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. | 16.5% | $4.37B | 7.47M | 0.0% | Held | 3 |
| 2 | MSFT Microsoft Corporation | 8.5% | $2.25B | 5.34M | 0.0% | Held | 3 |
| 3 | APO Apollo Global Management… | 7.7% | $2.03B | 12.27M | -0.1% | ▼ Trim | 3 |
| 4 | GOOGL Alphabet Inc. | 7.4% | $1.95B | 10.31M | 0.0% | Held | 3 |
| 5 | SE Sea Limited | 6.4% | $1.70B | 16.04M | 0.0% | Held | 3 |
| 6 | AMZN Amazon.com, Inc. | 5.3% | $1.41B | 6.42M | 0.0% | Held | 3 |
| 7 | NVDA NVIDIA Corporation | 4.9% | $1.30B | 9.68M | 0.0% | Held | 3 |
| 8 | TTWO Take-Two Interactive… | 4.1% | $1.07B | 5.84M | 0.0% | Held | 3 |
| 9 | LLY Eli Lilly and Company | 3.8% | $1.01B | 1.31M | +35.1% | ▲ Add | 3 |
| 10 | FLTR.L Flutter Entertainment plc | 3.3% | $872.89M | 3.38M | 0.0% | Held | 2 |
| 11 | TSM Taiwan Semiconductor… | 2.7% | $717.87M | 3.63M | 0.0% | Held | 3 |
| 12 | NOW ServiceNow, Inc. | 2.3% | $614.50M | 579.65K | 0.0% | Held | 3 |
| 13 | SPOT Spotify Technology S.A. | 2.1% | $564.35M | 1.26M | +49156.6% | ▲ Add | 3 |
| 14 | WDAY Workday, Inc. | 1.8% | $485.16M | 1.88M | 0.0% | Held | 3 |
| 15 | GRAB Grab Holdings Limited | 1.7% | $438.60M | 92.92M | 0.0% | Held | 3 |
| 16 | AVGO Broadcom Inc. | 1.6% | $427.86M | 1.85M | 0.0% | Held | 3 |
| 17 | CPAY Corpay, Inc. | 1.6% | $422.21M | 1.25M | 0.0% | Held | 3 |
| 18 | DASH DoorDash, Inc. | 1.4% | $368.38M | 2.20M | 0.0% | Held | 3 |
| 19 | SHW The Sherwin-Williams Company | 1.3% | $341.39M | 1.00M | +90.3% | ▲ Add | 2 |
| 20 | RDDT Reddit, Inc. | 1.3% | $331.95M | 2.03M | +306.2% | ▲ Add | 3 |
| 21 | CRWD CrowdStrike Holdings, Inc. | 1.2% | $307.94M | 900.00K | 0.0% | Held | 3 |
| 22 | LRCX Lam Research Corporation | 1.1% | $285.86M | 3.96M | +1020.6% | ▲ Add | 3 |
| 23 | QCOM QUALCOMM Incorporated | 1.1% | $285.38M | 1.86M | 0.0% | Held | 3 |
| 24 | ZS Zscaler, Inc. | 1.0% | $261.59M | 1.45M | Nuevo | New | 1 |
| 25 | PDD PDD Holdings Inc. | 1.0% | $254.96M | 2.63M | Nuevo | New | 1 |
| 26 | FWONA Formula One Group | 0.9% | $248.51M | 2.68M | +9.2% | ▲ Add | 3 |
| 27 | CSGP CoStar Group, Inc. | 0.9% | $232.32M | 3.25M | Nuevo | New | 1 |
| 28 | UNH UnitedHealth Group… | 0.8% | $221.97M | 438.80K | -81.5% | ▼ Trim | 3 |
| 29 | CPNG Coupang, Inc. | 0.7% | $178.48M | 8.12M | +307.2% | ▲ Add | 2 |
| 30 | PCOR Procore Technologies, Inc. | 0.7% | $175.30M | 2.34M | 0.0% | Held | 3 |
| 31 | ESTC Elastic N.V. | 0.6% | $167.51M | 1.69M | 0.0% | Held | 3 |
| 32 | UBER Uber Technologies, Inc. | 0.6% | $156.70M | 2.60M | 0.0% | Held | 3 |
| 33 | AMAT Applied Materials, Inc. | 0.6% | $145.59M | 895.20K | 0.0% | Held | 3 |
| 34 | DDOG Datadog, Inc. | 0.5% | $139.95M | 979.40K | 0.0% | Held | 3 |
| 35 | TTAN ServiceTitan, Inc. | 0.5% | $133.87M | 1.30M | Nuevo | New | 1 |
| 36 | NVO Novo Nordisk A/S | 0.4% | $109.16M | 1.27M | 0.0% | Held | 3 |
| 37 | TEAM Atlassian Corporation | 0.4% | $97.48M | 400.55K | 0.0% | Held | 3 |
| 38 | NU Nu Holdings Ltd. | 0.3% | $91.98M | 8.88M | -51.8% | ▼ Trim | 3 |
| 39 | VEEV Veeva Systems Inc. | 0.3% | $79.47M | 378.00K | Nuevo | New | 1 |
| 40 | OKLO Oklo Inc. | 0.2% | $64.90M | 3.06M | 0.0% | Held | 3 |
| 41 | ARM Arm Holdings plc American… | 0.1% | $37.01M | 300.00K | 0.0% | Held | 3 |
| 42 | RERE ATRENEW INC | 0.1% | $33.07M | 11.48M | 0.0% | Held | 3 |
| 43 | ZKH ZKH GROUP LTD | 0.1% | $28.77M | 8.20M | 0.0% | Held | 3 |
| 44 | RBRK Rubrik, Inc. | 0.1% | $16.34M | 250.00K | 0.0% | Held | 3 |
| 45 | JD JD.com, Inc. | 0.0% | $11.94M | 344.31K | 0.0% | Held | 3 |
| 46 | PONY Pony AI Inc. American… | 0.0% | $5.31M | 370.00K | Nuevo | New | 1 |
| 47 | SARO StandardAero, Inc. | 0.0% | $3.96M | 160.00K | Nuevo | New | 1 |
| 48 | KVYO Klaviyo, Inc. | 0.0% | $1.44M | 35.00K | 0.0% | Held | 3 |
| 49 | DDL DINGDONG CAYMAN LTD | 0.0% | $388,808 | 118.54K | 0.0% | Held | 3 |
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 |
|---|---|---|---|---|---|---|
| ZS Zscaler, Inc. | 1.45M | n/a | Nuevo | $261.59M | 1.0% | |
| PDD PDD Holdings Inc. | 2.63M | n/a | Nuevo | $254.96M | 1.0% | |
| CSGP CoStar Group, Inc. | 3.25M | n/a | Nuevo | $232.32M | 0.9% | |
| TTAN ServiceTitan, Inc. | 1.30M | n/a | Nuevo | $133.87M | 0.5% | |
| VEEV Veeva Systems Inc. | 378.00K | n/a | Nuevo | $79.47M | 0.3% | |
| PONY Pony AI Inc. American… | 370.00K | n/a | Nuevo | $5.31M | 0.0% | |
| SARO StandardAero, Inc. | 160.00K | n/a | Nuevo | $3.96M | 0.0% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| LLY Eli Lilly and Company | 1.31M | 969.80K | +35.1% | $1.01B | 3.8% | ●●○○○○ |
| SPOT Spotify Technology S.A. | 1.26M | 2.56K | +49156.6% | $564.35M | 2.1% | |
| SHW The Sherwin-Williams… | 1.00M | 527.80K | +90.3% | $341.39M | 1.3% | ●●○○○○ |
| RDDT Reddit, Inc. | 2.03M | 500.00K | +306.2% | $331.95M | 1.3% | |
| LRCX Lam Research Corporation | 3.96M | 353.18K | +1020.6% | $285.86M | 1.1% | |
| FWONA Formula One Group | 2.68M | 2.46M | +9.2% | $248.51M | 0.9% | ●●○○○○ |
| CPNG Coupang, Inc. | 8.12M | 1.99M | +307.2% | $178.48M | 0.7% | ●●○○○○ |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| APO Apollo Global… | 12.27M | 12.29M | -0.1% | $2.03B | 7.7% | |
| UNH UnitedHealth Group… | 438.80K | 2.37M | -81.5% | $221.97M | 0.8% | |
| NU Nu Holdings Ltd. | 8.88M | 18.43M | -51.8% | $91.98M | 0.3% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| GTM ZoomInfo Technologies… | n/a | 9.36M | Salida | $96.59M | 0.4% | |
| TOST Toast, Inc. | n/a | 78.52K | Salida | $2.22M | 0.0% | |
| STNE StoneCo Ltd. | n/a | 13.79K | Salida | $155,253 | 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 ↗