Tiger Global Management

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.

• ZoomZM−$936M$122M
• Uber Technologies, Inc.UBER−$704M$44.4M
• monday.comMNDY+$579M$328M
• DatadogDDOG−$547M$338M
• DocuSignDOCU−$538M$363M

Software held

• MicrosoftMSFT7,312,539 shares · 18.3% of their software · price −$205M$2.3B−$393M
• CrowdStrikeCRWD8,808,818 shares · 16.2% of their software · price +$197M$2.0B+$260M
• SnowflakeSNOW6,841,769 shares · 12.7% of their software · price −$750M$1.6B+$278M
• ServiceNowNOW2,445,005 shares · 11.1% of their software · price −$225M$1.4B+$155M
• WorkdayWDAY2,976,432 shares · 5.8% of their software · price −$100M$713M−$339M
• ShopifySHOP916,175 shares · 5.0% of their software · price −$643M$619M+$151M
• RingCentralRNG4,951,000 shares · 4.7% of their software · price −$347M$580MFlat
• Block, Inc.XYZ2,738,276 shares · 3.0% of their software · price −$70.9M$371M+$219M
• DocuSignDOCU3,393,000 shares · 3.0% of their software · price −$153M$363M−$538M
• DatadogDDOG2,231,169 shares · 2.7% of their software · price −$59.4M$338M−$547M
• monday.comMNDY2,075,846 shares · 2.7% of their software · price −$313M$328M+$579M
• ToastTOST12,672,463 shares · 2.2% of their software · price −$164M$275M+$284M
• ProcorePCOR4,614,185 shares · 2.2% of their software · price −$102M$267M−$262M
• SentinelOneS5,909,855 shares · 1.9% of their software · price −$69.4M$229M+$209M
• DoubleVerifyDV6,420,000 shares · 1.3% of their software · price −$52.1M$162M−$72.3M
• ElasticESTC1,431,843 shares · 1.0% of their software · price −$48.9M$127M−$319M
• ZoomZM1,040,000 shares · 1.0% of their software · price −$69.3M$122M−$936M
• 8x8EGHT9,000,000 shares · 0.9% of their software$113MFlat
• Blend Labs, Inc.BLND19,784,234 shares · 0.9% of their software · price −$32.4M$113MFlat
• SalesforceCRM387,700 shares · 0.7% of their software · price −$16.2M$82.3MFlat
• DLocal LimitedDLO2,345,180 shares · 0.6% of their software · price −$10.4M$73.3M−$56.5M
• Full Truck Alliance Co. Ltd.YMM7,876,707 shares · 0.4% of their software · price −$13.4M$52.5M−$30.0M
• Uber Technologies, Inc.UBER1,244,502 shares · 0.4% of their software · price −$7.8M$44.4M−$704M
• FreshworksFRSH2,429,913 shares · 0.4% of their software · price −$20.3M$43.5M+$42.6M
• VTEXVTEX6,720,647 shares · 0.3% of their software · price −$30.7M$41.3M−$49.2M
• GitLabGTLB526,512 shares · 0.2% of their software · price −$17.1M$28.7M+$11.0M
• TwilioTWLO125,000 shares · 0.2% of their software · price −$12.3M$20.6M+$13.2M
• UiPathPATH401,440 shares · 0.1% of their software · price −$8.6M$8.7M−$337M
• StoneCo Ltd.STNE717,248 shares · 0.1% of their software · price −$3.7M$8.4MFlat
• IntuitINTU3,782 shares · 0.0% of their software · price −$614K$1.8M−$31.1M
• OktaOKTA5,590 shares · 0.0% of their software$844KFlat