Tiger Global Management 13F, Q3 2024
Chase Coleman · quarter ending 30 September 2024 · filed 14 November 2024 · SEC CIK 1167483
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.
| Company | Ticker | Value | % of book | vs Q2 2024 |
|---|---|---|---|---|
| META PLATFORMS INC | META | $4.27B | 18.2% | unchanged |
| MICROSOFT CORP | MSFT | $2.30B | 9.8% | unchanged |
| ALPHABET INC | GOOGL | $1.71B | 7.3% | unchanged |
| APOLLO GLOBAL MGMT INC | APO | $1.53B | 6.5% | unchanged |
| SEA LTD | SE | $1.51B | 6.5% | unchanged |
| UNITEDHEALTH GROUP INC | UNH | $1.38B | 5.9% | unchanged |
| AMAZON COM INC | AMZN | $1.20B | 5.1% | unchanged |
| NVIDIA CORPORATION | NVDA | $1.18B | 5.0% | unchanged |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | $897.55M | 3.8% | +4% shares |
| ELI LILLY & CO | LLY | $859.18M | 3.7% | +4% shares |
| FLUTTER ENTMT PLC | $801.39M | 3.4% | new | |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $631.29M | 2.7% | +18% shares |
| SERVICENOW INC | NOW | $518.44M | 2.2% | unchanged |
| WORKDAY INC | WDAY | $459.55M | 2.0% | unchanged |
| CORPAY INC | CPAY | $390.19M | 1.7% | +19% shares |
| GRAB HOLDINGS LIMITED | $353.11M | 1.5% | unchanged | |
| BROADCOM INC | AVGO | $318.35M | 1.4% | +912% shares |
| QUALCOMM INC | QCOM | $315.90M | 1.4% | unchanged |
| DOORDASH INC | DASH | $313.44M | 1.3% | unchanged |
| LAM RESEARCH CORP | $288.23M | 1.2% | unchanged | |
| CROWDSTRIKE HLDGS INC | CRWD | $252.42M | 1.1% | unchanged |
| NU HLDGS LTD | $251.61M | 1.1% | unchanged | |
| SHERWIN WILLIAMS CO | SHW | $201.45M | 0.9% | new |
| UBER TECHNOLOGIES INC | UBER | $195.26M | 0.8% | -14% shares |
| LIBERTY MEDIA CORP DEL | FWONK | $190.25M | 0.8% | +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.
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.
