Tiger Global

Q1 2022 13F · by Chase Coleman, CIO

As of: Mar 31, 2022
Filed: May 16, 2022
US stock: $26.6B · prev $45.9B
Positions: 88 · prev 169
Options notional: $0
Documents: 1· no amendments

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

US stock listed on a US exchange 100.0%
Foreign stock not listed in the US 0.0%
Notes debt, at principal 0.0%
Puts at notional value 0.0%
Calls at notional value 0.0%

Moves153 since the prior filing

+16.1 pp in · −17.5 pp out

New 3 +1.22 pp
Added 21 +14.88 pp
Trimmed 45 −8.15 pp
Exited 84 −9.36 pp

The book

Focused · behaves like 21 equal-sized positions

Very concentrated
Concentrated
Focused
Diversified

Moderate turnover · 47% a year, about 2.1 years per position

Low
Moderate
High

Top 5 positions40% of US stock

Positions88 in this filing · 84 exited


JDJD.com, Inc.	10.59%	48,774,995	$2.8B	trimmed−9%	+2.39 pp	30 q
MSFTMicrosoft Corp	8.46%	7,312,539	$2.3B	trimmed−14%	+2.25 pp	22 q
CRWDCrowdStrike Holdings, Inc. Class A	7.51%	8,808,818	$2.0B	added+17%	+4.15 pp	12 q
NUNu Holdings Ltd.	7.38%	254,788,564	$2.0B	trimmed−4%	+1.95 pp	2 q
SESea Limited	6.08%	13,520,038	$1.6B	added+19%	+0.53 pp	17 q
SNOWSnowflake Inc.	5.88%	6,841,769	$1.6B	added+14%	+1.44 pp	7 q
NOWServicenow, Inc.	5.11%	2,445,005	$1.4B	added+11%	+1.99 pp	19 q
CVNACarvana Co.	3.82%	8,531,177	$1.0B	added+17%	+0.16 pp	13 q
DASHDoorDash, Inc. Class A	3.61%	8,199,780	$961M	trimmed−30%	−0.16 pp	6 q
METAMeta Platforms, Inc. Class A	3.26%	3,902,482	$868M	trimmed−23%	−0.44 pp	22 q
WDAYWorkday, Inc. Class A	2.68%	2,976,432	$713M	trimmed−29%	+0.17 pp	11 q
SHOPShopify Inc. Class A subordinate voting shares	2.32%	916,175	$619M	added+14%	−0.10 pp	28 q
RNGRingcentral, Inc.	2.18%	4,951,000	$580M	held	—	13 q
unresolvedAtlassian Corp Plc	1.93%	1,751,301	$515M	trimmed−29%	−0.12 pp	26 q
LILi Auto Inc.	1.92%	19,791,714	$511M	added×2.7	+1.40 pp	7 q
AMZNAmazon.Com Inc	1.81%	147,743	$482M	trimmed−58%	−0.75 pp	28 q
XPEVXPeng Inc.	1.42%	13,724,477	$379M	added×2.2	+0.74 pp	7 q
XYZBlock, Inc.	1.39%	2,738,276	$371M	added+98%	+0.90 pp	6 q
DOCUDocuSign, Inc.	1.36%	3,393,000	$363M	trimmed−51%	−0.94 pp	16 q
DDOGDatadog, Inc. Class A	1.27%	2,231,169	$338M	trimmed−58%	−0.79 pp	11 q
MNDYmonday.com Ltd.	1.23%	2,075,846	$328M	added×10.4	+1.10 pp	4 q
TOSTToast, Inc.	1.03%	12,672,463	$275M	added×2.8	+0.69 pp	3 q
