | 11,481,218 | 0.0% | 0.32% | -21.4% | |
| Sell | TOAST INCcl a | $33,167,277 | -24.1% | 1,868,579 | -22.9% | 0.30% | -43.6% | |
| KKR | New | KKR & CO INC | $26,837,720 | – | 511,000 | +100.0% | 0.24% | – |
| Sell | WEAVE COMMUNICATIONS INC | $24,537,356 | +2.0% | 4,937,094 | -6.0% | 0.22% | -24.4% | |
| MOBILEYE GLOBAL INC | $19,471,500 | +23.4% | 450,000 | 0.0% | 0.18% | -8.3% | ||
| UBER | UBER TECHNOLOGIES INC | $19,020,000 | +28.2% | 600,000 | 0.0% | 0.17% | -4.9% | |
| LW | LAMB WESTON HLDGS INC | $18,791,024 | +17.0% | 179,784 | 0.0% | 0.17% | -13.2% | |
| NVDA | New | NVIDIA CORPORATION | $12,187,159 | – | 43,875 | +100.0% | 0.11% | – |
| COIN | Sell | COINBASE GLOBAL INC | $9,604,940 | +88.6% | 142,148 | -1.2% | 0.09% | +40.3% |
| STNE | Sell | STONECO LTD | $6,506,280 | +0.5% | 682,000 | -0.6% | 0.06% | -25.3% |
| Buy | HASHICORP INC | $5,145,843 | +1948.5% | 175,686 | +1812.1% | 0.05% | +1466.7% | |
| SHOP | SHOPIFY INCcl a | $4,578,270 | +38.1% | 95,500 | 0.0% | 0.04% | +2.4% | |
| PTON | Sell | PELOTON INTERACTIVE INC | $2,268,000 | -88.4% | 200,000 | -91.9% | 0.02% | -91.2% |
| ONTF | ON24 INC | $734,114 | +1.5% | 83,803 | 0.0% | 0.01% | -22.2% | |
| S | Sell | SENTINELONE INCcl a | $599,332 | -99.0% | 36,634 | -99.1% | 0.01% | -99.3% |
| KPLT | Sell | KATAPULT HOLDINGS INC | $505,983 | -78.8% | 1,135,000 | -54.6% | 0.01% | -82.8% |
| DDL | DINGDONG CAYMAN LTDads | $457,561 | -9.6% | 118,539 | 0.0% | 0.00% | -33.3% | |
| SPOT | Sell | SPOTIFY TECHNOLOGY S A | $342,201 | -99.2% | 2,561 | -99.5% | 0.00% | -99.4% |
| Sell | JOBY AVIATION INC*w exp 08/10/202 | $65,650 | +29.7% | 101,000 | -3.8% | 0.00% | 0.0% | |
| RBLX | Exit | ROBLOX CORPcl a | $0 | – | -7,345 | -100.0% | -0.00% | – |
| PDD | Exit | PINDUODUO INCsponsored ads | $0 | – | -4,000 | -100.0% | -0.00% | – |
| Exit | JOBY AVIATION INC | $0 | – | -370,000 | -100.0% | -0.02% | – | |
| Exit | WARBY PARKER INC | $0 | – | -115,869 | -100.0% | -0.02% | – | |
| LEGAU | Exit | LEAD EDGE GROWTH OPRTUNTS LTunit 04/01/2026 | $0 | – | -1,000,000 | -100.0% | -0.12% | – |
| XM | Exit | QUALTRICS INTL INC | $0 | – | -1,488,500 | -100.0% | -0.19% | – |
| APP | Exit | APPLOVIN CORP | $0 | – | -4,264,272 | -100.0% | -0.55% | – |
| MTCH | Exit | MATCH GROUP INC NEW | $0 | – | -1,461,000 | -100.0% | -0.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.