Tiger Global discloses updated portfolio positions in 13F filing: New GRAB ZI CFLT positions
Highlights from Q4 2022 filing as compared to Q3 2022:
- New positions in: GRAB (~18.4 mln shares), ZI (~6.2 mln), CFLT (~3.1 mln), MTCH (~1.5 mln), TTWO (~0.7 mln), MBLY (~0.45 mln), MDB (~0.2 mln)
- Increased positions in: AMZN (to ~8.59 mln shares from ~2.7 mln shares), META (to ~7.9 mln from ~4.5 mln), DLO (to ~7.1 mln from ~4.3 mln), PTON (to ~2.45 mln from ~0.9 mln), SPOT (to ~0.5 mln from ~0.01 mln) APO (to ~0.6 mln from ~0.45 mln)
- Maintained positions in: CRWD (~0.9 mln shares), MA (~0.72 mln)
- Closed positions in: LI (from ~17.2 mln shares), VTEX (from ~6.36 mln), BLND (from ~6.2 mln), OLO (from ~5.1 mln), DASH (from ~3.7 mln), RNG (from ~2.5 mln), EGHT (from ~2.2 mln), TSM (from ~1.3 mln), RDFN (from ~0.99 mln), DV (from ~0.96 mln)
- Decreased positions in: NU (to ~25.3 mln shares from ~46.3 mln shares), PGY (to ~63 mln from ~74 mln), UBER (to ~0.6 mln from ~9.9 mln), JD (to ~21.8 mln from ~29.9 mln), TOST (to ~2.4 mln from ~9.9 mln), SE (to ~3.6 mln from ~9.6 mln), XM (to ~1.5 mln from ~7.5 mln), DDOG (to ~0.97 mln from ~5.8 mln), BZ (to ~13.9 mln from ~17.8 mln), RERE (to ~11.5 mln from ~14.4 mln), FRSH (to ~3.1 mln from ~5.2 mln), SQ (to ~1.9 mln from ~3.8 mln), WEAV (to ~5.3 mln from ~7.0 mln), GOOGL (to ~3.7 mln from ~5.5 mln), SHOP (to ~0.1 mln from ~1.7 mln), TEAM (to ~0.4 mln from ~1.7 mln), OZON (to ~6 mln from ~6.96 mln), NOW (to ~0.8 mln from ~1.7 mln), MSFT (to ~5.3 mln from ~6 mln), APP (to ~4.3 mln from ~4.97 mln), WDAY (to ~2.8 mln from ~3.2 mln), HUBS (to ~0.3 mln from ~0.6 mln), S (to ~3.98 mln from ~4.2 mln)
