Tiger Global Management 13F holdings, Q3 2022
Holdings as of September 30, 2022 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 64 US equity positions worth $10.9bn in its Q3 2022 13F filing. The largest position was JD at 13.8% of the reported book, followed by MSFT and NOW. Against the Q2 2022 filing, it opened 4 new positions, added to 18 and reduced 10 among the top 50 holdings.
What did Tiger Global Management own in Q3 2022? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2022 |
|---|---|---|---|---|---|---|---|
| 1 | JD JD.COM INC | Consumer Cyclical | 13.8% | $1.5bn | 29,860,327 | -2% | reduced |
| 2 | MSFT MICROSOFT CORP | Technology | 12.8% | $1.4bn | 6,004,108 | 16% | added |
| 3 | NOW SERVICENOW INC | Technology | 5.9% | $639.7m | 1,694,117 | 52% | added |
| 4 | META META PLATFORMS INC | Communication Services | 5.6% | $609.0m | 4,488,648 | -0% | held |
| 5 | SE SEA LTD | Consumer Cyclical | 4.9% | $535.5m | 9,553,864 | 17% | added |
| 6 | GOOGL ALPHABET INC | Communication Services | 4.8% | $523.6m | 5,473,688 | 4855% | added |
| 7 | DDOG DATADOG INC | Technology | 4.7% | $512.7m | 5,775,031 | 218% | added |
| 8 | WDAY WORKDAY INC | Technology | 4.4% | $482.9m | 3,172,411 | 135% | added |
| 9 | SNOW SNOWFLAKE INC | Technology | 4.1% | $442.0m | 2,600,615 | 22% | added |
| 10 | LI LI AUTO INC | Consumer Cyclical | 3.6% | $396.0m | 17,211,345 | 35% | added |
| 11 | TEAM ATLASSIAN CORP PLC | Technology | 3.3% | $362.7m | 1,722,503 | 13% | added |
| 12 | AMZN AMAZON COM INC | Consumer Cyclical | 2.8% | $302.3m | 2,675,450 | 2% | added |
| 13 | BZ KANZHUN LIMITED | Communication Services | 2.8% | $300.8m | 17,820,415 | 53% | added |
| 14 | UBER UBER TECHNOLOGIES INC | Technology | 2.4% | $263.0m | 9,923,073 | 1502% | added |
| 15 | XYZ BLOCK INC | Technology | 1.9% | $208.9m | 3,799,271 | 300% | added |
| 16 | MA MASTERCARD INCORPORATED | Financial Services | 1.9% | $205.9m | 724,000 | 0% | held |
| 17 | NU NU HLDGS LTD | Financial Services | 1.9% | $203.8m | 46,319,839 | -77% | reduced |
| 18 | DASH DOORDASH INC | Consumer Cyclical | 1.7% | $180.8m | 3,656,847 | 20% | added |
| 19 | TOST TOAST INC | Technology | 1.5% | $165.5m | 9,899,895 | -33% | reduced |
| 20 | HUBS HUBSPOT INC | Technology | 1.5% | $160.5m | 594,290 | – | new |
| 21 | CRWD CROWDSTRIKE HLDGS INC | Technology | 1.4% | $148.3m | 900,000 | -86% | reduced |
| 22 | PAGAYA TECHNOLOGIES LTD | 1.2% | $134.6m | 74,384,378 | – | new | |
| 23 | S SENTINELONE INC | Technology | 1.0% | $106.1m | 4,151,941 | -59% | reduced |
| 24 | RNG RINGCENTRAL INC | Technology | 0.9% | $99.4m | 2,487,060 | -22% | reduced |
| 25 | APP APPLOVIN CORP | Communication Services | 0.9% | $96.9m | 4,972,813 | – | new |
| 26 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 0.8% | $90.2m | 1,315,005 | – | new |
| 27 | DLO DLOCAL LTD | Technology | 0.8% | $88.1m | 4,292,759 | 132% | added |
| 28 | OZON HLDGS PLC | 0.7% | $80.7m | 6,958,988 | 0% | held | |
| 29 | QUALTRICS INTL INC | 0.7% | $75.8m | 7,449,000 | 0% | held | |
| 30 | FRSH FRESHWORKS INC | Technology | 0.6% | $67.4m | 5,199,337 | 76% | added |
| 31 | ZENDESK INC | 0.5% | $54.3m | 714,000 | 0% | held | |
| 32 | SHOP SHOPIFY INC | Technology | 0.4% | $44.8m | 1,662,240 | 0% | held |
| 33 | OLOGBX OLO INC | 0.4% | $40.3m | 5,104,581 | 13% | added | |
| 34 | OKLO ALTC ACQUISITION CORP | Utilities | 0.4% | $39.0m | 4,000,000 | 0% | held |
| 35 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 0.3% | $35.5m | 7,032,570 | 0% | held |
| 36 | RERE ATRENEW INC | 0.3% | $33.1m | 14,371,218 | 0% | held | |
| 37 | V VISA INC | Financial Services | 0.3% | $29.0m | 163,000 | 0% | held |
| 38 | STARRY GROUP HOLDINGS INC | 0.3% | $28.7m | 19,266,828 | -0% | held | |
| 39 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 0.2% | $26.2m | 957,509 | -66% | reduced |
| 40 | FUTU FUTU HLDGS LTD | Financial Services | 0.2% | $24.9m | 669,000 | -56% | reduced |
| 41 | VTEX VTEX | Technology | 0.2% | $23.5m | 6,362,217 | 0% | held |
| 42 | APO APOLLO GLOBAL MGMT INC | Financial Services | 0.2% | $21.1m | 452,869 | 0% | held |
| 43 | LW LAMB WESTON HLDGS INC | Consumer Defensive | 0.1% | $13.9m | 179,784 | 0% | held |
| 44 | BLND BLEND LABS INC | 0.1% | $13.7m | 6,211,142 | -56% | reduced | |
| 45 | ALTIMETER GROWTH CORP 2 | 0.1% | $13.5m | 1,357,450 | 0% | held | |
| 46 | LEAD EDGE GROWTH OPRTUNTS LT | 0.1% | $9.9m | 1,000,000 | 0% | held | |
| 47 | COIN COINBASE GLOBAL INC | Financial Services | 0.1% | $9.8m | 151,536 | 0% | held |
| 48 | EGHT 8X8 INC NEW | Technology | 0.1% | $7.5m | 2,166,968 | -46% | reduced |
| 49 | STNE STONECO LTD | Technology | 0.1% | $6.5m | 685,801 | 0% | held |
| 50 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 0.1% | $6.4m | 920,717 | 20% | added |
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.