13F.
TIGER GLOBAL MANAGEMENT LLC
13F-HR

Q4 2023

Period Dec 31, 2023Filed Feb 14, 2024View on EDGAR ↗
Positions
39
Total value
$14.05B
Top 10 concentration
71.6%
New positions
2

Exited positionsvs. Q3 2023

  • INTUIT ($259.56M)
  • CONFLUENT INC ($153.79M)
  • HUBSPOT INC ($128.15M)
  • ALIBABA GROUP HLDG LTD ($128.09M)
  • SNOWFLAKE INC ($121.38M)
  • KANZHUN LIMITED ($50.16M)
  • KKR & CO INC ($31.48M)
  • PAGAYA TECHNOLOGIES LTD ($5.63M)

Holdings · 39

#Class
1
META PLATFORMS INC
30303M102
CL A$2.64B18.80%7,465,139-16.1%
2
MICROSOFT CORP
594918104
COM$2.01B14.30%5,344,165-12.8%
3
APOLLO GLOBAL MGMT INC
03769M106
COM$1.14B8.15%12,285,193
4
TAKE-TWO INTERACTIVE SOFTWAR
874054109
COM$829.89M5.91%5,156,174-1.9%
5
AMAZON COM INC
023135106
COM$741.84M5.28%4,882,480+24.1%
6
SEA LTD
81141R100
SPONSORD ADS$579.97M4.13%14,320,168+22.4%
7
ALPHABET INC
02079K305
CAP STK CL A$566.71M4.03%4,056,925-24.0%
8
WORKDAY INC
98138H101
CL A$546.94M3.89%1,981,237-29.8%
9
ELI LILLY & CO
532457108
COM$518.8M3.69%890,000-3.2%
10
NVIDIA CORPORATION
67066G104
COM$479.55M3.41%968,355-12.9%
11
SERVICENOW INC
81762P102
COM$409.52M2.91%579,655-2.5%
12
FLEETCOR TECHNOLOGIES INC
339041105
COM$368.44M2.62%1,303,691+66.2%
13
TAIWAN SEMICONDUCTOR MFG LTD
874039100
SPONSORED ADS$316.68M2.25%3,044,990+47.7%
14
LAM RESEARCH CORP
512807108
COM$315.64M2.25%402,983+8.9%
15
JD.COM INC
47215P106
SPON ADR CL A$254.35M1.81%8,803,991-10.7%
16
CROWDSTRIKE HLDGS INC
22788C105
CL A$229.79M1.64%900,000
17
DOORDASH INC
25809K105
CL A$217.16M1.55%2,196,013+79.1%
18
BROADCOM INC
11135F101
COM$203.49M1.45%182,300New
19
ELASTIC N V
N14506104
ORD SHS$190.54M1.36%1,690,700-1.1%
20
UBER TECHNOLOGIES INC
90353T100
COM$187.59M1.33%3,046,700-40.6%
21
GRAB HOLDINGS LIMITED
G4124C109
CLASS A ORD$172.89M1.23%51,301,788
22
NU HLDGS LTD
G6683N103
ORD SHS CL A$171.62M1.22%20,602,704+1.2%
23
DEXCOM INC
252131107
COM$143.05M1.02%1,152,806New
24
ZOOMINFO TECHNOLOGIES INC
98980F104
COMMON STOCK$132.22M0.94%7,150,728+6.1%
25
NOVO-NORDISK A S
670100205
ADR$131.28M0.93%1,269,000
26
DATADOG INC
23804L103
CL A COM$118.88M0.85%979,400
27
PROCORE TECHNOLOGIES INC
74275K108
COM$110.79M0.79%1,600,500+35.9%
28
ATLASSIAN CORPORATION
049468101
CL A$95.27M0.68%400,545
29
PDD HOLDINGS INC
722304102
SPONSORED ADS$91.49M0.65%625,300-54.3%
30
ALTC ACQUISITION CORP
02156V109
COM CL A$32.28M0.23%3,056,992-23.6%
31
ARM HOLDINGS PLC
042068205
SPONSORED ADR$22.54M0.16%300,000
32
ATRENEW INC
00138L108
SPONSORED ADS$22.04M0.16%11,481,218
33
TOAST INC
888787108
CL A$20.01M0.14%1,095,761-24.0%
34
FRESHWORKS INC
358054104
CLASS A COM$17.08M0.12%727,041-19.9%
35
STONECO LTD
G85158106
COM CL A$12.3M0.09%682,000
36
MAPLEBEAR INC
565394103
COM$4.11M0.03%175,000
37
KLAVIYO INC
49845K101
COM SER A$972.3K0.01%35,000
38
SPOTIFY TECHNOLOGY S A
L8681T102
SHS$481.24K0.00%2,561
39
DINGDONG CAYMAN LTD
25445D101
ADS$177.81K0.00%118,539
Total filing value: $14.05B