Tiger Global Management historical reports.

Top positions activity

Quarterly report: Q1 2024

Total value: $18.3B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FB
Meta Platforms Inc - Class A 3.6B 19.81% 7.5M =
MSFT
Microsoft Corporation 2.2B 12.28% 5.3M =
GOOGL
Alphabet Inc - Class A 1.6B 8.5% 10.3M +6.3M ↑154.10%
APO
Apollo Global Management Inc - Class A (New) 1.4B 7.55% 12.3M =
AMZN
Amazon.com Inc. 1.1B 6.23% 6.3M +1.4M ↑29.46%
NVDA
NVIDIA Corp 875.0M 4.78% 968.4K =
TTWO
Take-Two Interactive Software, Inc. 838.0M 4.58% 5.6M +487.4K ↑9.45%
SE
Sea Ltd - ADR 805.4M 4.4% 15.0M +675.9K ↑4.72%
LLY
Lilly(Eli) & Co 692.4M 3.78% 890.0K =
WDAY
Workday Inc - Class A 512.8M 2.8% 1.9M -101.0K ↓5.10%
NOW
ServiceNow Inc 441.9M 2.41% 579.7K =
TSM
Taiwan Semiconductor Manufacturing - ADR 414.3M 2.26% 3.0M =
LRCX
Lam Research Corp. 343.1M 1.87% 353.2K -49.8K ↓12.36%
DASH
DoorDash Inc - Class A 302.4M 1.65% 2.2M =
CRWD
Crowdstrike Holdings Inc - Class A 288.5M 1.57% 900.0K =
AVGO
Broadcom Inc 241.6M 1.32% 182.3K =
UBER
Uber Technologies Inc 231.5M 1.26% 3.0M -40.0K ↓1.31%
NU
Nu Holdings Ltd Class A 219.9M 1.2% 18.4M -2.2M ↓10.53%
GRAB
Grab Holdings Limited - Class A 209.8M 1.14% 66.8M +15.5M ↑30.21%
PCOR
Procore Technologies Inc 192.2M 1.05% 2.3M +739.0K ↑46.17%
ZI
ZoomInfo Technologies Inc. - Class A 185.7M 1.01% 11.6M +4.4M ↑62.02%
ESTC
Elastic N.V 169.5M 0.92% 1.7M =
NVO
Novo Nordisk - ADR 162.9M 0.89% 1.3M =
DXCM
Dexcom Inc 159.9M 0.87% 1.2M =
FWONK
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C 155.1M 0.84% 2.4M +2.4M Newly Added
DDOG
Datadog Inc - Class A 121.1M 0.66% 979.4K =

Quarterly report: Q4 2023

Total value: $14.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FB
Meta Platforms Inc - Class A 2.6B 18.8% 7.5M -1.4M ↓16.08%
MSFT
Microsoft Corporation 2.0B 14.3% 5.3M -787.1K ↓12.84%
APO
Apollo Global Management Inc - Class A (New) 1.1B 8.14% 12.3M =
TTWO
Take-Two Interactive Software, Inc. 829.9M 5.9% 5.2M -99.8K ↓1.90%
AMZN
Amazon.com Inc. 741.8M 5.27% 4.9M +947.4K ↑24.08%
SE
Sea Ltd - ADR 580.0M 4.12% 14.3M +2.6M ↑22.37%
GOOGL
Alphabet Inc - Class A 566.7M 4.03% 4.1M -1.3M ↓23.96%
WDAY
Workday Inc - Class A 546.9M 3.89% 2.0M -841.2K ↓29.80%
LLY
Lilly(Eli) & Co 518.8M 3.69% 890.0K -29.1K ↓3.17%
NVDA
NVIDIA Corp 479.5M 3.41% 968.4K -142.9K ↓12.86%
NOW
ServiceNow Inc 409.5M 2.91% 579.7K -14.8K ↓2.49%
FLT
Fleetcor Technologies Inc 368.4M 2.62% 1.3M +519.2K ↑66.19%
TSM
Taiwan Semiconductor Manufacturing - ADR 316.7M 2.25% 3.0M +983.2K ↑47.69%
LRCX
Lam Research Corp. 315.6M 2.24% 403.0K +32.9K ↑8.90%
JD
JD.com Inc - ADR 254.3M 1.8% 8.8M -1.1M ↓10.73%
CRWD
Crowdstrike Holdings Inc - Class A 229.8M 1.63% 900.0K =
DASH
DoorDash Inc - Class A 217.2M 1.54% 2.2M +970.1K ↑79.13%
AVGO
Broadcom Inc 203.5M 1.44% 182.3K +182.3K Newly Added
ESTC
Elastic N.V 190.5M 1.35% 1.7M -19.3K ↓1.13%
UBER
Uber Technologies Inc 187.6M 1.33% 3.0M -2.1M ↓40.64%
GRAB
Grab Holdings Limited - Class A 172.9M 1.23% 51.3M =
NU
Nu Holdings Ltd Class A 171.6M 1.22% 20.6M +235.5K ↑1.16%
DXCM
Dexcom Inc 143.1M 1.01% 1.2M +1.2M Newly Added
ZI
ZoomInfo Technologies Inc. - Class A 132.2M 0.94% 7.2M +409.0K ↑6.07%
NVO
Novo Nordisk - ADR 131.3M 0.93% 1.3M =
DDOG
Datadog Inc - Class A 118.9M 0.84% 979.4K =
PCOR
Procore Technologies Inc 110.8M 0.78% 1.6M +423.2K ↑35.95%
TEAM
Atlassian Corporation Plc - Class A 95.3M 0.67% 400.5K =
PDD
Pinduoduo Inc - ADR 91.5M 0.65% 625.3K -743.1K ↓54.30%

