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Tiger Global

Q4 2024 13F · by Chase Coleman, CIO

As of
Dec 31, 2024
Filed
Feb 14, 2025
US stock
$26.5B · prev $23.4B
Positions
49 · prev 45
Options notional
$0
Documents
1· no amendments

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

  • US stock listed on a US exchange 100.0%
  • Foreign stock not listed in the US 0.0%
  • Notes debt, at principal 0.0%
  • Puts at notional value 0.0%
  • Calls at notional value 0.0%

Moves20 since the prior filing

The book

Concentrated · behaves like 16 equal-sized positions

  1. Very concentrated
  2. Concentrated
  3. Focused
  4. Diversified

Low turnover · 18% a year, about 5.6 years per position

  1. Low
  2. Moderate
  3. High

Top 5 positions47% of US stock

  1. META Meta Platforms, Inc. Class A held held16.5%
  2. MSFT Microsoft Corp held held8.5%
  3. APO Apollo Global Management, Inc. trimmed+1.11 pp trimmed+1.117.7%
  4. GOOGL Alphabet Inc. Class A held held7.4%
  5. SE Sea Limited held held6.4%

Positions49 in this filing · 3 exited

METAMeta Platforms, Inc. Class A16.52%7,465,139$4.4Bheld—33 q
MSFTMicrosoft Corp8.51%5,344,165$2.3Bheld—33 q
APOApollo Global Management, Inc.7.66%12,272,324$2.0Btrimmed−0%+1.11 pp12 q
GOOGLAlphabet Inc. Class A7.38%10,308,800$2.0Bheld—11 q
SESea Limited6.43%16,041,335$1.7Bheld—28 q
AMZNAmazon.Com Inc5.32%6,415,488$1.4Bheld—39 q
NVDANvidia Corp4.91%9,683,550$1.3Bheld—8 q
TTWOTake-Two Interactive Software Inc4.06%5,839,256$1.1Bheld—9 q
LLYEli Lilly & Co.3.82%1,309,960$1.0Badded+35%+0.15 pp7 q
FLUTFlutter Entertainment plc3.30%3,377,392$873Mheld—2 q
TSMTaiwan Semiconductor Manufacturing Company Ltd.2.71%3,634,980$718Mheld—8 q
NOWServicenow, Inc.2.32%579,655$615Mheld—30 q
SPOTSpotify Technology S.A.2.13%1,261,461$564Madded×492.6+2.13 pp27 q
WDAYWorkday, Inc. Class A1.83%1,880,237$485Mheld—22 q
GRABGrab Holdings Limited Class A1.66%92,923,788$439Mheld—9 q
AVGOBroadcom Inc.1.62%1,845,500$428Mheld—5 q
CPAYCorpay, Inc.1.60%1,247,577$422Mheld—8 q
DASHDoorDash, Inc. Class A1.39%2,196,013$368Mheld—6 q
SHWThe Sherwin-Williams Company1.29%1,004,305$341Madded+90%+0.43 pp2 q
RDDTReddit, Inc.1.25%2,031,000$332Madded×4.1+1.11 pp4 q
CRWDCrowdStrike Holdings, Inc. Class A1.16%900,000$308Mheld—23 q
LRCXLam Research Corp1.08%3,957,700$286Madded+12%−0.15 pp8 q
QCOMQualcomm Inc1.08%1,857,700$285Mheld—3 q
ZSZscaler, Inc.0.99%1,450,000$262Mnew+0.99 ppnew
PDDPDD Holdings Inc.0.96%2,628,681$255Mnew+0.96 ppnew
FWONKLiberty Media Corporation Series C0.94%2,682,000$249Madded+9%+0.13 pp4 q
CSGPCoStar Group Inc0.88%3,245,109$232Mnew+0.88 ppnew
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)0.84%438,800$222Mtrimmed−81%−5.06 pp3 q
CPNGCoupang, Inc.0.67%8,120,013$178Madded×4.1+0.46 pp2 q
PCORProcore Technologies, Inc.0.66%2,339,500$175Mheld—6 q
ESTCElastic N.V.0.63%1,690,700$168Mheld—6 q
UBERUber Technologies, Inc.0.59%2,597,878$157Mheld—23 q
AMATApplied Materials Inc0.55%895,200$146Mheld—3 q
DDOGDatadog, Inc. Class A0.53%979,400$140Mheld—22 q
TTANServiceTitan, Inc. Class A0.51%1,301,398$134Mnew+0.51 ppnew
NVONovo-Nordisk A/S0.41%1,269,000$109Mheld—7 q
TEAMAtlassian Corporation Class A0.37%400,545$97Mheld—9 q
NUNu Holdings Ltd.0.35%8,878,859$92Mtrimmed−52%−0.72 pp13 q
VEEVVeeva Systems Inc.0.30%378,000$79Mnew+0.30 ppnew
OKLOOklo Inc.0.25%3,056,992$65Mheld—14 q
ARMArm Holdings plc0.14%300,000$37Mheld—6 q
REREATRenew Inc.0.12%11,481,218$33Mheld—15 q
ZKHZKH Group Limited0.11%8,195,453$29Mheld—3 q
RBRKRubrik, Inc.0.06%250,000$16Mheld—3 q
JDJD.com, Inc.0.05%344,309$12Mheld—41 q
PONYPony AI Inc.0.02%370,000$5Mnew+0.02 ppnew
KVYOKlaviyo, Inc.0.01%35,000$1Mheld—6 q
SAROStandardAero, Inc.0.01%160,000$4Mnew+0.01 ppnew
DDLDingdong (Cayman) Limited0.00%118,539$388,808held—15 q
GTMZoomInfo Technologies Inc—−9,359,311—exited−0.41 pp—
TOSTToast, Inc.—−78,521—exited−0.01 pp—
STNEStoneCo Ltd. Class A—−13,788—exited0.00 pp—

Source

Form
13F-HR
Reading
0 defects · 0 unresolved
Options
none in this filing
Notes
none in this filing
SEC cross-check
SEC data set not published yet