13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q1 2023

Period Mar 31, 2023Filed May 15, 2023View on EDGAR ↗
Positions
56
Total value
$10.99T
Top 10 concentration
72.5%
New positions
9

Exited positionsvs. Q4 2022

  • MATCH GROUP INC NEW ($60.62B)
  • APPLOVIN CORP ($44.9B)
  • QUALTRICS INTL INC ($15.45B)
  • LEAD EDGE GROWTH OPRTUNTS LT ($10.18B)
  • WARBY PARKER INC ($1.56B)
  • JOBY AVIATION INC ($1.24B)
  • PINDUODUO INC ($326.2M)
  • ROBLOX CORP ($209.04M)

Holdings · 56

#Class
1
MICROSOFT CORP
594918104
COM$1.71T15.55%5,931,829+12.8%
2
META PLATFORMS INC
30303M102
CL A$1.58T14.37%7,457,081-6.1%
3
JD.COM INC
47215P106
SPON ADR CL A$1.06T9.61%24,077,900+10.4%
4
AMAZON COM INC
023135106
COM$1T9.10%9,685,171+12.7%
5
ALPHABET INC
02079K305
CAP STK CL A$867.6B7.89%8,363,974+124.4%
6
WORKDAY INC
98138H101
CL A$520.05B4.73%2,517,925-9.0%
7
SERVICENOW INC
81762P102
COM$375.91B3.42%808,897
8
SEA LTD
81141R100
SPONSORD ADS$291.81B2.65%3,371,611-5.3%
9
TAKE-TWO INTERACTIVE SOFTWAR
874054109
COM$286.35B2.60%2,400,213+236.2%
10
SNOWFLAKE INC
833445109
CL A$286.03B2.60%1,853,848-27.4%
11
MASTERCARD INCORPORATED
57636Q104
CL A$263.11B2.39%724,000
12
INTUIT
461202103
COM$199.91B1.82%448,400+32677.8%
13
DATADOG INC
23804L103
CL A COM$191.99B1.75%2,642,279+173.5%
14
ZOOMINFO TECHNOLOGIES INC
98980F104
COMMON STOCK$185.07B1.68%7,489,728+20.1%
15
APOLLO GLOBAL MGMT INC
03769M106
COM$165.16B1.50%2,614,956+316.4%
16
KANZHUN LIMITED
48553T106
SPONSORED ADS$162.19B1.48%8,522,776-38.5%
17
TAIWAN SEMICONDUCTOR MFG LTD
874039100
SPONSORED ADS$147.77B1.34%1,588,555New
18
APPLE INC
037833100
COM$140.33B1.28%851,000New
19
CONFLUENT INC
20717M103
CLASS A COM$138.48B1.26%5,753,326+84.4%
20
CROWDSTRIKE HLDGS INC
22788C105
CL A$123.53B1.12%900,000
21
NU HLDGS LTD
G6683N103
ORD SHS CL A$120.82B1.10%25,382,811+0.2%
22
BLOCK INC
852234103
CL A$113.01B1.03%1,646,195-12.5%
23
DLOCAL LTD
G29018101
CLASS A COM$100.05B0.91%6,168,039-13.7%
24
HUBSPOT INC
443573100
COM$95.96B0.87%223,820-33.4%
25
XP INC
G98239109
CL A$86.6B0.79%7,295,436New
26
ATLASSIAN CORPORATION
049468101
CL A$68.56B0.62%400,545
27
GRAB HOLDINGS LIMITED
G4124C109
CLASS A ORD$55.47B0.50%18,430,000
28
LAM RESEARCH CORP
512807108
COM$53.13B0.48%100,228New
29
APPLIED MATLS INC
038222105
COM$51.53B0.47%419,500New
30
PALO ALTO NETWORKS INC
697435105
COM$51.47B0.47%257,700New
31
MONGODB INC
60937P106
CL A$50.47B0.46%216,500-5.0%
32
PAGAYA TECHNOLOGIES LTD
M7S64L115
CL A SHS$44.5B0.40%43,631,359-30.7%
33
OZON HLDGS PLC
69269L104
SPONSORED ADS$40.79B0.37%3,516,790-41.4%
34
ALTC ACQUISITION CORP
02156V109
COM CL A$40.6B0.37%4,000,000
35
VISA INC
92826C839
COM CL A$36.75B0.33%163,000
36
FRESHWORKS INC
358054104
CLASS A COM$36.74B0.33%2,391,974-21.8%
37
FLEETCOR TECHNOLOGIES INC
339041105
COM$35.19B0.32%166,900New
38
ATRENEW INC
00138L108
SPONSORED ADS$35.02B0.32%11,481,218
39
TOAST INC
888787108
CL A$33.17B0.30%1,868,579-22.9%
40
KKR & CO INC
48251W104
COM$26.84B0.24%511,000New
41
WEAVE COMMUNICATIONS INC
94724R108
COM$24.54B0.22%4,937,094-6.0%
42
MOBILEYE GLOBAL INC
60741F104
COMMON CLASS A$19.47B0.18%450,000
43
UBER TECHNOLOGIES INC
90353T100
COM$19.02B0.17%600,000
44
LAMB WESTON HLDGS INC
513272104
COM$18.79B0.17%179,784
45
NVIDIA CORPORATION
67066G104
COM$12.19B0.11%43,875New
46
COINBASE GLOBAL INC
19260Q107
COM CL A$9.6B0.09%142,148-1.2%
47
STONECO LTD
G85158106
COM CL A$6.51B0.06%682,000-0.6%
48
HASHICORP INC
418100103
COM CL A$5.15B0.05%175,686+1812.1%
49
SHOPIFY INC
82509L107
CL A$4.58B0.04%95,500
50
PELOTON INTERACTIVE INC
70614W100
CL A COM$2.27B0.02%200,000-91.9%
51
ON24 INC
68339B104
COM$734.11M0.01%83,803
52
SENTINELONE INC
81730H109
CL A$599.33M0.01%36,634-99.1%
53
KATAPULT HOLDINGS INC
485859102
COM$505.98M0.00%1,135,000-54.6%
54
DINGDONG CAYMAN LTD
25445D101
ADS$457.56M0.00%118,539
55
SPOTIFY TECHNOLOGY S A
L8681T102
SHS$342.2M0.00%2,561-99.5%
56
JOBY AVIATION INC
G65163118
*W EXP 08/10/202$65.65M0.00%101,000-3.8%
Total filing value: $10.99T