Quarterly report: Q3 2023

Total value: $13.6B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FB
Meta Platforms Inc - Class A 2.7B 19.69% 8.9M +330.8K ↑3.86%
MSFT
Microsoft Corporation 1.9B 14.27% 6.1M +462.4K ↑8.16%
APO
Apollo Global Management Inc - Class A (New) 1.1B 8.13% 12.3M -55.8K ↓0.45%
TTWO
Take-Two Interactive Software, Inc. 737.9M 5.44% 5.3M +480.3K ↑10.06%
GOOGL
Alphabet Inc - Class A 698.2M 5.14% 5.3M +1.5M ↑39.96%
WDAY
Workday Inc - Class A 606.4M 4.47% 2.8M +822.6K ↑41.13%
SE
Sea Ltd - ADR 514.3M 3.79% 11.7M +8.3M ↑247.10%
AMZN
Amazon.com Inc. 500.2M 3.68% 3.9M +239.8K ↑6.49%
LLY
Lilly(Eli) & Co 493.7M 3.63% 919.1K +195.0K ↑26.93%
NVDA
NVIDIA Corp 483.4M 3.56% 1.1M +482.7K ↑76.79%
NOW
ServiceNow Inc 332.3M 2.44% 594.5K -26.1K ↓4.21%
JD
JD.com Inc - ADR 287.3M 2.11% 9.9M -11.2M ↓53.21%
INTU
Intuit Inc 259.6M 1.91% 508.0K -554.3K ↓52.18%
UBER
Uber Technologies Inc 236.1M 1.74% 5.1M +1.6M ↑44.31%
LRCX
Lam Research Corp. 231.9M 1.71% 370.0K +28.5K ↑8.35%
FLT
Fleetcor Technologies Inc 200.3M 1.47% 784.5K -1.7K ↓0.22%
GRAB
Grab Holdings Limited - Class A 181.6M 1.33% 51.3M +27.9M ↑119.00%
TSM
Taiwan Semiconductor Manufacturing - ADR 179.2M 1.32% 2.1M +193.2K ↑10.34%
CFLT
Confluent Inc Class A 153.8M 1.13% 5.2M +2.2M ↑71.89%
CRWD
Crowdstrike Holdings Inc - Class A 150.6M 1.11% 900.0K =
NU
Nu Holdings Ltd Class A 147.7M 1.08% 20.4M +41.3K ↑0.20%
ESTC
Elastic N.V 138.9M 1.02% 1.7M +1.7M Newly Added
PDD
Pinduoduo Inc - ADR 134.2M 0.98% 1.4M +1.4M Newly Added
HUBS
HubSpot Inc 128.1M 0.94% 260.2K +181.2K ↑229.37%
BABA
Alibaba Group Holding Ltd - ADR 128.1M 0.94% 1.5M +1.5M Newly Added
SNOW
Snowflake Inc - Class A 121.4M 0.89% 794.6K =
NVO
Novo Nordisk - ADR 115.4M 0.85% 1.3M +634.5K ↑100.00%
ZI
ZoomInfo Technologies Inc. - Class A 110.6M 0.81% 6.7M =
DASH
DoorDash Inc - Class A 97.4M 0.71% 1.2M +1.2M Newly Added
DDOG
Datadog Inc - Class A 89.2M 0.65% 979.4K =
TEAM
Atlassian Corporation Plc - Class A 80.7M 0.59% 400.5K =
PCOR
Procore Technologies Inc 76.9M 0.56% 1.2M +1.2M Newly Added

