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. | 16.2% | $4.30B | 7.47M | 0.0% | Held | 4 |
| 2 | MSFT Microsoft Corporation | 8.8% | $2.34B | 6.24M | +16.8% | ▲ Add | 4 |
| 3 | SE Sea Limited | 7.9% | $2.09B | 16.04M | 0.0% | Held | 4 |
| 4 | GOOGL Alphabet Inc. | 6.0% | $1.59B | 10.31M | 0.0% | Held | 4 |
| 5 | AMZN Amazon.com, Inc. | 4.7% | $1.25B | 6.59M | +2.7% | ▲ Add | 4 |
| 6 | TTWO Take-Two Interactive… | 4.6% | $1.21B | 5.84M | 0.0% | Held | 4 |
| 7 | NVDA NVIDIA Corporation | 4.5% | $1.19B | 10.97M | +13.3% | ▲ Add | 4 |
| 8 | LLY Eli Lilly and Company | 4.1% | $1.10B | 1.33M | +1.9% | ▲ Add | 4 |
| 9 | APO Apollo Global Management… | 3.2% | $850.33M | 6.21M | -49.4% | ▼ Trim | 4 |
| 10 | FLTR.L Flutter Entertainment plc | 2.8% | $748.26M | 3.38M | 0.0% | Held | 3 |
| 11 | TSM Taiwan Semiconductor… | 2.6% | $704.08M | 4.24M | +16.7% | ▲ Add | 4 |
| 12 | SPOT Spotify Technology S.A. | 2.6% | $693.84M | 1.26M | 0.0% | Held | 4 |
| 13 | VEEV Veeva Systems Inc. | 2.1% | $560.66M | 2.42M | +540.3% | ▲ Add | 2 |
| 14 | PDD PDD Holdings Inc. | 2.0% | $522.60M | 4.42M | +68.0% | ▲ Add | 2 |
| 15 | NOW ServiceNow, Inc. | 1.7% | $461.49M | 579.65K | 0.0% | Held | 4 |
| 16 | APP AppLovin Corporation | 1.7% | $442.03M | 1.67M | Nuevo | New | 1 |
| 17 | WDAY Workday, Inc. | 1.7% | $439.09M | 1.88M | 0.0% | Held | 4 |
| 18 | CPAY Corpay, Inc. | 1.6% | $435.06M | 1.25M | 0.0% | Held | 4 |
| 19 | GRAB Grab Holdings Limited | 1.6% | $420.94M | 92.92M | 0.0% | Held | 4 |
| 20 | SHW The Sherwin-Williams Company | 1.6% | $420.49M | 1.20M | +19.9% | ▲ Add | 3 |
| 21 | Z Zillow Group, Inc. Class C | 1.6% | $417.89M | 6.12M | Nuevo | New | 1 |
| 22 | DASH DoorDash, Inc. | 1.5% | $401.37M | 2.20M | 0.0% | Held | 4 |
| 23 | AVGO Broadcom Inc. | 1.4% | $380.32M | 2.27M | +23.1% | ▲ Add | 4 |
| 24 | RDDT Reddit, Inc. | 1.3% | $340.88M | 3.25M | +60.0% | ▲ Add | 4 |
| 25 | ZS Zscaler, Inc. | 1.3% | $333.15M | 1.68M | +15.8% | ▲ Add | 2 |
| 26 | GEV GE Vernova Inc. | 1.2% | $322.16M | 1.06M | Nuevo | New | 1 |
| 27 | LRCX Lam Research Corporation | 1.2% | $321.68M | 4.42M | +11.8% | ▲ Add | 4 |
| 28 | CRWD CrowdStrike Holdings, Inc. | 1.2% | $317.32M | 900.00K | 0.0% | Held | 4 |
| 29 | CPNG Coupang, Inc. | 1.1% | $292.29M | 13.33M | +64.1% | ▲ Add | 3 |
| 30 | CSGP CoStar Group, Inc. | 1.0% | $257.11M | 3.25M | 0.0% | Held | 2 |
| 31 | FWONA Formula One Group | 0.9% | $241.41M | 2.68M | 0.0% | Held | 4 |
| 32 | UNH UnitedHealth Group… | 0.9% | $229.82M | 438.80K | 0.0% | Held | 4 |
| 33 | PCOR Procore Technologies, Inc. | 0.6% | $154.45M | 2.34M | 0.0% | Held | 4 |
| 34 | ESTC Elastic N.V. | 0.6% | $150.64M | 1.69M | 0.0% | Held | 4 |
| 35 | AMAT Applied Materials, Inc. | 0.5% | $129.91M | 895.20K | 0.0% | Held | 4 |
| 36 | TTAN ServiceTitan, Inc. | 0.5% | $123.78M | 1.30M | 0.0% | Held | 2 |
| 37 | NU Nu Holdings Ltd. | 0.4% | $112.97M | 11.03M | +24.3% | ▲ Add | 4 |
