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. | 16.3% | $5.56B | 7.53M | +0.9% | ▲ Add | 5 |
| 2 | MSFT Microsoft Corporation | 9.6% | $3.26B | 6.55M | +5.0% | ▲ Add | 5 |
| 3 | SE Sea Limited | 7.5% | $2.57B | 16.04M | 0.0% | Held | 5 |
| 4 | AMZN Amazon.com, Inc. | 6.9% | $2.34B | 10.69M | +62.2% | ▲ Add | 5 |
| 5 | GOOGL Alphabet Inc. | 5.5% | $1.87B | 10.63M | +3.1% | ▲ Add | 5 |
| 6 | NVDA NVIDIA Corporation | 5.4% | $1.85B | 11.71M | +6.8% | ▲ Add | 5 |
| 7 | TTWO Take-Two Interactive… | 4.2% | $1.42B | 5.84M | 0.0% | Held | 5 |
| 8 | LLY Eli Lilly and Company | 3.5% | $1.18B | 1.51M | +13.2% | ▲ Add | 5 |
| 9 | TSM Taiwan Semiconductor… | 3.0% | $1.04B | 4.58M | +7.9% | ▲ Add | 5 |
| 10 | FLTR.L Flutter Entertainment plc | 2.9% | $986.84M | 3.45M | +2.2% | ▲ Add | 4 |
| 11 | SPOT Spotify Technology S.A. | 2.8% | $967.97M | 1.26M | 0.0% | Held | 5 |
| 12 | RDDT Reddit, Inc. | 2.7% | $925.85M | 6.15M | +89.2% | ▲ Add | 5 |
| 13 | APO Apollo Global Management… | 2.6% | $880.94M | 6.21M | 0.0% | Held | 5 |
| 14 | AVGO Broadcom Inc. | 2.2% | $745.14M | 2.70M | +19.0% | ▲ Add | 5 |
| 15 | APP AppLovin Corporation | 2.1% | $701.21M | 2.00M | +20.1% | ▲ Add | 2 |
| 16 | VEEV Veeva Systems Inc. | 2.0% | $697.06M | 2.42M | 0.0% | Held | 3 |
| 17 | GEV GE Vernova Inc. | 1.7% | $580.90M | 1.10M | +4.0% | ▲ Add | 2 |
| 18 | ZS Zscaler, Inc. | 1.6% | $528.44M | 1.68M | +0.2% | ▲ Add | 3 |
| 19 | LRCX Lam Research Corporation | 1.5% | $512.04M | 5.26M | +18.9% | ▲ Add | 5 |
| 20 | Z Zillow Group, Inc. Class C | 1.5% | $505.16M | 7.23M | +18.2% | ▲ Add | 2 |
| 21 | CPAY Corpay, Inc. | 1.5% | $498.28M | 1.50M | +20.4% | ▲ Add | 5 |
| 22 | GRAB Grab Holdings Limited | 1.4% | $467.41M | 92.92M | 0.0% | Held | 5 |
| 23 | CHYM Chime Financial, Inc. Class… | 1.3% | $430.37M | 12.47M | Nuevo | New | 1 |
| 24 | SHW The Sherwin-Williams Company | 1.2% | $413.47M | 1.20M | 0.0% | Held | 4 |
| 25 | CPNG Coupang, Inc. | 1.2% | $407.02M | 13.59M | +1.9% | ▲ Add | 4 |
| 26 | NOW ServiceNow, Inc. | 0.9% | $308.42M | 300.00K | -48.2% | ▼ Trim | 5 |
| 27 | FWONA Formula One Group | 0.8% | $280.27M | 2.68M | 0.0% | Held | 5 |
| 28 | XYZ Block, Inc. | 0.8% | $267.95M | 3.94M | +109.3% | ▲ Add | 2 |
| 29 | CSGP CoStar Group, Inc. | 0.8% | $260.91M | 3.25M | 0.0% | Held | 3 |
| 30 | CRWD CrowdStrike Holdings, Inc. | 0.7% | $254.66M | 500.00K | -44.4% | ▼ Trim | 5 |
| 31 | WDAY Workday, Inc. | 0.7% | $240.00M | 1.00M | -46.8% | ▼ Trim | 5 |
