Tiger Global Management 13F, Q1 2024
Chase Coleman · quarter ending 31 March 2024 · filed 15 May 2024 · SEC CIK 1167483
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2024
The 25 largest of 41 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2023 filing.
| Company | Ticker | Value | % of book | vs Q4 2023 |
|---|---|---|---|---|
| META PLATFORMS INC | META | $3.62B | 19.8% | unchanged |
| MICROSOFT CORP | MSFT | $2.25B | 12.3% | unchanged |
| ALPHABET INC | GOOGL | $1.56B | 8.5% | +154% shares |
| APOLLO GLOBAL MGMT INC | APO | $1.38B | 7.5% | unchanged |
| AMAZON COM INC | AMZN | $1.14B | 6.2% | +30% shares |
| NVIDIA CORPORATION | NVDA | $874.97M | 4.8% | unchanged |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | $838.01M | 4.6% | +10% shares |
| SEA LTD | SE | $805.44M | 4.4% | +5% shares |
| ELI LILLY & CO | LLY | $692.38M | 3.8% | unchanged |
| WORKDAY INC | WDAY | $512.83M | 2.8% | -5% shares |
| SERVICENOW INC | NOW | $441.93M | 2.4% | unchanged |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $414.27M | 2.3% | unchanged |
| CORPAY INC | CPAY | $411.50M | 2.3% | new |
| LAM RESEARCH CORP | $343.14M | 1.9% | -12% shares | |
| DOORDASH INC | DASH | $302.43M | 1.6% | unchanged |
| CROWDSTRIKE HLDGS INC | CRWD | $288.53M | 1.6% | unchanged |
| BROADCOM INC | AVGO | $241.62M | 1.3% | unchanged |
| UBER TECHNOLOGIES INC | UBER | $231.49M | 1.3% | unchanged |
| NU HLDGS LTD | $219.91M | 1.2% | -11% shares | |
| GRAB HOLDINGS LIMITED | $209.76M | 1.1% | +30% shares | |
| PROCORE TECHNOLOGIES INC | PCOR | $192.24M | 1.1% | +46% shares |
| ZOOMINFO TECHNOLOGIES INC | GTM | $185.72M | 1.0% | +62% shares |
| ELASTIC N V | $169.48M | 0.9% | unchanged | |
| NOVO-NORDISK A S | NVO | $162.94M | 0.9% | unchanged |
| DEXCOM INC | DXCM | $159.89M | 0.9% | unchanged |
What changed since Q4 2023
Against the Q4 2023 filing, Tiger Global Management opened 4 new positions, added to 8, trimmed 6, left 23 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Exited
- FLEETCOR TECHNOLOGIES INCwas $368.44M
- PDDwas $91.49M
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0000919574-24-003172, 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.