Tiger Global Management 13F, Q3 2024

Chase Coleman · quarter ending 30 September 2024 · filed 14 November 2024 · SEC CIK 1167483

$23.44B
Filed US book
45
Positions
18.2%
Largest position

Common stock only: shares the fund reported owning at the quarter end, valued as filed.

Largest positions, Q3 2024

The 25 largest of 45 positions. Weights are against the whole filed book. Changes are in shares held, against the Q2 2024 filing.

CompanyTickerValue% of bookvs Q2 2024
META PLATFORMS INCMETA$4.27B18.2%unchanged
MICROSOFT CORPMSFT$2.30B9.8%unchanged
ALPHABET INCGOOGL$1.71B7.3%unchanged
APOLLO GLOBAL MGMT INCAPO$1.53B6.5%unchanged
SEA LTDSE$1.51B6.5%unchanged
UNITEDHEALTH GROUP INCUNH$1.38B5.9%unchanged
AMAZON COM INCAMZN$1.20B5.1%unchanged
NVIDIA CORPORATIONNVDA$1.18B5.0%unchanged
TAKE-TWO INTERACTIVE SOFTWARTTWO$897.55M3.8%+4% shares
ELI LILLY & COLLY$859.18M3.7%+4% shares
FLUTTER ENTMT PLC$801.39M3.4%new
TAIWAN SEMICONDUCTOR MFG LTDTSM$631.29M2.7%+18% shares
SERVICENOW INCNOW$518.44M2.2%unchanged
WORKDAY INCWDAY$459.55M2.0%unchanged
CORPAY INCCPAY$390.19M1.7%+19% shares
GRAB HOLDINGS LIMITED$353.11M1.5%unchanged
BROADCOM INCAVGO$318.35M1.4%+912% shares
QUALCOMM INCQCOM$315.90M1.4%unchanged
DOORDASH INCDASH$313.44M1.3%unchanged
LAM RESEARCH CORP$288.23M1.2%unchanged
CROWDSTRIKE HLDGS INCCRWD$252.42M1.1%unchanged
NU HLDGS LTD$251.61M1.1%unchanged
SHERWIN WILLIAMS COSHW$201.45M0.9%new
UBER TECHNOLOGIES INCUBER$195.26M0.8%-14% shares
LIBERTY MEDIA CORP DELFWONK$190.25M0.8%+4% shares

What changed since Q2 2024

Against the Q2 2024 filing, Tiger Global Management opened 3 new positions, added to 6, trimmed 3, left 33 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.

New positions

  • FLUTTER ENTMT PLC$801.39M
  • SHW$201.45M
  • CPNG$48.95M

Exited

Added to

Trimmed

  • UBER-14%$195.26M
  • JD-58%$13.77M
  • STONECO LTD-98%$155.3K

Other quarters

Source: SEC Form 13F-HR, accession 0000919574-24-006690, 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.