PCORProcore Technologies, Inc.	1.00%	4,614,185	$267M	trimmed−42%	−0.37 pp	4 q
MAMastercard Incorporated	0.97%	724,000	$259M	held	—	36 q
XMQualtrics International Inc. Class A	0.88%	8,173,193	$233M	trimmed−0%	+0.25 pp	5 q
PDDPDD Holdings Inc.	0.87%	5,772,126	$232M	trimmed−63%	−1.13 pp	15 q
SSentinelOne, Inc.	0.86%	5,909,855	$229M	added×3.3	+0.67 pp	4 q
unresolved1Life Healthcare	0.74%	17,673,234	$196M	added+28%	+0.21 pp	6 q
BZKANZHUN LIMITED American Depository Shares	0.68%	7,280,575	$181M	added×6.9	+0.60 pp	4 q
unresolvedStarry Group Holdings Inc	0.68%	22,018,991	$182M	new	+0.68 pp	new
DVDoubleVerify Holdings, Inc.	0.61%	6,420,000	$162M	trimmed−25%	−0.01 pp	4 q
COINCoinbase Global, Inc. Class A	0.60%	836,597	$159M	trimmed−71%	−0.98 pp	4 q
ESTCElastic N.V.	0.48%	1,431,843	$127M	trimmed−64%	−0.60 pp	14 q
unresolvedEmbark Technology Inc	0.47%	21,293,320	$125M	trimmed−9%	+0.03 pp	2 q
ZMZoom Communications, Inc. Class A	0.46%	1,040,000	$122M	trimmed−83%	−1.99 pp	12 q
RBLXRoblox Corporation	0.45%	2,619,760	$121M	trimmed−43%	−0.58 pp	5 q
EGHT8x8, Inc.	0.43%	9,000,000	$113M	held	—	13 q
BLNDBlend Labs, Inc.	0.42%	19,784,234	$113M	trimmed−1%	+0.10 pp	3 q
PLANAnaplan, Inc.	0.37%	1,495,868	$97M	held	—	11 q
unresolvedDave Inc	0.37%	13,844,459	$99M	new	+0.37 pp	new
ISIronsource Ltd-a	0.37%	20,500,000	$98M	held	—	4 q
9900123DPerimeter Solutions SA	0.33%	7,313,693	$89M	trimmed−27%	+0.03 pp	2 q
ZENZendesk Inc	0.32%	714,000	$86M	held	—	15 q
CRMSalesforce, Inc.	0.31%	387,700	$82M	held	—	18 q
FUTUFutu Holdings Limited	0.30%	2,479,950	$81M	trimmed−41%	−0.09 pp	5 q
OZONOzon Holdings PLC	0.30%	6,958,988	$81M	added+9%	−0.11 pp	6 q
SPOTSpotify Technology S.A.	0.30%	534,077	$81M	trimmed−79%	−1.01 pp	16 q
DLODLocal Limited Class A	0.28%	2,345,180	$73M	trimmed−40%	−0.03 pp	4 q
WRBYWarby Parker Inc.	0.26%	2,076,117	$70M	trimmed−25%	−0.02 pp	3 q
CFLTConfluent, Inc. Class A	0.21%	1,356,672	$56M	trimmed−65%	−0.44 pp	4 q
REREATRenew Inc.	0.20%	14,968,283	$53M	trimmed−10%	−0.02 pp	4 q
YMMFull Truck Alliance Co. Ltd.	0.20%	7,876,707	$53M	trimmed−31%	−0.01 pp	2 q
OLOOlo Inc.	0.18%	3,613,044	$48M	added+68%	+0.08 pp	5 q
APOApollo Global Management, Inc.	0.17%	744,248	$46M	new	+0.17 pp	new
UBERUber Technologies, Inc.	0.17%	1,244,502	$44M	trimmed−93%	−1.48 pp	12 q
WEAVWeave Communications, Inc.	0.17%	7,426,846	$44M	held	—	2 q