Quarterly report: Q2 2023

Total value: $12.0B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FB
Meta Platforms Inc - Class A 2.5B 20.54% 8.6M +1.1M ↑14.86%
MSFT
Microsoft Corporation 1.9B 16.13% 5.7M -262.9K ↓4.43%
APO
Apollo Global Management Inc - Class A (New) 947.9M 7.92% 12.3M +9.7M ↑371.94%
JD
JD.com Inc - ADR 719.3M 6.01% 21.1M -3.0M ↓12.47%
TTWO
Take-Two Interactive Software, Inc. 702.8M 5.87% 4.8M +2.4M ↑98.97%
INTU
Intuit Inc 486.7M 4.06% 1.1M +613.9K ↑136.91%
AMZN
Amazon.com Inc. 481.7M 4.02% 3.7M -6.0M ↓61.85%
GOOGL
Alphabet Inc - Class A 456.3M 3.81% 3.8M -4.6M ↓54.42%
WDAY
Workday Inc - Class A 451.7M 3.77% 2.0M -518.1K ↓20.58%
NOW
ServiceNow Inc 348.8M 2.91% 620.6K -188.3K ↓23.28%
LLY
Lilly(Eli) & Co 339.6M 2.83% 724.1K +724.1K Newly Added
NVDA
NVIDIA Corp 265.9M 2.22% 628.6K +584.7K ↑1332.65%
LRCX
Lam Research Corp. 219.6M 1.83% 341.5K +241.3K ↑240.75%
FLT
Fleetcor Technologies Inc 197.4M 1.64% 786.2K +619.3K ↑371.06%
SE
Sea Ltd - ADR 195.7M 1.63% 3.4M =
TSM
Taiwan Semiconductor Manufacturing - ADR 188.6M 1.57% 1.9M +280.0K ↑17.63%
ZI
ZoomInfo Technologies Inc. - Class A 171.2M 1.43% 6.7M -748.0K ↓9.99%
NU
Nu Holdings Ltd Class A 160.4M 1.34% 20.3M -5.1M ↓19.92%
UBER
Uber Technologies Inc 153.6M 1.28% 3.6M +3.0M ↑492.83%
SNOW
Snowflake Inc - Class A 139.8M 1.16% 794.6K -1.1M ↓57.14%
CRWD
Crowdstrike Holdings Inc - Class A 132.2M 1.1% 900.0K =
CFLT
Confluent Inc Class A 106.7M 0.89% 3.0M -2.7M ↓47.48%
BZ
Kanzhun Ltd - ADR 104.7M 0.87% 7.0M -1.6M ↓18.35%
NVO
Novo Nordisk - ADR 102.7M 0.85% 634.5K +634.5K Newly Added
DDOG
Datadog Inc - Class A 96.4M 0.8% 979.4K -1.7M ↓62.93%
GRAB
Grab Holdings Limited - Class A 80.3M 0.67% 23.4M +5.0M ↑27.11%
TEAM
Atlassian Corporation Plc - Class A 67.2M 0.56% 400.5K =

Quarterly report: Q1 2023

Total value: $11.0B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
MSFT
Microsoft Corporation 1.7B 15.55% 5.9M +674.3K ↑12.82%
FB
Meta Platforms Inc - Class A 1.6B 14.37% 7.5M -487.4K ↓6.14%
JD
JD.com Inc - ADR 1.1B 9.61% 24.1M +2.3M ↑10.39%
AMZN
Amazon.com Inc. 1.0B 9.09% 9.7M +1.1M ↑12.74%
GOOGL
Alphabet Inc - Class A 867.6M 7.89% 8.4M +4.6M ↑124.40%
WDAY
Workday Inc - Class A 520.1M 4.73% 2.5M -248.4K ↓8.98%
NOW
ServiceNow Inc 375.9M 3.41% 808.9K =
SE
Sea Ltd - ADR 291.8M 2.65% 3.4M -188.1K ↓5.28%
TTWO
Take-Two Interactive Software, Inc. 286.3M 2.6% 2.4M +1.7M ↑236.16%
SNOW
Snowflake Inc - Class A 286.0M 2.6% 1.9M -701.1K ↓27.44%
MA
Mastercard Incorporated - Class A 263.1M 2.39% 724.0K =
INTU
Intuit Inc 199.9M 1.81% 448.4K +447.0K ↑32677.78%
DDOG
Datadog Inc - Class A 192.0M 1.74% 2.6M +1.7M ↑173.53%
ZI
ZoomInfo Technologies Inc. - Class A 185.1M 1.68% 7.5M +1.3M ↑20.05%
APO
Apollo Global Management Inc - Class A (New) 165.2M 1.5% 2.6M +2.0M ↑316.41%
BZ
Kanzhun Ltd - ADR 162.2M 1.47% 8.5M -5.3M ↓38.49%
TSM
Taiwan Semiconductor Manufacturing - ADR 147.8M 1.34% 1.6M +1.6M Newly Added
AAPL
Apple Inc 140.3M 1.27% 851.0K +851.0K Newly Added
CFLT
Confluent Inc Class A 138.5M 1.25% 5.8M +2.6M ↑84.37%
CRWD
Crowdstrike Holdings Inc - Class A 123.5M 1.12% 900.0K =
NU
Nu Holdings Ltd Class A 120.8M 1.09% 25.4M +41.4K ↑0.16%
SQ
Block Inc - Class A 113.0M 1.02% 1.6M -234.5K ↓12.47%
DLO
DLocal Limited Class A 100.0M 0.9% 6.2M -975.4K ↓13.65%
HUBS
HubSpot Inc 96.0M 0.87% 223.8K -112.3K ↓33.41%
XP
XP Inc - Class A 86.6M 0.78% 7.3M +7.3M Newly Added
TEAM
Atlassian Corporation Plc - Class A 68.6M 0.62% 400.5K =
GRAB
Grab Holdings Limited - Class A 55.5M 0.5% 18.4M =

