NEW YORK, NY · CIK 0001167483
Tiger Global Management
TIGER GLOBAL MANAGEMENT LLC
Portfolio value
$22.85B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | ALPHABET INC Class A | GOOGL |
13.4%
|
$3.06B | 10,631,402 SH | unchanged |
| 2 | NVIDIA CORPORATION | NVDA |
9.2%
|
$2.09B | 12,011,752 SH | increased +9% |
| 3 | AMAZON COM INC | AMZN |
9.1%
|
$2.08B | 10,000,000 SH | reduced -0% |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC ADR | TSM |
8.2%
|
$1.88B | 5,565,074 SH | increased +49% |
| 5 | META PLATFORMS INC Class A | META |
7.7%
|
$1.77B | 3,086,864 SH | increased +12% |
| 6 | SEA LTD ADR | SE |
5.6%
|
$1.28B | 15,415,835 SH | unchanged |
| 7 | BROADCOM INC | AVGO |
4.9%
|
$1.11B | 3,584,814 SH | increased +25% |
| 8 | MICROSOFT CORP | MSFT |
4.1%
|
$925.4M | 2,500,000 SH | reduced -54% |
| 9 | GE VERNOVA INC | GEV |
3.7%
|
$849.3M | 972,994 SH | unchanged |
| 10 | LAM RESEARCH CORP | LRCX |
3.6%
|
$833.4M | 3,900,439 SH | unchanged |
| 11 | SPOTIFY TECHNOLOGY S A | SPOT |
3.4%
|
$766.5M | 1,580,761 SH | increased +25% |
| 12 | COUPANG INC Class A | CPNG |
2.9%
|
$653.2M | 34,595,407 SH | increased +32% |
| 13 | APPLIED MATLS INC | AMAT |
2.5%
|
$566.3M | 1,656,900 SH | increased +85% |
| 14 | CORPAY INC | CPAY |
2.2%
|
$509.9M | 1,752,146 SH | unchanged |
| 15 | APPLOVIN CORP Class A | APP |
1.7%
|
$398.0M | 1,000,000 SH | reduced -23% |
| 16 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO |
1.7%
|
$395.0M | 2,000,000 SH | reduced -66% |
| 17 | APOLLO GLOBAL MGMT INC | APO |
1.6%
|
$366.9M | 3,293,334 SH | reduced -47% |
| 18 | REDDIT INC Class A | RDDT |
1.5%
|
$336.6M | 2,500,000 SH | reduced -35% |
| 19 | ZILLOW GROUP INC Class C | Z |
1.3%
|
$304.9M | 7,368,957 SH | increased +22% |
| 20 | BLOCK INC Class A | XYZ |
1.1%
|
$240.7M | 4,000,000 SH | reduced -37% |
| 21 | NETFLIX INC. | NFLX |
1.0%
|
$234.5M | 2,439,000 SH | unchanged |
| 22 | MERCADOLIBRE INC | MELI |
1.0%
|
$233.4M | 135,006 SH | new |
| 23 | LIBERTY MEDIA CORP DEL | FWONK |
1.0%
|
$228.0M | 2,682,000 SH | unchanged |
| 24 | ZSCALER INC | ZS |
1.0%
|
$221.6M | 1,579,766 SH | unchanged |
| 25 | CHIME FINL INC Class A | CHYM |
0.9%
|
$207.6M | 11,081,780 SH | reduced -22% |
| 26 | NU HLDGS LTD Class A | G6683N103 |
0.7%
|
$158.5M | 11,032,555 SH | unchanged |
| 27 | SERVICENOW INC | NOW |
0.7%
|
$156.8M | 1,500,000 SH | reduced -29% |
| 28 | WEALTHFRONT CORP | WLTH |
0.6%
|
$140.2M | 15,156,877 SH | unchanged |
| 29 | PROCORE TECHNOLOGIES INC | PCOR |
0.6%
|
$133.4M | 2,339,500 SH | unchanged |
| 30 | LUMENTUM HLDGS INC | LITE |
0.4%
|
$96.1M | 136,800 SH | new |
| 31 | UNITEDHEALTH GROUP INC | UNH |
0.4%
