Tiger Global discloses updated portfolio positions in 13F filing: New STRY DAVE positions
Highlights from 2022 Q1 filing as compared to Q4 2021:
- New positions in: STRY (~22.02 mln shares), DAVE (~13.84 mln)
- Increased positions in: LI (to ~19.79 mln shares from ~7.4 mln shares), DDL (to ~12.14 mln from ~1.05 mln), TOST (to ~12.67 mln from ~4.5 mln), XPEV (to ~13.72 mln from ~6.23 mln), BZ (to ~7.28 mln from ~1.05 mln), S (to ~5.91 mln from ~1.76 mln), ONEM (to ~17.67 mln from ~13.79 mln) SE (to ~13.52 mln from ~11.39 mln), MNDY (to ~2.08 mln from ~0.2 mln), RDFN (to ~1.85 mln from ~0.01 mln)
- Maintained positions in: RNG (~4.95 mln shares)
- Closed positions in: EDU (from ~9.22 mln shares), RUN (from ~7.07 mln), YSG (from ~5.71 mln), PLTK (from ~5.5 mln), AVPT (from ~5 mln), BKSY (from ~5 mln), SPIR (from ~5 mln), CPNG (from ~3.57 mln), BHG (from ~3.35 mln)
- Decreased positions in: UBER (to ~1.24 mln shares from ~18.03 mln shares), NU (to ~254.79 mln from ~265.98 mln), HOOD (to ~2.89 mln from ~13.66 mln), PDD (to ~5.77 mln from ~15.78 mln), PTON (to ~1.22 mln from ~10.21 mln), PATH (to ~0.4 mln from ~8.21 mln), ZM (to ~1.04 mln from ~6.13 mln), JD (to ~48.77 mln from ~53.73 mln), VTEX (to ~6.72 mln from ~11.31 mln), BABA (to ~0 mln from ~4.22 mln)