Tiger Global Management 13F holdings, Q4 2023
Holdings as of December 31, 2023 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 39 US equity positions worth $14.1bn in its Q4 2023 13F filing. The largest position was META at 18.8% of the reported book, followed by MSFT and APO. Against the Q3 2023 filing, it opened 2 new positions, added to 9 and reduced 15 among the top 39 holdings.
What did Tiger Global Management own in Q4 2023? Top 39 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2023 |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 18.8% | $2.6bn | 7,465,139 | -16% | reduced |
| 2 | MSFT MICROSOFT CORP | Technology | 14.3% | $2.0bn | 5,344,165 | -13% | reduced |
| 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 | 5.9% | $829.9m | 5,156,174 | -2% | reduced |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 5.3% | $741.8m | 4,882,480 | 24% | added |
| 6 | SE SEA LTD | Consumer Cyclical | 4.1% | $580.0m | 14,320,168 | 22% | added |
| 7 | GOOGL ALPHABET INC | Communication Services | 4.0% | $566.7m | 4,056,925 | -24% | reduced |
| 8 | WDAY WORKDAY INC | Technology | 3.9% | $546.9m | 1,981,237 | -30% | reduced |
| 9 | LLY ELI LILLY & CO | Healthcare | 3.7% | $518.8m | 890,000 | -3% | reduced |
| 10 | NVDA NVIDIA CORPORATION | Technology | 3.4% | $479.5m | 968,355 | -13% | reduced |
| 11 | NOW SERVICENOW INC | Technology | 2.9% | $409.5m | 579,655 | -2% | reduced |
| 12 | FLEETCOR TECHNOLOGIES INC | 2.6% | $368.4m | 1,303,691 | 66% | added | |
| 13 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2.3% | $316.7m | 3,044,990 | 48% | added |
| 14 | LRCX LAM RESEARCH CORP | Technology | 2.2% | $315.6m | 402,983 | 9% | added |
| 15 | JD JD.COM INC | Consumer Cyclical | 1.8% | $254.3m | 8,803,991 | -11% | reduced |
| 16 | CRWD CROWDSTRIKE HLDGS INC | Technology | 1.6% | $229.8m | 900,000 | 0% | held |
| 17 | DASH DOORDASH INC | Consumer Cyclical | 1.5% | $217.2m | 2,196,013 | 79% | added |
| 18 | AVGO BROADCOM INC | Technology | 1.4% | $203.5m | 182,300 | – | new |
| 19 | ESTC ELASTIC N V | Technology | 1.4% | $190.5m | 1,690,700 | -1% | reduced |
| 20 | UBER UBER TECHNOLOGIES INC | Technology | 1.3% | $187.6m | 3,046,700 | -41% | reduced |
| 21 | GRAB HOLDINGS LIMITED | 1.2% | $172.9m | 51,301,788 | 0% | held | |
| 22 | NU NU HLDGS LTD | Financial Services | 1.2% | $171.6m | 20,602,704 | 1% | added |
| 23 | DXCM DEXCOM INC | Healthcare | 1.0% | $143.1m | 1,152,806 | – | new |
| 24 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 0.9% | $132.2m | 7,150,728 | 6% | added |
| 25 | NVO NOVO-NORDISK A S | Healthcare | 0.9% | $131.3m | 1,269,000 | 0% | held |
| 26 | DDOG DATADOG INC | Technology | 0.8% | $118.9m | 979,400 | 0% | held |
| 27 | PCOR PROCORE TECHNOLOGIES INC | Technology | 0.8% | $110.8m | 1,600,500 | 36% | added |
| 28 | TEAM ATLASSIAN CORPORATION | Technology | 0.7% | $95.3m | 400,545 | 0% | held |
| 29 | PDD PDD HOLDINGS INC | Consumer Cyclical | 0.7% | $91.5m | 625,300 | -54% | reduced |
| 30 | OKLO ALTC ACQUISITION CORP | Utilities | 0.2% | $32.3m | 3,056,992 | -24% | reduced |
| 31 | ARM ARM HOLDINGS PLC | Technology | 0.2% | $22.5m | 300,000 | 0% | held |
| 32 | RERE ATRENEW INC | 0.2% | $22.0m | 11,481,218 | 0% | held | |
| 33 | TOST TOAST INC | Technology | 0.1% | $20.0m | 1,095,761 | -24% | reduced |
| 34 | FRSH FRESHWORKS INC | Technology | 0.1% | $17.1m | 727,041 | -20% | reduced |
| 35 | STNE STONECO LTD | Technology | 0.1% | $12.3m | 682,000 | 0% | held |
| 36 | CART MAPLEBEAR INC | Consumer Cyclical | 0.0% | $4.1m | 175,000 | 0% | held |
| 37 | KVYO KLAVIYO INC | Technology | 0.0% | $972.3k | 35,000 | 0% | held |
| 38 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.0% | $481.2k | 2,561 | 0% | held |
| 39 | DDL DINGDONG CAYMAN LTD | 0.0% | $177.8k | 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.