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Tiger Global

Q1 2025 13F · by Chase Coleman, CIO

As of
Mar 31, 2025
Filed
May 15, 2025
US stock
$26.6B · prev $26.5B
Positions
45 · prev 49
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%

Moves30 since the prior filing

The book

Concentrated · behaves like 17 equal-sized positions

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

Low turnover · 25% a year, about 4.0 years per position

  1. Low
  2. Moderate
  3. High

Top 5 positions44% of US stock

  1. META Meta Platforms, Inc. Class A held held16.2%
  2. MSFT Microsoft Corp added+0.30 pp added+0.308.8%
  3. SE Sea Limited held held7.9%
  4. GOOGL Alphabet Inc. Class A held held6.0%
  5. AMZN Amazon.Com Inc added−0.61 pp added−0.614.7%

Positions45 in this filing · 9 exited

METAMeta Platforms, Inc. Class A16.18%7,465,139$4.3Bheld—34 q
MSFTMicrosoft Corp8.81%6,240,865$2.3Badded+17%+0.30 pp34 q
SESea Limited7.87%16,041,335$2.1Bheld—29 q
GOOGLAlphabet Inc. Class A5.99%10,308,800$1.6Bheld—12 q
AMZNAmazon.Com Inc4.71%6,588,488$1.3Badded+3%−0.61 pp40 q
TTWOTake-Two Interactive Software Inc4.55%5,839,256$1.2Bheld—10 q
NVDANvidia Corp4.47%10,967,550$1.2Badded+13%−0.44 pp9 q
LLYEli Lilly & Co.4.15%1,334,960$1.1Badded+2%+0.33 pp8 q
APOApollo Global Management, Inc.3.20%6,209,496$850Mtrimmed−49%−4.46 pp13 q
FLUTFlutter Entertainment plc2.81%3,377,392$748Mheld—3 q
TSMTaiwan Semiconductor Manufacturing Company Ltd.2.65%4,241,474$704Madded+17%−0.06 pp9 q
SPOTSpotify Technology S.A.2.61%1,261,461$694Mheld—28 q
VEEVVeeva Systems Inc.2.11%2,420,500$561Madded×6.4+1.81 pp2 q
PDDPDD Holdings Inc.1.97%4,415,681$523Madded+68%+1.01 pp2 q
NOWServicenow, Inc.1.74%579,655$461Mheld—31 q
APPApplovin Corporation Class A1.66%1,668,240$442Mnew+1.66 ppnew
WDAYWorkday, Inc. Class A1.65%1,880,237$439Mheld—23 q
CPAYCorpay, Inc.1.64%1,247,577$435Mheld—9 q
SHWThe Sherwin-Williams Company1.58%1,204,175$420Madded+20%+0.29 pp3 q
GRABGrab Holdings Limited Class A1.58%92,923,788$421Mheld—10 q
DASHDoorDash, Inc. Class A1.51%2,196,013$401Mheld—7 q
AVGOBroadcom Inc.1.43%2,271,500$380Madded+23%−0.19 pp6 q
ZZillow Group, Inc. Class C1.34%5,215,000$358Mnew+1.34 ppnew
RDDTReddit, Inc.1.28%3,249,600$341Madded+60%+0.03 pp5 q
ZSZscaler, Inc.1.25%1,679,000$333Madded+16%+0.26 pp2 q
GEVGE Vernova Inc.1.21%1,055,294$322Mnew+1.21 ppnew
LRCXLam Research Corp1.21%4,424,700$322Madded+12%+0.13 pp9 q
CRWDCrowdStrike Holdings, Inc. Class A1.19%900,000$317Mheld—24 q
CPNGCoupang, Inc.1.10%13,328,319$292Madded+64%+0.43 pp3 q
CSGPCoStar Group Inc0.97%3,245,109$257Mheld—2 q
FWONKLiberty Media Corporation Series C0.91%2,682,000$241Mheld—5 q
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)0.86%438,800$230Mheld—4 q
PCORProcore Technologies, Inc.0.58%2,339,500$154Mheld—7 q
ESTCElastic N.V.0.57%1,690,700$151Mheld—7 q
AMATApplied Materials Inc0.49%895,200$130Mheld—4 q
TTANServiceTitan, Inc. Class A0.47%1,301,398$124Mheld—2 q
NUNu Holdings Ltd.0.42%11,032,555$113Madded+24%+0.07 pp14 q
XYZBlock, Inc.0.39%1,884,867$102Mnew+0.39 ppnew
NVONovo-Nordisk A/S0.33%1,269,000$88Mheld—8 q
ZGZillow Group Inc Class A0.23%902,643$60Mnew+0.23 ppnew
REREATRenew Inc.0.13%11,481,218$34Mheld—16 q
ZKHZKH Group Limited0.10%8,195,453$27Mheld—4 q
JDJD.com, Inc.0.05%344,309$14Mheld—42 q
UBERUber Technologies, Inc.0.04%151,178$11Mtrimmed−94%−0.55 pp24 q
PONYPony AI Inc.0.01%370,000$3Mheld—2 q
QCOMQualcomm Inc—−1,857,700—exited−1.08 pp—
DDOGDatadog, Inc. Class A—−979,400—exited−0.53 pp—
TEAMAtlassian Corporation Class A—−400,545—exited−0.37 pp—
OKLOOklo Inc.—−3,056,992—exited−0.25 pp—
ARMArm Holdings plc—−300,000—exited−0.14 pp—
RBRKRubrik, Inc.—−250,000—exited−0.06 pp—
KVYOKlaviyo, Inc.—−35,000—exited−0.01 pp—
SAROStandardAero, Inc.—−160,000—exited−0.01 pp—
DDLDingdong (Cayman) Limited—−118,539—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