Tiger Global Management 13F holdings, Q1 2024
Holdings as of March 31, 2024 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 41 US equity positions worth $18.3bn in its Q1 2024 13F filing. The largest position was META at 19.8% of the reported book, followed by MSFT and GOOGL. Against the Q4 2023 filing, it opened 4 new positions, added to 8 and reduced 7 among the top 41 holdings.
What did Tiger Global Management own in Q1 2024? Top 41 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2023 |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 19.8% | $3.6bn | 7,465,139 | 0% | held |
| 2 | MSFT MICROSOFT CORP | Technology | 12.3% | $2.2bn | 5,344,165 | 0% | held |
| 3 | GOOGL ALPHABET INC | Communication Services | 8.5% | $1.6bn | 10,308,800 | 154% | added |
| 4 | APO APOLLO GLOBAL MGMT INC | Financial Services | 7.6% | $1.4bn | 12,285,193 | 0% | held |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 6.2% | $1.1bn | 6,321,080 | 29% | added |
| 6 | NVDA NVIDIA CORPORATION | Technology | 4.8% | $875.0m | 968,355 | 0% | held |
| 7 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 4.6% | $838.0m | 5,643,542 | 9% | added |
| 8 | SE SEA LTD | Consumer Cyclical | 4.4% | $805.4m | 14,996,068 | 5% | added |
| 9 | LLY ELI LILLY & CO | Healthcare | 3.8% | $692.4m | 890,000 | 0% | held |
| 10 | WDAY WORKDAY INC | Technology | 2.8% | $512.8m | 1,880,237 | -5% | reduced |
| 11 | NOW SERVICENOW INC | Technology | 2.4% | $441.9m | 579,655 | 0% | held |
| 12 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2.3% | $414.3m | 3,044,990 | 0% | held |
| 13 | CPAY CORPAY INC | 2.2% | $411.5m | 1,333,691 | – | new | |
| 14 | LRCX LAM RESEARCH CORP | Technology | 1.9% | $343.1m | 353,183 | -12% | reduced |
| 15 | DASH DOORDASH INC | Consumer Cyclical | 1.7% | $302.4m | 2,196,013 | 0% | held |
| 16 | CRWD CROWDSTRIKE HLDGS INC | Technology | 1.6% | $288.5m | 900,000 | 0% | held |
| 17 | AVGO BROADCOM INC | Technology | 1.3% | $241.6m | 182,300 | 0% | held |
| 18 | UBER UBER TECHNOLOGIES INC | Technology | 1.3% | $231.5m | 3,006,696 | -1% | reduced |
| 19 | NU NU HLDGS LTD | Financial Services | 1.2% | $219.9m | 18,433,113 | -11% | reduced |
| 20 | GRAB HOLDINGS LIMITED | 1.1% | $209.8m | 66,801,788 | 30% | added | |
| 21 | PCOR PROCORE TECHNOLOGIES INC | Technology | 1.1% | $192.2m | 2,339,500 | 46% | added |
| 22 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 1.0% | $185.7m | 11,585,727 | 62% | added |
| 23 | ESTC ELASTIC N V | Technology | 0.9% | $169.5m | 1,690,700 | 0% | held |
| 24 | NVO NOVO-NORDISK A S | Healthcare | 0.9% | $162.9m | 1,269,000 | 0% | held |
| 25 | DXCM DEXCOM INC | Healthcare | 0.9% | $159.9m | 1,152,806 | 0% | held |
| 26 | LIBERTY MEDIA CORP DEL | 0.8% | $155.1m | 2,364,000 | – | new | |
| 27 | DDOG DATADOG INC | Technology | 0.7% | $121.1m | 979,400 | 0% | held |
| 28 | JD JD.COM INC | Consumer Cyclical | 0.5% | $86.0m | 3,138,819 | -64% | reduced |
| 29 | TEAM ATLASSIAN CORPORATION | Technology | 0.4% | $78.2m | 400,545 | 0% | held |
| 30 | CART MAPLEBEAR INC | Consumer Cyclical | 0.4% | $65.6m | 1,759,311 | 905% | added |
| 31 | ARM ARM HOLDINGS PLC | Technology | 0.2% | $37.5m | 300,000 | 0% | held |
| 32 | OKLO ALTC ACQUISITION CORP | Utilities | 0.2% | $34.9m | 3,056,992 | 0% | held |
| 33 | RDDT REDDIT INC | Communication Services | 0.1% | $24.7m | 500,000 | – | new |
| 34 | RERE ATRENEW INC | 0.1% | $20.2m | 11,481,218 | 0% | held | |
| 35 | STNE STONECO LTD | Technology | 0.1% | $11.3m | 682,000 | 0% | held |
| 36 | ALAB ASTERA LABS INC | Technology | 0.0% | $5.2m | 70,000 | – | new |
| 37 | FRSH FRESHWORKS INC | Technology | 0.0% | $3.6m | 196,683 | -73% | reduced |
| 38 | TOST TOAST INC | Technology | 0.0% | $2.0m | 78,521 | -93% | reduced |
| 39 | KVYO KLAVIYO INC | Technology | 0.0% | $891.8k | 35,000 | 0% | held |
| 40 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.0% | $675.8k | 2,561 | 0% | held |
| 41 | DDL DINGDONG CAYMAN LTD | 0.0% | $144.6k | 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.