13F filing recap · Q4 2022

What did Tiger Global Management buy in Q4 2022?

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

Stock value

$8.16B

Positions

Estimated turnover

60.4%

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

GTMZoominfo Technologies Inc.$187.84Mreported value+6.24M shares TTWOTake-Two Interactive Software, Inc.$74.35Mreported value+714.0K shares CFLTConfluent Inc$69.40Mreported value+3.12M shares MTCHMatch Group, Inc.$60.62Mreported value+1.46M shares GRABGrab Holdings Limited$59.34Mreported value+18.43M shares TEAMAtlassian Corporation$51.54Mreported value+400.5K shares MDBMongodb, Inc.$44.86Mreported value+227.9K shares MBLYMobileye Global Inc.$15.78Mreported value+450.0K shares

Increased positions

METAMeta Platforms, Inc.$956.04Mreported value+3.46M shares+77.0%AMZNAmazon.com Inc$721.59Mreported value+5.91M shares+221.1%DLODlocal Limited$111.22Mreported value+2.85M shares+66.4%SPOTSpotify Technology S.a.$40.65Mreported value+508.6K shares

Reduced positions

MSFTMicrosoft Corporation$1.26Breported value-746.5K shares-12.4%JDJd.com, Inc.$1.22Breported value-8.05M shares-27.0%WDAYWorkday, Inc.$462.88Mreported value-406.1K shares-12.8%SNOWSnowflake Inc.$366.74Mreported value-45.7K shares

Exited positions

LILi Auto Inc.$396.03Mprior reported value-17.21M shares-100.0%TEAMAtlassian Corporation$362.74Mprior reported value-1.72M shares-100.0%DASHDoordash, Inc.$180.83Mprior reported value-3.66M shares-100.0%RNGRingcentral, Inc.$99.38Mprior reported value-2.49M shares