Tiger Global Management 13F, Q4 2023
Chase Coleman · quarter ending 31 December 2023 · filed 14 February 2024 · SEC CIK 1167483
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2023
The 25 largest of 39 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2023 filing.
| Company | Ticker | Value | % of book | vs Q3 2023 |
|---|---|---|---|---|
| META PLATFORMS INC | META | $2.64B | 18.8% | -16% shares |
| MICROSOFT CORP | MSFT | $2.01B | 14.3% | -13% shares |
| APOLLO GLOBAL MGMT INC | APO | $1.14B | 8.2% | unchanged |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | $829.89M | 5.9% | unchanged |
| AMAZON COM INC | AMZN | $741.84M | 5.3% | +24% shares |
| SEA LTD | SE | $579.97M | 4.1% | +22% shares |
| ALPHABET INC | GOOGL | $566.71M | 4.0% | -24% shares |
| WORKDAY INC | WDAY | $546.94M | 3.9% | -30% shares |
| ELI LILLY & CO | LLY | $518.80M | 3.7% | -3% shares |
| NVIDIA CORPORATION | NVDA | $479.55M | 3.4% | -13% shares |
| SERVICENOW INC | NOW | $409.52M | 2.9% | -3% shares |
| FLEETCOR TECHNOLOGIES INC | $368.44M | 2.6% | +66% shares | |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $316.68M | 2.3% | +48% shares |
| LAM RESEARCH CORP | $315.64M | 2.3% | +9% shares | |
| JD.COM INC | JD | $254.35M | 1.8% | -11% shares |
| CROWDSTRIKE HLDGS INC | CRWD | $229.79M | 1.6% | unchanged |
| DOORDASH INC | DASH | $217.16M | 1.6% | +79% shares |
| BROADCOM INC | AVGO | $203.49M | 1.4% | new |
| ELASTIC N V | $190.54M | 1.4% | unchanged | |
| UBER TECHNOLOGIES INC | UBER | $187.59M | 1.3% | -41% shares |
| GRAB HOLDINGS LIMITED | $172.89M | 1.2% | unchanged | |
| NU HLDGS LTD | $171.62M | 1.2% | unchanged | |
| DEXCOM INC | DXCM | $143.05M | 1.0% | new |
| ZOOMINFO TECHNOLOGIES INC | GTM | $132.22M | 0.9% | +6% shares |
| NOVO-NORDISK A S | NVO | $131.28M | 0.9% | unchanged |
What changed since Q3 2023
Against the Q3 2023 filing, Tiger Global Management opened 2 new positions, added to 8, trimmed 13, left 16 unchanged and exited 11. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0000919574-24-001349, filed by TIGER GLOBAL MANAGEMENT LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.