Tiger Global Management 13F, Q1 2025
Chase Coleman · quarter ending 31 March 2025 · filed 15 May 2025 · SEC CIK 1167483
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2025
The 25 largest of 45 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2024 filing.
| Company | Ticker | Value | % of book | vs Q4 2024 |
|---|---|---|---|---|
| META PLATFORMS INC | META | $4.30B | 16.2% | unchanged |
| MICROSOFT CORP | MSFT | $2.34B | 8.8% | +17% shares |
| SEA LTD | SE | $2.09B | 7.9% | unchanged |
| ALPHABET INC | GOOGL | $1.59B | 6.0% | unchanged |
| AMAZON COM INC | AMZN | $1.25B | 4.7% | +3% shares |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | $1.21B | 4.5% | unchanged |
| NVIDIA CORPORATION | NVDA | $1.19B | 4.5% | +13% shares |
| ELI LILLY & CO | LLY | $1.10B | 4.2% | unchanged |
| APOLLO GLOBAL MGMT INC | APO | $850.33M | 3.2% | -49% shares |
| FLUTTER ENTMT PLC | $748.26M | 2.8% | unchanged | |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $704.08M | 2.6% | +17% shares |
| SPOTIFY TECHNOLOGY S A | $693.84M | 2.6% | unchanged | |
| VEEVA SYS INC | VEEV | $560.66M | 2.1% | +540% shares |
| PDD HOLDINGS INC | PDD | $522.60M | 2.0% | +68% shares |
| SERVICENOW INC | NOW | $461.49M | 1.7% | unchanged |
| APPLOVIN CORP | APP | $442.03M | 1.7% | new |
| WORKDAY INC | WDAY | $439.09M | 1.6% | unchanged |
| CORPAY INC | CPAY | $435.06M | 1.6% | unchanged |
| GRAB HOLDINGS LIMITED | $420.94M | 1.6% | unchanged | |
| SHERWIN WILLIAMS CO | SHW | $420.49M | 1.6% | +20% shares |
| DOORDASH INC | DASH | $401.37M | 1.5% | unchanged |
| BROADCOM INC | AVGO | $380.32M | 1.4% | +23% shares |
| ZILLOW GROUP INC | Z | $357.54M | 1.3% | new |
| REDDIT INC | RDDT | $340.88M | 1.3% | +60% shares |
| ZSCALER INC | ZS | $333.15M | 1.3% | +16% shares |
What changed since Q4 2024
Against the Q4 2024 filing, Tiger Global Management opened 5 new positions, added to 13, trimmed 2, left 25 unchanged and exited 9. 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 0000919574-25-003217, 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.
