Tiger Global Management
Chase Coleman (Founder) · New York, NY · CIK 1167483 · Declaraciones EDGAR ↗
Growth/technology crossover investing.
El valor del portfolio 13F reportado cubre solo las posiciones largas reportables en EE. UU., no efectivo, bonos, posiciones cortas ni tenencias fuera de EE. UU. No equivale a activos bajo gestión.
Participación sobre el valor declarado de renta variable ordinaria; (±pp) respecto al trimestre anterior.
| # | Valor | Ponderación | Valor | Acciones | Δ acciones | Mantenida | |
|---|---|---|---|---|---|---|---|
| 1 | META Meta Platforms, Inc. | 18.2% | $4.27B | 7.47M | 0.0% | Held | 2 |
| 2 | MSFT Microsoft Corporation | 9.8% | $2.30B | 5.34M | 0.0% | Held | 2 |
| 3 | GOOGL Alphabet Inc. | 7.3% | $1.71B | 10.31M | 0.0% | Held | 2 |
| 4 | APO Apollo Global Management… | 6.5% | $1.53B | 12.29M | 0.0% | Held | 2 |
| 5 | SE Sea Limited | 6.5% | $1.51B | 16.04M | 0.0% | Held | 2 |
| 6 | UNH UnitedHealth Group… | 5.9% | $1.38B | 2.37M | +0.8% | ▲ Add | 2 |
| 7 | AMZN Amazon.com, Inc. | 5.1% | $1.20B | 6.42M | +1.5% | ▲ Add | 2 |
| 8 | NVDA NVIDIA Corporation | 5.0% | $1.18B | 9.68M | 0.0% | Held | 2 |
| 9 | TTWO Take-Two Interactive… | 3.8% | $897.55M | 5.84M | +3.5% | ▲ Add | 2 |
| 10 | LLY Eli Lilly and Company | 3.7% | $859.18M | 969.80K | +4.3% | ▲ Add | 2 |
| 11 | FLTR.L Flutter Entertainment plc | 3.4% | $801.39M | 3.38M | Nuevo | New | 1 |
| 12 | TSM Taiwan Semiconductor… | 2.7% | $631.29M | 3.63M | +18.4% | ▲ Add | 2 |
| 13 | NOW ServiceNow, Inc. | 2.2% | $518.44M | 579.65K | 0.0% | Held | 2 |
| 14 | WDAY Workday, Inc. | 2.0% | $459.55M | 1.88M | 0.0% | Held | 2 |
| 15 | CPAY Corpay, Inc. | 1.7% | $390.19M | 1.25M | +19.2% | ▲ Add | 2 |
| 16 | GRAB Grab Holdings Limited | 1.5% | $353.11M | 92.92M | 0.0% | Held | 2 |
| 17 | AVGO Broadcom Inc. | 1.4% | $318.35M | 1.85M | +912.3% | ▲ Add | 2 |
| 18 | QCOM QUALCOMM Incorporated | 1.3% | $315.90M | 1.86M | 0.0% | Held | 2 |
| 19 | DASH DoorDash, Inc. | 1.3% | $313.44M | 2.20M | 0.0% | Held | 2 |
| 20 | LRCX Lam Research Corporation | 1.2% | $288.23M | 353.18K | 0.0% | Held | 2 |
| 21 | CRWD CrowdStrike Holdings, Inc. | 1.1% | $252.42M | 900.00K | 0.0% | Held | 2 |
| 22 | NU Nu Holdings Ltd. | 1.1% | $251.61M | 18.43M | 0.0% | Held | 2 |
| 23 | SHW The Sherwin-Williams Company | 0.9% | $201.45M | 527.80K | Nuevo | New | 1 |
| 24 | UBER Uber Technologies, Inc. | 0.8% | $195.26M | 2.60M | -13.6% | ▼ Trim | 2 |
| 25 | FWONA Formula One Group | 0.8% | $190.25M | 2.46M | +3.9% | ▲ Add | 2 |
| 26 | AMAT Applied Materials, Inc. | 0.8% | $180.88M | 895.20K | 0.0% | Held | 2 |
| 27 | NVO Novo Nordisk A/S | 0.6% | $151.10M | 1.27M | 0.0% | Held | 2 |
| 28 | PCOR Procore Technologies, Inc. | 0.6% | $144.39M | 2.34M | 0.0% | Held | 2 |
| 29 | ESTC Elastic N.V. | 0.6% | $129.78M | 1.69M | 0.0% | Held | 2 |
| 30 | DDOG Datadog, Inc. | 0.5% | $112.69M | 979.40K | 0.0% | Held | 2 |
| 31 | GTM ZoomInfo Technologies Inc. | 0.4% | $96.59M | 9.36M | 0.0% | Held | 2 |
| 32 | TEAM Atlassian Corporation | 0.3% | $63.61M | 400.55K | 0.0% | Held | 2 |
| 33 | CPNG Coupang, Inc. | 0.2% | $48.95M | 1.99M | Nuevo | New | 1 |
| 34 | ARM Arm Holdings plc American… | 0.2% | $42.90M | 300.00K | 0.0% | Held | 2 |
| 35 | RDDT Reddit, Inc. | 0.1% | $32.96M | 500.00K | 0.0% | Held | 2 |
| 36 | RERE ATRENEW INC | 0.1% | $31.92M | 11.48M | 0.0% | Held | 2 |
| 37 | ZKH ZKH GROUP LTD | 0.1% | $30.24M | 8.20M | 0.0% | Held | 2 |
| 38 | OKLO Oklo Inc. | 0.1% | $24.73M | 3.06M | 0.0% | Held | 2 |
| 39 | JD JD.com, Inc. | 0.1% | $13.77M | 344.31K | -58.1% | ▼ Trim | 2 |
| 40 | RBRK Rubrik, Inc. | 0.0% | $8.04M | 250.00K | 0.0% | Held | 2 |
| 41 | TOST Toast, Inc. | 0.0% | $2.22M | 78.52K | 0.0% | Held | 2 |
| 42 | KVYO Klaviyo, Inc. | 0.0% | $1.24M | 35.00K | 0.0% | Held | 2 |
| 43 | SPOT Spotify Technology S.A. | 0.0% | $943,805 | 2.56K | 0.0% | Held | 2 |
| 44 | DDL DINGDONG CAYMAN LTD | 0.0% | $420,813 | 118.54K | 0.0% | Held | 2 |
| 45 | STNE StoneCo Ltd. | 0.0% | $155,253 | 13.79K | -98.0% | ▼ Trim | 2 |
Solo posiciones de acciones ordinarias (SH); las líneas de opciones están en la pestaña Opciones y nunca se netean. ✂ = cambio calculado respecto a las acciones previas ajustadas por splits. "Mantenido N+" = mantenido cada trimestre en nuestra ventana, posiblemente más.
