13F filing recap · Q1 2023

What did Tiger Global Management buy in Q1 2023?

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

Stock value

$10.99B

Positions

Estimated turnover

32.0%

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

TSMTaiwan Semiconductor Manufacturing$147.77Mreported value+1.59M shares AAPLApple Inc.$140.33Mreported value+851.0K shares XPXp Inc.$86.60Mreported value+7.30M shares LRCXLam Research Corporation$53.13Mreported value+100.2K shares AMATApplied Materials Inc /de$51.53Mreported value+419.5K shares PANWPalo Alto Networks, Inc$51.47Mreported value+257.7K shares FLTFleetcor Technologies, Inc.$35.19Mreported value+166.9K shares KKRKkr & Co. Inc.$26.84Mreported value+511.0K shares NVDANvidia Corp$12.19Mreported value+43.9K shares

Increased positions

MSFTMicrosoft Corporation$1.71Breported value+674.3K shares+12.8%JDJd.com, Inc.$1.06Breported value+2.27M shares+10.4%AMZNAmazon.com Inc$1.00Breported value+1.09M shares+12.7%GOOGLAlphabet Inc.$867.60Mreported value+4.64M shares

Reduced positions

METAMeta Platforms, Inc.$1.58Breported value-487.4K shares-6.1%WDAYWorkday, Inc.$520.05Mreported value-248.4K shares-9.0%SESea Limited$291.81Mreported value-188.1K shares-5.3%SNOWSnowflake Inc.$286.03Mreported value-701.1K shares

Exited positions

MTCHMatch Group, Inc.$60.62Mprior reported value-1.46M shares-100.0%APPApplovin Corp$44.90Mprior reported value-4.26M shares-100.0%XM1USDQualtrics International Inc$15.45Mprior reported value-1.49M shares-100.0%LEGAULead Edge Growth Opportunities, Ltd$10.18Mprior reported value