Tiger Global discloses updated portfolio positions in 13F filing: New APP TSM positions, Exits ONEM XPEV
Highlights from 2022 Q3 filing as compared to Q3 2022:
- New positions in: PGY (~74.38 mln shares), APP (~4.97 mln), TSM (~1.32 mln), HUBS (~0.59 mln), PYPL (~0.05 mln)
- Increased positions in: BZ (to ~17.82 mln shares from ~11.66 mln shares), LI (to ~17.21 mln from ~12.79 mln), DDOG (to ~5.78 mln from ~1.81 mln), GOOGL (to ~5.47 mln from ~2.21 mln), SQ (to ~3.8 mln from ~0.95 mln) DLO (to ~4.29 mln from ~1.85 mln), FRSH (to ~5.2 mln from ~2.96 mln) WDAY (to ~3.17 mln from ~1.35 mln), SE (to ~9.55 mln from ~8.2 mln), MSFT (to ~6 mln from ~5.16 mln), OLO (to ~5.1 mln from ~4.5 mln), DASH (to ~3.66 mln from ~3.06 mln) NOW (to ~1.69 mln from ~1.12 mln), SNOW (to ~2.6 mln from ~2.13 mln) TEAM (to ~1.72 mln from ~1.52 mln), PTON (to ~0.92 mln from ~0.77 mln)
- Maintained positions in: JD (~29.86 mln shares), META (~4.49 mln shares), AMZN (~2.68 mln shares), MA (~0.72 mln shares)
- Closed positions in: ONEM (from ~16.99 mln shares), DAVE (from ~6.32 mln), IOT (from ~4.65 mln), XPEV (from ~4.36 mln), MTTR (from ~3.6 mln), PCOR (from ~3.12 mln), GTLB (from ~0.78 mln), Z (from ~0.23 mln), CVNA (from ~0.11 mln)
- Decreased positions in: NU (to ~46.32 mln shares from ~203.01 mln shares), EMBK (to ~0.5 mln from ~9.92 mln), BLND (to ~6.21 mln from ~14.02 mln), S (to ~4.15 mln from ~10.01 mln), CRWD (to ~0.9 mln from ~6.55 mln), TOST (to ~9.9 mln from ~14.69 mln), KPLT (to ~2.74 mln from ~5 mln), DV (to ~0.96 mln from ~2.79 mln), EGHT (to ~2.17 mln from ~4 mln), FUTU (to ~0.67 mln from ~1.52 mln)