Quarterly report: Q4 2022

Total value: $8.2B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
MSFT
Microsoft Corporation 1.3B 15.44% 5.3M -746.5K ↓12.43%
JD
JD.com Inc - ADR 1.2B 14.99% 21.8M -8.0M ↓26.95%
FB
Meta Platforms Inc - Class A 956.0M 11.71% 7.9M +3.5M ↑76.99%
AMZN
Amazon.com Inc. 721.6M 8.83% 8.6M +5.9M ↑221.08%
WDAY
Workday Inc - Class A 462.9M 5.67% 2.8M -406.1K ↓12.80%
SNOW
Snowflake Inc - Class A 366.7M 4.49% 2.6M -45.7K ↓1.76%
GOOGL
Alphabet Inc - Class A 328.9M 4.02% 3.7M -1.7M ↓31.91%
NOW
ServiceNow Inc 314.1M 3.84% 808.9K -885.2K ↓52.25%
BZ
Kanzhun Ltd - ADR 282.2M 3.45% 13.9M -4.0M ↓22.25%
MA
Mastercard Incorporated - Class A 251.8M 3.08% 724.0K =
ZI
ZoomInfo Technologies Inc. - Class A 187.8M 2.3% 6.2M +6.2M Newly Added
SE
Sea Ltd - ADR 185.2M 2.26% 3.6M -6.0M ↓62.74%
SQ
Block Inc - Class A 118.2M 1.44% 1.9M -1.9M ↓50.50%
DLO
DLocal Limited Class A 111.2M 1.36% 7.1M +2.9M ↑66.41%
NU
Nu Holdings Ltd Class A 103.1M 1.26% 25.3M -21.0M ↓45.29%
HUBS
HubSpot Inc 97.2M 1.19% 336.1K -258.2K ↓43.45%
CRWD
Crowdstrike Holdings Inc - Class A 94.8M 1.16% 900.0K =
TTWO
Take-Two Interactive Software, Inc. 74.3M 0.91% 714.0K +714.0K Newly Added
DDOG
Datadog Inc - Class A 71.0M 0.86% 966.0K -4.8M ↓83.27%
OZON
Ozon Holdings PLC - ADR 69.6M 0.85% 6.0M -960.7K ↓13.81%
CFLT
Confluent Inc Class A 69.4M 0.85% 3.1M +3.1M Newly Added
MTCH
Match Group Inc. - New 60.6M 0.74% 1.5M +1.5M Newly Added
GRAB
Grab Holdings Limited - Class A 59.3M 0.72% 18.4M +18.4M Newly Added
S
SentinelOne Inc - Class A 58.1M 0.71% 4.0M -168.0K ↓4.05%
TEAM
Atlassian Corporation Plc - Class A 51.5M 0.63% 400.5K +400.5K Newly Added
FRSH
Freshworks Inc Class A 45.0M 0.55% 3.1M -2.1M ↓41.18%
AP+
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) 44.9M 0.55% 4.3M -708.5K ↓14.25%
MDB
MongoDB Inc - Class A 44.9M 0.54% 227.9K +227.9K Newly Added
TOST
Toast Inc - Class A 43.7M 0.53% 2.4M -7.5M ↓75.53%

