TIGER GLOBAL MANAGEMENT LLC Diversified Active

Location: New York, NY

CIK: 0001167483 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value: $14.05B (100.0% shares, 0.0% debt)

Holdings (39)

META META PLATFORMS INC 18.8%

Value $2.642B Shares 7,465,139 Share Price $353.96 * Est. Cost/Share $165.88 Unrealized @ Report Date +95.0%

MSFT MICROSOFT CORP 14.3%

Value $2.01B Shares 5,344,165 Share Price $376.04 * Est. Cost/Share $153.37 Unrealized @ Report Date +128.4%

APO APOLLO GLOBAL MGMT INC 8.1%

Value $1.145B Shares 12,285,193 Share Price $93.19 * Est. Cost/Share $63.81 Unrealized @ Report Date +34.1%

TTWO TAKE-TWO INTERACTIVE SOFTWAR 5.9%

Value $830M Shares 5,156,174 Share Price $160.95 * Est. Cost/Share $122.74 Unrealized @ Report Date +21.6%

AMZN AMAZON COM INC 5.3%

Value $742M Shares 4,882,480 Share Price $151.94 * Est. Cost/Share $112.94 Unrealized @ Report Date +24.1%

SE SEA LTD 4.1%

Value $580M Shares 14,320,168 Share Price $40.50 Est. Cost/Share $51.16 Unrealized @ Report Date —

GOOGL ALPHABET INC 4.0%

Value $567M Shares 4,056,925 Share Price $139.69 * Est. Cost/Share $109.46 Unrealized @ Report Date +21.8%

WDAY WORKDAY INC 3.9%

Value $547M Shares 1,981,237 Share Price $276.06 * Est. Cost/Share $185.64 Unrealized @ Report Date +28.3%

LLY ELI LILLY & CO 3.7%

Value $519M Shares 890,000 Share Price $582.92 Est. Cost/Share $431.69 Unrealized @ Report Date +33.2%

NVDA NVIDIA CORPORATION 3.4%

Value $480M Shares 968,355 Share Price $495.22 * Est. Cost/Share $37.76 Unrealized @ Report Date +22.7%

NOW SERVICENOW INC 2.9%

Value $410M Shares 579,655 Share Price $706.49 * Est. Cost/Share $84.66 Unrealized @ Report Date +48.9%

— FLEETCOR TECHNOLOGIES INC 2.6%

Value $368M Shares 1,303,691 Share Price $282.61 Est. Cost/Share $258.50 Unrealized @ Report Date —

TSM TAIWAN SEMICONDUCTOR MFG LTD 2.3%

Value $317M Shares 3,044,990 Share Price $104.00 Est. Cost/Share $96.90 Unrealized @ Report Date —

— LAM RESEARCH CORP 2.2%

Value $316M Shares 402,983 Share Price $783.26 Est. Cost/Share $625.16 Unrealized @ Report Date —

JD JD.COM INC 1.8%

Value $254M Shares 8,803,991 Share Price $28.89 Est. Cost/Share $32.86 Unrealized @ Report Date —

CRWD CROWDSTRIKE HLDGS INC 1.6%

Value $230M Shares 900,000 Share Price $255.32 * Est. Cost/Share $105.47 Unrealized @ Report Date +98.6%

DASH DOORDASH INC 1.5%

Value $217M Shares 2,196,013 Share Price $98.89 * Est. Cost/Share $84.57 Unrealized @ Report Date +4.7%

AVGO BROADCOM INC 1.4%

Value $203M Shares 182,300 Share Price $1116.25 * Est. Cost/Share $92.23 Unrealized @ Report Date 0.0%

ESTC ELASTIC N V 1.4%

Value $191M Shares 1,690,700 Share Price $112.70 * Est. Cost/Share $68.17 Unrealized @ Report Date +30.4%

UBER UBER TECHNOLOGIES INC 1.3%

Value $188M Shares 3,046,700 Share Price $61.57 * Est. Cost/Share $38.75 Unrealized @ Report Date +35.0%

GRAB GRAB HOLDINGS LIMITED 1.2%

Value $173M Shares 51,301,788 Share Price $3.37 * Est. Cost/Share $3.27 Unrealized @ Report Date -1.2%

NU NU HLDGS LTD 1.2%

Value $172M Shares 20,602,704 Share Price $8.33 * Est. Cost/Share $9.80 Unrealized @ Report Date -17.5%

