TIGER GLOBAL MANAGEMENT LLC

NEW YORK, NY · CIK 0001167483

Portfolio Value: $14.05B

Positions: 39

Period: 2023-12-31

Filed: 2024-02-14

Portfolio Value

$14.05B

Positions

New

Increased

Decreased

Sold Out

373

TIGER GLOBAL MANAGEMENT LLC Q4 2023 13F Filing Summary

TIGER GLOBAL MANAGEMENT LLC (NEW YORK, NY) reported a portfolio value of $14.05B across 39 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). Top holdings include META ($2.64B), MSFT ($2.01B), APO ($1.14B). The top 10 positions account for 71.6% of the portfolio. This quarter saw 2 new positions, 9 increases, 15 reductions, 373 complete exits. Notable new buys: AVGO ($203.49M), DXCM ($143.05M). Notable exits: CFLT, PGY, BZ.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	METAMETA PLATFORMS INC CL A	30303M102	$2.64B	7,465,139	18.80%	-16.1%
2	MSFTMICROSOFT CORP COM	594918104	$2.01B	5,344,165	14.30%	-12.8%
3	APOAPOLLO GLOBAL MGMT INC COM	03769M106	$1.14B	12,285,193	8.15%	-
4	TTWOTAKE-TWO INTERACTIVE SOFTWAR COM	874054109	$829.89M	5,156,174	5.91%	-1.9%
5	AMZNAMAZON COM INC COM	23135106	$741.84M	4,882,480	5.28%	+24.1%
6	SESEA LTD SPONSORD ADS	81141R100	$579.97M	14,320,168	4.13%	+22.4%
7	GOOGLALPHABET INC CAP STK CL A	02079K305	$566.71M	4,056,925	4.03%	-24.0%
8	WDAYWORKDAY INC CL A	98138H101	$546.94M	1,981,237	3.89%	-29.8%
9	LLYELI LILLY & CO COM	532457108	$518.80M	890,000	3.69%	-3.2%
10	NVDANVIDIA CORPORATION COM	67066G104	$479.55M	968,355	3.41%	-12.9%
11	NOWSERVICENOW INC COM	81762P102	$409.52M	579,655	2.91%	-2.5%
12	LTESFFLEETCOR TECHNOLOGIES INC COM	339041105	$368.44M	1,303,691	2.62%	+66.2%
13	TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	874039100	$316.68M	3,044,990	2.25%	+47.7%
14	LRCXEURLAM RESEARCH CORP COM	512807108	$315.64M	402,983	2.25%	+8.9%
15	JDJD.COM INC SPON ADR CL A	47215P106	$254.35M	8,803,991	1.81%	-10.7%
16	CRWDCROWDSTRIKE HLDGS INC CL A	22788C105	$229.79M	900,000	1.64%	-
17	DASHDOORDASH INC CL A	25809K105	$217.16M	2,196,013	1.55%	+79.1%
18	AVGOBROADCOM INC COM	11135F101	$203.49M	182,300	1.45%	New
19	ESTCELASTIC N V ORD SHS	N14506104	$190.54M	1,690,700	1.36%	-1.1%
20	UBERUBER TECHNOLOGIES INC COM	90353T100	$187.59M	3,046,700	1.33%	-40.6%
21	GRABGRAB HOLDINGS LIMITED CLASS A ORD	G4124C109	$172.89M	51,301,788	1.23%	-
22	NUNU HLDGS LTD ORD SHS CL A	G6683N103	$171.62M	20,602,704	1.22%	+1.2%
23	DXCMDEXCOM INC COM	252131107	$143.05M	1,152,806	1.02%	New
24	GTMZOOMINFO TECHNOLOGIES INC COMMON STOCK	98980F104	$132.22M	7,150,728	0.94%	+6.1%
25	NVONOVO-NORDISK A S ADR	670100205	$131.28M	1,269,000	0.93%	-
26	DDOGDATADOG INC CL A COM	23804L103	$118.88M	979,400	0.85%	-
27	PCORPROCORE TECHNOLOGIES INC COM	74275K108	$110.79M	1,600,500	0.79%	+35.9%
28	ATIATLASSIAN CORPORATION CL A	49468101	$95.27M	400,545	0.68%	-
29	PDDPDD HOLDINGS INC SPONSORED ADS	722304102	$91.49M	625,300	0.65%	-54.3%
30	OKLOALTC ACQUISITION CORP COM CL A	02156V109	$32.28M	3,056,992	0.23%	-23.6%
31	ARMARM HOLDINGS PLC SPONSORED ADR	42068205	$22.54M	300,000	0.16%	-
32	REREATRENEW INC SPONSORED ADS	00138L108	$22.04M	11,481,218	0.16%	-
33	TOSTTOAST INC CL A	888787108	$20.01M	1,095,761	0.14%	-24.0%
34	FRSHFRESHWORKS INC CLASS A COM	358054104	$17.08M	727,041	0.12%	-19.9%
35	STNESTONECO LTD COM CL A	G85158106	$12.30M	682,000	0.09%	-
36	CARTMAPLEBEAR INC COM	565394103	$4.11M	175,000	0.03%	-
37	KVYOKLAVIYO INC COM SER A	49845K101	$972.30K	35,000	0.01%	-
38	SPOTSPOTIFY TECHNOLOGY S A SHS	L8681T102	$481.24K	2,561	0.00%	-
39	DDLDINGDONG CAYMAN LTD ADS	25445D101	$177.81K	118,539	0.00%	-

Position Changes

Stock	Value	Shares
AVGOBROADCOM INC	$203.49M	182,300
DXCMDEXCOM INC	$143.05M	1,152,806