NEW YORK, NY · CIK 0001167483
Tiger Global Management
TIGER GLOBAL MANAGEMENT LLC
Portfolio value
$26.59B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | META PLATFORMS INC Class A | META |
16.2%
|
$4.30B | 7,465,139 SH | unchanged |
| 2 | MICROSOFT CORP | MSFT |
8.8%
|
$2.34B | 6,240,865 SH | increased +17% |
| 3 | SEA LTD ADR | SE |
7.9%
|
$2.09B | 16,041,335 SH | unchanged |
| 4 | ALPHABET INC Class A | GOOGL |
6.0%
|
$1.59B | 10,308,800 SH | unchanged |
| 5 | AMAZON COM INC | AMZN |
4.7%
|
$1.25B | 6,588,488 SH | increased +3% |
| 6 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO |
4.6%
|
$1.21B | 5,839,256 SH | unchanged |
| 7 | NVIDIA CORPORATION | NVDA |
4.5%
|
$1.19B | 10,967,550 SH | increased +13% |
| 8 | ELI LILLY & CO | LLY |
4.1%
|
$1.10B | 1,334,960 SH | increased +2% |
| 9 | APOLLO GLOBAL MGMT INC | APO |
3.2%
|
$850.3M | 6,209,496 SH | reduced -49% |
| 10 | FLUTTER ENTMT PLC | FLUT |
2.8%
|
$748.3M | 3,377,392 SH | unchanged |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD ADR | TSM |
2.6%
|
$704.1M | 4,241,474 SH | increased +17% |
| 12 | SPOTIFY TECHNOLOGY S A | SPOT |
2.6%
|
$693.8M | 1,261,461 SH | unchanged |
| 13 | VEEVA SYS INC Class A | VEEV |
2.1%
|
$560.7M | 2,420,500 SH | increased +540% |
| 14 | PDD HOLDINGS INC ADR | PDD |
2.0%
|
$522.6M | 4,415,681 SH | increased +68% |
| 15 | SERVICENOW INC | NOW |
1.7%
|
$461.5M | 579,655 SH | unchanged |
| 16 | APPLOVIN CORP Class A | APP |
1.7%
|
$442.0M | 1,668,240 SH | new |
| 17 | WORKDAY INC Class A | WDAY |
1.7%
|
$439.1M | 1,880,237 SH | unchanged |
| 18 | CORPAY INC | CPAY |
1.6%
|
$435.1M | 1,247,577 SH | unchanged |
| 19 | GRAB HOLDINGS LIMITED Class A | GRAB |
1.6%
|
$420.9M | 92,923,788 SH | unchanged |
| 20 | SHERWIN WILLIAMS CO | SHW |
1.6%
|
$420.5M | 1,204,175 SH | increased +20% |
| 21 | DOORDASH INC Class A | DASH |
1.5%
|
$401.4M | 2,196,013 SH | unchanged |
| 22 | BROADCOM INC | AVGO |
1.4%
|
$380.3M | 2,271,500 SH | increased +23% |
| 23 | ZILLOW GROUP INC Class C | Z |
1.3%
|
$357.5M | 5,215,000 SH | new |
| 24 | REDDIT INC Class A | RDDT |
1.3%
|
$340.9M | 3,249,600 SH | increased +60% |
| 25 | ZSCALER INC | ZS |
1.3%
|
$333.1M | 1,679,000 SH | increased +16% |
| 26 | GE VERNOVA INC | GEV |
1.2%
|
$322.2M | 1,055,294 SH | new |
| 27 | LAM RESEARCH CORP | LRCX |
1.2%
|
$321.7M | 4,424,700 SH | increased +12% |
| 28 | CROWDSTRIKE HLDGS INC Class A | CRWD |
1.2%
|
$317.3M | 900,000 SH | unchanged |
| 29 | COUPANG INC Class A | CPNG |
1.1%
|
$292.3M | 13,328,319 SH | increased +64% |
| 30 | COSTAR GROUP INC | CSGP |
1.0%
|
$257.1M | 3,245,109 SH | unchanged |
| 31 | LIBERTY MEDIA CORP DEL | FWONK |
0.9%
|
$241.4M | 2,682,000 SH | unchanged |
| 32 | UNITEDHEALTH GROUP INC | UNH |
0.9%
|
$229.8M | 438,800 SH | unchanged |
| 33 | PROCORE TECHNOLOGIES INC | PCOR |
0.6%
|
$154.5M | 2,339,500 SH | unchanged |
| 34 | ELASTIC N V | ESTC |
0.6%
|
$150.6M | 1,690,700 SH | unchanged |
| 35 | APPLIED MATLS INC | AMAT |
0.5%
|
$129.9M | 895,200 SH | unchanged |
| 36 | SERVICETITAN INC Class A | TTAN |
0.5%
|
$123.8M | 1,301,398 SH | unchanged |
| 37 | NU HLDGS LTD Class A | G6683N103 |
0.4%
|
$113.0M | 11,032,555 SH | increased +24% |
| 38 | BLOCK INC Class A | XYZ |
0.4%
|
$102.4M | 1,884,867 SH | new |
| 39 | NOVO-NORDISK A S ADR | NVO |
0.3%
|
$88.1M | 1,269,000 SH | unchanged |
| 40 | ZILLOW GROUP INC Class A | ZG |
0.2%
|
$60.4M | 902,643 SH | new |
| 41 | ATRENEW INC ADR | RERE |
0.1%
|
$33.8M | 11,481,218 SH | unchanged |
| 42 | ZKH GROUP LTD ADR | ZKH |
0.1%
|
$27.5M | 8,195,453 SH | unchanged |
| 43 | JD.COM INC Class A | JD |
0.1%
|
$14.2M | 344,309 SH | unchanged |
| 44 | UBER TECHNOLOGIES INC | UBER |
0.0%
|
$11.0M | 151,178 SH | reduced -94% |
| 45 | PONY AI INC ADR | PONY |
0.0%
|
$3.3M | 370,000 SH | unchanged |
New this quarter
| Issuer | Ticker | Value | Shares |
|---|---|---|---|
| APPLOVIN CORP | APP | $442.0M | 1,668,240 |
| ZILLOW GROUP INC | Z | $357.5M | 5,215,000 |
| GE VERNOVA INC | GEV | $322.2M | 1,055,294 |
| BLOCK INC | XYZ | $102.4M | 1,884,867 |
| ZILLOW GROUP INC | ZG | $60.4M | 902,643 |
Exited this quarter
| Issuer | Ticker | Prior value | Prior shares |
|---|---|---|---|
| QUALCOMM INC | QCOM | $285.4M | 1,857,700 |
| DATADOG INC | DDOG | $139.9M | 979,400 |
| ATLASSIAN CORPORATION | TEAM | $97.5M | 400,545 |
| OKLO INC | OKLO | $64.9M | 3,056,992 |
| ARM HOLDINGS PLC | ARM | $37.0M | 300,000 |
| RUBRIK INC. | RBRK | $16.3M | 250,000 |
| STANDARDAERO INC | SARO | $4.0M | 160,000 |
| KLAVIYO INC | KVYO | $1.4M | 35,000 |
| DINGDONG CAYMAN LTD | DDL | $389K | 118,539 |