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| FLTR.L Flutter Entertainment… | 3.38M | n/a | Nuevo | $801.39M | 3.4% | |
| SHW The Sherwin-Williams… | 527.80K | n/a | Nuevo | $201.45M | 0.9% | |
| CPNG Coupang, Inc. | 1.99M | n/a | Nuevo | $48.95M | 0.2% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| UNH UnitedHealth Group… | 2.37M | 2.35M | +0.8% | $1.38B | 5.9% | |
| AMZN Amazon.com, Inc. | 6.42M | 6.32M | +1.5% | $1.20B | 5.1% | |
| TTWO Take-Two Interactive… | 5.84M | 5.64M | +3.5% | $897.55M | 3.8% | |
| LLY Eli Lilly and Company | 969.80K | 930.00K | +4.3% | $859.18M | 3.7% | |
| TSM Taiwan Semiconductor… | 3.63M | 3.07M | +18.4% | $631.29M | 2.7% | |
| CPAY Corpay, Inc. | 1.25M | 1.05M | +19.2% | $390.19M | 1.7% | |
| AVGO Broadcom Inc. | 1.85M | 182.30K | +912.3% | $318.35M | 1.4% | |
| FWONA Formula One Group | 2.46M | 2.36M | +3.9% | $190.25M | 0.8% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| UBER Uber Technologies, Inc. | 2.60M | 3.01M | -13.6% | $195.26M | 0.8% | |
| JD JD.com, Inc. | 344.31K | 822.72K | -58.1% | $13.77M | 0.1% | |
| STNE StoneCo Ltd. | 13.79K | 682.00K | -98.0% | $155,253 | 0.0% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| DXCM DexCom, Inc. | n/a | 1.15M | Salida | $130.71M | 0.6% | |
| ALAB Astera Labs, Inc.… | n/a | 70.00K | Salida | $4.24M | 0.0% |
Trimestres consecutivos en que cada posición actual ha sido reportada, dentro de nuestra ventana de datos.
| Gestor | Posiciones comunes | Superposición de nombres | Similitud ponderada | |
|---|---|---|---|---|
| Coatue Management | 18 | 19.4% | 0.6914 | Comparar ⇄ |
| American Century Companies Inc | 43 | 1.5% | 0.69 | Comparar ⇄ |
| Schroder Investment Management Group | 31 | 2.7% | 0.6757 | Comparar ⇄ |
| Fidelity (FMR) | 45 | 0.9% | 0.6735 | Comparar ⇄ |
| Nomura Asset Management International… | 33 | 2.6% | 0.6674 | Comparar ⇄ |
| Jennison Associates Llc | 28 | 4.9% | 0.6397 | Comparar ⇄ |
| Credit Agricole S A | 35 | 3.1% | 0.6382 | Comparar ⇄ |
| Royal London Asset Management Ltd | 32 | 4.6% | 0.6221 | Comparar ⇄ |
Similitud basada solo en posiciones largas reportadas; las coberturas y los activos fuera del 13F son invisibles. Metodología
$23.98B · 46 posiciones listadas · Ver presentación original ante la SEC ↗
$22.85B · 54 posiciones listadas · Ver presentación original ante la SEC ↗
$29.71B · 54 posiciones listadas · Ver presentación original ante la SEC ↗
$32.36B · 56 posiciones listadas · Ver presentación original ante la SEC ↗
$34.08B · 50 posiciones listadas · Ver presentación original ante la SEC ↗
$26.59B · 45 posiciones listadas · Ver presentación original ante la SEC ↗
$26.46B · 49 posiciones listadas · Ver presentación original ante la SEC ↗
$23.44B · 45 posiciones listadas · Ver presentación original ante la SEC ↗
$21.63B · 44 posiciones listadas · Ver presentación original ante la SEC ↗