Filed: 8/14/2023ACC: 0000919574-23-004771
๐ What this filing means
TIGER GLOBAL MANAGEMENT LLC filed this quarterly 13FโHR report disclosing 41 equity positions with a total reported market value of $11.97B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$11.97B
Total AUM (reported)
192.24M
Total Shares
Allocation by class
COM$6.15B51.4%
CL A$3.28B27.4%
SPON ADR CL A$719.28M6.0%
CAP STK CL A$456.30M3.8%
SPONSORED ADS$326.83M2.7%
SPONSORD ADS$195.69M1.6%
COMMON STOCK$171.17M1.4%
Portfolio Concentration
Top 3$5.34B44.6%
4โ10$3.65B30.5%
11โ25$2.57B21.5%
Rest$408.91M3.4%
Top 3 weight
44.6%
Top 10 weight
75.1%
Voting Authority Distribution
Total shares with voting rights: 192.24M
Sole
Full voting authority
192.24M
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)
Sole41
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings41
Rows:
META PLATFORMS INC
SOLEShares8.57M
TypeSH
Market value$2.46B
20.54%
Sole
8.57M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.67M
TypeSH
Market value$1.93B
16.13%
Sole
5.67M
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares12.34M
TypeSH
Market value$947.91M
7.92%
Sole
12.34M
Shared
0.00
None
0.00
JD.COM INC
SOLEShares21.07M
TypeSH
Market value$719.28M
6.01%
Sole
21.07M
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares4.78M
TypeSH
Market value$702.78M
5.87%
Sole
4.78M
Shared
0.00
None
0.00
INTUIT
SOLEShares1.06M
TypeSH
Market value$486.74M
4.07%
Sole
1.06M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.70M
TypeSH
Market value$481.72M
4.03%
Sole
3.70M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.81M
TypeSH
Market value$456.30M
3.81%
Sole
3.81M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares2M
TypeSH
Market value$451.73M
3.77%
Sole
2M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares620.60K
TypeSH
Market value$348.76M
2.91%
Sole
620.60K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares724.10K
TypeSH
Market value$339.59M
2.84%
Sole
724.10K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares628.58K
TypeSH
Market value$265.90M
2.22%
Sole
628.58K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares341.53K
TypeSH
Market value$219.55M
1.83%
Sole
341.53K
Shared
0.00
None
0.00
FLEETCOR TECHNOLOGIES INC
SOLEShares786.20K
TypeSH
Market value$197.40M
1.65%
Sole
786.20K
Shared
0.00
None
0.00
SEA LTD
SOLEShares3.37M
TypeSH
Market value$195.69M
1.64%
Sole
3.37M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.87M
TypeSH
Market value$188.57M
1.58%
Sole
1.87M
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares6.74M
TypeSH
Market value$171.17M
1.43%
Sole
6.74M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares20.33M
TypeSH
Market value$160.37M
1.34%
Sole
20.33M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares3.56M
TypeSH
Market value$153.56M
1.28%
Sole
3.56M
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares794.56K
TypeSH
Market value$139.83M
1.17%
Sole
794.56K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares900K
TypeSH
Market value$132.18M
1.10%
Sole
900K
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares3.02M
TypeSH
Market value$106.70M
0.89%
Sole
3.02M
Shared
0.00
None
0.00
KANZHUN LIMITED
SOLEShares6.96M
TypeSH
Market value$104.73M
0.88%
Sole
6.96M
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares634.50K
TypeSH
Market value$102.68M
0.86%
Sole
634.50K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares979.40K
TypeSH
Market value$96.35M
0.81%
Sole
979.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 8.57M | SH | $2.46B 20.54% | 8.57M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.67M | SH | $1.93B 16.13% | 5.67M | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 12.34M | SH | $947.91M 7.92% | 12.34M | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADR CL A | 21.07M | SH | $719.28M 6.01% | 21.07M | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 4.78M | SH | $702.78M 5.87% | 4.78M | 0.00 | 0.00 |
INTUITSOLE | COM | 1.06M | SH | $486.74M 4.07% | 1.06M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.70M | SH | $481.72M 4.03% | 3.70M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.81M | SH | $456.30M 3.81% | 3.81M | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 2M | SH | $451.73M 3.77% | 2M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 620.60K | SH | $348.76M 2.91% | 620.60K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 724.10K | SH | $339.59M 2.84% | 724.10K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 628.58K | SH | $265.90M 2.22% | 628.58K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM | 341.53K | SH | $219.55M 1.83% | 341.53K | 0.00 | 0.00 |
FLEETCOR TECHNOLOGIES INCSOLE | COM | 786.20K | SH | $197.40M 1.65% | 786.20K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 3.37M | SH | $195.69M 1.64% | 3.37M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.87M | SH | $188.57M 1.58% | 1.87M | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 6.74M | SH | $171.17M 1.43% | 6.74M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 20.33M | SH | $160.37M 1.34% | 20.33M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 3.56M | SH | $153.56M 1.28% | 3.56M | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 794.56K | SH | $139.83M 1.17% | 794.56K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 900K | SH | $132.18M 1.10% | 900K | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 3.02M | SH | $106.70M 0.89% | 3.02M | 0.00 | 0.00 |
KANZHUN LIMITEDSOLE | SPONSORED ADS | 6.96M | SH | $104.73M 0.88% | 6.96M | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 634.50K | SH | $102.68M 0.86% | 634.50K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 979.40K | SH | $96.35M 0.81% | 979.40K | 0.00 | 0.00 |
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