Tiger Global discloses updated portfolio positions in 13F filing: New XP TSM AAPL positions, Exited APP XM MTCH
Highlights from Q1 2023 filing as compared to Q4 2022:
- New positions in: XP (~7.3 mln shares), TSM (~1.59 mln), AAPL (~0.85 mln), KKR (~0.51 mln), AMAT (~0.42 mln), PANW (~0.26 mln), FLT (~0.17 mln), LRCX (~0.1 mln), NVDA (~0.04 mln)
- Increased positions in: GOOGL (to ~8.36 mln shares from ~3.73 mln shares), CFLT (to ~5.75 mln from ~3.12 mln), JD (to ~24.08 mln from ~21.81 mln), APO (to ~2.61 mln from ~0.63 mln), TTWO (to ~2.4 mln from ~0.71 mln), DDOG (to ~2.64 mln from ~0.97 mln), ZI (to ~7.49 mln from ~6.24 mln) AMZN (to ~9.69 mln from ~8.59 mln), MSFT (to ~5.93 mln from ~5.26 mln), INTU (to ~0.45 mln from ~0 mln)
- Maintained positions in: NU (~25.38 mln shares), CRWD (~0.9 mln shares), NOW (~0.81 mln shares), MA (~0.72 mln shares)
- Closed positions in: APP (from ~4.26 mln shares), XM (from ~1.49 mln), MTCH (from ~1.46 mln), JOBY (from ~0.37 mln), WRBY (from ~0.12 mln)
- Decreased positions in: PGY (to ~43.63 mln shares from ~63 mln shares), BZ (to ~8.52 mln from ~13.86 mln), S (to ~0.04 mln from ~3.98 mln), OZON (to ~3.52 mln from ~6 mln), PTON (to ~0.2 mln from ~2.45 mln), KPLT (to ~1.14 mln from ~2.5 mln), DLO (to ~6.17 mln from ~7.14 mln), SNOW (to ~1.85 mln from ~2.55 mln), FRSH (to ~2.39 mln from ~3.06 mln), TOST (to ~1.87 mln from ~2.42 mln)