TIGER GLOBAL MANAGEMENT LLC Diversified Active

CIK: 0001167483 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $14,053,202 (100.0% shares, 0.0% debt)

Holdings (39)

META META PLATFORMS INC 18.8%

Value ($000) $2,642,361 Shares 7,465,139 Est. Cost $165.88 Unrealized +95.0%

MSFT MICROSOFT CORP 14.3%

Value ($000) $2,009,620 Shares 5,344,165 Est. Cost $153.37 Unrealized +128.4%

APO APOLLO GLOBAL MGMT INC 8.1%

Value ($000) $1,144,857 Shares 12,285,193 Est. Cost $63.81 Unrealized +34.1%

TTWO TAKE-TWO INTERACTIVE SOFTWAR 5.9%

Value ($000) $829,886 Shares 5,156,174 Est. Cost $122.74 Unrealized +21.6%

AMZN AMAZON COM INC 5.3%

Value ($000) $741,844 Shares 4,882,480 Est. Cost $112.94 Unrealized +24.1%

SE SEA LTD 4.1%

Value ($000) $579,967 Shares 14,320,168 Est. Cost $51.16 Unrealized —

GOOGL ALPHABET INC 4.0%

Value ($000) $566,712 Shares 4,056,925 Est. Cost $109.46 Unrealized +21.8%

WDAY WORKDAY INC 3.9%

Value ($000) $546,940 Shares 1,981,237 Est. Cost $185.64 Unrealized +28.3%

LLY ELI LILLY & CO 3.7%

Value ($000) $518,799 Shares 890,000 Est. Cost $431.69 Unrealized +33.2%

NVDA NVIDIA CORPORATION 3.4%

Value ($000) $479,549 Shares 968,355 Est. Cost $37.76 Unrealized +22.7%

NOW SERVICENOW INC 2.9%

Value ($000) $409,520 Shares 579,655 Est. Cost $84.66 Unrealized +48.9%

— FLEETCOR TECHNOLOGIES INC 2.6%

Value ($000) $368,436 Shares 1,303,691 Est. Cost $258.50 Unrealized —

TSM TAIWAN SEMICONDUCTOR MFG LTD 2.3%

Value ($000) $316,679 Shares 3,044,990 Est. Cost $96.90 Unrealized —

— LAM RESEARCH CORP 2.2%

Value ($000) $315,640 Shares 402,983 Est. Cost $625.16 Unrealized —

JD JD.COM INC 1.8%

Value ($000) $254,347 Shares 8,803,991 Est. Cost $32.86 Unrealized —

CRWD CROWDSTRIKE HLDGS INC 1.6%

Value ($000) $229,788 Shares 900,000 Est. Cost $105.47 Unrealized +98.6%

DASH DOORDASH INC 1.5%

Value ($000) $217,164 Shares 2,196,013 Est. Cost $84.57 Unrealized +4.7%

AVGO BROADCOM INC 1.4%

Value ($000) $203,492 Shares 182,300 Est. Cost $92.23 Unrealized 0.0%

ESTC ELASTIC N V 1.4%

Value ($000) $190,542 Shares 1,690,700 Est. Cost $68.17 Unrealized +30.4%

UBER UBER TECHNOLOGIES INC 1.3%

Value ($000) $187,585 Shares 3,046,700 Est. Cost $38.75 Unrealized +35.0%

GRAB GRAB HOLDINGS LIMITED 1.2%

Value ($000) $172,887 Shares 51,301,788 Est. Cost $3.27 Unrealized -1.2%

NU NU HLDGS LTD 1.2%

Value ($000) $171,621 Shares 20,602,704 Est. Cost $9.80 Unrealized -17.5%

DXCM DEXCOM INC 1.0%

Value ($000) $143,052 Shares 1,152,806 Est. Cost $102.16 Unrealized 0.0%

GTM ZOOMINFO TECHNOLOGIES INC 0.9%

Value ($000) $132,217 Shares 7,150,728 Est. Cost $32.05 Unrealized -51.1%

NVO NOVO-NORDISK A S 0.9%

Value ($000) $131,278 Shares 1,269,000 Est. Cost $126.39 Unrealized —

DDOG DATADOG INC 0.8%

Value ($000) $118,880 Shares 979,400 Est. Cost $77.84 Unrealized +32.3%

PCOR PROCORE TECHNOLOGIES INC 0.8%

Value ($000) $110,787 Shares 1,600,500 Est. Cost $65.46 Unrealized -5.8%

TEAM ATLASSIAN CORPORATION 0.7%

Value ($000) $95,274 Shares 400,545 Est. Cost $159.19 Unrealized +23.3%

PDD PDD HOLDINGS INC 0.7%

Value ($000) $91,488 Shares 625,300 Est. Cost $98.07 Unrealized —

OKLO ALTC ACQUISITION CORP 0.2%

Value ($000) $32,282 Shares 3,056,992 Est. Cost $9.87 Unrealized +5.2%

ARM ARM HOLDINGS PLC 0.2%

Value ($000) $22,544 Shares 300,000 Est. Cost $53.52 Unrealized —

RERE ATRENEW INC 0.2%

Value ($000) $22,044 Shares 11,481,218 Est. Cost $6.91 Unrealized —

TOST TOAST INC 0.1%

Value ($000) $20,009 Shares 1,095,761 Est. Cost $29.73 Unrealized -44.8%

FRSH FRESHWORKS INC 0.1%