Quarterly report: Q3 2022

Total value: $10.9B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
JD
JD.com Inc - ADR 1.5B 13.78% 29.9M -665.3K ↓2.18%
MSFT
Microsoft Corporation 1.4B 12.83% 6.0M +845.9K ↑16.40%
NOW
ServiceNow Inc 639.7M 5.87% 1.7M +577.9K ↑51.78%
FB
Meta Platforms Inc - Class A 609.0M 5.59% 4.5M -4.5K ↓0.10%
SE
Sea Ltd - ADR 535.5M 4.91% 9.6M +1.4M ↑16.55%
GOOGL
Alphabet Inc - Class A 523.6M 4.8% 5.5M +5.4M ↑4854.82%
DDOG
Datadog Inc - Class A 512.7M 4.7% 5.8M +4.0M ↑218.31%
WDAY
Workday Inc - Class A 482.9M 4.43% 3.2M +1.8M ↑134.59%
SNOW
Snowflake Inc - Class A 442.0M 4.05% 2.6M +471.3K ↑22.14%
LI
Li Auto Inc - ADR 396.0M 3.63% 17.2M +4.4M ↑34.55%
TEAM
Atlassian Corporation Plc - Class A 362.7M 3.32% 1.7M +200.7K ↑13.19%
AMZN
Amazon.com Inc. 302.3M 2.77% 2.7M +61.6K ↑2.36%
BZ
Kanzhun Ltd - ADR 300.8M 2.76% 17.8M +6.2M ↑52.89%
UBER
Uber Technologies Inc 263.0M 2.41% 9.9M +9.3M ↑1501.66%
SQ
Block Inc - Class A 208.9M 1.91% 3.8M +2.8M ↑299.91%
MA
Mastercard Incorporated - Class A 205.9M 1.88% 724.0K =
NU
Nu Holdings Ltd Class A 203.8M 1.87% 46.3M -156.7M ↓77.18%
DASH
DoorDash Inc - Class A 180.8M 1.66% 3.7M +598.1K ↑19.55%
TOST
Toast Inc - Class A 165.5M 1.51% 9.9M -4.8M ↓32.62%
HUBS
HubSpot Inc 160.5M 1.47% 594.3K +594.3K Newly Added
CRWD
Crowdstrike Holdings Inc - Class A 148.3M 1.36% 900.0K -5.7M ↓86.26%
S
SentinelOne Inc - Class A 106.1M 0.97% 4.2M -5.9M ↓58.52%
RNG
RingCentral Inc. - Class A 99.4M 0.91% 2.5M -704.8K ↓22.08%
AP+
Ampco-Pittsburgh Corp. - Warrants (01/08/2025) 96.9M 0.88% 5.0M +5.0M Newly Added
TSM
Taiwan Semiconductor Manufacturing - ADR 90.2M 0.82% 1.3M +1.3M Newly Added
DLO
DLocal Limited Class A 88.1M 0.8% 4.3M +2.4M ↑132.08%
OZON
Ozon Holdings PLC - ADR 80.7M 0.74% 7.0M =
XM
Qualtrics International Inc - Class A 75.8M 0.69% 7.4M =
FRSH
Freshworks Inc Class A 67.4M 0.61% 5.2M +2.2M ↑75.59%

Quarterly report: Q2 2022

Total value: $11.9B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
JD
JD.com Inc - ADR 2.0B 16.43% 30.5M -18.2M ↓37.42%
MSFT
Microsoft Corporation 1.3B 11.1% 5.2M -2.2M ↓29.46%
CRWD
Crowdstrike Holdings Inc - Class A 1.1B 9.25% 6.6M -2.3M ↓25.63%
NU
Nu Holdings Ltd Class A 759.3M 6.36% 203.0M -51.8M ↓20.32%
FB
Meta Platforms Inc - Class A 724.5M 6.07% 4.5M +590.6K ↑15.13%
SE
Sea Ltd - ADR 548.1M 4.59% 8.2M -5.3M ↓39.37%
NOW
ServiceNow Inc 530.8M 4.44% 1.1M -1.3M ↓54.35%
LI
Li Auto Inc - ADR 490.0M 4.1% 12.8M -7.0M ↓35.37%
BZ
Kanzhun Ltd - ADR 306.3M 2.56% 11.7M +4.4M ↑60.09%
SNOW
Snowflake Inc - Class A 296.1M 2.48% 2.1M -4.7M ↓68.88%
TEAM
Atlassian Corporation Plc - Class A 285.2M 2.39% 1.5M -229.5K ↓13.10%
AMZN
Amazon.com Inc. 277.6M 2.32% 2.6M +2.5M ↑1669.15%
GOOGL
Alphabet Inc - Class A 240.7M 2.01% 110.5K +110.5K Newly Added
S
SentinelOne Inc - Class A 233.5M 1.95% 10.0M +4.1M ↑69.39%
MA
Mastercard Incorporated - Class A 228.4M 1.91% 724.0K =
DASH
DoorDash Inc - Class A 196.3M 1.64% 3.1M -5.1M ↓62.70%
TOST
Toast Inc - Class A 190.1M 1.59% 14.7M +2.0M ↑15.95%
WDAY
Workday Inc - Class A 188.8M 1.58% 1.4M -1.6M ↓54.57%
DDOG
Datadog Inc - Class A 172.8M 1.44% 1.8M -416.9K ↓18.68%
RNG
RingCentral Inc. - Class A 166.8M 1.39% 3.2M -1.8M ↓35.53%
PCOR
Procore Technologies Inc 141.4M 1.18% 3.1M -1.5M ↓32.47%
XPEV
XPeng Inc - ADR 138.3M 1.15% 4.4M -9.4M ↓68.26%
ONEM
1life Healthcare Inc 133.2M 1.11% 17.0M -687.0K ↓3.89%
XM
Qualtrics International Inc - Class A 93.2M 0.78% 7.4M -724.2K ↓8.86%
OZON
Ozon Holdings PLC - ADR 80.7M 0.67% 7.0M =
MNDY
Monday.Com Ltd 80.3M 0.67% 778.1K -1.3M ↓62.52%
FUTU
Futu Holdings Ltd - ADR 79.2M 0.66% 1.5M -964.0K ↓38.87%
DV
DoubleVerify Holdings Inc 63.4M 0.53% 2.8M -3.6M ↓56.47%

