13F filing recap · Q1 2024

What did Tiger Global Management buy in Q1 2024?

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

Stock value

$18.30B

Positions

Estimated turnover

17.9%

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

CPAYCorpay, Inc$411.50Mreported value+1.33M shares FWONKLiberty Media Corporation$155.08Mreported value+2.36M shares RDDTReddit, Inc.$24.66Mreported value+500.0K shares ALABAstera Labs, Inc.$5.19Mreported value+70.0K shares

Increased positions

GOOGLAlphabet Inc.$1.56Breported value+6.25M shares+154.1%AMZNAmazon.com Inc$1.14Breported value+1.44M shares+29.5%TTWOTake-Two Interactive Software, Inc.$838.01Mreported value+487.4K shares+9.5%SESea Limited$805.44Mreported value+675.9K shares

Reduced positions

WDAYWorkday, Inc.$512.83Mreported value-101.0K shares-5.1%LRCXLam Research Corporation$343.14Mreported value-49.8K shares-12.4%UBERUber Technologies, Inc.$231.49Mreported value-40.0K shares-1.3%NUNu Holdings Ltd.$219.91Mreported value-2.17M shares

Exited positions

FLTFleetcor Technologies, Inc.$368.44Mprior reported value-1.30M shares-100.0%PDDPdd Holdings Inc.$91.49Mprior reported value-625.3K shares-100.0%