|
$94.8M | 350,445 SH | reduced -17% |
| 32 | EQUIPMENTSHARE COM INC Class A | EQPT |
0.4%
|
$93.3M | 4,579,646 SH | new |
| 33 | SHERWIN WILLIAMS CO | SHW |
0.4%
|
$82.4M | 257,083 SH | unchanged |
| 34 | INTEL CORP | INTC |
0.3%
|
$72.3M | 1,638,700 SH | new |
| 35 | COSTAR GROUP INC | CSGP |
0.3%
|
$60.5M | 1,500,000 SH | reduced -34% |
| 36 | ATRENEW INC ADR | RERE |
0.2%
|
$46.1M | 9,831,218 SH | unchanged |
| 37 | ZILLOW GROUP INC Class A | ZG |
0.2%
|
$42.4M | 1,023,733 SH | unchanged |
| 38 | WEBULL CORP | BULL |
0.1%
|
$32.3M | 6,724,137 SH | unchanged |
| 39 | PONY AI INC ADR | PONY |
0.1%
|
$27.4M | 2,900,000 SH | unchanged |
| 40 | UBER TECHNOLOGIES INC | UBER |
0.0%
|
$10.9M | 151,178 SH | unchanged |
| 41 | ROBINHOOD VENTURES FD I | RVI |
0.0%
|
$10.6M | 400,000 SH | new |
| 42 | JD.COM INC Class A | JD |
0.0%
|
$10.2M | 344,309 SH | unchanged |
| 43 | PAYPAY CORP ADR | PAYP |
0.0%
|
$8.5M | 400,000 SH | new |
| 44 | FIGURE TECHNOLOGY SOLUTIO Class A | FIGR |
0.0%
|
$6.8M | 200,000 SH | unchanged |
| 45 | NETSKOPE INC Class A | NTSK |
0.0%
|
$4.2M | 500,000 SH | unchanged |
| 46 | XANADU QUANTUM TECHNOLO LTD Sub Vtg B | XNDU |
0.0%
|
$3.8M | 500,000 SH | new |
| 47 | DOORDASH INC Class A | DASH |
0.0%
|
$3.8M | 25,337 SH | unchanged |
| 48 | BULLISH | BLSH |
0.0%
|
$3.6M | 100,000 SH | unchanged |
| 49 | ETORO GROUP LTD Class A | ETOR |
0.0%
|
$2.4M | 80,000 SH | unchanged |
| 50 | KLARNA GROUP PLC | KLAR |
0.0%
|
$2.3M | 175,000 SH | unchanged |
| 51 | FIGMA INC Class A | FIG |
0.0%
|
$1.3M | 60,000 SH | unchanged |
| 52 | ACCELERANT HOLDINGS Class A | ARX |
0.0%
|
$1.0M | 75,000 SH | unchanged |
| 53 | GEMINI SPACE STA INC Class A | GEMI |
0.0%
|
$309K | 70,000 SH | unchanged |
| 54 | MNTN INC Class A | MNTN |
0.0%
|
$176K | 20,000 SH | unchanged |
New this quarter
| Issuer | Ticker | Value | Shares |
|---|---|---|---|
| MERCADOLIBRE INC | MELI | $233.4M | 135,006 |
| LUMENTUM HLDGS INC | LITE | $96.1M | 136,800 |
| EQUIPMENTSHARE COM INC | EQPT | $93.3M | 4,579,646 |
| INTEL CORP | INTC | $72.3M | 1,638,700 |
| ROBINHOOD VENTURES FD I | RVI | $10.6M | 400,000 |
| PAYPAY CORP | PAYP | $8.5M | 400,000 |
| XANADU QUANTUM TECHNOLO LTD | XNDU | $3.8M | 500,000 |
Exited this quarter
| Issuer | Ticker | Prior value | Prior shares |
|---|---|---|---|
| FLUTTER ENTMT PLC | FLUT | $860.9M | 4,003,542 |
| VEEVA SYS INC | VEEV | $540.3M | 2,420,500 |
| GRAB HOLDINGS LIMITED | GRAB | $463.7M | 92,923,788 |
| WORKDAY INC | WDAY | $214.8M | 1,000,000 |
| ELASTIC N V | ESTC | $127.5M | 1,690,700 |
| HINGE HEALTH INC | HNGE | $83.9M | 1,805,751 |
| CIRCLE INTERNET GROUP INC | CRCL | $39.6M | 500,000 |