| 38 | XYZ Block, Inc. | 0.4% | $102.40M | 1.88M | Nuevo | New | 1 |
| 39 | NVO Novo Nordisk A/S | 0.3% | $88.12M | 1.27M | 0.0% | Held | 4 |
| 40 | RERE ATRENEW INC | 0.1% | $33.75M | 11.48M | 0.0% | Held | 4 |
| 41 | ZKH ZKH GROUP LTD | 0.1% | $27.45M | 8.20M | 0.0% | Held | 4 |
| 42 | JD JD.com, Inc. | 0.1% | $14.16M | 344.31K | 0.0% | Held | 4 |
| 43 | UBER Uber Technologies, Inc. | 0.0% | $11.01M | 151.18K | -94.2% | ▼ Trim | 4 |
| 44 | PONY Pony AI Inc. American… | 0.0% | $3.26M | 370.00K | 0.0% | Held | 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 |
|---|---|---|---|---|---|---|
| APP AppLovin Corporation | 1.67M | n/a | Nuevo | $442.03M | 1.7% | |
| Z Zillow Group, Inc.… | 6.12M | n/a | Nuevo | $417.89M | 1.6% | |
| GEV GE Vernova Inc. | 1.06M | n/a | Nuevo | $322.16M | 1.2% | |
| XYZ Block, Inc. | 1.88M | n/a | Nuevo | $102.40M | 0.4% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | 6.24M | 5.34M | +16.8% | $2.34B | 8.8% | |
| AMZN Amazon.com, Inc. | 6.59M | 6.42M | +2.7% | $1.25B | 4.7% | |
| NVDA NVIDIA Corporation | 10.97M | 9.68M | +13.3% | $1.19B | 4.5% | |
| LLY Eli Lilly and Company | 1.33M | 1.31M | +1.9% | $1.10B | 4.1% | ●●●○○○ |
| TSM Taiwan Semiconductor… | 4.24M | 3.63M | +16.7% | $704.08M | 2.6% | |
| VEEV Veeva Systems Inc. | 2.42M | 378.00K | +540.3% | $560.66M | 2.1% | ●●○○○○ |
| PDD PDD Holdings Inc. | 4.42M | 2.63M | +68.0% | $522.60M | 2.0% | ●●○○○○ |
| AVGO Broadcom Inc. | 2.27M | 1.85M | +23.1% | $380.32M | 1.4% | |
| SHW The Sherwin-Williams… | 1.20M | 1.00M | +19.9% | $420.49M | 1.6% | ●●●○○○ |
| RDDT Reddit, Inc. | 3.25M | 2.03M | +60.0% | $340.88M | 1.3% | ●●○○○○ |
| ZS Zscaler, Inc. | 1.68M | 1.45M | +15.8% | $333.15M | 1.3% | ●●○○○○ |
| LRCX Lam Research Corporation | 4.42M | 3.96M | +11.8% | $321.68M | 1.2% | ●●○○○○ |
| CPNG Coupang, Inc. | 13.33M | 8.12M | +64.1% | $292.29M | 1.1% | ●●●○○○ |
| NU Nu Holdings Ltd. | 11.03M | 8.88M | +24.3% | $112.97M | 0.4% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| APO Apollo Global… | 6.21M | 12.27M | -49.4% | $850.33M | 3.2% | ●●○○○○ |
| UBER Uber Technologies, Inc. | 151.18K | 2.60M | -94.2% | $11.01M | 0.0% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| QCOM QUALCOMM Incorporated | n/a | 1.86M | Salida | $285.38M | 1.1% | |
| DDOG Datadog, Inc. | n/a | 979.40K | Salida | $139.95M | 0.5% | |
| TEAM Atlassian Corporation | n/a | 400.55K | Salida | $97.48M | 0.4% | |
| OKLO Oklo Inc. | n/a | 3.06M | Salida | $64.90M | 0.2% | |
| ARM Arm Holdings plc… | n/a | 300.00K | Salida | $37.01M | 0.1% | |
| RBRK Rubrik, Inc. | n/a | 250.00K | Salida | $16.34M | 0.1% | |
| SARO StandardAero, Inc. | n/a | 160.00K | Salida | $3.96M | 0.0% | |
| KVYO Klaviyo, Inc. | n/a | 35.00K | Salida | $1.44M | 0.0% | |
| DDL | n/a | 118.54K | Salida | $388,808 | 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 ↗