Tiger Global Management 13F holdings, Q1 2022
Holdings as of March 31, 2022 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 88 US equity positions worth $26.6bn in its Q1 2022 13F filing. The largest position was JD at 10.6% of the reported book, followed by MSFT and CRWD. Against the Q4 2021 filing, it opened 2 new positions, added to 15 and reduced 25 among the top 50 holdings.
What did Tiger Global Management own in Q1 2022? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2021 |
|---|---|---|---|---|---|---|---|
| 1 | JD JD.COM INC | Consumer Cyclical | 10.6% | $2.8bn | 48,774,995 | -9% | reduced |
| 2 | MSFT MICROSOFT CORP | Technology | 8.5% | $2.3bn | 7,312,539 | -14% | reduced |
| 3 | CRWD CROWDSTRIKE HLDGS INC | Technology | 7.5% | $2.0bn | 8,808,818 | 17% | added |
| 4 | NU NU HLDGS LTD | Financial Services | 7.4% | $2.0bn | 254,788,564 | -4% | reduced |
| 5 | SE SEA LTD | Consumer Cyclical | 6.1% | $1.6bn | 13,520,038 | 19% | added |
| 6 | SNOW SNOWFLAKE INC | Technology | 5.9% | $1.6bn | 6,841,769 | 14% | added |
| 7 | NOW SERVICENOW INC | Technology | 5.1% | $1.4bn | 2,445,005 | 11% | added |
| 8 | CVNA CARVANA CO | Consumer Cyclical | 3.8% | $1.0bn | 8,531,177 | 17% | added |
| 9 | DASH DOORDASH INC | Consumer Cyclical | 3.6% | $960.9m | 8,199,780 | -30% | reduced |
| 10 | META META PLATFORMS INC | Communication Services | 3.3% | $867.8m | 3,902,482 | -23% | reduced |
| 11 | WDAY WORKDAY INC | Technology | 2.7% | $712.7m | 2,976,432 | -29% | reduced |
| 12 | SHOP SHOPIFY INC | Technology | 2.3% | $619.3m | 916,175 | 14% | added |
| 13 | RNG RINGCENTRAL INC | Technology | 2.2% | $580.3m | 4,951,000 | 0% | held |
| 14 | TEAM ATLASSIAN CORP PLC | Technology | 1.9% | $514.6m | 1,751,301 | -29% | reduced |
| 15 | LI LI AUTO INC | Consumer Cyclical | 1.9% | $510.8m | 19,791,714 | 167% | added |
| 16 | AMZN AMAZON COM INC | Consumer Cyclical | 1.8% | $481.6m | 147,743 | -58% | reduced |
| 17 | XPEV XPENG INC | Consumer Cyclical | 1.4% | $378.7m | 13,724,477 | 120% | added |
| 18 | XYZ BLOCK INC | Technology | 1.4% | $371.3m | 2,738,276 | 98% | added |
| 19 | DOCU DOCUSIGN INC | Technology | 1.4% | $363.5m | 3,393,000 | -51% | reduced |
| 20 | DDOG DATADOG INC | Technology | 1.3% | $338.0m | 2,231,169 | -58% | reduced |
| 21 | MNDY MONDAY COM LTD | Technology | 1.2% | $328.1m | 2,075,846 | 938% | added |
| 22 | TOST TOAST INC | Technology | 1.0% | $275.4m | 12,672,463 | 182% | added |
| 23 | PCOR PROCORE TECHNOLOGIES INC | Technology | 1.0% | $267.4m | 4,614,185 | -42% | reduced |
| 24 | MA MASTERCARD INCORPORATED | Financial Services | 1.0% | $258.7m | 724,000 | 0% | held |
| 25 | QUALTRICS INTL INC | 0.9% | $233.3m | 8,173,193 | -0% | held | |
| 26 | PDD PINDUODUO INC | Consumer Cyclical | 0.9% | $231.5m | 5,772,126 | -63% | reduced |
| 27 | S SENTINELONE INC | Technology | 0.9% | $228.9m | 5,909,855 | 235% | added |
| 28 | 1LIFE HEALTHCARE INC | 0.7% | $195.8m | 17,673,234 | 28% | added | |
| 29 | STARRY GROUP HOLDINGS INC | 0.7% | $181.9m | 22,018,991 | – | new | |
| 30 | BZ KANZHUN LIMITED | Communication Services | 0.7% | $181.4m | 7,280,575 | 593% | added |
| 31 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 0.6% | $161.6m | 6,420,000 | -25% | reduced |
| 32 | COIN COINBASE GLOBAL INC | Financial Services | 0.6% | $158.8m | 836,597 | -71% | reduced |
| 33 | ESTC ELASTIC N V | Technology | 0.5% | $127.4m | 1,431,843 | -64% | reduced |
| 34 | EMBARK TECHNOLOGY INC | 0.5% | $125.4m | 21,293,320 | -9% | reduced | |
| 35 | ZM ZOOM VIDEO COMMUNICATIONS IN | Technology | 0.5% | $121.9m | 1,040,000 | -83% | reduced |
| 36 | RBLX ROBLOX CORP | Communication Services | 0.5% | $121.1m | 2,619,760 | -43% | reduced |
| 37 | EGHT 8X8 INC NEW | Technology | 0.4% | $113.3m | 9,000,000 | 0% | held |
| 38 | BLND BLEND LABS INC | 0.4% | $112.8m | 19,784,234 | -1% | reduced | |
| 39 | DAVE INC | 0.4% | $99.0m | 13,844,459 | – | new | |
| 40 | IRONSOURCE LTD | 0.4% | $98.4m | 20,500,000 | 0% | held | |
| 41 | ANAPLAN INC | 0.4% | $97.3m | 1,495,868 | 0% | held | |
| 42 | PERIMETER SOLUTIONS SA | 0.3% | $88.6m | 7,313,693 | -27% | reduced | |
| 43 | ZENDESK INC | 0.3% | $85.9m | 714,000 | 0% | held | |
| 44 | CRM SALESFORCE COM INC | Technology | 0.3% | $82.3m | 387,700 | 0% | held |
| 45 | FUTU FUTU HLDGS LTD | Financial Services | 0.3% | $80.7m | 2,479,950 | -41% | reduced |
| 46 | OZON HLDGS PLC | 0.3% | $80.7m | 6,958,988 | 9% | added | |
| 47 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.3% | $80.6m | 534,077 | -79% | reduced |
| 48 | DLO DLOCAL LTD | Technology | 0.3% | $73.3m | 2,345,180 | -40% | reduced |
| 49 | WRBY WARBY PARKER INC | Healthcare | 0.3% | $70.2m | 2,076,117 | -25% | reduced |
| 50 | 8QR CONFLUENT INC | 0.2% | $55.6m | 1,356,672 | -65% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.