Filed: 5/15/2023ACC: 0000919574-23-003305
๐ What this filing means
TIGER GLOBAL MANAGEMENT LLC filed this quarterly 13FโHR report disclosing 56 equity positions with a total reported market value of $10.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$10.99B
Total AUM (reported)
235.26M
Total Shares
Allocation by class
COM$4.27B38.8%
CL A$3.13B28.5%
SPON ADR CL A$1.06B9.6%
CAP STK CL A$867.60M7.9%
SPONSORED ADS$385.77M3.5%
SPONSORD ADS$291.81M2.7%
CLASS A COM$275.27M2.5%
Portfolio Concentration
Top 3$4.35B39.5%
4โ10$3.63B33.0%
11โ25$2.23B20.3%
Rest$785.06M7.1%
Top 3 weight
39.5%
Top 10 weight
72.5%
Voting Authority Distribution
Total shares with voting rights: 235.26M
Sole
Full voting authority
235.26M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings56
Rows:
MICROSOFT CORP
SOLEShares5.93M
TypeSH
Market value$1.71B
15.55%
Sole
5.93M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares7.46M
TypeSH
Market value$1.58B
14.37%
Sole
7.46M
Shared
0.00
None
0.00
JD.COM INC
SOLEShares24.08M
TypeSH
Market value$1.06B
9.61%
Sole
24.08M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares9.69M
TypeSH
Market value$1.00B
9.10%
Sole
9.69M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares8.36M
TypeSH
Market value$867.60M
7.89%
Sole
8.36M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares2.52M
TypeSH
Market value$520.05M
4.73%
Sole
2.52M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares808.90K
TypeSH
Market value$375.91M
3.42%
Sole
808.90K
Shared
0.00
None
0.00
SEA LTD
SOLEShares3.37M
TypeSH
Market value$291.81M
2.65%
Sole
3.37M
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares2.40M
TypeSH
Market value$286.35M
2.60%
Sole
2.40M
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares1.85M
TypeSH
Market value$286.03M
2.60%
Sole
1.85M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares724K
TypeSH
Market value$263.11M
2.39%
Sole
724K
Shared
0.00
None
0.00
INTUIT
SOLEShares448.40K
TypeSH
Market value$199.91M
1.82%
Sole
448.40K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares2.64M
TypeSH
Market value$191.99M
1.75%
Sole
2.64M
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares7.49M
TypeSH
Market value$185.07M
1.68%
Sole
7.49M
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares2.61M
TypeSH
Market value$165.16M
1.50%
Sole
2.61M
Shared
0.00
None
0.00
KANZHUN LIMITED
SOLEShares8.52M
TypeSH
Market value$162.19M
1.48%
Sole
8.52M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.59M
TypeSH
Market value$147.77M
1.34%
Sole
1.59M
Shared
0.00
None
0.00
APPLE INC
SOLEShares851K
TypeSH
Market value$140.33M
1.28%
Sole
851K
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares5.75M
TypeSH
Market value$138.48M
1.26%
Sole
5.75M
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares900K
TypeSH
Market value$123.53M
1.12%
Sole
900K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares25.38M
TypeSH
Market value$120.82M
1.10%
Sole
25.38M
Shared
0.00
None
0.00
BLOCK INC
SOLEShares1.65M
TypeSH
Market value$113.01M
1.03%
Sole
1.65M
Shared
0.00
None
0.00
DLOCAL LTD
SOLEShares6.17M
TypeSH
Market value$100.05M
0.91%
Sole
6.17M
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares223.82K
TypeSH
Market value$95.96M
0.87%
Sole
223.82K
Shared
0.00
None
0.00
XP INC
SOLEShares7.30M
TypeSH
Market value$86.60M
0.79%
Sole
7.30M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 5.93M | SH | $1.71B 15.55% | 5.93M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.46M | SH | $1.58B 14.37% | 7.46M | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADR CL A | 24.08M | SH | $1.06B 9.61% | 24.08M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.69M | SH | $1.00B 9.10% | 9.69M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 8.36M | SH | $867.60M 7.89% | 8.36M | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 2.52M | SH | $520.05M 4.73% | 2.52M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 808.90K | SH | $375.91M 3.42% | 808.90K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 3.37M | SH | $291.81M 2.65% | 3.37M | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 2.40M | SH | $286.35M 2.60% | 2.40M | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 1.85M | SH | $286.03M 2.60% | 1.85M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 724K | SH | $263.11M 2.39% | 724K | 0.00 | 0.00 |
INTUITSOLE | COM | 448.40K | SH | $199.91M 1.82% | 448.40K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 2.64M | SH | $191.99M 1.75% | 2.64M | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 7.49M | SH | $185.07M 1.68% | 7.49M | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 2.61M | SH | $165.16M 1.50% | 2.61M | 0.00 | 0.00 |
KANZHUN LIMITEDSOLE | SPONSORED ADS | 8.52M | SH | $162.19M 1.48% | 8.52M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.59M | SH | $147.77M 1.34% | 1.59M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 851K | SH | $140.33M 1.28% | 851K | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 5.75M | SH | $138.48M 1.26% | 5.75M | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 900K | SH | $123.53M 1.12% | 900K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 25.38M | SH | $120.82M 1.10% | 25.38M | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 1.65M | SH | $113.01M 1.03% | 1.65M | 0.00 | 0.00 |
DLOCAL LTDSOLE | CLASS A COM | 6.17M | SH | $100.05M 0.91% | 6.17M | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 223.82K | SH | $95.96M 0.87% | 223.82K | 0.00 | 0.00 |
XP INCSOLE | CL A | 7.30M | SH | $86.60M 0.79% | 7.30M | 0.00 | 0.00 |
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