Tiger Global discloses updated portfolio positions in 13F filing: New DXCM AVGO positions; Increased SE TSM DASH AMZN ZI holdings; Exited CFLT PGY BABA BZ SNOW PTON KKR
Highlights from Q4 2023 filing as compared to Q3 2023 (all amounts are approximate):
- New positions in: DXCM (1.15 mln shares), AVGO (0.18 mln)
- Increased positions in: SE (to 14.32 mln shares from 11.7 mln shares), TSM (to 3.04 mln from 2.06 mln), DASH (to 2.2 mln from 1.23 mln), AMZN (to 4.88 mln from 3.94 mln), FLT (to 1.3 mln from 0.78 mln), PCOR (to 1.6 mln from 1.18 mln), ZI (to 7.15 mln from 6.74 mln), LRCX (to 0.4 mln from 0.37 mln)
- Maintained positions in: GRAB (51.3 mln shares), NU (20.6 mln shares), APO (12.29 mln shares), TTWO (5.16 mln shares), ESTC (1.69 mln shares), CRWD (0.9 mln shares), NOW (0.58 mln shares)
- Closed positions in: CFLT (from 5.19 mln shares), PGY (from 3.57 mln), BZ (from 3.31 mln), BABA (from 1.48 mln), SNOW (from 0.79 mln), KKR (from 0.51 mln), INTU (from 0.51 mln), HUBS (from 0.26 mln), PTON (from 0.2 mln)
- Decreased positions in: UBER (to 3.05 mln shares from 5.13 mln shares), META (to 7.47 mln from 8.9 mln), GOOGL (to 4.06 mln from 5.34 mln), JD (to 8.8 mln from 9.86 mln), NVDA (to 0.97 mln from 1.11 mln), WDAY (to 1.98 mln from 2.82 mln), MSFT (to 5.34 mln from 6.13 mln), PDD (to 0.63 mln from 1.37 mln), TOST (to 1.1 mln from 1.44 mln), FRSH (to 0.73 mln from 0.91 mln)