Tiger Global Management‘s 13F filing issued Monday shows notable shifts in its portfolio over the course of the first quarter.

What Happened: Microsoft Corporation (NASDAQ:MSFT) remains Tiger Global’s largest holding, with 5,931,829 shares valued at $1.71 billion, representing 15.55% of the portfolio. The hedge fund increased its stake in Microsoft by 12%.

Meta Platforms Inc (NASDAQ:META) comes in second, representing 14.37% of the portfolio. Despite a 6% decrease in shares, its market value stands at $1.58 billion.

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Consumer discretionary stocks JD.com, Inc (NASDAQ:JD) and Amazon.com, Inc (NASDAQ:AMZN) follow, comprising 9.61% and 9.1% of the portfolio, respectively, with the stocks experiencing a 10% and 12% respective increase in holdings.

Alphabet Inc (NASDAQ:GOOGL) is the fifth-largest holding. Other notable investments include ServiceNow (NYSE:NOW), which saw no change, and Take-Two Interactive Software (NASDAQ:TTWO), with a whopping 236% increase in shares.

Tiger Global also opened new positions in Apple Inc (NASDAQ:AAPL), Taiwan Semiconductor Mfg. (NYSE:TSM), and XP Inc. (NASDAQ:XP). The hedge fund’s diversified portfolio, with a mix of tech and finance stocks, indicates a bullish stance toward the technology sector and a steady confidence in the financial sector.

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