Quarterly report: Q1 2022

Total value: $26.6B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
JD
JD.com Inc - ADR 2.8B 10.59% 48.8M -5.0M ↓9.22%
MSFT
Microsoft Corporation 2.3B 8.46% 7.3M -1.2M ↓13.79%
CRWD
Crowdstrike Holdings Inc - Class A 2.0B 7.5% 8.8M +1.3M ↑16.87%
NU
Nu Holdings Ltd Class A 2.0B 7.38% 254.8M -11.2M ↓4.21%
SE
Sea Ltd - ADR 1.6B 6.07% 13.5M +2.1M ↑18.70%
SNOW
Snowflake Inc - Class A 1.6B 5.88% 6.8M +821.1K ↑13.64%
NOW
ServiceNow Inc 1.4B 5.11% 2.4M +238.8K ↑10.82%
CVNA
Carvana Co. - Class A 1.0B 3.81% 8.5M +1.3M ↑17.46%
DASH
DoorDash Inc - Class A 960.9M 3.6% 8.2M -3.4M ↓29.58%
FB
Meta Platforms Inc - Class A 867.8M 3.25% 3.9M -1.2M ↓22.77%
WDAY
Workday Inc - Class A 712.7M 2.67% 3.0M -1.2M ↓29.45%
SHOP
Shopify Inc - Class A 619.3M 2.32% 916.2K +109.3K ↑13.55%
RNG
RingCentral Inc. - Class A 580.3M 2.17% 5.0M =
TEAM
Atlassian Corporation Plc - Class A 514.6M 1.93% 1.8M -714.1K ↓28.96%
LI
Li Auto Inc - ADR 510.8M 1.91% 19.8M +12.4M ↑167.35%
AMZN
Amazon.com Inc. 481.6M 1.8% 147.7K -205.5K ↓58.18%
XPEV
XPeng Inc - ADR 378.7M 1.42% 13.7M +7.5M ↑120.33%
SQ
Block Inc - Class A 371.3M 1.39% 2.7M +1.4M ↑97.85%
DOCU
DocuSign Inc 363.5M 1.36% 3.4M -3.5M ↓51.02%
DDOG
Datadog Inc - Class A 338.0M 1.26% 2.2M -3.1M ↓57.92%
MNDY
Monday.Com Ltd 328.1M 1.23% 2.1M +1.9M ↑937.92%
TOST
Toast Inc - Class A 275.4M 1.03% 12.7M +8.2M ↑181.61%
PCOR
Procore Technologies Inc 267.4M 1% 4.6M -3.3M ↓41.51%
MA
Mastercard Incorporated - Class A 258.7M 0.97% 724.0K =
XM
Qualtrics International Inc - Class A 233.3M 0.87% 8.2M -2.4K ↓0.03%
PDD
Pinduoduo Inc - ADR 231.5M 0.86% 5.8M -10.0M ↓63.43%
S
SentinelOne Inc - Class A 228.9M 0.85% 5.9M +4.1M ↑234.87%
ONEM
1life Healthcare Inc 195.8M 0.73% 17.7M +3.9M ↑28.13%
BZ
Kanzhun Ltd - ADR 181.4M 0.68% 7.3M +6.2M ↑593.39%
DV
DoubleVerify Holdings Inc 161.6M 0.6% 6.4M -2.2M ↓25.28%
COIN
Coinbase Global Inc - Class A 158.8M 0.59% 836.6K -2.0M ↓70.84%

