Tiger Global Management 13F holdings, Q3 2023
Holdings as of September 30, 2023 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 48 US equity positions worth $13.6bn in its Q3 2023 13F filing. The largest position was META at 19.7% of the reported book, followed by MSFT and APO. Against the Q2 2023 filing, it opened 9 new positions, added to 16 and reduced 5 among the top 48 holdings.
What did Tiger Global Management own in Q3 2023? Top 48 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2023 |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 19.7% | $2.7bn | 8,895,906 | 4% | added |
| 2 | MSFT MICROSOFT CORP | Technology | 14.3% | $1.9bn | 6,131,278 | 8% | added |
| 3 | APO APOLLO GLOBAL MGMT INC | Financial Services | 8.1% | $1.1bn | 12,285,193 | -0% | held |
| 4 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 5.4% | $737.9m | 5,255,974 | 10% | added |
| 5 | GOOGL ALPHABET INC | Communication Services | 5.1% | $698.2m | 5,335,225 | 40% | added |
| 6 | WDAY WORKDAY INC | Technology | 4.5% | $606.4m | 2,822,394 | 41% | added |
| 7 | SE SEA LTD | Consumer Cyclical | 3.8% | $514.3m | 11,702,820 | 247% | added |
| 8 | AMZN AMAZON COM INC | Consumer Cyclical | 3.7% | $500.2m | 3,935,040 | 6% | added |
| 9 | LLY ELI LILLY & CO | Healthcare | 3.6% | $493.7m | 919,100 | 27% | added |
| 10 | NVDA NVIDIA CORPORATION | Technology | 3.6% | $483.4m | 1,111,255 | 77% | added |
| 11 | NOW SERVICENOW INC | Technology | 2.4% | $332.3m | 594,455 | -4% | reduced |
| 12 | JD JD.COM INC | Consumer Cyclical | 2.1% | $287.3m | 9,861,843 | -53% | reduced |
| 13 | INTU INTUIT | Technology | 1.9% | $259.6m | 508,000 | -52% | reduced |
| 14 | UBER UBER TECHNOLOGIES INC | Technology | 1.7% | $236.1m | 5,133,000 | 44% | added |
| 15 | LRCX LAM RESEARCH CORP | Technology | 1.7% | $231.9m | 370,038 | 8% | added |
| 16 | FLEETCOR TECHNOLOGIES INC | 1.5% | $200.3m | 784,470 | -0% | held | |
| 17 | GRAB HOLDINGS LIMITED | 1.3% | $181.6m | 51,301,788 | 119% | added | |
| 18 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.3% | $179.2m | 2,061,790 | 10% | added |
| 19 | 8QR CONFLUENT INC | 1.1% | $153.8m | 5,193,901 | 72% | added | |
| 20 | CRWD CROWDSTRIKE HLDGS INC | Technology | 1.1% | $150.6m | 900,000 | 0% | held |
| 21 | NU NU HLDGS LTD | Financial Services | 1.1% | $147.7m | 20,367,180 | 0% | held |
| 22 | ESTC ELASTIC N V | Technology | 1.0% | $138.9m | 1,710,000 | – | new |
| 23 | PDD PDD HOLDINGS INC | Consumer Cyclical | 1.0% | $134.2m | 1,368,400 | – | new |
| 24 | HUBS HUBSPOT INC | Technology | 0.9% | $128.1m | 260,200 | 229% | added |
| 25 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.9% | $128.1m | 1,476,745 | – | new |
| 26 | SNOW SNOWFLAKE INC | Technology | 0.9% | $121.4m | 794,560 | 0% | held |
| 27 | NVO NOVO-NORDISK A S | Healthcare | 0.9% | $115.4m | 1,269,000 | 100% | added |
| 28 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 0.8% | $110.6m | 6,741,728 | 0% | held |
| 29 | DASH DOORDASH INC | Consumer Cyclical | 0.7% | $97.4m | 1,225,922 | – | new |
| 30 | DDOG DATADOG INC | Technology | 0.7% | $89.2m | 979,400 | 0% | held |
| 31 | TEAM ATLASSIAN CORPORATION | Technology | 0.6% | $80.7m | 400,545 | 0% | held |
| 32 | PCOR PROCORE TECHNOLOGIES INC | Technology | 0.6% | $76.9m | 1,177,300 | – | new |
| 33 | BZ KANZHUN LIMITED | Communication Services | 0.4% | $50.2m | 3,306,567 | -52% | reduced |
| 34 | OKLO ALTC ACQUISITION CORP | Utilities | 0.3% | $41.4m | 4,000,000 | 0% | held |
| 35 | KKR KKR & CO INC | Financial Services | 0.2% | $31.5m | 511,000 | 0% | held |
| 36 | TOST TOAST INC | Technology | 0.2% | $27.0m | 1,442,154 | 0% | held |
| 37 | RERE ATRENEW INC | 0.2% | $26.2m | 11,481,218 | 0% | held | |
| 38 | FRSH FRESHWORKS INC | Technology | 0.1% | $18.1m | 908,201 | 0% | held |
| 39 | ARM ARM HOLDINGS PLC | Technology | 0.1% | $16.1m | 300,000 | – | new |
| 40 | STNE STONECO LTD | Technology | 0.1% | $7.3m | 682,000 | 0% | held |
| 41 | PAGAYA TECHNOLOGIES LTD | 0.0% | $5.6m | 3,565,657 | -89% | reduced | |
| 42 | CART MAPLEBEAR INC | Consumer Cyclical | 0.0% | $5.2m | 175,000 | – | new |
| 43 | ODD ODDITY TECH LTD | Consumer Defensive | 0.0% | $3.8m | 135,000 | – | new |
| 44 | COIN COINBASE GLOBAL INC | Financial Services | 0.0% | $2.9m | 38,850 | 0% | held |
| 45 | KVYO KLAVIYO INC | Technology | 0.0% | $1.2m | 35,000 | – | new |
| 46 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 0.0% | $1.0m | 200,000 | 0% | held |
| 47 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.0% | $396.0k | 2,561 | 0% | held |
| 48 | DDL DINGDONG CAYMAN LTD | 0.0% | $231.2k | 118,539 | 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.