DDLDingdong (Cayman) Limited	0.16%	12,141,140	$43M	added×11.6	+0.12 pp	4 q
FRSHFreshworks Inc. Class A	0.16%	2,429,913	$44M	added×3.0	+0.11 pp	3 q
VTEXVtex	0.16%	6,720,647	$41M	trimmed−41%	−0.10 pp	3 q
OKLOOklo Inc.	0.15%	4,000,000	$39M	held	—	3 q
HOODRobinhood Markets, Inc. Class A	0.15%	2,890,361	$39M	trimmed−79%	−0.38 pp	3 q
VVISA Inc.	0.14%	163,000	$36M	held	—	23 q
RDFNRedfin Corporation	0.13%	1,854,000	$33M	added×126.3	+0.13 pp	19 q
PTONPeloton Interactive, Inc. Class A	0.12%	1,218,036	$32M	trimmed−88%	−0.68 pp	9 q
GTLBGitLab Inc. Class A	0.11%	526,512	$29M	added+32%	+0.03 pp	2 q
MTTRMatterport, Inc. Class A	0.11%	3,600,000	$29M	trimmed−52%	−0.23 pp	3 q
unresolvedLogistics Innovtn Technlgs C	0.10%	2,800,000	$28M	held	—	4 q
ONTFON24, Inc.	0.10%	2,083,555	$27M	trimmed−8%	+0.01 pp	5 q
TCVATcv Acquisition Corp-a	0.09%	2,500,000	$24M	held	—	4 q
OSCROscar Health, Inc.	0.08%	2,127,454	$21M	held	—	5 q
SUMOSumo Logic, Inc.	0.08%	1,928,341	$23M	trimmed−9%	+0.02 pp	7 q
TWLOTwilio Inc.	0.08%	125,000	$21M	added+67%	+0.04 pp	13 q
8DTSquarespace Inc - Class A	0.07%	730,777	$19M	held	—	4 q
unresolvedLiberty Media Acquisition Co	0.06%	1,700,000	$17M	held	—	5 q
unresolvedMELI Kaszek Pioneer	0.06%	1,500,000	$15M	held	—	3 q
unresolvedAltimeter Growth Corp 2	0.05%	1,357,450	$13M	trimmed−32%	+0.01 pp	5 q
KPLTKatapult Holdings, Inc.	0.04%	5,000,000	$12M	held	—	4 q
unresolvedLead Edge Growth Oprtunts Lt	0.04%	1,000,000	$10M	held	—	5 q
PATHUiPath, Inc.	0.03%	401,440	$9M	trimmed−95%	−0.74 pp	4 q
STNEStoneCo Ltd. Class A	0.03%	717,248	$8M	trimmed−2%	0.00 pp	14 q
NXDRNextdoor Holdings, Inc.	0.02%	900,000	$5M	trimmed−64%	−0.02 pp	2 q
AVDXAvidXchange Holdings, Inc.	0.01%	279,061	$2M	trimmed−72%	−0.02 pp	2 q
INTUIntuit Inc	0.01%	3,782	$2M	trimmed−93%	−0.06 pp	6 q
JOBYJoby Aviation, Inc.	0.01%	370,000	$2M	trimmed−82%	−0.02 pp	3 q
BABAAlibaba Group Holding Limited	0.00%	1,451	$158,000	trimmed−100%	−1.09 pp	23 q
HCPHashiCorp, Inc. Class A	0.00%	3,937	$213,000	trimmed−99%	−0.06 pp	2 q
OKTAOkta, Inc. Class A	0.00%	5,590	$844,000	held	—	3 q
JOBY/WSJoby Aviation Inc -CW25	0.00%	130,000	$215,000	trimmed−74%	0.00 pp	3 q
NFLXNetFlix Inc	—	−1,086,490	—	exited	−1.42 pp	—
APONApollo Asset Management Inc	—	−6,369,585	—	exited	−1.00 pp	—
ADBEAdobe Inc.	—	−737,500	—	exited	−0.91 pp	—
COUPCoupa Software Incorporated	—	−2,028,410	—	exited	−0.70 pp	—
RUNSunrun Inc	—	−7,073,257	—	exited	−0.53 pp	—