Quarterly report: Q4 2021

Total value: $45.9B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
JD
JD.com Inc - ADR 3.8B 8.19% 53.7M +2.6M ↑5.06%
MSFT
Microsoft Corporation 2.9B 6.21% 8.5M -4.6M ↓35.41%
SE
Sea Ltd - ADR 2.5B 5.54% 11.4M +976.2K ↑9.37%
NU
Nu Holdings Ltd Class A 2.5B 5.43% 266.0M +266.0M Newly Added
SNOW
Snowflake Inc - Class A 2.0B 4.43% 6.0M +848.9K ↑16.41%
DASH
DoorDash Inc - Class A 1.7B 3.77% 11.6M +597.4K ↑5.41%
FB
Meta Platforms Inc - Class A 1.7B 3.69% 5.1M =
CVNA
Carvana Co. - Class A 1.7B 3.66% 7.3M +1.1M ↑18.13%
CRWD
Crowdstrike Holdings Inc - Class A 1.5B 3.35% 7.5M =
NOW
ServiceNow Inc 1.4B 3.11% 2.2M =
AMZN
Amazon.com Inc. 1.2B 2.56% 353.3K -214.6K ↓37.79%
WDAY
Workday Inc - Class A 1.2B 2.5% 4.2M =
ZM
Zoom Video Communications Inc - Class A 1.1B 2.45% 6.1M +1.4M ↑28.67%
SHOP
Shopify Inc - Class A 1.1B 2.41% 806.9K -75.0K ↓8.50%
DOCU
DocuSign Inc 1.1B 2.29% 6.9M -380.7K ↓5.21%
DDOG
Datadog Inc - Class A 944.5M 2.05% 5.3M +62.3K ↑1.19%
TEAM
Atlassian Corporation Plc - Class A 940.0M 2.04% 2.5M =
RNG
RingCentral Inc. - Class A 927.6M 2.01% 5.0M +998.0K ↑25.25%
PDD
Pinduoduo Inc - ADR 920.2M 2% 15.8M +1.7M ↑12.32%
UBER
Uber Technologies Inc 756.0M 1.64% 18.0M -2.7M ↓13.08%
COIN
Coinbase Global Inc - Class A 724.2M 1.57% 2.9M +192.8K ↑7.20%
NFLX
NetFlix Inc 654.5M 1.42% 1.1M =
PCOR
Procore Technologies Inc 630.9M 1.37% 7.9M -1.6M ↓17.18%
SPOT
Spotify Technology S.A. 603.7M 1.31% 2.6M -72.0K ↓2.72%
BABA
Alibaba Group Holding Ltd - ADR 501.3M 1.09% 4.2M +417 ↑0.01%
ESTC
Elastic N.V 494.8M 1.07% 4.0M =
RBLX
Roblox Corporation - Class A 472.5M 1.02% 4.6M -12.9M ↓73.72%
APO
Apollo Global Management Inc - Class A (New) 461.3M 1% 6.4M -16.0M ↓71.52%
ADBE
Adobe Inc 418.2M 0.91% 737.5K =
PTON
Peloton Interactive Inc - Class A 365.3M 0.79% 10.2M +3.0M ↑41.93%
PATH
UiPath Inc - Class A 354.2M 0.77% 8.2M -2.3M ↓22.10%
COUP
Coupa Software Inc 320.6M 0.69% 2.0M +529.4K ↑35.32%
XPEV
XPeng Inc - ADR 313.5M 0.68% 6.2M +5.6M ↑858.31%
CFLT
Confluent Inc Class A 297.6M 0.64% 3.9M +3.5M ↑875.99%
XM
Qualtrics International Inc - Class A 289.4M 0.63% 8.2M +4.2M ↑106.42%
DV
DoubleVerify Holdings Inc 285.9M 0.62% 8.6M -5.3M ↓37.93%
MA
Mastercard Incorporated - Class A 260.1M 0.56% 724.0K =
HOOD
Robinhood Markets Inc - Class A 242.7M 0.52% 13.7M =
RUN
Sunrun Inc 242.6M 0.52% 7.1M =
ONEM
1life Healthcare Inc 242.3M 0.52% 13.8M +3.1M ↑28.51%
LI
Li Auto Inc - ADR 237.6M 0.51% 7.4M +7.1M ↑2015.14%

