← TIGER GLOBAL MANAGEMENT LLC
Positions
44
Total value
$21.63B
Top 10 concentration
73.8%
New positions
17
Exited positions· 14 vs. Q2 2023
Holdings · 44
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | META PLATFORMS INC META · 30303M102 | CL A | $3.76B | 17.41% | 7,465,139 | -12.8% |
| 2 | MICROSOFT CORP MSFT · 594918104 | COM | $2.39B | 11.04% | 5,344,165 | -5.7% |
| 3 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $1.88B | 8.68% | 10,308,800 | +170.4% |
| 4 | APOLLO GLOBAL MGMT INC APO · 03769M106 | COM | $1.45B | 6.71% | 12,285,193 | -0.5% |
| 5 | AMAZON COM INC AMZN · 023135106 | COM | $1.22B | 5.65% | 6,321,080 | +71.1% |
| 6 | NVIDIA CORPORATION NVDA · 67066G104 | COM | $1.2B | 5.53% | 9,683,550 | +1440.6% |
| 7 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $1.2B | 5.53% | 2,347,600 | New |
| 8 | SEA LTD SE · 81141R100 | SPONSORD ADS | $1.15B | 5.30% | 16,041,335 | +375.8% |
| 9 | TAKE-TWO INTERACTIVE SOFTWAR TTWO · 874054109 | COM | $877.51M | 4.06% | 5,643,542 | +18.2% |
| 10 | ELI LILLY & CO LLY · 532457108 | COM | $842M | 3.89% | 930,000 | +28.4% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD TSM · 874039100 | SPONSORED ADS | $533.75M | 2.47% | 3,070,890 | +64.3% |
| 12 | SERVICENOW INC NOW · 81762P102 | COM | $456M | 2.11% | 579,655 | -6.6% |
| 13 | WORKDAY INC WDAY · 98138H101 | CL A | $420.35M | 1.94% | 1,880,237 | -6.0% |
| 14 | LAM RESEARCH CORP LRCX · 512807108 | COM | $376.09M | 1.74% | 353,183 | +3.4% |
| 15 | QUALCOMM INC QCOM · 747525103 | COM | $370.02M | 1.71% | 1,857,700 | New |
| 16 | CROWDSTRIKE HLDGS INC CRWD · 22788C105 | CL A | $344.87M | 1.59% | 900,000 | — |
| 17 | GRAB HOLDINGS LIMITED G4124C109 | CLASS A ORD | $329.88M | 1.53% | 92,923,788 | +296.7% |
| 18 | BROADCOM INC AVGO · 11135F101 | COM | $292.69M | 1.35% | 182,300 | New |
| 19 | CORPAY INC CPAY · 219948106 | COM SHS | $278.82M | 1.29% | 1,046,600 | New |
| 20 | DOORDASH INC DASH · 25809K105 | CL A | $238.88M | 1.10% | 2,196,013 | New |
| 21 | NU HLDGS LTD NU · G6683N103 | ORD SHS CL A | $237.6M | 1.10% | 18,433,113 | -9.3% |
| 22 | UBER TECHNOLOGIES INC UBER · 90353T100 | COM | $218.53M | 1.01% | 3,006,696 | -15.5% |
| 23 | APPLIED MATLS INC AMAT · 038222105 | COM | $211.26M | 0.98% | 895,200 | New |
| 24 | ELASTIC N V ESTC · N14506104 | ORD SHS | $192.59M | 0.89% | 1,690,700 | New |
| 25 | NOVO-NORDISK A S NVO · 670100205 | ADR | $181.14M | 0.84% | 1,269,000 | +100.0% |
| 26 | LIBERTY MEDIA CORP DEL FWONK · 531229755 | COM LBTY ONE S C | $169.83M | 0.79% | 2,364,000 | New |
| 27 | PROCORE TECHNOLOGIES INC PCOR · 74275K108 | COM | $155.13M | 0.72% | 2,339,500 | New |
| 28 | DEXCOM INC DXCM · 252131107 | COM | $130.71M | 0.60% | 1,152,806 | New |
| 29 | DATADOG INC DDOG · 23804L103 | CL A COM | $127.02M | 0.59% | 979,400 | — |
| 30 | ZOOMINFO TECHNOLOGIES INC GTM · 98980F104 | COMMON STOCK | $119.52M | 0.55% | 9,359,311 | +38.8% |
| 31 | ATLASSIAN CORPORATION TEAM · 049468101 | CL A | $70.85M | 0.33% | 400,545 | — |
| 32 | ARM HOLDINGS PLC ARM · 042068205 | SPONSORED ADS | $49.09M | 0.23% | 300,000 | New |
| 33 | ZKH GROUP LTD ZKH · 98877R104 | SPONSORED ADS | $31.96M | 0.15% | 8,195,453 | New |
| 34 | REDDIT INC RDDT · 75734B100 | CL A | $31.95M | 0.15% | 500,000 | New |
| 35 | ATRENEW INC RERE · 00138L108 | SPONSORED ADS | $27.21M | 0.13% | 11,481,218 | — |
| 36 | OKLO INC OKLO · 02156V109 | COM CL A | $25.89M | 0.12% | 3,056,992 | -23.6% |
| 37 | JD.COM INC JD · 47215P106 | SPON ADS CL A | $21.26M | 0.10% | 822,715 | New |
| 38 | STONECO LTD STNE · G85158106 | COM CL A | $8.18M | 0.04% | 682,000 | — |
| 39 | RUBRIK INC. RBRK · 781154109 | CL A | $7.67M | 0.04% | 250,000 | New |
| 40 | ASTERA LABS INC ALAB · 04626A103 | COM | $4.24M | 0.02% | 70,000 | New |
| 41 | TOAST INC TOST · 888787108 | CL A | $2.02M | 0.01% | 78,521 | -94.6% |
| 42 | KLAVIYO INC KVYO · 49845K101 | COM SER A | $871.15K | 0.00% | 35,000 | New |
| 43 | SPOTIFY TECHNOLOGY S A SPOT · L8681T102 | SHS | $803.62K | 0.00% | 2,561 | — |
| 44 | DINGDONG CAYMAN LTD DDL · 25445D101 | ADS | $235.89K | 0.00% | 118,539 | — |
Total filing value: $21.63B