Tiger Global

Q2 2022 13F · by Chase Coleman, CIO

As of: Jun 30, 2022
Filed: Aug 15, 2022
US stock: $11.9B · prev $26.6B
Positions: 73 · prev 88
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%

Moves79 since the prior filing

+9.6 pp in · −11.7 pp out

New 4 +2.63 pp
Added 8 +6.96 pp
Trimmed 48 −7.17 pp
Exited 19 −4.51 pp

The book

Concentrated · behaves like 15 equal-sized positions

Very concentrated
Concentrated
Focused
Diversified

Low turnover · 23% a year, about 4.4 years per position

Low
Moderate
High

Top 5 positions49% of US stock

JD JD.com, Inc. trimmed+5.85 pp trimmed+5.8516.4%
MSFT Microsoft Corp trimmed+2.65 pp trimmed+2.6511.1%
CRWD CrowdStrike Holdings, Inc. Class A trimmed+1.75 pp trimmed+1.759.3%
NU Nu Holdings Ltd. trimmed−1.01 pp trimmed−1.016.4%
META Meta Platforms, Inc. Class A added+2.81 pp added+2.816.1%

Positions73 in this filing · 19 exited


JDJD.com, Inc.	16.44%	30,525,661	$2.0B	trimmed−37%	+5.85 pp	31 q
MSFTMicrosoft Corp	11.11%	5,158,178	$1.3B	trimmed−29%	+2.65 pp	23 q
CRWDCrowdStrike Holdings, Inc. Class A	9.26%	6,551,404	$1.1B	trimmed−26%	+1.75 pp	13 q
NUNu Holdings Ltd.	6.37%	203,013,206	$759M	trimmed−20%	−1.01 pp	3 q
METAMeta Platforms, Inc. Class A	6.07%	4,493,107	$725M	added+15%	+2.81 pp	23 q
SESea Limited	4.60%	8,197,383	$548M	trimmed−39%	−1.48 pp	18 q
NOWServicenow, Inc.	4.45%	1,116,184	$531M	trimmed−54%	−0.66 pp	20 q
LILi Auto Inc.	4.11%	12,791,400	$490M	trimmed−35%	+2.19 pp	8 q
BZKANZHUN LIMITED American Depository Shares	2.57%	11,655,423	$306M	added+60%	+1.89 pp	5 q
SNOWSnowflake Inc.	2.48%	2,129,291	$296M	trimmed−69%	−3.40 pp	8 q
unresolvedAtlassian Corp Plc	2.39%	1,521,800	$285M	trimmed−13%	+0.46 pp	27 q
AMZNAmazon.Com Inc	2.33%	2,613,800	$278M	trimmed−12%	+0.52 pp	29 q
GOOGLAlphabet Inc. Class A	2.02%	110,472	$241M	new	+2.02 pp	new
SSentinelOne, Inc.	1.96%	10,010,610	$234M	added+69%	+1.10 pp	5 q
MAMastercard Incorporated	1.91%	724,000	$228M	held	—	37 q
DASHDoorDash, Inc. Class A	1.65%	3,058,724	$196M	trimmed−63%	−1.96 pp	7 q
TOSTToast, Inc.	1.59%	14,693,414	$190M	added+16%	+0.56 pp	4 q
WDAYWorkday, Inc. Class A	1.58%	1,352,337	$189M	trimmed−55%	−1.10 pp	12 q
DDOGDatadog, Inc. Class A	1.45%	1,814,283	$173M	trimmed−19%	+0.18 pp	12 q
RNGRingcentral, Inc.	1.40%	3,191,815	$167M	trimmed−36%	−0.78 pp	14 q
PCORProcore Technologies, Inc.	1.19%	3,116,003	$141M	trimmed−32%	+0.19 pp	5 q
