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.

• SnowflakeSNOW−$1.1B$296M
• ServiceNowNOW−$740M$531M
• MicrosoftMSFT−$664M$1.3B
• CrowdStrikeCRWD−$513M$1.1B
• ShopifySHOP+$504M$51.9M

Software held

• MicrosoftMSFT5,158,178 shares · 27.1% of their software · price −$266M$1.3B−$664M
• CrowdStrikeCRWD6,551,404 shares · 22.6% of their software · price −$383M$1.1B−$513M
• ServiceNowNOW1,116,184 shares · 10.9% of their software · price −$90.8M$531M−$740M
• SnowflakeSNOW2,129,291 shares · 6.1% of their software · price −$192M$296M−$1.1B
• SentinelOneS10,010,610 shares · 4.8% of their software · price −$154M$234M+$159M
• ToastTOST14,693,414 shares · 3.9% of their software · price −$129M$190M+$43.9M
• WorkdayWDAY1,352,337 shares · 3.9% of their software · price −$135M$189M−$389M
• DatadogDDOG1,814,283 shares · 3.5% of their software · price −$102M$173M−$63.1M
• RingCentralRNG3,191,815 shares · 3.4% of their software · price −$207M$167M−$206M
• ProcorePCOR3,116,003 shares · 2.9% of their software · price −$39.2M$141M−$86.8M
• monday.comMNDY778,126 shares · 1.6% of their software · price −$42.7M$80.3M−$205M
• DoubleVerifyDV2,794,907 shares · 1.3% of their software · price −$7.0M$63.4M−$91.2M
• Block, Inc.XYZ950,028 shares · 1.2% of their software · price −$70.4M$58.4M−$242M
• SamsaraIOT4,649,140 shares · 1.1% of their software · price −$22.5M$51.9MNew · +$74.5M
• ShopifySHOP1,662,240 shares · 1.1% of their software · price −$1.1B$51.9M+$504M
• DLocal LimitedDLO1,849,659 shares · 1.0% of their software · price −$9.3M$48.6M−$15.5M
• GitLabGTLB778,000 shares · 0.8% of their software · price −$1.0M$41.3M+$13.7M
• FreshworksFRSH2,961,144 shares · 0.8% of their software · price −$14.1M$38.9M+$9.5M
• Blend Labs, Inc.BLND14,022,186 shares · 0.7% of their software · price −$46.8M$33.1M−$32.8M
• 8x8EGHT4,000,000 shares · 0.4% of their software$20.6M—
• VTEXVTEX6,362,217 shares · 0.4% of their software · price −$19.5M$19.6M−$2.2M
• Full Truck Alliance Co. Ltd.YMM1,532,470 shares · 0.3% of their software · price +$3.7M$13.9M−$42.3M
• Uber Technologies, Inc.UBER619,550 shares · 0.3% of their software · price −$9.4M$12.7M−$22.3M
• StoneCo Ltd.STNE685,801 shares · 0.1% of their software · price −$2.7M$5.3MFlat
• IntuitINTU1,368 shares · 0.0% of their software$527K−$1.2M