SmartMoneyDB

TIGER GLOBAL MANAGEMENT LLC

NEW YORK, NY · CIK 0001167483

Portfolio Value: $13.56B
Positions: 48
Period: 2023-09-30
Filed: 2023-11-14

Portfolio Value

$13.56B

Positions

48

New

4

Increased

22

Decreased

7

Sold Out

362

TIGER GLOBAL MANAGEMENT LLC Q3 2023 13F Filing Summary

TIGER GLOBAL MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $13.56B across 48 positions in their Q3 2023 SEC 13F filing (period ending 2023-09-30). Top holdings include META ($2.67B), MSFT ($1.94B), APO ($1.10B). The top 10 positions account for 71.8% of the portfolio. This quarter saw 4 new positions, 22 increases, 7 reductions, 362 complete exits. Notable new buys: ARM ($16.06M), CART ($5.20M), ODD ($3.83M). Notable exits: DLO, KPLT, AAPL.

All Holdings

#StockValueWeightChange
1
METAMETA PLATFORMS INC
CL A
$2.67B
19.69%
+3.9%
2
MSFTMICROSOFT CORP
COM
$1.94B
14.27%
+8.2%
3
APOAPOLLO GLOBAL MGMT INC
COM
$1.10B
8.13%
-0.5%
4
TTWOTAKE-TWO INTERACTIVE SOFTWAR
COM
$737.89M
5.44%
+10.1%
5
GOOGLALPHABET INC
CAP STK CL A
$698.17M
5.15%
+40.0%
6
WDAYWORKDAY INC
CL A
$606.39M
4.47%
+41.1%
7
SESEA LTD
SPONSORD ADS
$514.34M
3.79%
+247.1%
8
AMZNAMAZON COM INC
COM
$500.22M
3.69%
+6.5%
9
LLYELI LILLY & CO
COM
$493.68M
3.64%
+26.9%
10
NVDANVIDIA CORPORATION
COM
$483.38M
3.56%
+76.8%
11
NOWSERVICENOW INC
COM
$332.28M
2.45%
-4.2%
12
JDJD.COM INC
SPON ADR CL A
$287.28M
2.12%
-53.2%
13
INTUINTUIT
COM
$259.56M
1.91%
-52.2%
14
UBERUBER TECHNOLOGIES INC
COM
$236.07M
1.74%
+44.3%
15
LRCXEURLAM RESEARCH CORP
COM
$231.93M
1.71%
+8.3%
16
LTESFFLEETCOR TECHNOLOGIES INC
COM
$200.31M
1.48%
-0.2%
17
GRABGRAB HOLDINGS LIMITED
CLASS A ORD
$181.61M
1.34%
+119.0%
18
TSMTAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
$179.17M
1.32%
+10.3%
19
CFLTCONFLUENT INC
CLASS A COM
$153.79M
1.13%
+71.9%
20
CRWDCROWDSTRIKE HLDGS INC
CL A
$150.64M
1.11%
-
21
NUNU HLDGS LTD
ORD SHS CL A
$147.66M
1.09%
+0.2%
22
ESTCELASTIC N V
ORD SHS
$138.92M
1.02%
+0.0%
23
PDDPDD HOLDINGS INC
SPONSORED ADS
$134.20M
0.99%
+0.0%
24
HUBSHUBSPOT INC
COM
$128.15M
0.94%
+229.4%
25
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$128.09M
0.94%
+0.0%
26
SNOWSNOWFLAKE INC
CL A
$121.38M
0.89%
-
27
NVONOVO-NORDISK A S
ADR
$115.40M
0.85%
+100.0%
28
GTMZOOMINFO TECHNOLOGIES INC
COMMON STOCK
$110.56M
0.82%
-
29
DASHDOORDASH INC
CL A
$97.42M
0.72%
+0.0%
30
DDOGDATADOG INC
CL A COM
$89.21M
0.66%
-
31
ATIATLASSIAN CORPORATION
CL A
$80.71M
0.60%
-
32
PCORPROCORE TECHNOLOGIES INC
COM
$76.90M
0.57%
+0.0%
33
BZKANZHUN LIMITED
SPONSORED ADS
$50.16M
0.37%
-52.5%
34
OKLOALTC ACQUISITION CORP
COM CL A
$41.40M
0.31%
-
35
KKRKKR & CO INC
COM
$31.48M
0.23%
-
36
TOSTTOAST INC
CL A
$27.01M
0.20%
-
37
REREATRENEW INC
SPONSORED ADS
$26.18M
0.19%
-
38
FRSHFRESHWORKS INC
CLASS A COM
$18.09M
0.13%
-
39
ARMARM HOLDINGS PLC
SPONSORED ADR
$16.06M
0.12%
New
40
STNESTONECO LTD
COM CL A
$7.28M
0.05%
-
41
PGYPAGAYA TECHNOLOGIES LTD
CL A SHS
$5.63M
0.04%
-89.1%
42
CARTMAPLEBEAR INC
COM
$5.20M
0.04%
New
43
ODDODDITY TECH LTD
SHS CL A
$3.83M
0.03%
New
44
COINCOINBASE GLOBAL INC
COM CL A
$2.92M
0.02%
-
45
KVYOKLAVIYO INC
COM SER A
$1.21M
0.01%
New
46
PTONPELOTON INTERACTIVE INC
CL A COM
$1.01M
0.01%
-
47
SPOTSPOTIFY TECHNOLOGY S A
SHS
$396.03K
0.00%
-
48
DDLDINGDONG CAYMAN LTD
ADS
$231.15K
0.00%
-

Position Changes

StockValueShares
ARMARM HOLDINGS PLC
$16.06M300,000
CARTMAPLEBEAR INC
$5.20M175,000
ODDODDITY TECH LTD
$3.83M135,000
KVYOKLAVIYO INC
$1.21M35,000