TIGER GLOBAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings48 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
META PLATFORMS INC-CLASS A | 8.9M | $2.7B | 19.7% | $162.41 | +83.57% | 20 qtrssince 2018-Q4 | Increased 65 |
MICROSOFT CORP | 6.1M | $1.9B | 14.3% | $166.15 | +86.87% | 20 qtrssince 2018-Q4 | Increased 68 |
APOLLO GLOBAL MANAGEMENT INC | 12.3M | $1.1B | 8.1% | $69.92 | +24.12% | 7 qtrssince 2022-Q1 | Decreased 0 |
TAKE-TWO INTERACTIVE SOFTWRE | 5.3M | $737.9M | 5.4% | $130.12 | +7.89% | 4 qtrssince 2022-Q4 | Increased 69 |
ALPHABET INC-CL A | 5.3M | $698.2M | 5.1% | $107.62 | +20.68% | 6 qtrssince 2022-Q2 | Increased 82 |
WORKDAY INC-CLASS A | 2.8M | $606.4M | 4.5% | $178.51 | +20.36% | 17 qtrssince 2019-Q3 | Increased 78 |
SEA LTD-ADR | 11.7M | $514.3M | 3.8% | $53.28 | -17.51% | 20 qtrssince 2018-Q4 | Increased 94 |
AMAZON.COM INC | 3.9M | $500.2M | 3.7% | $94.63 | +34.33% | 20 qtrssince 2018-Q4 | Increased 62 |
ELI LILLY & CO | 919,100 | $493.7M | 3.6% | $470.83 | +12.11% | 2 qtrssince 2023-Q2 | Increased 72 |
NVIDIA CORP | 1.1M | $483.4M | 3.6% | $41.42 | +4.94% | 3 qtrssince 2023-Q1 | Increased 88 |
SERVICENOW INC | 594,455 | $332.3M | 2.4% | $82.31 | +35.82% | 20 qtrssince 2018-Q4 | Decreased 0 |
JD.COM INC-ADR | 9.9M | $287.3M | 2.1% | $24.24 | +13.51% | 20 qtrssince 2018-Q4 | Decreased 0 |
INTUIT INC | 508,000 | $259.6M | 1.9% | $440.82 | -23.87% | 12 qtrssince 2020-Q4 | Decreased 0 |
UBER TECHNOLOGIES INC | 5.1M | $236.1M | 1.7% | $41.86 | +9.87% | 18 qtrssince 2019-Q2 | Increased 66 |
LAM RESEARCH CORP | 370,038 | $231.9M | 1.7% | — | — | — | — |
FLEETCOR TECHNOLOGIES INC | 784,470 | $200.3M | 1.5% | — | — | 3 qtrssince 2023-Q1 | Decreased 0 |
GRAB HOLDINGS LTD - CL A | 51.3M | $181.6M | 1.3% | $3.41 | +3.80% | 4 qtrssince 2022-Q4 | Increased 78 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.1M | $179.2M | 1.3% | $89.40 | -5.87% | 3 qtrssince 2023-Q1 | Increased 54 |
CONFLUENT INC | 5.2M | $153.8M | 1.1% | $25.45 | +20.83% | 4 qtrssince 2022-Q4 | Increased 72 |
CROWDSTRIKE HOLDINGS INC - A | 900,000 | $150.6M | 1.1% | $126.40 | +32.42% | 18 qtrssince 2019-Q2 | Unchanged 0 |
TIGER GLOBAL MANAGEMENT LLC manages $13.6B across 48 positions as of Q3 2023. Top holdings: META (19.7%), MSFT (14.3%), APO (8.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 9 new positions, 2 exits, 17 increased. Top move: SE (INCREASED, conviction 94). Portfolio: $13.6B across 48 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer