Tiger Global Management
Chase Coleman (Founder) · New York, NY · CIK 1167483 · Dépôts EDGAR ↗
Growth/technology crossover investing.
La valeur de portefeuille 13F déclarée couvre uniquement les positions longues américaines déclarables, et non la trésorerie, les obligations, les positions courtes ou les positions hors États-Unis. Il ne s'agit pas des actifs sous gestion.
Part de la valeur commune déclarée ; (±pp) par rapport au trimestre précédent.
| # | Titre | Poids | Valeur | Actions | Δ actions | Détenu | |
|---|---|---|---|---|---|---|---|
| 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 | Nouveau | New | 1 |
| 25 | PDD PDD Holdings Inc. | 1.0% | $254.96M | 2.63M | Nouveau | 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 | Nouveau | 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 | Nouveau | 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 | Nouveau | 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 | Nouveau | New | 1 |
| 47 | SARO StandardAero, Inc. | 0.0% | $3.96M | 160.00K | Nouveau | 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 |
Positions en actions ordinaires (SH) uniquement ; les lignes d'options figurent dans l'onglet Options et ne sont jamais intégrées en net. ✂ = variation calculée par rapport aux actions précédentes ajustées des fractionnements. « Détenu N+ » = détenu à chaque trimestre de notre fenêtre d'observation, possiblement plus longtemps.
| Titre | Actions | Précédent | Variation | Valeur | Poids | Série |
|---|---|---|---|---|---|---|
| ZS Zscaler, Inc. | 1.45M | n/a | Nouveau | $261.59M | 1.0% | |
| PDD PDD Holdings Inc. | 2.63M | n/a | Nouveau | $254.96M | 1.0% | |
| CSGP CoStar Group, Inc. | 3.25M | n/a | Nouveau | $232.32M | 0.9% | |
| TTAN ServiceTitan, Inc. | 1.30M | n/a | Nouveau | $133.87M | 0.5% | |
| VEEV Veeva Systems Inc. | 378.00K | n/a | Nouveau | $79.47M | 0.3% | |
| PONY Pony AI Inc. American… | 370.00K | n/a | Nouveau | $5.31M | 0.0% | |
| SARO StandardAero, Inc. | 160.00K | n/a | Nouveau | $3.96M | 0.0% |
| Titre | Actions | Précédent | Variation | Valeur | Poids | Série |
|---|---|---|---|---|---|---|
| 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% | ●●○○○○ |
| Titre | Actions | Précédent | Variation | Valeur | Poids | Série |
|---|---|---|---|---|---|---|
| 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% |
| Titre | Actions | Précédent | Variation | Valeur | Poids | Série |
|---|---|---|---|---|---|---|
| GTM ZoomInfo Technologies… | n/a | 9.36M | Sortie | $96.59M | 0.4% | |
| TOST Toast, Inc. | n/a | 78.52K | Sortie | $2.22M | 0.0% | |
| STNE StoneCo Ltd. | n/a | 13.79K | Sortie | $155,253 | 0.0% |
Nombre de trimestres consécutifs durant lesquels chaque position actuelle a été déclarée, dans notre fenêtre de données.
| Gérant | Positions communes | Chevauchement des noms | Similarité pondérée | |
|---|---|---|---|---|
| Coatue Management | 18 | 19.4% | 0.6914 | Comparer ⇄ |
| American Century Companies Inc | 43 | 1.5% | 0.69 | Comparer ⇄ |
| Schroder Investment Management Group | 31 | 2.7% | 0.6757 | Comparer ⇄ |
| Fidelity (FMR) | 45 | 0.9% | 0.6735 | Comparer ⇄ |
| Nomura Asset Management International… | 33 | 2.6% | 0.6674 | Comparer ⇄ |
| Jennison Associates Llc | 28 | 4.9% | 0.6397 | Comparer ⇄ |
| Credit Agricole S A | 35 | 3.1% | 0.6382 | Comparer ⇄ |
| Royal London Asset Management Ltd | 32 | 4.6% | 0.6221 | Comparer ⇄ |
Similarité des positions longues déclarées uniquement ; les couvertures et les actifs hors 13F sont invisibles. Méthodologie
$23.98B · 46 participations répertoriées · Consulter le dépôt SEC original ↗
$22.85B · 54 participations répertoriées · Consulter le dépôt SEC original ↗
$29.71B · 54 participations répertoriées · Consulter le dépôt SEC original ↗
$32.36B · 56 participations répertoriées · Consulter le dépôt SEC original ↗
$34.08B · 50 participations répertoriées · Consulter le dépôt SEC original ↗
$26.59B · 45 participations répertoriées · Consulter le dépôt SEC original ↗
$26.46B · 49 participations répertoriées · Consulter le dépôt SEC original ↗
$23.44B · 45 participations répertoriées · Consulter le dépôt SEC original ↗
$21.63B · 44 participations répertoriées · Consulter le dépôt SEC original ↗