Tiger Global Management 13F holdings, Q2 2023
Holdings as of June 30, 2023 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 41 US equity positions worth $12.0bn in its Q2 2023 13F filing. The largest position was META at 20.5% of the reported book, followed by MSFT and APO. Against the Q1 2023 filing, it opened 2 new positions, added to 10 and reduced 19 among the top 41 holdings.
What did Tiger Global Management own in Q2 2023? Top 41 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2023 |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 20.5% | $2.5bn | 8,565,106 | 15% | added |
| 2 | MSFT MICROSOFT CORP | Technology | 16.1% | $1.9bn | 5,668,918 | -4% | reduced |
| 3 | APO APOLLO GLOBAL MGMT INC | Financial Services | 7.9% | $947.9m | 12,341,014 | 372% | added |
| 4 | JD JD.COM INC | Consumer Cyclical | 6.0% | $719.3m | 21,074,807 | -12% | reduced |
| 5 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 5.9% | $702.8m | 4,775,634 | 99% | added |
| 6 | INTU INTUIT | Technology | 4.1% | $486.7m | 1,062,300 | 137% | added |
| 7 | AMZN AMAZON COM INC | Consumer Cyclical | 4.0% | $481.7m | 3,695,280 | -62% | reduced |
| 8 | GOOGL ALPHABET INC | Communication Services | 3.8% | $456.3m | 3,812,025 | -54% | reduced |
| 9 | WDAY WORKDAY INC | Technology | 3.8% | $451.7m | 1,999,794 | -21% | reduced |
| 10 | NOW SERVICENOW INC | Technology | 2.9% | $348.8m | 620,595 | -23% | reduced |
| 11 | LLY LILLY ELI & CO | Healthcare | 2.8% | $339.6m | 724,100 | – | new |
| 12 | NVDA NVIDIA CORPORATION | Technology | 2.2% | $265.9m | 628,575 | 1333% | added |
| 13 | LRCX LAM RESEARCH CORP | Technology | 1.8% | $219.6m | 341,528 | 241% | added |
| 14 | FLEETCOR TECHNOLOGIES INC | 1.6% | $197.4m | 786,200 | 371% | added | |
| 15 | SE SEA LTD | Consumer Cyclical | 1.6% | $195.7m | 3,371,611 | 0% | held |
| 16 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.6% | $188.6m | 1,868,555 | 18% | added |
| 17 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 1.4% | $171.2m | 6,741,728 | -10% | reduced |
| 18 | NU NU HLDGS LTD | Financial Services | 1.3% | $160.4m | 20,325,908 | -20% | reduced |
| 19 | UBER UBER TECHNOLOGIES INC | Technology | 1.3% | $153.6m | 3,557,000 | 493% | added |
| 20 | SNOW SNOWFLAKE INC | Technology | 1.2% | $139.8m | 794,560 | -57% | reduced |
| 21 | CRWD CROWDSTRIKE HLDGS INC | Technology | 1.1% | $132.2m | 900,000 | 0% | held |
| 22 | 8QR CONFLUENT INC | 0.9% | $106.7m | 3,021,726 | -47% | reduced | |
| 23 | BZ KANZHUN LIMITED | Communication Services | 0.9% | $104.7m | 6,958,507 | -18% | reduced |
| 24 | NVO NOVO-NORDISK A S | Healthcare | 0.9% | $102.7m | 634,500 | – | new |
| 25 | DDOG DATADOG INC | Technology | 0.8% | $96.4m | 979,400 | -63% | reduced |
| 26 | GRAB HOLDINGS LIMITED | 0.7% | $80.3m | 23,425,469 | 27% | added | |
| 27 | TEAM ATLASSIAN CORPORATION | Technology | 0.6% | $67.2m | 400,545 | 0% | held |
| 28 | PAGAYA TECHNOLOGIES LTD | 0.4% | $45.9m | 32,770,598 | -25% | reduced | |
| 29 | HUBS HUBSPOT INC | Technology | 0.4% | $42.0m | 79,000 | -65% | reduced |
| 30 | OKLO ALTC ACQUISITION CORP | Utilities | 0.3% | $41.7m | 4,000,000 | 0% | held |
| 31 | RERE ATRENEW INC | 0.3% | $33.5m | 11,481,218 | 0% | held | |
| 32 | TOST TOAST INC | Technology | 0.3% | $32.5m | 1,442,154 | -23% | reduced |
| 33 | KKR KKR & CO INC | Financial Services | 0.2% | $28.6m | 511,000 | 0% | held |
| 34 | FRSH FRESHWORKS INC | Technology | 0.1% | $16.0m | 908,201 | -62% | reduced |
| 35 | STNE STONECO LTD | Technology | 0.1% | $8.7m | 682,000 | 0% | held |
| 36 | DLO DLOCAL LTD | Technology | 0.1% | $6.9m | 569,000 | -91% | reduced |
| 37 | COIN COINBASE GLOBAL INC | Financial Services | 0.0% | $2.8m | 38,850 | -73% | reduced |
| 38 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 0.0% | $1.5m | 200,000 | 0% | held |
| 39 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.0% | $411.2k | 2,561 | 0% | held |
| 40 | DDL DINGDONG CAYMAN LTD | 0.0% | $366.3k | 118,539 | 0% | held | |
| 41 | KPLT KATAPULT HOLDINGS INC | 0.0% | $324.0k | 360,000 | -68% | 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.