Tiger Global Management
13F Holdings and Portfolio Analysis
Chase Coleman III 2022 Q3 13F holdings, quarterly changes, portfolio value trend and position weight distribution.
Tiger Global Management Overview
Tiger Global Management held 64 stocks in 2022 Q3, with total market value around $10.89B.
Tiger Global Management's top five holdings in 2022 Q3: JD.com, Inc.(JD) 13.79%, MICROSOFT CORP COM(MSFT) 12.84%, ServiceNow, Inc.(NOW) 5.87%, Meta Platforms, Inc.(META) 5.59%, Sea Limited(SE) 4.92%.
- Portfolio Value
- $10.89B
- Current Holdings
- 64 stocks
- New / Increased
- 6 / 19
- Reduced / Exited
- 13 / 15
Current Holdings
| 1 | JD.com, Inc.JD | 1.50 | 13.79% | 29.86 -2.18% | $50.30 | $33.07 -34.25% | $31.68 | -0.67 | 8.00 | +$0.04B+4.40% | Reduced |
| 2 | MICROSOFT CORP COMMSFT | 1.40 | 12.84% | 6.00 +16.40% | $232.90 | $460.25 +97.62% | $222.82 | +0.85 | 6.00 | +$1.43B+106.55% | Increased |
| 3 | ServiceNow, Inc.NOW | 0.64 | 5.87% | 1.69 +51.78% | $377.61 | $124.37 -67.06% | $294.87 | +0.58 | 5.25 | -$0.29B-57.82% | Increased |
| 4 | Meta Platforms, Inc.META | 0.61 | 5.59% | 4.49 -0.10% | $135.68 | $612.96 +351.77% | $164.84 | -0.00 | 6.00 | +$2.01B+271.85% | Reduced |
| 5 | Sea LimitedSE | 0.54 | 4.92% | 9.55 +16.55% | $56.05 | $90.53 +61.52% | $81.16 | +1.36 | 4.75 | +$0.09B+11.54% | Increased |
| 6 | ALPHABET INC CAP STK CL AGOOGL | 0.52 | 4.81% | 5.47 +4854.82% | $95.65 | $375.95 +293.05% | $137.70 | +5.36 | 0.50 | +$1.30B+173.02% | Increased |
| 7 | Datadog, Inc.DDOG | 0.51 | 4.71% | 5.78 +218.31% | $88.78 | $152.87 +72.19% | $78.41 | +3.96 | 3.25 | +$0.43B+94.96% | Increased |
| 8 | WORKDAY INC CL AWDAY | 0.48 | 4.43% | 3.17 +134.59% | $152.22 | $146.95 -3.46% | $159.61 | +1.82 | 3.25 | -$0.04B-7.93% | Increased |
| 9 | SNOWFLAKE INC COM SHSSNOW | 0.44 | 4.06% | 2.60 +22.14% | $169.96 | $255.55 +50.36% | $247.56 | +0.47 | 2.25 | +$0.02B+3.23% | Increased |
| 10 | Li Auto Inc.LI | 0.40 | 3.64% | 17.21 +34.55% | $23.01 | $22.51 -2.17% | $37.01 | +4.42 | 2.25 | -$0.25B-39.19% | Increased |
| 11 | ATLASSIAN CORP PLCCUSIP G06242104 | 0.36 | 3.33% | 1.72 +13.19% | $210.59 | - | $141.24 | +0.20 | 7.00 | +$0.12B+49.10% | Increased |
| 12 | Amazon.com, Inc.AMZN | 0.30 | 2.78% | 2.68 +2.36% | $113.00 | $264.24 +133.84% | $150.92 | +0.06 | 7.50 | +$0.30B+75.09% | Increased |
| 13 | KANZHUN LIMITEDBZ | 0.30 | 2.76% | 17.82 +52.89% | $16.88 | - | $17.82 | +6.16 | 1.50 | -$0.02B-5.26% | Increased |
| 14 | Uber Technologies, Inc.UBER | 0.26 | 2.41% | 9.92 +1501.66% | $26.50 | $73.03 +175.59% | $27.48 | +9.30 | 3.50 | +$0.45B+165.71% | Increased |
| 15 | Block, Inc.XYZ | 0.21 | 1.92% | 3.80 +299.91% | $54.99 | $75.20 +36.75% | $60.03 | +2.85 | 2.00 | +$0.06B+25.27% | Increased |
| 16 | Mastercard IncorporatedMA | 0.21 | 1.89% | 0.72 - | $284.34 | $490.28 +72.43% | $155.29 | 0.00 | 9.50 | +$0.24B+215.73% | Held |
| 17 | NU HLDGS LTD ORD SHS CL ANU | 0.20 | 1.87% | 46.32 -77.18% | $4.40 | $11.64 +164.52% | $9.38 | -156.69 | 1.00 | +$0.10B+24.08% | Reduced |
| 18 | DoorDash, Inc.DASH | 0.18 | 1.66% | 3.66 +19.55% | $49.45 | $154.61 +212.66% | $137.89 | +0.60 | 2.00 | +$0.06B+12.12% | Increased |
| 19 | TOAST INC CL ATOST | 0.17 | 1.52% | 9.90 -32.62% | $16.72 | $26.03 +55.68% | $19.43 | -4.79 | 1.25 | +$0.07B+33.94% | Reduced |
| 20 | HUBSPOT INCCUSIP 443573100 | 0.16 | 1.47% | 0.59 | $270.12 | - | $270.12 | +0.59 | 0.25 | $0.00B0.00% | New |