DXCM DEXCOM INC 1.0%

Value $143M Shares 1,152,806 Share Price $124.09 * Est. Cost/Share $102.16 Unrealized @ Report Date 0.0%

GTM ZOOMINFO TECHNOLOGIES INC 0.9%

Value $132M Shares 7,150,728 Share Price $18.49 * Est. Cost/Share $32.05 Unrealized @ Report Date -51.1%

NVO NOVO-NORDISK A S 0.9%

Value $131M Shares 1,269,000 Share Price $103.45 Est. Cost/Share $126.39 Unrealized @ Report Date —

DDOG DATADOG INC 0.8%

Value $119M Shares 979,400 Share Price $121.38 * Est. Cost/Share $77.84 Unrealized @ Report Date +32.3%

PCOR PROCORE TECHNOLOGIES INC 0.8%

Value $111M Shares 1,600,500 Share Price $69.22 * Est. Cost/Share $65.46 Unrealized @ Report Date -5.8%

TEAM ATLASSIAN CORPORATION 0.7%

Value $95.27M Shares 400,545 Share Price $237.86 * Est. Cost/Share $159.19 Unrealized @ Report Date +23.3%

PDD PDD HOLDINGS INC 0.7%

Value $91.49M Shares 625,300 Share Price $146.31 Est. Cost/Share $98.07 Unrealized @ Report Date —

OKLO ALTC ACQUISITION CORP 0.2%

Value $32.28M Shares 3,056,992 Share Price $10.56 Est. Cost/Share $9.87 Unrealized @ Report Date +5.2%

ARM ARM HOLDINGS PLC 0.2%

Value $22.54M Shares 300,000 Share Price $75.14 Est. Cost/Share $53.52 Unrealized @ Report Date —

RERE ATRENEW INC 0.2%

Value $22.04M Shares 11,481,218 Share Price $1.92 Est. Cost/Share $6.91 Unrealized @ Report Date —

TOST TOAST INC 0.1%

Value $20.01M Shares 1,095,761 Share Price $18.26 * Est. Cost/Share $29.73 Unrealized @ Report Date -44.8%

FRSH FRESHWORKS INC 0.1%

Value $17.08M Shares 727,041 Share Price $23.49 * Est. Cost/Share $20.81 Unrealized @ Report Date -4.9%

STNE STONECO LTD 0.1%

Value $12.3M Shares 682,000 Share Price $18.03 Est. Cost/Share $18.99 Unrealized @ Report Date —

CART MAPLEBEAR INC 0.0%

Value $4.107M Shares 175,000 Share Price $23.47 * Est. Cost/Share $30.31 Unrealized @ Report Date -17.0%

KVYO KLAVIYO INC 0.0%

Value $972K Shares 35,000 Share Price $27.78 * Est. Cost/Share $34.31 Unrealized @ Report Date -13.7%

SPOT SPOTIFY TECHNOLOGY S A 0.0%

Value $481K Shares 2,561 Share Price $187.91 * Est. Cost/Share $81.63 Unrealized @ Report Date +113.9%

