Tiger Global Management 13F holdings, Q4 2022
Holdings as of December 31, 2022 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 55 US equity positions worth $8.2bn in its Q4 2022 13F filing. The largest position was MSFT at 15.4% of the reported book, followed by JD and META. Against the Q3 2022 filing, it opened 8 new positions, added to 6 and reduced 26 among the top 50 holdings.
What did Tiger Global Management own in Q4 2022? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2022 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 15.4% | $1.3bn | 5,257,572 | -12% | reduced |
| 2 | JD JD.COM INC | Consumer Cyclical | 15.0% | $1.2bn | 21,812,150 | -27% | reduced |
| 3 | META META PLATFORMS INC | Communication Services | 11.7% | $956.0m | 7,944,481 | 77% | added |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 8.8% | $721.6m | 8,590,381 | 221% | added |
| 5 | WDAY WORKDAY INC | Technology | 5.7% | $462.9m | 2,766,300 | -13% | reduced |
| 6 | SNOW SNOWFLAKE INC | Technology | 4.5% | $366.7m | 2,554,960 | -2% | reduced |
| 7 | GOOGL ALPHABET INC | Communication Services | 4.0% | $328.9m | 3,727,200 | -32% | reduced |
| 8 | NOW SERVICENOW INC | Technology | 3.8% | $314.1m | 808,897 | -52% | reduced |
| 9 | BZ KANZHUN LIMITED | Communication Services | 3.5% | $282.2m | 13,855,445 | -22% | reduced |
| 10 | MA MASTERCARD INCORPORATED | Financial Services | 3.1% | $251.8m | 724,000 | 0% | held |
| 11 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 2.3% | $187.8m | 6,238,600 | – | new |
| 12 | SE SEA LTD | Consumer Cyclical | 2.3% | $185.2m | 3,559,727 | -63% | reduced |
| 13 | XYZ BLOCK INC | Technology | 1.4% | $118.2m | 1,880,677 | -50% | reduced |
| 14 | DLO DLOCAL LTD | Technology | 1.4% | $111.2m | 7,143,422 | 66% | added |
| 15 | NU NU HLDGS LTD | Financial Services | 1.3% | $103.1m | 25,341,458 | -45% | reduced |
| 16 | HUBS HUBSPOT INC | Technology | 1.2% | $97.2m | 336,100 | -43% | reduced |
| 17 | CRWD CROWDSTRIKE HLDGS INC | Technology | 1.2% | $94.8m | 900,000 | 0% | held |
| 18 | PAGAYA TECHNOLOGIES LTD | 1.0% | $78.1m | 63,001,324 | -15% | reduced | |
| 19 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 0.9% | $74.3m | 714,000 | – | new |
| 20 | DDOG DATADOG INC | Technology | 0.9% | $71.0m | 966,000 | -83% | reduced |
| 21 | OZON HLDGS PLC | 0.9% | $69.6m | 5,998,259 | -14% | reduced | |
| 22 | 8QR CONFLUENT INC | 0.9% | $69.4m | 3,120,535 | – | new | |
| 23 | MTCH MATCH GROUP INC NEW | Communication Services | 0.7% | $60.6m | 1,461,000 | – | new |
| 24 | GRAB HOLDINGS LIMITED | 0.7% | $59.3m | 18,430,000 | – | new | |
| 25 | S SENTINELONE INC | Technology | 0.7% | $58.1m | 3,983,939 | -4% | reduced |
| 26 | TEAM ATLASSIAN CORPORATION | Technology | 0.6% | $51.5m | 400,545 | – | new |
| 27 | FRSH FRESHWORKS INC | Technology | 0.6% | $45.0m | 3,058,077 | -41% | reduced |
| 28 | APP APPLOVIN CORP | Communication Services | 0.6% | $44.9m | 4,264,272 | -14% | reduced |
| 29 | MDB MONGODB INC | Technology | 0.5% | $44.9m | 227,900 | – | new |
| 30 | TOST TOAST INC | Technology | 0.5% | $43.7m | 2,422,099 | -76% | reduced |
| 31 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.5% | $40.6m | 514,861 | 8190% | added |
| 32 | APO APOLLO GLOBAL MGMT INC | Financial Services | 0.5% | $40.1m | 627,972 | 39% | added |
| 33 | OKLO ALTC ACQUISITION CORP | Utilities | 0.5% | $39.7m | 4,000,000 | 0% | held |
| 34 | V VISA INC | Financial Services | 0.4% | $33.9m | 163,000 | 0% | held |
| 35 | RERE ATRENEW INC | 0.4% | $33.2m | 11,481,218 | -20% | reduced | |
| 36 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 0.3% | $24.0m | 5,250,907 | -25% | reduced |
| 37 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 0.2% | $19.5m | 2,454,895 | 167% | added |
| 38 | LW LAMB WESTON HLDGS INC | Consumer Defensive | 0.2% | $16.1m | 179,784 | 0% | held |
| 39 | MBLY MOBILEYE GLOBAL INC | Consumer Cyclical | 0.2% | $15.8m | 450,000 | – | new |
| 40 | QUALTRICS INTL INC | 0.2% | $15.5m | 1,488,500 | -80% | reduced | |
| 41 | UBER UBER TECHNOLOGIES INC | Technology | 0.2% | $14.8m | 600,000 | -94% | reduced |
| 42 | LEAD EDGE GROWTH OPRTUNTS LT | 0.1% | $10.2m | 1,000,000 | 0% | held | |
| 43 | STNE STONECO LTD | Technology | 0.1% | $6.5m | 685,801 | 0% | held |
| 44 | COIN COINBASE GLOBAL INC | Financial Services | 0.1% | $5.1m | 143,926 | -5% | reduced |
| 45 | SHOP SHOPIFY INC | Technology | 0.0% | $3.3m | 95,500 | -94% | reduced |
| 46 | KPLT KATAPULT HOLDINGS INC | 0.0% | $2.4m | 2,500,000 | -9% | reduced | |
| 47 | WRBY WARBY PARKER INC | Healthcare | 0.0% | $1.6m | 115,869 | -57% | reduced |
| 48 | JOBY JOBY AVIATION INC | Industrials | 0.0% | $1.2m | 370,000 | 0% | held |
| 49 | ONTF ON24 INC | 0.0% | $723.2k | 83,803 | 0% | held | |
| 50 | INTU INTUIT | Technology | 0.0% | $532.5k | 1,368 | 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.