Value ($000) $17,078 Shares 727,041 Est. Cost $20.81 Unrealized -4.9%

STNE STONECO LTD 0.1%

Value ($000) $12,296 Shares 682,000 Est. Cost $18.99 Unrealized —

CART MAPLEBEAR INC 0.0%

Value ($000) $4,107 Shares 175,000 Est. Cost $30.31 Unrealized -17.0%

KVYO KLAVIYO INC 0.0%

Value ($000) $972 Shares 35,000 Est. Cost $34.31 Unrealized -13.7%

SPOT SPOTIFY TECHNOLOGY S A 0.0%

Value ($000) $481 Shares 2,561 Est. Cost $81.63 Unrealized +113.9%

DDL DINGDONG CAYMAN LTD 0.0%

Value ($000) $178 Shares 118,539 Est. Cost $6.56 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
META	META PLATFORMS INC	7,465,139	$2,642,361	18.8%	$165.88	+95.0%	CL A	30303M102
MSFT	MICROSOFT CORP	5,344,165	$2,009,620	14.3%	$153.37	+128.4%	COM	594918104
APO	APOLLO GLOBAL MGMT INC	12,285,193	$1,144,857	8.1%	$63.81	+34.1%	COM	03769M106
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	5,156,174	$829,886	5.9%	$122.74	+21.6%	COM	874054109
AMZN	AMAZON COM INC	4,882,480	$741,844	5.3%	$112.94	+24.1%	COM	023135106
SE	SEA LTD	14,320,168	$579,967	4.1%	$51.16	—	SPONSORD ADS	81141R100
GOOGL	ALPHABET INC	4,056,925	$566,712	4.0%	$109.46	+21.8%	CAP STK CL A	02079K305
WDAY	WORKDAY INC	1,981,237	$546,940	3.9%	$185.64	+28.3%	CL A	98138H101
LLY	ELI LILLY & CO	890,000	$518,799	3.7%	$431.69	+33.2%	COM	532457108
NVDA	NVIDIA CORPORATION	968,355	$479,549	3.4%	$37.76	+22.7%	COM	67066G104
NOW	SERVICENOW INC	579,655	$409,520	2.9%	$84.66	+48.9%	COM	81762P102
—	FLEETCOR TECHNOLOGIES INC	1,303,691	$368,436	2.6%	$258.50	—	COM	339041105
TSM	TAIWAN SEMICONDUCTOR MFG LTD	3,044,990	$316,679	2.3%	$96.90	—	SPONSORED ADS	874039100
—	LAM RESEARCH CORP	402,983	$315,640	2.2%	$625.16	—	COM	512807108
JD	JD.COM INC	8,803,991	$254,347	1.8%	$32.86	—	SPON ADR CL A	47215P106
CRWD	CROWDSTRIKE HLDGS INC	900,000	$229,788	1.6%	$105.47	+98.6%	CL A	22788C105
DASH	DOORDASH INC	2,196,013	$217,164	1.5%	$84.57	+4.7%	CL A	25809K105
AVGO	BROADCOM INC	182,300	$203,492	1.4%	$92.23	0.0%	COM	11135F101
ESTC	ELASTIC N V	1,690,700	$190,542	1.4%	$68.17	+30.4%	ORD SHS	N14506104
UBER	UBER TECHNOLOGIES INC	3,046,700	$187,585	1.3%	$38.75	+35.0%	COM	90353T100
GRAB	GRAB HOLDINGS LIMITED	51,301,788	$172,887	1.2%	$3.27	-1.2%	CLASS A ORD	G4124C109
NU	NU HLDGS LTD	20,602,704	$171,621	1.2%	$9.80	-17.5%	ORD SHS CL A	G6683N103
DXCM	DEXCOM INC	1,152,806	$143,052	1.0%	$102.16	0.0%	COM	252131107
GTM	ZOOMINFO TECHNOLOGIES INC	7,150,728	$132,217	0.9%	$32.05	-51.1%	COMMON STOCK	98980F104
NVO	NOVO-NORDISK A S	1,269,000	$131,278	0.9%	$126.39	—	ADR	670100205
DDOG	DATADOG INC	979,400	$118,880	0.8%	$77.84	+32.3%	CL A COM	23804L103
PCOR	PROCORE TECHNOLOGIES INC	1,600,500	$110,787	0.8%	$65.46	-5.8%	COM	74275K108
TEAM	ATLASSIAN CORPORATION	400,545	$95,274	0.7%	$159.19	+23.3%	CL A	049468101
PDD	PDD HOLDINGS INC	625,300	$91,488	0.7%	$98.07	—	SPONSORED ADS	722304102
OKLO	ALTC ACQUISITION CORP	3,056,992	$32,282	0.2%	$9.87	+5.2%	COM CL A	02156V109
ARM	ARM HOLDINGS PLC	300,000	$22,544	0.2%	$53.52	—	SPONSORED ADR	042068205
RERE	ATRENEW INC	11,481,218	$22,044	0.2%	$6.91	—	SPONSORED ADS	00138L108
TOST	TOAST INC	1,095,761	$20,009	0.1%	$29.73	-44.8%	CL A	888787108
FRSH	FRESHWORKS INC	727,041	$17,078	0.1%	$20.81	-4.9%	CLASS A COM	358054104
STNE	STONECO LTD	682,000	$12,296	0.1%	$18.99	—	COM CL A	G85158106
CART	MAPLEBEAR INC	175,000	$4,107	0.0%	$30.31	-17.0%	COM	565394103
KVYO	KLAVIYO INC	35,000	$972	0.0%	$34.31	-13.7%	COM SER A	49845K101
SPOT	SPOTIFY TECHNOLOGY S A	2,561	$481	0.0%	$81.63	+113.9%	SHS	L8681T102
DDL	DINGDONG CAYMAN LTD	118,539	$178	0.0%	$6.56	—	ADS	25445D101