Tiger Global Management 13F holdings, Q1 2023
Holdings as of March 31, 2023 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 56 US equity positions worth $11.0bn in its Q1 2023 13F filing. The largest position was MSFT at 15.6% of the reported book, followed by META and JD. Against the Q4 2022 filing, it opened 9 new positions, added to 11 and reduced 17 among the top 50 holdings.
What did Tiger Global Management own in Q1 2023? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2022 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 15.6% | $1.7bn | 5,931,829 | 13% | added |
| 2 | META META PLATFORMS INC | Communication Services | 14.4% | $1.6bn | 7,457,081 | -6% | reduced |
| 3 | JD JD.COM INC | Consumer Cyclical | 9.6% | $1.1bn | 24,077,900 | 10% | added |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 9.1% | $1.0bn | 9,685,171 | 13% | added |
| 5 | GOOGL ALPHABET INC | Communication Services | 7.9% | $867.6m | 8,363,974 | 124% | added |
| 6 | WDAY WORKDAY INC | Technology | 4.7% | $520.1m | 2,517,925 | -9% | reduced |
| 7 | NOW SERVICENOW INC | Technology | 3.4% | $375.9m | 808,897 | 0% | held |
| 8 | SE SEA LTD | Consumer Cyclical | 2.7% | $291.8m | 3,371,611 | -5% | reduced |
| 9 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 2.6% | $286.3m | 2,400,213 | 236% | added |
| 10 | SNOW SNOWFLAKE INC | Technology | 2.6% | $286.0m | 1,853,848 | -27% | reduced |
| 11 | MA MASTERCARD INCORPORATED | Financial Services | 2.4% | $263.1m | 724,000 | 0% | held |
| 12 | INTU INTUIT | Technology | 1.8% | $199.9m | 448,400 | 32678% | added |
| 13 | DDOG DATADOG INC | Technology | 1.7% | $192.0m | 2,642,279 | 174% | added |
| 14 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 1.7% | $185.1m | 7,489,728 | 20% | added |
| 15 | APO APOLLO GLOBAL MGMT INC | Financial Services | 1.5% | $165.2m | 2,614,956 | 316% | added |
| 16 | BZ KANZHUN LIMITED | Communication Services | 1.5% | $162.2m | 8,522,776 | -38% | reduced |
| 17 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.3% | $147.8m | 1,588,555 | – | new |
| 18 | AAPL APPLE INC | Technology | 1.3% | $140.3m | 851,000 | – | new |
| 19 | 8QR CONFLUENT INC | 1.3% | $138.5m | 5,753,326 | 84% | added | |
| 20 | CRWD CROWDSTRIKE HLDGS INC | Technology | 1.1% | $123.5m | 900,000 | 0% | held |
| 21 | NU NU HLDGS LTD | Financial Services | 1.1% | $120.8m | 25,382,811 | 0% | held |
| 22 | XYZ BLOCK INC | Technology | 1.0% | $113.0m | 1,646,195 | -12% | reduced |
| 23 | DLO DLOCAL LTD | Technology | 0.9% | $100.0m | 6,168,039 | -14% | reduced |
| 24 | HUBS HUBSPOT INC | Technology | 0.9% | $96.0m | 223,820 | -33% | reduced |
| 25 | XP XP INC | Financial Services | 0.8% | $86.6m | 7,295,436 | – | new |
| 26 | TEAM ATLASSIAN CORPORATION | Technology | 0.6% | $68.6m | 400,545 | 0% | held |
| 27 | GRAB HOLDINGS LIMITED | 0.5% | $55.5m | 18,430,000 | 0% | held | |
| 28 | LRCX LAM RESEARCH CORP | Technology | 0.5% | $53.1m | 100,228 | – | new |
| 29 | AMAT APPLIED MATLS INC | Technology | 0.5% | $51.5m | 419,500 | – | new |
| 30 | PANW PALO ALTO NETWORKS INC | Technology | 0.5% | $51.5m | 257,700 | – | new |
| 31 | MDB MONGODB INC | Technology | 0.5% | $50.5m | 216,500 | -5% | reduced |
| 32 | PAGAYA TECHNOLOGIES LTD | 0.4% | $44.5m | 43,631,359 | -31% | reduced | |
| 33 | OZON HLDGS PLC | 0.4% | $40.8m | 3,516,790 | -41% | reduced | |
| 34 | OKLO ALTC ACQUISITION CORP | Utilities | 0.4% | $40.6m | 4,000,000 | 0% | held |
| 35 | V VISA INC | Financial Services | 0.3% | $36.7m | 163,000 | 0% | held |
| 36 | FRSH FRESHWORKS INC | Technology | 0.3% | $36.7m | 2,391,974 | -22% | reduced |
| 37 | FLEETCOR TECHNOLOGIES INC | 0.3% | $35.2m | 166,900 | – | new | |
| 38 | RERE ATRENEW INC | 0.3% | $35.0m | 11,481,218 | 0% | held | |
| 39 | TOST TOAST INC | Technology | 0.3% | $33.2m | 1,868,579 | -23% | reduced |
| 40 | KKR KKR & CO INC | Financial Services | 0.2% | $26.8m | 511,000 | – | new |
| 41 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 0.2% | $24.5m | 4,937,094 | -6% | reduced |
| 42 | MBLY MOBILEYE GLOBAL INC | Consumer Cyclical | 0.2% | $19.5m | 450,000 | 0% | held |
| 43 | UBER UBER TECHNOLOGIES INC | Technology | 0.2% | $19.0m | 600,000 | 0% | held |
| 44 | LW LAMB WESTON HLDGS INC | Consumer Defensive | 0.2% | $18.8m | 179,784 | 0% | held |
| 45 | NVDA NVIDIA CORPORATION | Technology | 0.1% | $12.2m | 43,875 | – | new |
| 46 | COIN COINBASE GLOBAL INC | Financial Services | 0.1% | $9.6m | 142,148 | -1% | reduced |
| 47 | STNE STONECO LTD | Technology | 0.1% | $6.5m | 682,000 | -1% | reduced |
| 48 | HASHICORP INC | 0.0% | $5.1m | 175,686 | 1812% | added | |
| 49 | SHOP SHOPIFY INC | Technology | 0.0% | $4.6m | 95,500 | 0% | held |
| 50 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 0.0% | $2.3m | 200,000 | -92% | 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.