| 21 | CROWDSTRIKE HLDGS INC CL ACRWD | 0.15 | 1.36% | 0.90 -86.26% | $164.81 | $731.00 +343.54% | $128.18 | -5.65 | 3.50 | +$0.54B+470.31% | Reduced |
| 22 | PAGAYA TECHNOLOGIES LTDCUSIP M7S64L115 | 0.13 | 1.24% | 74.38 | $1.81 | - | $1.81 | +74.38 | 0.25 | $0.00B0.00% | New |
| 23 | SentinelOne, Inc.S | 0.11 | 0.97% | 4.15 -58.52% | $25.56 | $16.68 -34.74% | $33.29 | -5.86 | 1.50 | -$0.07B-49.90% | Reduced |
| 24 | RINGCENTRAL INCCUSIP 76680R206 | 0.10 | 0.91% | 2.49 -22.08% | $39.96 | - | $151.12 | -0.70 | 3.75 | -$0.28B-73.56% | Reduced |
| 25 | AppLovin CorporationAPP | 0.10 | 0.89% | 4.97 | $19.49 | $570.99 +2829.66% | $19.49 | +4.97 | 0.25 | +$2.74B+2829.66% | New |
Showing 1-25 of 64
"Holding Period (yrs)" is the latest uninterrupted holding duration, calculated by dividing continuous reported quarters by 4.
Cost basis is an estimate and can differ materially from the actual cost, especially in edge cases.
Cost basis estimate: from the latest uninterrupted holding period, new or increased shares are added to the cost pool at the report price; reductions remove shares at the then-average cost. Example: buy 100 shares at $10 in Q1 and add 50 shares at $16 in Q2, estimated cost basis is (100 x 10 + 50 x 16) / 150 = $12 per share.
Return shows estimated dollar return on top and percentage return below. It uses current price when available, otherwise report price.
Exited Holdings
Stocks no longer disclosed in the current 13F portfolio for 2022 Q3.
| 1 | PROCORE TECHNOLOGIES INC COMPCOR | 3.12 | 1.25 | $94.95 | $45.39 | -$0.15B-52.20% |
| 2 | XPeng Inc.XPEV | 4.36 | 2.00 | $36.48 | $31.74 | -$0.02B-12.99% |
| 3 | 1LIFE HEALTHCARE INCCUSIP 68269G107 | 16.99 | 1.75 | $22.25 | $7.84 | -$0.24B-64.77% |
| 4 | MONDAY COM LTD SHSMNDY | 0.78 | 1.25 | $27.32 | $113.34 | +$0.07B+314.90% |
| 5 | SAMSARA INCCUSIP 79589L106 | 4.65 | 0.25 | $11.17 | $11.17 | $0.00B0.00% |
| 6 | GITLAB INC CLASS A COMGTLB | 0.78 | 0.75 | $70.76 | $53.14 | -$0.01B-24.90% |
| 7 | TCV ACQUISITION CORPCUSIP G8704C124 | 2.50 | 1.25 | $9.91 | $9.75 | -$0.00B-1.61% |
| 8 | LIBERTY MEDIA ACQUISITION COCUSIP 53073L203 | 1.70 | 1.50 | $10.71 | $9.92 | -$0.00B-7.38% |
| 9 | MELI KASZEK PIONEER CORPCUSIP G5S74L106 | 1.50 | 1.00 | $11.05 | $9.90 | -$0.00B-10.41% |
| 10 | FULL TRUCK ALLIANCE CO LTDYMM | 1.53 | 0.75 | $41.85 | $6.55 | -$0.05B-84.35% |
| 11 | MATTERPORT INCCUSIP 577096100 | 3.60 | 1.00 | $18.91 | $3.66 | -$0.05B-80.65% |
| 12 | Zillow Group, Inc.Z | 0.23 | 0.25 | $31.75 | $31.75 | $0.00B0.00% |
| 13 | EMBARK TECHNOLOGY INCCUSIP 29079J103 | 9.92 | 0.75 | $8.68 | $0.51 | -$0.08B-94.18% |
| 14 | DAVE INCCUSIP 23834J102 | 6.32 | 0.50 | $7.15 | $0.69 | -$0.04B-90.37% |
| 15 | Carvana Co.CVNA | 0.11 | 3.50 | $101.23 | $20.30 | -$0.01B-79.95% |
Showing 1-15 of 15
Exited holdings are stocks disclosed in the previous report period but no longer disclosed in the current 13F portfolio.
"Holding Period (yrs)" is the latest uninterrupted holding duration, calculated by dividing continuous reported quarters by 4.
Cost basis uses the same weighted cost-pool method as current holdings. Estimated exit price uses the current report period weighted report price when available, otherwise the previous report price; it does not represent the actual sale price.
Exit return shows estimated dollar return on top and percentage return below.
Portfolio Visuals
Track portfolio value, position weights and Top 10 history.