PYPLPayPal Holdings, Inc.	—	−896,001	—	exited	−0.37 pp	—
ASANAsana, Inc. Class A	—	−1,955,000	—	exited	−0.32 pp	—
DOCNDigitalOcean Holdings, Inc.	—	−1,700,000	—	exited	−0.30 pp	—
GDSGDS Holdings Limited	—	−2,572,811	—	exited	−0.26 pp	—
ABNBAirbnb, Inc. Class A	—	−650,000	—	exited	−0.24 pp	—
CPNGCoupang, Inc.	—	−3,571,428	—	exited	−0.23 pp	—
JAMFJamf Holding Corp.	—	−2,778,778	—	exited	−0.23 pp	—
PLTKPlaytika Holding Corp.	—	−5,500,000	—	exited	−0.21 pp	—
TASKTaskUs, Inc. Class A	—	−1,779,000	—	exited	−0.21 pp	—
GDRXGoodRx Holdings, Inc. Class A	—	−2,345,000	—	exited	−0.17 pp	—
RIVNRivian Automotive, Inc. Class A	—	−751,000	—	exited	−0.17 pp	—
APPApplovin Corporation Class A	—	−600,000	—	exited	−0.12 pp	—
CMRCCommerce.com, Inc. Series 1	—	−1,350,000	—	exited	−0.10 pp	—
unresolvedDatto Hldg Corp	—	−1,500,000	—	exited	−0.09 pp	—
MDBMongoDB, Inc. Class A	—	−82,000	—	exited	−0.09 pp	—
DOCSDoximity, Inc.	—	−750,000	—	exited	−0.08 pp	—
MQMarqeta, Inc. Class A	—	−2,207,000	—	exited	−0.08 pp	—
AVPTAvePoint, Inc. Class A	—	−5,000,000	—	exited	−0.07 pp	—
BMBLBumble Inc. Class A	—	−1,000,000	—	exited	−0.07 pp	—
AIC3.ai, Inc.	—	−1,000,000	—	exited	−0.07 pp	—
DTDynatrace, Inc.	—	−500,000	—	exited	−0.07 pp	—
JTKWYJust Eat Takeawy SP/	—	−3,197,957	—	exited	−0.07 pp	—
BRZEBraze, Inc. Class A	—	−350,000	—	exited	−0.06 pp	—
SMARSmartsheet Inc.	—	−360,000	—	exited	−0.06 pp	—
FROGJFrog Ltd.	—	−1,000,000	—	exited	−0.06 pp	—
unresolvedBlacksky Technology Inc	—	−5,000,000	—	exited	−0.05 pp	—
NETCloudflare, Inc. Class A, par value $0.001 per share	—	−175,000	—	exited	−0.05 pp	—
unresolvedRevolution Healthcar Aq Corp	—	−2,250,000	—	exited	−0.05 pp	—
AFRMAffirm Holdings, Inc. Class A	—	−200,000	—	exited	−0.04 pp	—
DHDefinitive Healthcare Corp. Class A	—	−600,000	—	exited	−0.04 pp	—
DNAGinkgo Bioworks Holdings, Inc.	—	−2,425,000	—	exited	−0.04 pp	—
unresolvedNew Oriental Ed & Tech Grp I	—	−9,217,500	—	exited	−0.04 pp	—
NSHSpire Global, Inc.	—	−5,000,000	—	exited	−0.04 pp	—
unresolvedSvf Investment Corp	—	−2,000,000	—	exited	−0.04 pp	—
AVLRAvalara, Inc.	—	−100,000	—	exited	−0.03 pp	—
unresolvedBright Health Group Inc	—	−3,350,000	—	exited	−0.03 pp	—
unresolvedChindata Group Hldgs Ltd	—	−1,850,000	—	exited	−0.03 pp	—
DUOLDuolingo, Inc. Class A	—	−150,000	—	exited	−0.03 pp	—
0C3Endeavor Group Hold-class A	—	−400,000	—	exited	−0.03 pp	—
