whalepapers
Investors/ Tiger Global Management LLC/ Q2 2023

Tiger Global Management LLC

Chase Coleman · As of Q2 2023 · filed Aug 14, 2023

META META PLATFORMS INC-CLASS A
20.5%
Added +14.9% 8,565,106 $2.46B
MSFT MICROSOFT CORP
16.1%
Reduced −4.4% 5,668,918 $1.93B
APO APOLLO GLOBAL MANAGEMENT INC
7.9%
Added +371.9% 12,341,014 $947.9M
JD JD.COM INC-ADR
6.0%
Reduced −12.5% 21,074,807 $719.3M
TTWO TAKE-TWO INTERACTIVE SOFTWRE
5.9%
Added +99.0% 4,775,634 $702.8M
INTU INTUIT INC
4.1%
Added +136.9% 1,062,300 $486.7M
AMZN AMAZON.COM INC
4.0%
Reduced −61.8% 3,695,280 $481.7M
GOOGL ALPHABET INC-CL A
3.8%
Reduced −54.4% 3,812,025 $456.3M
WDAY WORKDAY INC-CLASS A
3.8%
Reduced −20.6% 1,999,794 $451.7M
NOW SERVICENOW INC
2.9%
Reduced −23.3% 620,595 $348.8M
LLY ELI LILLY & CO
2.8%
New 724,100 $339.6M
NVDA NVIDIA CORP
2.2%
Added +1332.6% 628,575 $265.9M
LRCXEUR LAM RESEARCH CORP
1.8%
Added +240.8% 341,528 $219.6M
FLT1EUR FLEETCOR TECHNOLOGIES INC
1.6%
Added +371.1% 786,200 $197.4M
SE SEA LTD-ADR
1.6%
Held 3,371,611 $195.7M
TSM TAIWAN SEMICONDUCTOR-SP ADR
1.6%
Added +17.6% 1,868,555 $188.6M
GTM ZOOMINFO TECHNOLOGIES INC
1.4%
Reduced −10.0% 6,741,728 $171.2M
NU NU HOLDINGS LTD/CAYMAN ISL-A
1.3%
Reduced −19.9% 20,325,908 $160.4M
UBER UBER TECHNOLOGIES INC
1.3%
Added +492.8% 3,557,000 $153.6M
SNOW SNOWFLAKE INC
1.2%
Reduced −57.1% 794,560 $139.8M
CRWD CROWDSTRIKE HOLDINGS INC - A
1.1%
Held 900,000 $132.2M
8QR CONFLUENT INC-CLASS A
0.9%
Reduced −47.5% 3,021,726 $106.7M
BZ KANZHUN LTD - ADR
0.9%
Reduced −18.4% 6,958,507 $104.7M
NVO NOVO-NORDISK A/S-SPONS ADR
0.9%
New 634,500 $102.7M
DDOG DATADOG INC - CLASS A
0.8%
Reduced −62.9% 979,400 $96.4M
GRAB GRAB HOLDINGS LTD - CL A
0.7%
Added +27.1% 23,425,469 $80.3M
TEAM ATLASSIAN CORP-CL A
0.6%
Held 400,545 $67.2M
PAGAYA TECHNOLOGIES LTD
0.4%
Reduced −24.9% 32,770,598 $45.9M
HUBS HUBSPOT INC
0.4%
Reduced −64.7% 79,000 $42.0M
OKLO OKLO INC
0.3%
Held 4,000,000 $41.7M
RERE ATRENEW INC
0.3%
Held 11,481,218 $33.5M
TOST TOAST INC-CLASS A
0.3%
Reduced −22.8% 1,442,154 $32.5M
KKR KKR & CO INC
0.2%
Held 511,000 $28.6M
FRSH FRESHWORKS INC-CL A
0.1%
Reduced −62.0% 908,201 $16.0M
STNE STONECO LTD-A
0.1%
Held 682,000 $8.7M
DLO DLOCAL LTD
0.1%
Reduced −90.8% 569,000 $6.9M
COIN COINBASE GLOBAL INC -CLASS A
0.0%
Reduced −72.7% 38,850 $2.8M
PTON PELOTON INTERACTIVE INC-A
0.0%
Held 200,000 $1.5M
SPOT SPOTIFY TECHNOLOGY SA
0.0%
Held 2,561 $411K
DDL DINGDONG CAYMAN LTD -SPN ADR
0.0%
Held 118,539 $366K
KATAPULT HOLDINGS INC
0.0%
Reduced −68.3% 360,000 $324K

Sold positions

17 closed in Q2 2023 · shares & value as of prior filing
Holding Shares sold Prior value
MA MASTERCARD INC - A
724,000 $263.1M
AAPL APPLE INC
851,000 $140.3M
XYZ BLOCK INC
1,646,195 $113.0M
XP XP INC - CLASS A
7,295,436 $86.6M
AMAT APPLIED MATERIALS INC
419,500 $51.5M
PANW PALO ALTO NETWORKS INC
257,700 $51.5M
MDB MONGODB INC
216,500 $50.5M
OZON OZON HOLDINGS PLC - ADR
3,516,790 $40.8M
V VISA INC-CLASS A SHARES
163,000 $36.7M
WEAV WEAVE COMMUNICATIONS INC
4,937,094 $24.5M
MBLY MOBILEYE GLOBAL INC-A
450,000 $19.5M
LW LAMB WESTON HOLDINGS INC
179,784 $18.8M
HCP2EUR HASHICORP INC-CL A
175,686 $5.1M
SHOP SHOPIFY INC - CLASS A
95,500 $4.6M
6X1 ON24 INC
83,803 $734K
S SENTINELONE INC -CLASS A
36,634 $599K
JOBY/WS JOBY AVIATION INC -CW25
101,000 $66K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.