Crossover · Crossover · New York, NY
Tiger Global Management
Q4 2021 · compared with Q3 2021
Filed as Tiger Global Management LLC
Crossover hedge fund and venture. The public book is the 13F.
- Software
- $19.3B
- Weight of 13F
- 42.0%
- Names
- 59
- Net bought
- −$775M
Filed 14 February 2022 · SEC filing.
169 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20269 names$2.3B−$933M
- Q1 202617 names$3.0B−$3.4B
- Q4 202519 names$7.4B+$770M
- Q3 202520 names$8.9B−$39.5M
- Q2 202516 names$8.2B+$144M
- Q1 202515 names$6.6B+$1.1B
- Q4 202417 names$6.0B+$704M
- Q3 202416 names$5.0B+$15.8M
- Q2 202416 names$5.1B−$2.5M
- Q1 202416 names$5.1B+$419M
- Q4 202315 names$4.3B−$1.0B
- Q3 202318 names$4.5B+$515M
- Q2 202316 names$4.2B−$576M
- Q1 202321 names$4.2B+$166M
- Q4 202221 names$3.5B−$1.6B
- Q3 202222 names$5.0B+$421M
- Q2 202225 names$4.9B−$4.3B
- Q1 202231 names$12.3B−$3.6B
- Q4 202159 names$19.3B−$775M
- Q3 202155 names$21.8B+$1.1B
- Q2 202145 names$21.4B+$4.1B
- Q1 202136 names$14.6B+$2.4B
- Q4 202034 names$13.2B+$599M
- Q3 202032 names$10.6B+$1.5B
- Q2 202026 names$7.7B+$709M
- Q1 202024 names$4.5B+$173M
- Q4 201924 names$4.3B−$139M
- Q3 201925 names$4.2B+$161M
- Q2 201920 names$4.1B+$533M
- Q1 201915 names$3.3B−$1.6M
- Q4 201812 names$2.5B−$94.9M
- Q3 201812 names$2.9B+$170M
- Q2 201810 names$2.3B+$285M
- Q1 20188 names$1.8B+$419M
- Q4 20177 names$1.2B+$144M
- Q3 20175 names$991M+$180M
- Q2 20173 names$730M+$553M
- Q1 20172 names$144MFlat
- Q4 20162 names$135M+$122M
- Q3 20161 name$3.0M−$10.7M
- Q2 20162 names$12.9M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT8,482,234 shares · 14.8% of their software · price +$461M$2.9B−$1.3B
- SnowflakeSNOW6,020,669 shares · 10.6% of their software · price +$219M$2.0B+$257M
- CrowdStrikeCRWD7,537,000 shares · 8.0% of their software · price −$309M$1.5BFlat
- ServiceNowNOW2,206,240 shares · 7.4% of their software · price +$59.2M$1.4BFlat
- WorkdayWDAY4,218,750 shares · 6.0% of their software · price +$98.3M$1.2BFlat
- ZoomZM6,130,493 shares · 5.8% of their software · price −$476M$1.1B+$357M
- ShopifySHOP806,850 shares · 5.8% of their software · price +$17.4M$1.1B−$102M
- DocuSignDOCU6,927,480 shares · 5.5% of their software · price −$728M$1.1B−$98.0M
- DatadogDDOG5,302,737 shares · 4.9% of their software · price +$195M$944M+$8.8M
- RingCentralRNG4,951,000 shares · 4.8% of their software · price −$149M$928M+$217M
- Uber Technologies, Inc.UBER18,030,075 shares · 3.9% of their software · price −$51.7M$756M−$122M
- ProcorePCOR7,889,130 shares · 3.3% of their software · price −$73.9M$631M−$146M
- ElasticESTC4,019,843 shares · 2.6% of their software · price −$104M$495MFlat
- AdobeADBE737,500 shares · 2.2% of their software · price −$6.4M$418MFlat
- UiPathPATH8,211,825 shares · 1.8% of their software · price −$77.8M$354M−$123M
- DoubleVerifyDV8,591,534 shares · 1.5% of their software · price −$7.6M$286M−$179M
- Block, Inc.XYZ1,384,000 shares · 1.2% of their software · price −$108M$224M+$113M
- ToastTOST4,500,000 shares · 0.8% of their software · price −$68.6M$156M+$162M
- 8x8EGHT9,000,000 shares · 0.8% of their software$151MFlat