BEKEKE Holdings Inc.	—	−665,416	—	exited	−0.03 pp	—
NCNOnCino, Inc.	—	−275,000	—	exited	−0.03 pp	—
unresolvedYatsen Holding Ltd ADR	—	−5,714,000	—	exited	−0.03 pp	—
unresolvedCazoo Group Ltd	—	−2,000,000	—	exited	−0.03 pp	—
GRABGrab Holdings Limited Class A	—	−1,800,000	—	exited	−0.03 pp	—
SRADSportradar Group AG Class A	—	−750,000	—	exited	−0.03 pp	—
DIDIYDidi Global Inc S/	—	−2,000,000	—	exited	−0.02 pp	—
unresolvedDuck Creek Technologies	—	−350,000	—	exited	−0.02 pp	—
EXFYExpensify, Inc. Class A	—	−250,000	—	exited	−0.02 pp	—
unresolvedKNOWBE4 Inc	—	−403,501	—	exited	−0.02 pp	—
unresolvedWilliams Rowland Acquisition	—	−925,000	—	exited	−0.02 pp	—
GTMZoomInfo Technologies Inc	—	−150,000	—	exited	−0.02 pp	—
unresolvedLdh Growth Corp I	—	−960,000	—	exited	−0.02 pp	—
unresolvedProvident Acquisition Corp	—	−800,000	—	exited	−0.02 pp	—
unresolvedSvf Investment Corp 2	—	−775,000	—	exited	−0.02 pp	—
unresolvedSvf Investment Corp 3	—	−1,100,000	—	exited	−0.02 pp	—
ALKTAlkami Technology, Inc.	—	−150,000	—	exited	−0.01 pp	—
unresolvedAmerican Well Corp Class A	—	−400,000	—	exited	−0.01 pp	—
DBXDropbox, Inc. Class A	—	−200,000	—	exited	−0.01 pp	—
HUYAHUYA Inc.	—	−362,000	—	exited	−0.01 pp	—
OMOutset Medical, Inc.	—	−55,000	—	exited	−0.01 pp	—
PDPagerDuty, Inc.	—	−150,000	—	exited	−0.01 pp	—
VERXVertex, Inc. Class A	—	−325,000	—	exited	−0.01 pp	—
XPXP Inc. Class A	—	−200,000	—	exited	−0.01 pp	—
APIAgora, Inc.	—	−70,000	—	exited	0.00 pp	—
D0ADada Nexus Ltd-adr	—	−50,000	—	exited	0.00 pp	—
unresolvedDouyu Intl Hldgs Ltd	—	−400,000	—	exited	0.00 pp	—
FPIFarmland Partners Inc.	—	−44,502	—	exited	0.00 pp	—
DNABWGinkgo Bioworks Hldgs Wts	—	−485,000	—	exited	0.00 pp	—
HCATHealth Catalyst, Inc	—	−50,000	—	exited	0.00 pp	—
KCKingsoft Cloud Holdings Limited	—	−10,000	—	exited	0.00 pp	—
unresolvedMomentive Global Inc	—	−10,573	—	exited	0.00 pp	—
NABLN-able, Inc.	—	−100,000	—	exited	0.00 pp	—
OSHOak Street Health, Inc.	—	−25,000	—	exited	0.00 pp	—
unresolvedOnesmart Intl Ed Group Ltd	—	−320,000	—	exited	0.00 pp	—
628Semrush Holdings Inc-a	—	−10,000	—	exited	0.00 pp	—
unresolved17 Ed & Technology Group Inc	—	−120,000	—	exited	0.00 pp	—
0OIASolarWinds Corporation	—	−100,000	—	exited	0.00 pp	—
CZOWFCazoo Group LTD-CW26	—	−500,000	—	exited	0.00 pp	—
GRABWGrab Holdings Limited	—	−360,000	—	exited	0.00 pp	—