XPEVXPeng Inc.	1.16%	4,356,121	$138M	trimmed−68%	−0.26 pp	8 q
unresolved1Life Healthcare	1.12%	16,986,234	$133M	trimmed−4%	+0.38 pp	7 q
XMQualtrics International Inc. Class A	0.78%	7,449,000	$93M	trimmed−9%	−0.10 pp	6 q
OZONOzon Holdings PLC	0.68%	6,958,988	$81M	held	—	7 q
unresolvedStarry Group Holdings Inc	0.67%	19,352,325	$80M	trimmed−12%	−0.01 pp	2 q
MNDYmonday.com Ltd.	0.67%	778,126	$80M	trimmed−63%	−0.56 pp	5 q
FUTUFutu Holdings Limited	0.66%	1,516,000	$79M	trimmed−39%	+0.36 pp	6 q
DVDoubleVerify Holdings, Inc.	0.53%	2,794,907	$63M	trimmed−56%	−0.08 pp	5 q
XYZBlock, Inc.	0.49%	950,028	$58M	trimmed−65%	−0.90 pp	7 q
IOTSamsara Inc.	0.44%	4,649,140	$52M	new	+0.44 pp	new
SHOPShopify Inc. Class A subordinate voting shares	0.44%	1,662,240	$52M	trimmed−82%	−1.88 pp	29 q
ZENZendesk Inc	0.44%	714,000	$53M	held	—	16 q
DLODLocal Limited Class A	0.41%	1,849,659	$49M	trimmed−21%	+0.13 pp	5 q
OLOOlo Inc.	0.37%	4,498,162	$44M	added+25%	+0.19 pp	6 q
REREATRenew Inc.	0.36%	14,371,218	$43M	trimmed−4%	+0.16 pp	5 q
GTLBGitLab Inc. Class A	0.35%	778,000	$41M	added+48%	+0.24 pp	3 q
FRSHFreshworks Inc. Class A	0.33%	2,961,144	$39M	added+22%	+0.17 pp	4 q
OKLOOklo Inc.	0.32%	4,000,000	$39M	held	—	4 q
BLNDBlend Labs, Inc.	0.28%	14,022,186	$33M	trimmed−29%	−0.14 pp	4 q
VVISA Inc.	0.27%	163,000	$32M	held	—	24 q
TCVATcv Acquisition Corp-a	0.20%	2,500,000	$24M	held	—	5 q
APOApollo Global Management, Inc.	0.18%	452,869	$22M	trimmed−39%	+0.01 pp	2 q
WEAVWeave Communications, Inc.	0.18%	7,032,570	$21M	trimmed−5%	+0.01 pp	3 q
EGHT8x8, Inc.	0.17%	4,000,000	$21M	trimmed−56%	−0.26 pp	14 q
VTEXVtex	0.16%	6,362,217	$20M	trimmed−5%	0.00 pp	4 q
unresolvedLiberty Media Acquisition Co	0.14%	1,700,000	$17M	held	—	6 q
YMMFull Truck Alliance Co. Ltd.	0.12%	1,532,470	$14M	trimmed−81%	−0.08 pp	3 q
unresolvedMELI Kaszek Pioneer	0.12%	1,500,000	$15M	held	—	4 q
LWLamb Weston Holdings, Inc.	0.11%	179,784	$13M	new	+0.11 pp	new
MTTRMatterport, Inc. Class A	0.11%	3,600,000	$13M	held	—	4 q
UBERUber Technologies, Inc.	0.11%	619,550	$13M	trimmed−50%	−0.06 pp	13 q
unresolvedAltimeter Growth Corp 2	0.11%	1,357,450	$13M	held	—	6 q
unresolvedLead Edge Growth Oprtunts Lt	0.08%	1,000,000	$10M	held	—	6 q
RDFNRedfin Corporation	0.07%	991,000	$8M	trimmed−47%	−0.06 pp	20 q
COINCoinbase Global, Inc. Class A	0.06%	151,536	$7M	trimmed−82%	−0.54 pp	5 q
PTONPeloton Interactive, Inc. Class A	0.06%	765,585	$7M	trimmed−37%	−0.06 pp	10 q
