Q2 2024 · 13F-HR
Tiger Globalholdings as filed
Filed 2024-08-14 · accession 0000919574-24-004713
$21.63B
Reported value
44
Positions
2024-06-30
Period end
The Brief · Tiger Global · Q2 2024
AI · grounded in 13F
Tiger Global established a new position in META valued at $3.76B. The fund also initiated new stakes in MSFT for $2.39B and GOOGL for $1.88B. Additional new positions include APO at $1.45B and AMZN at $1.22B. Total assets under management stand at $21.63B across 44 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $3.76B | 17.4% | 7,465,139 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $2.39B | 11.0% | 5,344,165 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.88B | 8.68% | 10,308,800 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $1.45B | 6.71% | 12,285,193 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.22B | 5.65% | 6,321,080 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.20B | 5.53% | 9,683,550 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.20B | 5.53% | 2,347,600 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $1.15B | 5.30% | 16,041,335 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $877.5M | 4.06% | 5,643,542 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $842.0M | 3.89% | 930,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $533.8M | 2.47% | 3,070,890 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $456.0M | 2.11% | 579,655 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $420.3M | 1.94% | 1,880,237 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $376.1M | 1.74% | 353,183 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $370.0M | 1.71% | 1,857,700 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $344.9M | 1.59% | 900,000 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $329.9M | 1.53% | 92,923,788 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $292.7M | 1.35% | 182,300 | Common | SOLE |
| 219948106 | CPAY | CORPAY INC | $278.8M | 1.29% | 1,046,600 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $238.9M | 1.10% | 2,196,013 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $237.6M | 1.10% | 18,433,113 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $218.5M | 1.01% | 3,006,696 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $211.3M | 0.98% | 895,200 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $192.6M | 0.89% | 1,690,700 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $181.1M | 0.84% | 1,269,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $169.8M | 0.79% | 2,364,000 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $155.1M | 0.72% | 2,339,500 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $130.7M | 0.60% | 1,152,806 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $127.0M | 0.59% | 979,400 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $119.5M | 0.55% | 9,359,311 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $70.8M | 0.33% | 400,545 | Common | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $49.1M | 0.23% | 300,000 | Common | SOLE |
| 98877R104 | ZKH | ZKH GROUP LTD | $32.0M | 0.15% | 8,195,453 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $31.9M | 0.15% | 500,000 | Common | SOLE |
| 00138L108 | RERE | ATRENEW INC | $27.2M | 0.13% | 11,481,218 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC | $25.9M | 0.12% | 3,056,992 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $21.3M | 0.10% | 822,715 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $8.2M | 0.04% | 682,000 | Common | SOLE |
| 781154109 | RBRK | RUBRIK INC. | $7.7M | 0.04% | 250,000 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $4.2M | 0.02% | 70,000 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $2.0M | 0.01% | 78,521 | Common | SOLE |
| 49845K101 | KVYO | KLAVIYO INC | $871,150 | 0.00% | 35,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $803,616 | 0.00% | 2,561 | Common | SOLE |
| 25445D101 | DDL | DINGDONG CAYMAN LTD | $235,893 | 0.00% | 118,539 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.