Tiger Global discloses updated portfolio positions in 13F filing: New GOOGL IOT Z LW positions, Exited IS HOOD ZM
Highlights from 2022 Q2 filing as compared to Q1 2022:
- New positions in: IOT (~4.65 mln shares), Z (~0.23 mln), LW (~0.18 mln), GOOGL (~0.11 mln)
- Increased positions in: BZ (to ~11.66 mln shares from ~7.28 mln shares), S (to ~10.01 mln from ~5.91 mln), TOST (to ~14.69 mln from ~12.67 mln), OLO (to ~4.5 mln from ~3.61 mln), SHOP (to ~1.66 mln from ~0.92 mln) META (to ~4.49 mln from ~3.9 mln), FRSH (to ~2.96 mln from ~2.43 mln) GTLB (to ~0.78 mln from ~0.53 mln), HCP (to ~0.01 mln from ~0 mln),
- Maintained positions in: MA (~0.72 mln shares)
- Closed positions in: IS (from ~20.5 mln shares), PRM (from ~7.31 mln), DOCU (from ~3.39 mln), HOOD (from ~2.89 mln), OSCR (from ~2.13 mln), SUMO (from ~1.93 mln), ESTC (from ~1.43 mln), CFLT (from ~1.36 mln), ZM (from ~1.04 mln), KIND (from ~0.9 mln)
- Decreased positions in: NU (to ~203.01 mln shares from ~254.79 mln shares), JD (to ~30.53 mln from ~48.77 mln), DDL (to ~0.12 mln from ~12.14 mln), EMBK (to ~9.92 mln from ~21.29 mln), XPEV (to ~4.36 mln from ~13.72 mln), CVNA (to ~0.11 mln from ~8.53 mln), DAVE (to ~6.32 mln from ~13.84 mln) AMZN (to ~2.61 mln from ~2.95 mln), LI (to ~12.79 mln from ~19.79 mln), YMM (to ~1.53 mln from ~7.88 mln), PDD (to ~0 mln from ~5.77 mln), BLND (to ~14.02 mln from ~19.78 mln), SE (to ~8.2 mln from ~13.52 mln), DASH (to ~3.06 mln from ~8.2 mln), EGHT (to ~4 mln from ~9 mln), SNOW (to ~2.13 mln from ~6.84 mln), RBLX (to ~0.09 mln from ~2.62 mln), CRWD (to ~6.55 mln from ~8.81 mln), MSFT (to ~5.16 mln from ~7.31 mln), ONTF (to ~0.08 mln from ~2.08 mln), WRBY (to ~0.27 mln from ~2.08 mln), SQ (to ~0.95 mln from ~2.74 mln), RNG (to ~3.19 mln from ~4.95 mln), WDAY (to ~1.35 mln from ~2.98 mln), NOW (to ~1.12 mln from ~2.45 mln), MNDY (to ~0.78 mln from ~2.08 mln), FUTU (to ~1.52 mln from ~2.48 mln), RDFN (to ~0.99 mln from ~1.85 mln), XM (to ~7.45 mln from ~8.17 mln), ONEM (to ~16.99 mln from ~17.67 mln), COIN (to ~0.15 mln from ~0.84 mln), UBER (to ~0.62 mln from ~1.24 mln)