Tiger Global Management 13F holdings, Q2 2022
Holdings as of June 30, 2022 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 73 US equity positions worth $11.9bn in its Q2 2022 13F filing. The largest position was JD at 16.4% of the reported book, followed by MSFT and CRWD. Against the Q1 2022 filing, it opened 2 new positions, added to 9 and reduced 30 among the top 50 holdings.
What did Tiger Global Management own in Q2 2022? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2022 |
|---|---|---|---|---|---|---|---|
| 1 | JD JD.COM INC | Consumer Cyclical | 16.4% | $2.0bn | 30,525,661 | -37% | reduced |
| 2 | MSFT MICROSOFT CORP | Technology | 11.1% | $1.3bn | 5,158,178 | -29% | reduced |
| 3 | CRWD CROWDSTRIKE HLDGS INC | Technology | 9.3% | $1.1bn | 6,551,404 | -26% | reduced |
| 4 | NU NU HLDGS LTD | Financial Services | 6.4% | $759.3m | 203,013,206 | -20% | reduced |
| 5 | META META PLATFORMS INC | Communication Services | 6.1% | $724.5m | 4,493,107 | 15% | added |
| 6 | SE SEA LTD | Consumer Cyclical | 4.6% | $548.1m | 8,197,383 | -39% | reduced |
| 7 | NOW SERVICENOW INC | Technology | 4.4% | $530.8m | 1,116,184 | -54% | reduced |
| 8 | LI LI AUTO INC | Consumer Cyclical | 4.1% | $490.0m | 12,791,400 | -35% | reduced |
| 9 | BZ KANZHUN LIMITED | Communication Services | 2.6% | $306.3m | 11,655,423 | 60% | added |
| 10 | SNOW SNOWFLAKE INC | Technology | 2.5% | $296.1m | 2,129,291 | -69% | reduced |
| 11 | TEAM ATLASSIAN CORP PLC | Technology | 2.4% | $285.2m | 1,521,800 | -13% | reduced |
| 12 | AMZN AMAZON COM INC | Consumer Cyclical | 2.3% | $277.6m | 2,613,800 | 1669% | added |
| 13 | GOOGL ALPHABET INC | Communication Services | 2.0% | $240.7m | 110,472 | – | new |
| 14 | S SENTINELONE INC | Technology | 2.0% | $233.5m | 10,010,610 | 69% | added |
| 15 | MA MASTERCARD INCORPORATED | Financial Services | 1.9% | $228.4m | 724,000 | 0% | held |
| 16 | DASH DOORDASH INC | Consumer Cyclical | 1.6% | $196.3m | 3,058,724 | -63% | reduced |
| 17 | TOST TOAST INC | Technology | 1.6% | $190.1m | 14,693,414 | 16% | added |
| 18 | WDAY WORKDAY INC | Technology | 1.6% | $188.8m | 1,352,337 | -55% | reduced |
| 19 | DDOG DATADOG INC | Technology | 1.4% | $172.8m | 1,814,283 | -19% | reduced |
| 20 | RNG RINGCENTRAL INC | Technology | 1.4% | $166.8m | 3,191,815 | -36% | reduced |
| 21 | PCOR PROCORE TECHNOLOGIES INC | Technology | 1.2% | $141.4m | 3,116,003 | -32% | reduced |
| 22 | XPEV XPENG INC | Consumer Cyclical | 1.2% | $138.3m | 4,356,121 | -68% | reduced |
| 23 | 1LIFE HEALTHCARE INC | 1.1% | $133.2m | 16,986,234 | -4% | reduced | |
| 24 | QUALTRICS INTL INC | 0.8% | $93.2m | 7,449,000 | -9% | reduced | |
| 25 | OZON HLDGS PLC | 0.7% | $80.7m | 6,958,988 | 0% | held | |
| 26 | MNDY MONDAY COM LTD | Technology | 0.7% | $80.3m | 778,126 | -63% | reduced |
| 27 | STARRY GROUP HOLDINGS INC | 0.7% | $79.7m | 19,352,325 | -12% | reduced | |
| 28 | FUTU FUTU HLDGS LTD | Financial Services | 0.7% | $79.2m | 1,516,000 | -39% | reduced |
| 29 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 0.5% | $63.4m | 2,794,907 | -56% | reduced |
| 30 | XYZ BLOCK INC | Technology | 0.5% | $58.4m | 950,028 | -65% | reduced |
| 31 | ZENDESK INC | 0.4% | $52.9m | 714,000 | 0% | held | |
| 32 | IOT SAMSARA INC | Technology | 0.4% | $51.9m | 4,649,140 | – | new |
| 33 | SHOP SHOPIFY INC | Technology | 0.4% | $51.9m | 1,662,240 | 81% | added |
| 34 | DLO DLOCAL LTD | Technology | 0.4% | $48.6m | 1,849,659 | -21% | reduced |
| 35 | OLOGBX OLO INC | 0.4% | $44.4m | 4,498,162 | 24% | added | |
| 36 | RERE ATRENEW INC | 0.4% | $43.0m | 14,371,218 | -4% | reduced | |
| 37 | GTLB GITLAB INC | Technology | 0.3% | $41.3m | 778,000 | 48% | added |
| 38 | FRSH FRESHWORKS INC | Technology | 0.3% | $38.9m | 2,961,144 | 22% | added |
| 39 | OKLO ALTC ACQUISITION CORP | Utilities | 0.3% | $38.6m | 4,000,000 | 0% | held |
| 40 | BLND BLEND LABS INC | 0.3% | $33.1m | 14,022,186 | -29% | reduced | |
| 41 | V VISA INC | Financial Services | 0.3% | $32.1m | 163,000 | 0% | held |
| 42 | TCV ACQUISITION CORP | 0.2% | $24.4m | 2,500,000 | 0% | held | |
| 43 | APO APOLLO GLOBAL MGMT INC | Financial Services | 0.2% | $22.0m | 452,869 | -39% | reduced |
| 44 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 0.2% | $21.4m | 7,032,570 | -5% | reduced |
| 45 | EGHT 8X8 INC NEW | Technology | 0.2% | $20.6m | 4,000,000 | -56% | reduced |
| 46 | VTEX VTEX | Technology | 0.2% | $19.6m | 6,362,217 | -5% | reduced |
| 47 | LIBERTY MEDIA ACQUISITION CO | 0.1% | $16.9m | 1,700,000 | 0% | held | |
| 48 | MELI KASZEK PIONEER CORP | 0.1% | $14.8m | 1,500,000 | 0% | held | |
| 49 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 0.1% | $13.9m | 1,532,470 | -81% | reduced |
| 50 | ALTIMETER GROWTH CORP 2 | 0.1% | $13.4m | 1,357,450 | 0% | held |
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.