13F filing recap · Q3 2022

What did Tiger Global Management buy in Q3 2022?

Reported stock-position changes between this filing and the previous one.

Stock value

$10.89B

Positions

Estimated turnover

49.8%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

HUBSHubspot Inc$160.53Mreported value+594.3K shares PGYPagaya Technologies Ltd.$134.64Mreported value+74.38M shares APPApplovin Corp$96.92Mreported value+4.97M shares TSMTaiwan Semiconductor Manufacturing$90.16Mreported value+1.32M shares PYPLPayPal Holdings, Inc.$4.67Mreported value+54.3K shares EMBKEmbark Technology Inc$3.68Mreported value+495.9K shares

Increased positions

MSFTMicrosoft Corporation$1.40Breported value+845.9K shares+16.4%NOWServicenow, Inc.$639.72Mreported value+577.9K shares+51.8%SESea Limited$535.49Mreported value+1.36M shares+16.5%GOOGLAlphabet Inc.$523.56Mreported value+5.36M shares

Reduced positions

JDJd.com, Inc.$1.50Breported value-665.3K shares-2.2%METAMeta Platforms, Inc.$609.02Mreported value-4.5K shares-0.1%NUNu Holdings Ltd.$203.81Mreported value-156.69M shares-77.2%TOSTToast, Inc.$165.53Mreported value-4.79M shares

Exited positions

PCORProcore Technologies, Inc.$141.44Mprior reported value-3.12M shares-100.0%XPEVXpeng Inc.$138.26Mprior reported value-4.36M shares-100.0%ONEM1life Healthcare Inc$133.17Mprior reported value-16.99M shares-100.0%MNDYMonday.com Ltd.$80.27Mprior reported value-778.1K shares