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Tiger Global

Q3 2022 13F · by Chase Coleman, CIO

As of
Sep 30, 2022
Filed
Nov 14, 2022
US stock
$10.9B · prev $11.9B
Positions
64 · prev 73
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%

Moves53 since the prior filing

The book

Concentrated · behaves like 17 equal-sized positions

  1. Very concentrated
  2. Concentrated
  3. Focused
  4. Diversified

High turnover · 99% a year, about 1.0 years per position

  1. Low
  2. Moderate
  3. High

Top 5 positions43% of US stock

  1. JD JD.com, Inc. trimmed−2.65 pp trimmed−2.6513.8%
  2. MSFT Microsoft Corp added+1.73 pp added+1.7312.8%
  3. NOW Servicenow, Inc. added+1.42 pp added+1.425.9%
  4. META Meta Platforms, Inc. Class A trimmed−0.48 pp trimmed−0.485.6%
  5. SE Sea Limited added+0.32 pp added+0.324.9%

Positions64 in this filing · 15 exited

JDJD.com, Inc.13.79%29,860,327$1.5Btrimmed−2%−2.65 pp32 q
MSFTMicrosoft Corp12.84%6,004,108$1.4Badded+16%+1.73 pp24 q
NOWServicenow, Inc.5.87%1,694,117$640Madded+52%+1.42 pp21 q
METAMeta Platforms, Inc. Class A5.59%4,488,648$609Mtrimmed−0%−0.48 pp24 q
SESea Limited4.92%9,553,864$535Madded+17%+0.32 pp19 q
GOOGLAlphabet Inc. Class A4.81%5,473,688$524Madded×2.5+2.79 pp2 q
DDOGDatadog, Inc. Class A4.71%5,775,031$513Madded×3.2+3.26 pp13 q
WDAYWorkday, Inc. Class A4.43%3,172,411$483Madded×2.3+2.85 pp13 q
SNOWSnowflake Inc.4.06%2,600,615$442Madded+22%+1.58 pp9 q
LILi Auto Inc.3.64%17,211,345$396Madded+35%−0.47 pp9 q
unresolvedAtlassian Corp Plc3.33%1,722,503$363Madded+13%+0.94 pp28 q
AMZNAmazon.Com Inc2.78%2,675,450$302Madded+2%+0.45 pp30 q
BZKANZHUN LIMITED American Depository Shares2.76%17,820,415$301Madded+53%+0.19 pp6 q
UBERUber Technologies, Inc.2.41%9,923,073$263Madded×16.0+2.30 pp14 q
XYZBlock, Inc.1.92%3,799,271$209Madded×4.0+1.43 pp8 q
MAMastercard Incorporated1.89%724,000$206Mheld—38 q
NUNu Holdings Ltd.1.87%46,319,839$204Mtrimmed−77%−4.50 pp4 q
DASHDoorDash, Inc. Class A1.66%3,656,847$181Madded+20%+0.01 pp8 q
TOSTToast, Inc.1.52%9,899,895$166Mtrimmed−33%−0.07 pp5 q
HUBSHubspot, Inc.1.47%594,290$161Mnew+1.47 ppnew
CRWDCrowdStrike Holdings, Inc. Class A1.36%900,000$148Mtrimmed−86%−7.90 pp14 q
unresolvedPagaya Technologies Ltd1.24%74,384,378$135Mnew+1.24 ppnew
SSentinelOne, Inc.0.97%4,151,941$106Mtrimmed−59%−0.99 pp6 q
RNGRingcentral, Inc.0.91%2,487,060$99Mtrimmed−22%−0.49 pp15 q
APPApplovin Corporation Class A0.89%4,972,813$97Mnew+0.89 ppnew
TSMTaiwan Semiconductor Manufacturing Company Ltd.0.83%1,315,005$90Mnew+0.83 ppnew
DLODLocal Limited Class A0.81%4,292,759$88Madded×2.3+0.40 pp6 q
OZONOzon Holdings PLC0.74%6,958,988$81Mheld—8 q
XMQualtrics International Inc. Class A0.70%7,449,000$76Mheld—7 q
FRSHFreshworks Inc. Class A0.62%5,199,337$67Madded+76%+0.29 pp5 q
ZENZendesk Inc0.50%714,000$54Mheld—17 q
