Tiger Global discloses updated portfolio positions in 13F filing: New ESTC BABA PDD DASH PCOR ARM positions; Increased UBER GOOGL WDAY NVDA TTWO; Exited DLO KPLT
Highlights from Q3 2023 filing as compared to Q2 2023:
- New positions in: ESTC (1.71 mln shares), BABA (~1.5 mln), PDD (~1.4 mln), DASH (~1.2 mln), PCOR (~1.2 mln), ARM (300K), CART (175K), ODD (135K)
- Increased positions in: GRAB (to ~51.3 mln shares from ~23.4 mln shares), SE (to ~11.7 mln from ~3.4 mln), CFLT (to ~5.2 mln from ~3.0 mln), UBER (to ~5.1 mln from ~3.6 mln), GOOGL (to ~5.3 mln from ~3.8 mln), WDAY (to ~2.8 mln from ~2 mln), NVDA (to ~1.1 mln from ~0.6 mln) TTWO (to ~5.3 mln from ~4.8 mln), MSFT (to ~6.1 mln from ~5.7 mln) META (to ~8.9 mln from ~8.6 mln) LLY (to ~0.9 mln from ~0.7 mln), TSM (to ~2.1 mln from ~1.9 mln) HUBS (to ~0.26 mln from ~0.08 mln)
- Maintained positions in: NU (~20.4 mln shares), APO (~12.3 mln shares), CRWD (~0.9 mln shares), FLT (~0.8 mln shares)
- Closed positions in: DLO (from ~0.6 mln shares)
- Decreased positions in: PGY (to ~3.6 mln shares from ~32.8 mln shares), JD (to ~9.9 mln from ~21.1 mln), BZ (to ~3.3 mln from ~6.96 mln), INTU (to ~0.5 mln from ~1. mln), NOW (to ~0.59 mln from ~0.62 mln)