- Blend Labs, Inc.BLND19,900,829 shares · 0.8% of their software · price −$122M$146M+$19.2M
- AsanaASAN1,955,000 shares · 0.8% of their software · price −$57.3M$146M−$96.2M
- DLocal LimitedDLO3,928,942 shares · 0.7% of their software · price −$74.1M$140M+$72.4M
- DigitalOceanDOCN1,700,000 shares · 0.7% of their software · price +$4.6M$137MFlat
- VTEXVTEX11,312,217 shares · 0.6% of their software · price −$111M$121MFlat
- SalesforceCRM387,700 shares · 0.5% of their software · price −$6.6M$98.5MFlat
- Full Truck Alliance Co. Ltd.YMM11,466,707 shares · 0.5% of their software · price −$79.8M$96.0MNew · +$176M
- SentinelOneS1,764,801 shares · 0.5% of their software · price −$5.4M$89.1M+$13.6M
- monday.comMNDY200,000 shares · 0.3% of their software · price −$3.5M$61.7MFlat
- AppLovinAPP600,000 shares · 0.3% of their software · price +$13.1M$56.6MFlat
- Commerce.com, Inc.CMRC1,350,000 shares · 0.2% of their software · price −$20.6M$47.8MFlat
- MongoDBMDB82,000 shares · 0.2% of their software · price +$4.7M$43.4MFlat
- DoximityDOCS750,000 shares · 0.2% of their software · price −$22.9M$37.6MFlat
- GitLabGTLB400,000 shares · 0.2% of their software$34.8MNew · +$34.8M
- IntuitINTU52,190 shares · 0.2% of their software · price +$5.4M$33.6M−$16.7M
- AvePointAVPT5,000,000 shares · 0.2% of their software · price −$11.0M$31.5MFlat
- C3.aiAI1,000,000 shares · 0.2% of their software · price −$15.1M$31.3MFlat
- DynatraceDT500,000 shares · 0.2% of their software · price −$5.3M$30.2MFlat
- JFrogFROG1,000,000 shares · 0.2% of their software · price −$3.8M$29.7MFlat
- BrazeBRZE350,000 shares · 0.1% of their software$27.0MNew · +$27.0M
- CloudflareNET175,000 shares · 0.1% of their software · price +$3.3M$23.0MFlat
- FreshworksFRSH809,071 shares · 0.1% of their software · price −$13.3M$21.2M+$4.7M
- TwilioTWLO74,701 shares · 0.1% of their software · price −$4.2M$19.7MFlat
- Definitive HealthcareDH600,000 shares · 0.1% of their software · price −$9.3M$16.4MFlat
- DuolingoDUOL150,000 shares · 0.1% of their software · price −$9.0M$15.9MFlat
- Sportradar Group AGSRAD750,000 shares · 0.1% of their software · price −$3.8M$13.2MFlat
- Grab Holdings LimitedGRAB1,800,000 shares · 0.1% of their software · price −$5.6M$12.8MNew · +$18.4M
- StoneCo Ltd.STNE730,827 shares · 0.1% of their software · price −$13.1M$12.3MFlat
- Expensify, Inc.EXFY250,000 shares · 0.1% of their software$11.0MNew · +$11.0M
- ZoomInfoZI150,000 shares · 0.0% of their software$9.6MFlat
- PagerDutyPD150,000 shares · 0.0% of their software · price −$1.0M$5.2MFlat
- VertexVERX325,000 shares · 0.0% of their software · price −$1.1M$5.2MFlat
- DropboxDBX200,000 shares · 0.0% of their software · price −$936K$4.9MFlat
- AlkamiALKT150,000 shares · 0.0% of their software · price −$693K$3.0MFlat
- Health CatalystHCAT50,000 shares · 0.0% of their software · price −$520K$2.0MFlat
- OktaOKTA5,590 shares · 0.0% of their software$1.3MFlat
- Agora, Inc.API70,000 shares · 0.0% of their software · price −$895K$1.1M−$48.0M
- N-ableNABL100,000 shares · 0.0% of their software$1.1MFlat
- SemrushSEMR10,000 shares · 0.0% of their software$209KFlat
- Kingsoft Cloud Holdings LimitedKC10,000 shares · 0.0% of their software$158KFlat