13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q2 2023

Period Jun 30, 2023Filed Aug 14, 2023View on EDGAR ↗
Positions
41
Total value
$11.97B
Top 10 concentration
75.1%
New positions
2

Exited positionsvs. Q1 2023

  • MASTERCARD INCORPORATED ($263.11B)
  • APPLE INC ($140.33B)
  • BLOCK INC ($113.01B)
  • XP INC ($86.6B)
  • APPLIED MATLS INC ($51.53B)
  • PALO ALTO NETWORKS INC ($51.47B)
  • MONGODB INC ($50.47B)
  • OZON HLDGS PLC ($40.79B)

Holdings · 41

#Class
1
META PLATFORMS INC
30303M102
CL A$2.46B20.54%8,565,106+14.9%
2
MICROSOFT CORP
594918104
COM$1.93B16.13%5,668,918-4.4%
3
APOLLO GLOBAL MGMT INC
03769M106
COM$947.91M7.92%12,341,014+371.9%
4
JD.COM INC
47215P106
SPON ADR CL A$719.28M6.01%21,074,807-12.5%
5
TAKE-TWO INTERACTIVE SOFTWAR
874054109
COM$702.78M5.87%4,775,634+99.0%
6
INTUIT
461202103
COM$486.74M4.07%1,062,300+136.9%
7
AMAZON COM INC
023135106
COM$481.72M4.03%3,695,280-61.8%
8
ALPHABET INC
02079K305
CAP STK CL A$456.3M3.81%3,812,025-54.4%
9
WORKDAY INC
98138H101
CL A$451.73M3.77%1,999,794-20.6%
10
SERVICENOW INC
81762P102
COM$348.76M2.91%620,595-23.3%
11
LILLY ELI & CO
532457108
COM$339.59M2.84%724,100New
12
NVIDIA CORPORATION
67066G104
COM$265.9M2.22%628,575+1332.6%
13
LAM RESEARCH CORP
512807108
COM$219.55M1.83%341,528+240.8%
14
FLEETCOR TECHNOLOGIES INC
339041105
COM$197.4M1.65%786,200+371.1%
15
SEA LTD
81141R100
SPONSORD ADS$195.69M1.64%3,371,611
16
TAIWAN SEMICONDUCTOR MFG LTD
874039100
SPONSORED ADS$188.57M1.58%1,868,555+17.6%
17
ZOOMINFO TECHNOLOGIES INC
98980F104
COMMON STOCK$171.17M1.43%6,741,728-10.0%
18
NU HLDGS LTD
G6683N103
ORD SHS CL A$160.37M1.34%20,325,908-19.9%
19
UBER TECHNOLOGIES INC
90353T100
COM$153.56M1.28%3,557,000+492.8%
20
SNOWFLAKE INC
833445109
CL A$139.83M1.17%794,560-57.1%
21
CROWDSTRIKE HLDGS INC
22788C105
CL A$132.18M1.10%900,000
22
CONFLUENT INC
20717M103
CLASS A COM$106.7M0.89%3,021,726-47.5%
23
KANZHUN LIMITED
48553T106
SPONSORED ADS$104.73M0.88%6,958,507-18.4%
24
NOVO-NORDISK A S
670100205
ADR$102.68M0.86%634,500New
25
DATADOG INC
23804L103
CL A COM$96.35M0.81%979,400-62.9%
26
GRAB HOLDINGS LIMITED
G4124C109
CLASS A ORD$80.35M0.67%23,425,469+27.1%
27
ATLASSIAN CORPORATION
049468101
CL A$67.22M0.56%400,545
28
PAGAYA TECHNOLOGIES LTD
M7S64L115
CL A SHS$45.88M0.38%32,770,598-24.9%
29
HUBSPOT INC
443573100
COM$42.04M0.35%79,000-64.7%
30
ALTC ACQUISITION CORP
02156V109
COM CL A$41.72M0.35%4,000,000
31
ATRENEW INC
00138L108
SPONSORED ADS$33.53M0.28%11,481,218
32
TOAST INC
888787108
CL A$32.55M0.27%1,442,154-22.8%
33
KKR & CO INC
48251W104
COM$28.62M0.24%511,000
34
FRESHWORKS INC
358054104
CLASS A COM$15.97M0.13%908,201-62.0%
35
STONECO LTD
G85158106
COM CL A$8.69M0.07%682,000
36
DLOCAL LTD
G29018101
CLASS A COM$6.94M0.06%569,000-90.8%
37
COINBASE GLOBAL INC
19260Q107
COM CL A$2.78M0.02%38,850-72.7%
38
PELOTON INTERACTIVE INC
70614W100
CL A COM$1.54M0.01%200,000
39
SPOTIFY TECHNOLOGY S A
L8681T102
SHS$411.17K0.00%2,561
40
DINGDONG CAYMAN LTD
25445D101
ADS$366.29K0.00%118,539
41
KATAPULT HOLDINGS INC
485859102
COM$324K0.00%360,000-68.3%
Total filing value: $11.97B