SHOPShopify Inc. Class A subordinate voting shares0.41%1,662,240$45Mheld—30 q
OLOOlo Inc.0.37%5,104,581$40Madded+13%0.00 pp7 q
OKLOOklo Inc.0.36%4,000,000$39Mheld—5 q
WEAVWeave Communications, Inc.0.33%7,032,570$36Mheld—4 q
REREATRenew Inc.0.30%14,371,218$33Mheld—6 q
VVISA Inc.0.27%163,000$29Mheld—25 q
unresolvedStarry Group Holdings Inc0.26%19,266,828$29Mtrimmed−0%−0.41 pp3 q
DVDoubleVerify Holdings, Inc.0.24%957,509$26Mtrimmed−66%−0.29 pp6 q
FUTUFutu Holdings Limited0.23%669,000$25Mtrimmed−56%−0.43 pp7 q
VTEXVtex0.22%6,362,217$24Mheld—5 q
APOApollo Global Management, Inc.0.19%452,869$21Mheld—3 q
BLNDBlend Labs, Inc.0.13%6,211,142$14Mtrimmed−56%−0.15 pp5 q
LWLamb Weston Holdings, Inc.0.13%179,784$14Mheld—2 q
unresolvedAltimeter Growth Corp 20.12%1,357,450$13Mheld—7 q
COINCoinbase Global, Inc. Class A0.09%151,536$10Mheld—6 q
unresolvedLead Edge Growth Oprtunts Lt0.09%1,000,000$10Mheld—7 q
EGHT8x8, Inc.0.07%2,166,968$7Mtrimmed−46%−0.10 pp15 q
PTONPeloton Interactive, Inc. Class A0.06%920,717$6Madded+20%0.00 pp11 q
STNEStoneCo Ltd. Class A0.06%685,801$7Mheld—16 q
RDFNRedfin Corporation0.05%991,000$6Mheld—21 q
PYPLPayPal Holdings, Inc.0.04%54,300$5Mnew+0.04 ppnew
unresolvedEmbark Technology Inc0.03%495,851$4Mnew+0.03 ppnew
RBLXRoblox Corporation0.03%87,095$3Mheld—7 q
WRBYWarby Parker Inc.0.03%267,069$4Madded+1%0.00 pp5 q
KPLTKatapult Holdings, Inc.0.02%2,740,000$3Mtrimmed−45%−0.02 pp6 q
ONTFON24, Inc.0.01%83,803$737,000held—7 q
JOBYJoby Aviation, Inc.0.01%370,000$2Mheld—5 q
DDLDingdong (Cayman) Limited0.00%118,539$422,000held—6 q
HCPHashiCorp, Inc. Class A0.00%9,188$296,000held—4 q
INTUIntuit Inc0.00%1,368$530,000held—8 q
PDDPDD Holdings Inc.0.00%4,000$250,000held—17 q
JOBY/WSJoby Aviation Inc -CW250.00%105,000$88,000held—5 q
SPOTSpotify Technology S.A.0.00%6,211$536,000held—18 q
PCORProcore Technologies, Inc.—−3,116,003—exited−1.19 pp—
XPEVXPeng Inc.—−4,356,121—exited−1.16 pp—
unresolved1Life Healthcare—−16,986,234—exited−1.12 pp—
MNDYmonday.com Ltd.—−778,126—exited−0.67 pp—
IOTSamsara Inc.—−4,649,140—exited−0.44 pp—
GTLBGitLab Inc. Class A—−778,000—exited−0.35 pp—
TCVATcv Acquisition Corp-a—−2,500,000—exited−0.20 pp—
unresolvedLiberty Media Acquisition Co—−1,700,000—exited−0.14 pp—
YMMFull Truck Alliance Co. Ltd.—−1,532,470—exited−0.12 pp—
unresolvedMELI Kaszek Pioneer—−1,500,000—exited−0.12 pp—
MTTRMatterport, Inc. Class A—−3,600,000—exited−0.11 pp—
ZZillow Group, Inc. Class C—−226,000—exited−0.06 pp—
unresolvedDave Inc—−6,322,616—exited−0.04 pp—
unresolvedEmbark Technology Inc—−9,917,027—exited−0.04 pp—
CVNACarvana Co.—−112,370—exited−0.02 pp—

Source

Form
13F-HR
Reading
0 defects · 6 unresolved
Accession
0000919574-22-006727
Options
none in this filing
Notes
none in this filing
SEC cross-check
SEC data set not published yet