TM
Tiger Management Portfolio holdings
AUM
$22.8M
This Quarter Return
+12.12%
1 Year Return
+0.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$567M
AUM Growth
+$63.3M
(+13%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
3.65%
Top 10 Holdings %
Top 10 Hldgs %
82%
Holding
44
New
8
Increased
8
Reduced
6
Closed
7
Top Buys
| 1 |
Flywire
FLYW
|
$51.6M |
| 2 |
SLM Corp
SLM
|
$9.97M |
| 3 |
DoorDash
DASH
|
$3.09M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.92M |
| 5 |
Workday
WDAY
|
$2.44M |
Top Sells
| 1 |
AerCap
AER
|
$37.3M |
| 2 |
Mastercard
MA
|
$3.92M |
| 3 |
Caesars Entertainment
CZR
|
$3.25M |
| 4 |
Amazon
AMZN
|
$2.74M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$2.63M |
Sector Composition
| 1 | Technology | 37.68% |
| 2 | Financials | 23.2% |
| 3 | Communication Services | 17.29% |
| 4 | Industrials | 12.13% |
| 5 | Healthcare | 8.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Pinduoduo
PDD
$177B
| $1.78M | 0.31% |
+14,000
| New | +$1.78M |
|
27
Fiserv
FI
$74.3B
| $1.54M | 0.27% |
14,400
-1,700
| -11% | -$182K |
|
28
Okta
OKTA
$15.8B
| $1.49M | 0.26% |
+6,100
| New | +$1.49M |
|
|
VNET
29
VNET Group
VNET
$2.15B
| $1.4M | 0.24% |
60,900
| – | – |
|
|
ALPN
30
DELISTED
Alpine Immune Sciences, Inc. Common Stock
ALPN
| $1.24M | 0.22% |
137,728
| – | – |
|
31
CrowdStrike
CRWD
$104B
| $980K | 0.17% |
+3,900
| New | +$980K |
|
32
Chewy
CHWY
$16.8B
| $949K | 0.17% |
+11,900
| New | +$949K |
|
|
MOMO
33
Hello Group
MOMO
$1.33B
| $811K | 0.14% |
53,000
+26,500
| +100% | +$406K |
|
34
Asana
ASAN
$3.35B
| $777K | 0.14% |
12,520
| – | – |
|
|
TLND
35
DELISTED
Talend S.A. American Depositary Shares
TLND
| $301K | 0.05% |
4,584
| – | – |
|
|
LSXMK
36
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $278K | 0.05% |
+7,746
| New | +$278K |
|
37
iQIYI
IQ
$2.61B
| $277K | 0.05% |
17,800
| – | – |
|
38
Adobe
ADBE
$148B
| – | – |
-4,900
| Closed | -$2.33M |
|
|
39
Amazon
AMZN
$2.41T
| – | – |
-17,700
| Closed | -$2.74M |
|
|
40
Caesars Entertainment
CZR
$5.18B
| – | – |
-37,200
| Closed | -$3.25M |
|
41
DocuSign
DOCU
$15.3B
| – | – |
-9,000
| Closed | -$1.82M |
|
|
42
Mastercard
MA
$536B
| – | – |
-11,000
| Closed | -$3.92M |
|
43
NXP Semiconductors
NXPI
$57.5B
| – | – |
-5,500
| Closed | -$1.11M |
|
44
TAL Education Group
TAL
$6.34B
| – | – |
-9,300
| Closed | -$501K |
|