Tiger Global Management Portfolio
Tiger Global Management is managed by Chase Coleman; 13F filer (CIK 0001167483).
Q1 2022 · 86 positions · Total reported value $26.04B · Top-10 concentration 63.1%
Turnover: 72.6% · 8 new · 20 cut · 17 exited
In its Q1 2022 13F filing, Tiger Global Management disclosed 86 equity positions with a combined reported value of $26.04B. The filing implies a focused portfolio: its ten largest positions account for 63.1% of reported value. HoldingsHub classifies the profile as Large / Focused / Technology Tilt / High Turnover.
The largest disclosed positions as of Q1 2022 were JD ($2.82B), MSFT ($2.25B), CRWD ($2.00B). By sector, the heaviest allocations are Technology 51.5%, Consumer Discretionary 29.8%. Versus the prior quarter, allocation shifted toward Technology (+3.8pp), Industrials (+1.6pp) and away from Miscellaneous (-0.5pp), Other (-0.6pp).
Versus the prior quarter, Tiger Global Management opened 8 new positions, trimmed 20 and fully exited 17, a turnover rate of 72.6% of positions. The portfolio's overlap with the prior quarter was 51% of names.
Figures come from the fund's SEC Form 13F filing. 13F reports are filed within 45 days of quarter end and cover long positions of $100,000 or more; they exclude short positions and non-13F asset classes, so treat this page as a quarter-end snapshot rather than the fund's live book.
Sector Allocation
| # | Symbol | Company | Shares | Value | Weight | Change |
|---|---|---|---|---|---|---|
| 1 | JD | JD.COM INC | 48.77M | $2.82B | 10.84% | Reduce |
| 2 | MSFT | MICROSOFT CORP | 7.31M | $2.25B | 8.66% | Reduce |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | 8.81M | $2.00B | 7.68% | Add |
| 4 | NU | NU HLDGS LTD | 254.79M | $1.97B | 7.55% | Reduce |
| 5 | SE | SEA LTD | 13.52M | $1.62B | 6.22% | Add |
| 6 | SNOW | SNOWFLAKE INC | 6.84M | $1.57B | 6.02% | Add |
| 7 | NOW | SERVICENOW INC | 2.45M | $1.36B | 5.23% | Add |
| 8 | CVNA | CARVANA CO | 8.53M | $1.02B | 3.91% | Add |
| 9 | DASH | DOORDASH INC | 8.20M | $960.93M | 3.69% | Reduce |
| 10 | META | META PLATFORMS INC. CLASS A | 3.90M | $867.76M | 3.33% | Reduce |
| 11 | WDAY | WORKDAY INC | 2.98M | $712.74M | 2.74% | Reduce |
| 12 | SHOP | SHOPIFY INC | 916.17K | $619.30M | 2.38% | Add |
| 13 | RNG | RINGCENTRAL INC | 4.95M | $580.31M | 2.23% | Hold |
| 14 | LI | LI AUTO INC | 19.79M | $510.82M | 1.96% | Add |
| 15 | AMZN | AMAZON COM INC | 147.74K | $481.63M | 1.85% | Reduce |
| 16 | XPEV | XPENG INC | 13.72M | $378.66M | 1.45% | Add |
| 17 | XYZ | BLOCK INC | 2.74M | $371.31M | 1.43% | Add |
| 18 | DOCU | DOCUSIGN INC | 3.39M | $363.46M | 1.40% | Reduce |
| 19 | DDOG | DATADOG INC | 2.23M | $337.95M | 1.30% | Reduce |
| 20 | MNDY | MONDAY COM LTD | 2.08M | $328.13M | 1.26% | Add |
| 21 | TOST | TOAST INC | 12.67M | $275.37M | 1.06% | Add |
| 22 | PCOR | PROCORE TECHNOLOGIES INC | 4.61M | $267.44M | 1.03% | Reduce |
| 23 | MA | MASTERCARD INCORPORATED | 724.00K | $258.74M | 0.99% | Hold |
| 24 | XM | QUALTRICS INTL INC | 8.17M | $233.34M | 0.90% | Hold |
| 25 | PDD | PDD HOLDINGS INC | 5.77M | $231.52M | 0.89% | Reduce |
| 26 | S | SENTINELONE INC | 5.91M | $228.95M | 0.88% | Add |
| 27 | ONEM | 1LIFE HEALTHCARE INC | 17.67M | $195.82M | 0.75% | Add |
| 28 | STRYQ | STARRY GROUP HOLDINGS INC | 22.02M | $181.88M | 0.70% | New |
| 29 | BZ | KANZHUN LIMITED | 7.28M | $181.36M | 0.70% | Add |
| 30 | DV | DOUBLEVERIFY HLDGS INC | 6.42M | $161.59M | 0.62% | Reduce |
| 31 | COIN | COINBASE GLOBAL INC | 836.60K | $158.84M | 0.61% | Reduce |
| 32 | ESTC | ELASTIC N V | 1.43M | $127.36M | 0.49% | Reduce |
| 33 | EMBK | EMBARK TECHNOLOGY INC | 21.29M | $125.42M | 0.48% | Reduce |
| 34 | ZM | ZOOM COMMUNICATIONS INC | 1.04M | $121.92M | 0.47% | Reduce |
| 35 | RBLX | ROBLOX CORP | 2.62M | $121.14M | 0.47% | Reduce |
| 36 | EGHT | 8X8 INC NEW | 9.00M | $113.31M | 0.43% | Hold |
| 37 | BLND | BLEND LABS INC | 19.78M | $112.77M | 0.43% | Reduce |
| 38 | DAVE | DAVE INC | 13.84M | $98.99M | 0.38% | New |
| 39 | IS | IRONSOURCE LTD | 20.50M | $98.40M | 0.38% | Hold |
| 40 | PLAN | ANAPLAN INC | 1.50M | $97.31M | 0.37% | Hold |
| 41 | ZEN | ZENDESK INC | 714.00K | $85.89M | 0.33% | Hold |
| 42 | CRM | SALESFORCE INC | 387.70K | $82.32M | 0.32% | Hold |
| 43 | FUTU | FUTU HLDGS LTD | 2.48M | $80.75M | 0.31% | Reduce |
| 44 | OZON | OZON HLDGS PLC | 6.96M | $80.72M | 0.31% | Add |
| 45 | SPOT | SPOTIFY TECHNOLOGY S A | 534.08K | $80.65M | 0.31% | Reduce |
| 46 | DLO | DLOCAL LTD | 2.35M | $73.31M | 0.28% | Reduce |
| 47 | WRBY | WARBY PARKER INC | 2.08M | $70.19M | 0.27% | Reduce |
| 48 | CFLT | CONFLUENT INC | 1.36M | $55.62M | 0.21% | Reduce |
| 49 | RERE | ATRENEW INC | 14.97M | $52.99M | 0.20% | Reduce |
| 50 | YMM | FULL TRUCK ALLIANCE CO LTD | 7.88M | $52.54M | 0.20% | Reduce |