ZZillow Group, Inc. Class C	0.06%	226,000	$7M	new	+0.06 pp	new
unresolvedDave Inc	0.04%	6,322,616	$4M	trimmed−54%	−0.33 pp	2 q
unresolvedEmbark Technology Inc	0.04%	9,917,027	$5M	trimmed−53%	−0.43 pp	3 q
KPLTKatapult Holdings, Inc.	0.04%	5,000,000	$5M	held	—	5 q
STNEStoneCo Ltd. Class A	0.04%	685,801	$5M	trimmed−4%	+0.01 pp	15 q
WRBYWarby Parker Inc.	0.03%	265,303	$3M	trimmed−87%	−0.23 pp	4 q
CVNACarvana Co.	0.02%	112,370	$3M	trimmed−99%	−3.80 pp	14 q
RBLXRoblox Corporation	0.02%	87,095	$3M	trimmed−97%	−0.43 pp	6 q
JOBYJoby Aviation, Inc.	0.02%	370,000	$2M	held	—	4 q
DDLDingdong (Cayman) Limited	0.01%	118,539	$656,000	trimmed−99%	−0.15 pp	5 q
ONTFON24, Inc.	0.01%	83,803	$795,000	trimmed−96%	−0.09 pp	6 q
HCPHashiCorp, Inc. Class A	0.00%	9,188	$271,000	added×2.3	0.00 pp	3 q
INTUIntuit Inc	0.00%	1,368	$527,000	trimmed−64%	−0.01 pp	7 q
PDDPDD Holdings Inc.	0.00%	4,000	$247,000	trimmed−100%	−0.87 pp	16 q
JOBY/WSJoby Aviation Inc -CW25	0.00%	105,000	$114,000	trimmed−19%	0.00 pp	4 q
SPOTSpotify Technology S.A.	0.00%	6,211	$583,000	trimmed−99%	−0.30 pp	17 q
DOCUDocuSign, Inc.	—	−3,393,000	—	exited	−1.36 pp	—
ESTCElastic N.V.	—	−1,431,843	—	exited	−0.48 pp	—
ZMZoom Communications, Inc. Class A	—	−1,040,000	—	exited	−0.46 pp	—
PLANAnaplan, Inc.	—	−1,495,868	—	exited	−0.37 pp	—
ISIronsource Ltd-a	—	−20,500,000	—	exited	−0.37 pp	—
9900123DPerimeter Solutions SA	—	−7,313,693	—	exited	−0.33 pp	—
CRMSalesforce, Inc.	—	−387,700	—	exited	−0.31 pp	—
CFLTConfluent, Inc. Class A	—	−1,356,672	—	exited	−0.21 pp	—
HOODRobinhood Markets, Inc. Class A	—	−2,890,361	—	exited	−0.15 pp	—
unresolvedLogistics Innovtn Technlgs C	—	−2,800,000	—	exited	−0.10 pp	—
OSCROscar Health, Inc.	—	−2,127,454	—	exited	−0.08 pp	—
SUMOSumo Logic, Inc.	—	−1,928,341	—	exited	−0.08 pp	—
TWLOTwilio Inc.	—	−125,000	—	exited	−0.08 pp	—
8DTSquarespace Inc - Class A	—	−730,777	—	exited	−0.07 pp	—
PATHUiPath, Inc.	—	−401,440	—	exited	−0.03 pp	—
NXDRNextdoor Holdings, Inc.	—	−900,000	—	exited	−0.02 pp	—
AVDXAvidXchange Holdings, Inc.	—	−279,061	—	exited	−0.01 pp	—
BABAAlibaba Group Holding Limited	—	−1,451	—	exited	0.00 pp	—
OKTAOkta, Inc. Class A	—	−5,590	—	exited	0.00 pp	—

Source

Form: 13F-HR
Reading: 0 defects · 9 unresolved
Accession: 0000919574-22-005053
Options: none in this filing
Notes: none in this filing
SEC cross-check: SEC data set not published yet

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