Quarterly report: Q3 2021

Total value: $52.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
MSFT
Microsoft Corporation 3.7B 7.11% 13.1M =
JD
JD.com Inc - ADR 3.7B 7.09% 51.1M -455.6K ↓0.88%
SE
Sea Ltd - ADR 3.3B 6.37% 10.4M +265.4K ↑2.62%
DASH
DoorDash Inc - Class A 2.3B 4.37% 11.0M +132.5K ↑1.21%
DOCU
DocuSign Inc 1.9B 3.61% 7.3M +28.2K ↑0.39%
AMZN
Amazon.com Inc. 1.9B 3.58% 567.9K =
CVNA
Carvana Co. - Class A 1.9B 3.56% 6.1M -207.1K ↓3.26%
CRWD
Crowdstrike Holdings Inc - Class A 1.9B 3.55% 7.5M =
FB
Meta Platforms Inc - Class A 1.7B 3.29% 5.1M =
SNOW
Snowflake Inc - Class A 1.6B 3% 5.2M +982.5K ↑23.45%
APO
Apollo Global Management Inc - Class A (New) 1.4B 2.64% 22.4M -8.7M ↓27.98%
NOW
ServiceNow Inc 1.4B 2.63% 2.2M =
RBLX
Roblox Corporation - Class A 1.3B 2.52% 17.4M -10.0M ↓36.37%
PDD
Pinduoduo Inc - ADR 1.3B 2.44% 14.1M =
ZM
Zoom Video Communications Inc - Class A 1.2B 2.39% 4.8M +481.6K ↑11.24%
SHOP
Shopify Inc - Class A 1.2B 2.29% 881.9K +9.6K ↑1.09%
TDG
Transdigm Group Incorporated 1.1B 2.1% 1.8M =
WDAY
Workday Inc - Class A 1.1B 2.02% 4.2M +91.3K ↑2.21%
TEAM
Atlassian Corporation Plc - Class A 965.0M 1.85% 2.5M =
UBER
Uber Technologies Inc 929.3M 1.78% 20.7M -4.4K ↓0.02%
RNG
RingCentral Inc. - Class A 859.8M 1.65% 4.0M +13.0K ↑0.33%
PCOR
Procore Technologies Inc 851.0M 1.63% 9.5M =
WRBY
Warby Parker Inc - Class A 802.8M 1.54% 15.1M +15.1M Newly Added
DDOG
Datadog Inc - Class A 740.7M 1.42% 5.2M +248.0K ↑4.97%
NFLX
NetFlix Inc 663.1M 1.27% 1.1M =
PTON
Peloton Interactive Inc - Class A 626.5M 1.2% 7.2M -1.6M ↓18.46%
BABA
Alibaba Group Holding Ltd - ADR 624.7M 1.2% 4.2M =
COIN
Coinbase Global Inc - Class A 608.9M 1.16% 2.7M +51.4K ↑1.96%
ESTC
Elastic N.V 598.9M 1.15% 4.0M =
SPOT
Spotify Technology S.A. 597.5M 1.14% 2.7M -506.6K ↓16.04%
HOOD
Robinhood Markets Inc - Class A 575.0M 1.1% 13.7M +13.7M Newly Added
PATH
UiPath Inc - Class A 554.6M 1.06% 10.5M +118.0K ↑1.13%
DV
DoubleVerify Holdings Inc 472.9M 0.9% 13.8M =
ADBE
Adobe Inc 424.6M 0.81% 737.5K =
FUTU
Futu Holdings Ltd - ADR 381.4M 0.73% 4.2M +721.8K ↑20.81%
COUP
Coupa Software Inc 328.6M 0.63% 1.5M =
RUN
Sunrun Inc 311.2M 0.59% 7.1M =
ASAN
Asana Inc - Class A 299.2M 0.57% 2.9M =

Quarterly report: Q2 2021

Total value: $53.8B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
JD
JD.com Inc - ADR 4.1B 7.65% 51.6M =
MSFT
Microsoft Corporation 3.6B 6.61% 13.1M =
SE
Sea Ltd - ADR 2.8B 5.18% 10.1M =
RBLX
Roblox Corporation - Class A 2.5B 4.58% 27.4M =
DOCU
DocuSign Inc 2.0B 3.78% 7.3M =
AMZN
Amazon.com Inc. 2.0B 3.63% 567.9K =
DASH
DoorDash Inc - Class A 1.9B 3.62% 10.9M =
APO
Apollo Global Management Inc - Class A (New) 1.9B 3.59% 31.1M =
CVNA
Carvana Co. - Class A 1.9B 3.56% 6.4M =
CRWD
Crowdstrike Holdings Inc - Class A 1.9B 3.52% 7.5M =
PDD
Pinduoduo Inc - ADR 1.8B 3.32% 14.1M =
FB
Meta Platforms Inc - Class A 1.8B 3.26% 5.1M =
ZM
Zoom Video Communications Inc - Class A 1.7B 3.08% 4.3M =
SHOP
Shopify Inc - Class A 1.3B 2.37% 872.3K =
NOW
ServiceNow Inc 1.2B 2.25% 2.2M =
RNG
RingCentral Inc. - Class A 1.1B 2.12% 3.9M =
TDG
Transdigm Group Incorporated 1.1B 2.11% 1.8M =
PTON
Peloton Interactive Inc - Class A 1.1B 2.03% 8.8M =
UBER
Uber Technologies Inc 1.0B 1.93% 20.7M =
SNOW
Snowflake Inc - Class A 1.0B 1.88% 4.2M =
WDAY
Workday Inc - Class A 985.4M 1.83% 4.1M =
BABA
Alibaba Group Holding Ltd - ADR 956.9M 1.77% 4.2M =
PCOR
Procore Technologies Inc 904.4M 1.68% 9.5M =
SPOT
Spotify Technology S.A. 870.4M 1.61% 3.2M =
PATH
UiPath Inc - Class A 708.1M 1.31% 10.4M =
COIN
Coinbase Global Inc - Class A 665.0M 1.23% 2.6M =
TEAM
Atlassian Corporation Plc - Class A 633.3M 1.17% 2.5M =
FUTU
Futu Holdings Ltd - ADR 621.1M 1.15% 3.5M =
DV
DoubleVerify Holdings Inc 586.1M 1.09% 13.8M =
ESTC
Elastic N.V 585.9M 1.08% 4.0M =
NFLX
NetFlix Inc 573.9M 1.06% 1.1M =
DDOG
Datadog Inc - Class A 519.6M 0.96% 5.0M =
ADBE
Adobe Inc 431.9M 0.8% 737.5K =
RUN
Sunrun Inc 394.5M 0.73% 7.1M =
COUP
Coupa Software Inc 392.9M 0.73% 1.5M =