DDL DINGDONG CAYMAN LTD 0.0%

Value $178K Shares 118,539 Share Price $1.50 Est. Cost/Share $6.56 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
META	META PLATFORMS INC	7,465,139	$2.642B	18.8%	$353.96 *	$165.88	+95.0%	CL A	30303M102
MSFT	MICROSOFT CORP	5,344,165	$2.01B	14.3%	$376.04 *	$153.37	+128.4%	COM	594918104
APO	APOLLO GLOBAL MGMT INC	12,285,193	$1.145B	8.1%	$93.19 *	$63.81	+34.1%	COM	03769M106
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	5,156,174	$830M	5.9%	$160.95 *	$122.74	+21.6%	COM	874054109
AMZN	AMAZON COM INC	4,882,480	$742M	5.3%	$151.94 *	$112.94	+24.1%	COM	023135106
SE	SEA LTD	14,320,168	$580M	4.1%	$40.50	$51.16	—	SPONSORD ADS	81141R100
GOOGL	ALPHABET INC	4,056,925	$567M	4.0%	$139.69 *	$109.46	+21.8%	CAP STK CL A	02079K305
WDAY	WORKDAY INC	1,981,237	$547M	3.9%	$276.06 *	$185.64	+28.3%	CL A	98138H101
LLY	ELI LILLY & CO	890,000	$519M	3.7%	$582.92	$431.69	+33.2%	COM	532457108
NVDA	NVIDIA CORPORATION	968,355	$480M	3.4%	$495.22 *	$37.76	+22.7%	COM	67066G104
NOW	SERVICENOW INC	579,655	$410M	2.9%	$706.49 *	$84.66	+48.9%	COM	81762P102
—	FLEETCOR TECHNOLOGIES INC	1,303,691	$368M	2.6%	$282.61	$258.50	—	COM	339041105
TSM	TAIWAN SEMICONDUCTOR MFG LTD	3,044,990	$317M	2.3%	$104.00	$96.90	—	SPONSORED ADS	874039100
—	LAM RESEARCH CORP	402,983	$316M	2.2%	$783.26	$625.16	—	COM	512807108
JD	JD.COM INC	8,803,991	$254M	1.8%	$28.89	$32.86	—	SPON ADR CL A	47215P106
CRWD	CROWDSTRIKE HLDGS INC	900,000	$230M	1.6%	$255.32 *	$105.47	+98.6%	CL A	22788C105
DASH	DOORDASH INC	2,196,013	$217M	1.5%	$98.89 *	$84.57	+4.7%	CL A	25809K105
AVGO	BROADCOM INC	182,300	$203M	1.4%	$1116.25 *	$92.23	0.0%	COM	11135F101
ESTC	ELASTIC N V	1,690,700	$191M	1.4%	$112.70 *	$68.17	+30.4%	ORD SHS	N14506104
UBER	UBER TECHNOLOGIES INC	3,046,700	$188M	1.3%	$61.57 *	$38.75	+35.0%	COM	90353T100
GRAB	GRAB HOLDINGS LIMITED	51,301,788	$173M	1.2%	$3.37 *	$3.27	-1.2%	CLASS A ORD	G4124C109
NU	NU HLDGS LTD	20,602,704	$172M	1.2%	$8.33 *	$9.80	-17.5%	ORD SHS CL A	G6683N103
DXCM	DEXCOM INC	1,152,806	$143M	1.0%	$124.09 *	$102.16	0.0%	COM	252131107
GTM	ZOOMINFO TECHNOLOGIES INC	7,150,728	$132M	0.9%	$18.49 *	$32.05	-51.1%	COMMON STOCK	98980F104
NVO	NOVO-NORDISK A S	1,269,000	$131M	0.9%	$103.45	$126.39	—	ADR	670100205
DDOG	DATADOG INC	979,400	$119M	0.8%	$121.38 *	$77.84	+32.3%	CL A COM	23804L103
PCOR	PROCORE TECHNOLOGIES INC	1,600,500	$111M	0.8%	$69.22 *	$65.46	-5.8%	COM	74275K108
TEAM	ATLASSIAN CORPORATION	400,545	$95.27M	0.7%	$237.86 *	$159.19	+23.3%	CL A	049468101
PDD	PDD HOLDINGS INC	625,300	$91.49M	0.7%	$146.31	$98.07	—	SPONSORED ADS	722304102
OKLO	ALTC ACQUISITION CORP	3,056,992	$32.28M	0.2%	$10.56	$9.87	+5.2%	COM CL A	02156V109
ARM	ARM HOLDINGS PLC	300,000	$22.54M	0.2%	$75.14	$53.52	—	SPONSORED ADR	042068205
RERE	ATRENEW INC	11,481,218	$22.04M	0.2%	$1.92	$6.91	—	SPONSORED ADS	00138L108
TOST	TOAST INC	1,095,761	$20.01M	0.1%	$18.26 *	$29.73	-44.8%	CL A	888787108
FRSH	FRESHWORKS INC	727,041	$17.08M	0.1%	$23.49 *	$20.81	-4.9%	CLASS A COM	358054104
STNE	STONECO LTD	682,000	$12.3M	0.1%	$18.03	$18.99	—	COM CL A	G85158106
CART	MAPLEBEAR INC	175,000	$4.107M	0.0%	$23.47 *	$30.31	-17.0%	COM	565394103
KVYO	KLAVIYO INC	35,000	$972K	0.0%	$27.78 *	$34.31	-13.7%	COM SER A	49845K101
SPOT	SPOTIFY TECHNOLOGY S A	2,561	$481K	0.0%	$187.91 *	$81.63	+113.9%	SHS	L8681T102
DDL	DINGDONG CAYMAN LTD	118,539	$178K	0.0%	$1.50	$6.56	—	ADS	25445D101