13F filing recap · Q3 2023

What did Tiger Global Management buy in Q3 2023?

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

Stock value

$13.56B

Positions

Estimated turnover

24.7%

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

ESTCElastic N.v.$138.92Mreported value+1.71M shares PDDPdd Holdings Inc.$134.20Mreported value+1.37M shares BABAAlibaba Group Holding Limited$128.09Mreported value+1.48M shares DASHDoordash, Inc.$97.42Mreported value+1.23M shares PCORProcore Technologies, Inc.$76.90Mreported value+1.18M shares ARMARM HOLDINGS PLC /UK$16.06Mreported value+300.0K shares CARTMaplebear Inc.$5.20Mreported value+175.0K shares ODDOddity Tech Ltd$3.83Mreported value+135.0K shares KVYOKlaviyo, Inc.$1.21Mreported value+35.0K shares

Increased positions

METAMeta Platforms, Inc.$2.67Breported value+330.8K shares+3.9%MSFTMicrosoft Corporation$1.94Breported value+462.4K shares+8.2%TTWOTake-Two Interactive Software, Inc.$737.89Mreported value+480.3K shares+10.1%GOOGLAlphabet Inc.$698.17Mreported value+1.52M shares

Reduced positions

APOApollo Global Management, Inc.$1.10Breported value-55.8K shares-0.5%NOWServicenow, Inc.$332.28Mreported value-26.1K shares-4.2%JDJd.com, Inc.$287.28Mreported value-11.21M shares-53.2%INTUIntuit Inc.$259.56Mreported value-554.3K shares

Exited positions

DLODlocal Limited$6.94Mprior reported value-569.0K shares-100.0%KPLTKatapult Holdings, Inc.$324.0Kprior reported value-360.0K shares-100.0%