Tiger Global Management 13F, Q2 2024
Chase Coleman · quarter ending 30 June 2024 · filed 14 August 2024 · SEC CIK 1167483
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2024
The 25 largest of 44 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2024 filing.
| Company | Ticker | Value | % of book | vs Q1 2024 |
|---|---|---|---|---|
| META PLATFORMS INC | META | $3.76B | 17.4% | unchanged |
| MICROSOFT CORP | MSFT | $2.39B | 11.0% | unchanged |
| ALPHABET INC | GOOGL | $1.88B | 8.7% | unchanged |
| APOLLO GLOBAL MGMT INC | APO | $1.45B | 6.7% | unchanged |
| AMAZON COM INC | AMZN | $1.22B | 5.7% | unchanged |
| NVIDIA CORPORATION | NVDA | $1.20B | 5.5% | +900% shares |
| UNITEDHEALTH GROUP INC | UNH | $1.20B | 5.5% | new |
| SEA LTD | SE | $1.15B | 5.3% | +7% shares |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | $877.51M | 4.1% | unchanged |
| ELI LILLY & CO | LLY | $842.00M | 3.9% | +5% shares |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $533.75M | 2.5% | unchanged |
| SERVICENOW INC | NOW | $456.00M | 2.1% | unchanged |
| WORKDAY INC | WDAY | $420.35M | 1.9% | unchanged |
| LAM RESEARCH CORP | $376.09M | 1.7% | unchanged | |
| QUALCOMM INC | QCOM | $370.02M | 1.7% | new |
| CROWDSTRIKE HLDGS INC | CRWD | $344.87M | 1.6% | unchanged |
| GRAB HOLDINGS LIMITED | $329.88M | 1.5% | +39% shares | |
| BROADCOM INC | AVGO | $292.69M | 1.4% | unchanged |
| CORPAY INC | CPAY | $278.82M | 1.3% | -22% shares |
| DOORDASH INC | DASH | $238.88M | 1.1% | unchanged |
| NU HLDGS LTD | $237.60M | 1.1% | unchanged | |
| UBER TECHNOLOGIES INC | UBER | $218.53M | 1.0% | unchanged |
| APPLIED MATLS INC | AMAT | $211.26M | 1.0% | new |
| ELASTIC N V | $192.59M | 0.9% | unchanged | |
| NOVO-NORDISK A S | NVO | $181.14M | 0.8% | unchanged |
What changed since Q1 2024
Against the Q1 2024 filing, Tiger Global Management opened 5 new positions, added to 4, trimmed 3, left 32 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0000919574-24-004713, filed by TIGER GLOBAL MANAGEMENT LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.