← TIGER GLOBAL MANAGEMENT LLC
Positions
48
Total value
$13.56B
Top 10 concentration
71.8%
New positions
9
Exited positionsvs. Q2 2023
- DLOCAL LTD ($6.94M)
- KATAPULT HOLDINGS INC ($324K)
Holdings · 48
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | META PLATFORMS INC 30303M102 | CL A | $2.67B | 19.69% | 8,895,906 | +3.9% |
| 2 | MICROSOFT CORP 594918104 | COM | $1.94B | 14.27% | 6,131,278 | +8.2% |
| 3 | APOLLO GLOBAL MGMT INC 03769M106 | COM | $1.1B | 8.13% | 12,285,193 | -0.5% |
| 4 | TAKE-TWO INTERACTIVE SOFTWAR 874054109 | COM | $737.89M | 5.44% | 5,255,974 | +10.1% |
| 5 | ALPHABET INC 02079K305 | CAP STK CL A | $698.17M | 5.15% | 5,335,225 | +40.0% |
| 6 | WORKDAY INC 98138H101 | CL A | $606.39M | 4.47% | 2,822,394 | +41.1% |
| 7 | SEA LTD 81141R100 | SPONSORD ADS | $514.34M | 3.79% | 11,702,820 | +247.1% |
| 8 | AMAZON COM INC 023135106 | COM | $500.22M | 3.69% | 3,935,040 | +6.5% |
| 9 | ELI LILLY & CO 532457108 | COM | $493.68M | 3.64% | 919,100 | +26.9% |
| 10 | NVIDIA CORPORATION 67066G104 | COM | $483.38M | 3.56% | 1,111,255 | +76.8% |
| 11 | SERVICENOW INC 81762P102 | COM | $332.28M | 2.45% | 594,455 | -4.2% |
| 12 | JD.COM INC 47215P106 | SPON ADR CL A | $287.28M | 2.12% | 9,861,843 | -53.2% |
| 13 | INTUIT 461202103 | COM | $259.56M | 1.91% | 508,000 | -52.2% |
| 14 | UBER TECHNOLOGIES INC 90353T100 | COM | $236.07M | 1.74% | 5,133,000 | +44.3% |
| 15 | LAM RESEARCH CORP 512807108 | COM | $231.93M | 1.71% | 370,038 | +8.3% |
| 16 | FLEETCOR TECHNOLOGIES INC 339041105 | COM | $200.31M | 1.48% | 784,470 | -0.2% |
| 17 | GRAB HOLDINGS LIMITED G4124C109 | CLASS A ORD | $181.61M | 1.34% | 51,301,788 | +119.0% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD 874039100 | SPONSORED ADS | $179.17M | 1.32% | 2,061,790 | +10.3% |
| 19 | CONFLUENT INC 20717M103 | CLASS A COM | $153.79M | 1.13% | 5,193,901 | +71.9% |
| 20 | CROWDSTRIKE HLDGS INC 22788C105 | CL A | $150.64M | 1.11% | 900,000 | — |
| 21 | NU HLDGS LTD G6683N103 | ORD SHS CL A | $147.66M | 1.09% | 20,367,180 | +0.2% |
| 22 | ELASTIC N V N14506104 | ORD SHS | $138.92M | 1.02% | 1,710,000 | New |
| 23 | PDD HOLDINGS INC 722304102 | SPONSORED ADS | $134.2M | 0.99% | 1,368,400 | New |
| 24 | HUBSPOT INC 443573100 | COM | $128.15M | 0.94% | 260,200 | +229.4% |
| 25 | ALIBABA GROUP HLDG LTD 01609W102 | SPONSORED ADS | $128.09M | 0.94% | 1,476,745 | New |
| 26 | SNOWFLAKE INC 833445109 | CL A | $121.38M | 0.89% | 794,560 | — |
| 27 | NOVO-NORDISK A S 670100205 | ADR | $115.4M | 0.85% | 1,269,000 | +100.0% |
| 28 | ZOOMINFO TECHNOLOGIES INC 98980F104 | COMMON STOCK | $110.56M | 0.82% | 6,741,728 | — |
| 29 | DOORDASH INC 25809K105 | CL A | $97.42M | 0.72% | 1,225,922 | New |
| 30 | DATADOG INC 23804L103 | CL A COM | $89.21M | 0.66% | 979,400 | — |
| 31 | ATLASSIAN CORPORATION 049468101 | CL A | $80.71M | 0.60% | 400,545 | — |
| 32 | PROCORE TECHNOLOGIES INC 74275K108 | COM | $76.9M | 0.57% | 1,177,300 | New |
| 33 | KANZHUN LIMITED 48553T106 | SPONSORED ADS | $50.16M | 0.37% | 3,306,567 | -52.5% |
| 34 | ALTC ACQUISITION CORP 02156V109 | COM CL A | $41.4M | 0.31% | 4,000,000 | — |
| 35 | KKR & CO INC 48251W104 | COM | $31.48M | 0.23% | 511,000 | — |
| 36 | TOAST INC 888787108 | CL A | $27.01M | 0.20% | 1,442,154 | — |
| 37 | ATRENEW INC 00138L108 | SPONSORED ADS | $26.18M | 0.19% | 11,481,218 | — |
| 38 | FRESHWORKS INC 358054104 | CLASS A COM | $18.09M | 0.13% | 908,201 | — |
| 39 | ARM HOLDINGS PLC 042068205 | SPONSORED ADR | $16.06M | 0.12% | 300,000 | New |
| 40 | STONECO LTD G85158106 | COM CL A | $7.28M | 0.05% | 682,000 | — |
| 41 | PAGAYA TECHNOLOGIES LTD M7S64L115 | CL A SHS | $5.63M | 0.04% | 3,565,657 | -89.1% |
| 42 | MAPLEBEAR INC 565394103 | COM | $5.2M | 0.04% | 175,000 | New |
| 43 | ODDITY TECH LTD M7518J104 | SHS CL A | $3.83M | 0.03% | 135,000 | New |
| 44 | COINBASE GLOBAL INC 19260Q107 | COM CL A | $2.92M | 0.02% | 38,850 | — |
| 45 | KLAVIYO INC 49845K101 | COM SER A | $1.21M | 0.01% | 35,000 | New |
| 46 | PELOTON INTERACTIVE INC 70614W100 | CL A COM | $1.01M | 0.01% | 200,000 | — |
| 47 | SPOTIFY TECHNOLOGY S A L8681T102 | SHS | $396.03K | 0.00% | 2,561 | — |
| 48 | DINGDONG CAYMAN LTD 25445D101 | ADS | $231.15K | 0.00% | 118,539 | — |
Total filing value: $13.56B