Tiger Global

Q2 2025 13F · by Chase Coleman, CIO

As of: Jun 30, 2025
Filed: Aug 14, 2025
US stock: $34.1B · prev $26.6B
Positions: 50 · 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%

Moves34 since the prior filing

+9.1 pp in · −6.2 pp out

New 7 +1.85 pp
Added 19 +7.22 pp
Trimmed 6 −3.78 pp
Exited 2 −2.44 pp

The book

Concentrated · behaves like 16 equal-sized positions

Very concentrated
Concentrated
Focused
Diversified

Low turnover · 22% a year, about 4.5 years per position

Low
Moderate
High

Top 5 positions46% of US stock

Positions50 in this filing · 2 exited


METAMeta Platforms, Inc. Class A	16.32%	7,533,525	$5.6B	added+1%	+0.14 pp	35 q
MSFTMicrosoft Corp	9.56%	6,551,368	$3.3B	added+5%	+0.75 pp	35 q
SESea Limited	7.53%	16,041,335	$2.6B	held	—	30 q
AMZNAmazon.Com Inc	6.88%	10,685,541	$2.3B	added+62%	+2.17 pp	41 q
GOOGLAlphabet Inc. Class A	5.50%	10,631,402	$1.9B	added+3%	−0.49 pp	13 q
NVDANvidia Corp	5.43%	11,709,752	$1.9B	added+7%	+0.96 pp	10 q
TTWOTake-Two Interactive Software Inc	4.16%	5,839,256	$1.4B	held	—	11 q
LLYEli Lilly & Co.	3.46%	1,511,160	$1.2B	added+13%	−0.69 pp	9 q
TSMTaiwan Semiconductor Manufacturing Company Ltd.	3.04%	4,578,374	$1.0B	added+8%	+0.39 pp	10 q
FLUTFlutter Entertainment plc	2.90%	3,453,392	$987M	added+2%	+0.09 pp	4 q
SPOTSpotify Technology S.A.	2.84%	1,261,461	$968M	held	—	29 q
RDDTReddit, Inc.	2.72%	6,148,984	$926M	added+89%	+1.44 pp	6 q
APOApollo Global Management, Inc.	2.58%	6,209,496	$881M	held	—	14 q
AVGOBroadcom Inc.	2.19%	2,703,214	$745M	added+19%	+0.76 pp	7 q
APPApplovin Corporation Class A	2.06%	2,002,989	$701M	added+20%	+0.40 pp	2 q
VEEVVeeva Systems Inc.	2.05%	2,420,500	$697M	held	—	3 q
GEVGE Vernova Inc.	1.70%	1,097,794	$581M	added+4%	+0.49 pp	2 q
ZSZscaler, Inc.	1.55%	1,683,266	$528M	added0%	+0.30 pp	3 q
LRCXLam Research Corp	1.50%	5,260,328	$512M	added+19%	+0.29 pp	10 q
CPAYCorpay, Inc.	1.46%	1,501,646	$498M	added+20%	−0.18 pp	10 q
GRABGrab Holdings Limited Class A	1.37%	92,923,788	$467M	held	—	11 q
ZZillow Group, Inc. Class C	1.28%	6,229,087	$436M	added+19%	−0.06 pp	2 q
CHYMChime Financial, Inc. Class A	1.26%	12,470,768	$430M	new	+1.26 pp	new
SHWThe Sherwin-Williams Company	1.21%	1,204,175	$413M	held	—	4 q
CPNGCoupang, Inc.	1.19%	13,585,579	$407M	added+2%	+0.09 pp	4 q
NOWServicenow, Inc.	0.90%	300,000	$308M	trimmed−48%	−0.84 pp	32 q
FWONKLiberty Media Corporation Series C	0.82%	2,682,000	$280M	held	—	6 q
XYZBlock, Inc.	0.79%	3,944,440	$268M	added×2.1	+0.40 pp	2 q
CSGPCoStar Group Inc	0.77%	3,245,109	$261M	held	—	3 q
CRWDCrowdStrike Holdings, Inc. Class A	0.75%	500,000	$255M	trimmed−44%	−0.44 pp	25 q
WDAYWorkday, Inc. Class A	0.70%	1,000,000	$240M	trimmed−47%	−0.95 pp	24 q
AMATApplied Materials Inc	0.48%	895,200	$164M	held	—	5 q
PCORProcore Technologies, Inc.	0.47%	2,339,500	$160M	held	—	8 q
NUNu Holdings Ltd.	0.44%	11,032,555	$151M	held	—	15 q
ESTCElastic N.V.	0.42%	1,690,700	$143M	held	—	8 q
BULLWebull Corporation Class A	0.41%	11,724,137	$140M	new	+0.41 pp	new
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	0.40%	438,800	$137M	held	—	5 q
NVONovo-Nordisk A/S	0.26%	1,269,000	$88M	held	—	9 q
ZGZillow Group Inc Class A	0.20%	1,004,643	$69M	added+11%	−0.03 pp	2 q
REREATRenew Inc.	0.10%	9,831,218	$33M	trimmed−14%	−0.03 pp	17 q
HNGEHinge Health, Inc.	0.08%	552,008	$29M	new	+0.08 pp	new
CRCLCircle Internet Group, Inc.	0.07%	125,000	$23M	new	+0.07 pp	new
ZKHZKH Group Limited	0.07%	7,996,846	$25M	trimmed−2%	−0.03 pp	5 q
UBERUber Technologies, Inc.	0.04%	151,178	$14M	held	—	25 q
JDJD.com, Inc.	0.03%	344,309	$11M	held	—	43 q
DASHDoorDash, Inc. Class A	0.02%	25,337	$6M	trimmed−99%	−1.49 pp	8 q
ETOReToro Group Ltd. Class A	0.02%	80,000	$5M	new	+0.02 pp	new
PONYPony AI Inc.	0.01%	370,000	$5M	held	—	3 q
TFINTriumph Financial, Inc.	0.01%	43,708	$2M	new	+0.01 pp	new
MNTNMNTN, Inc.	0.00%	20,000	$437,400	new	0.00 pp	new
PDDPDD Holdings Inc.	—	−4,415,681	—	exited	−1.97 pp	—
TTANServiceTitan, Inc. Class A	—	−1,301,398	—	exited	−0.47 pp	—