| 32 | AMAT Applied Materials, Inc. | 0.5% | $163.88M | 895.20K | 0.0% | Held | 5 |
| 33 | PCOR Procore Technologies, Inc. | 0.5% | $160.07M | 2.34M | 0.0% | Held | 5 |
| 34 | NU Nu Holdings Ltd. | 0.4% | $151.37M | 11.03M | 0.0% | Held | 5 |
| 35 | ESTC Elastic N.V. | 0.4% | $142.58M | 1.69M | 0.0% | Held | 5 |
| 36 | BULL Webull Corporation Class A… | 0.4% | $140.22M | 11.72M | Nuevo | New | 1 |
| 37 | UNH UnitedHealth Group… | 0.4% | $136.89M | 438.80K | 0.0% | Held | 5 |
| 38 | NVO Novo Nordisk A/S | 0.3% | $87.59M | 1.27M | 0.0% | Held | 5 |
| 39 | RERE ATRENEW INC | 0.1% | $32.54M | 9.83M | -14.4% | ▼ Trim | 5 |
| 40 | HNGE Hinge Health, Inc. | 0.1% | $28.57M | 552.01K | Nuevo | New | 1 |
| 41 | ZKH ZKH GROUP LTD | 0.1% | $24.55M | 8.00M | -2.4% | ▼ Trim | 5 |
| 42 | CRCL Circle Internet Group | 0.1% | $22.66M | 125.00K | Nuevo | New | 1 |
| 43 | UBER Uber Technologies, Inc. | 0.0% | $14.10M | 151.18K | 0.0% | Held | 5 |
| 44 | JD JD.com, Inc. | 0.0% | $11.24M | 344.31K | 0.0% | Held | 5 |
| 45 | DASH DoorDash, Inc. | 0.0% | $6.25M | 25.34K | -98.8% | ▼ Trim | 5 |
| 46 | ETOR eToro Group Ltd. | 0.0% | $5.33M | 80.00K | Nuevo | New | 1 |
| 47 | PONY Pony AI Inc. American… | 0.0% | $4.88M | 370.00K | 0.0% | Held | 3 |
| 48 | TFIN Triumph Financial, Inc. | 0.0% | $2.41M | 43.71K | Nuevo | New | 1 |
| 49 | MNTN MNTN, Inc Class A | 0.0% | $437,400 | 20.00K | Nuevo | New | 1 |
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 |
|---|---|---|---|---|---|---|
| CHYM Chime Financial, Inc.… | 12.47M | n/a | Nuevo | $430.37M | 1.3% | |
| BULL Webull Corporation… | 11.72M | n/a | Nuevo | $140.22M | 0.4% | |
| HNGE Hinge Health, Inc. | 552.01K | n/a | Nuevo | $28.57M | 0.1% | |
| CRCL Circle Internet Group | 125.00K | n/a | Nuevo | $22.66M | 0.1% | |
| ETOR eToro Group Ltd. | 80.00K | n/a | Nuevo | $5.33M | 0.0% | |
| TFIN Triumph Financial, Inc. | 43.71K | n/a | Nuevo | $2.41M | 0.0% | |
| MNTN MNTN, Inc Class A | 20.00K | n/a | Nuevo | $437,400 | 0.0% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| META Meta Platforms, Inc. | 7.53M | 7.47M | +0.9% | $5.56B | 16.3% | |
| MSFT Microsoft Corporation | 6.55M | 6.24M | +5.0% | $3.26B | 9.6% | ●●○○○○ |
| AMZN Amazon.com, Inc. | 10.69M | 6.59M | +62.2% | $2.34B | 6.9% | ●●○○○○ |
| GOOGL Alphabet Inc. | 10.63M | 10.31M | +3.1% | $1.87B | 5.5% | |
| NVDA NVIDIA Corporation | 11.71M | 10.97M | +6.8% | $1.85B | 5.4% | ●●○○○○ |
| LLY Eli Lilly and Company | 1.51M | 1.33M | +13.2% | $1.18B | 3.5% | ●●●●○○ |
| TSM Taiwan Semiconductor… | 4.58M | 4.24M | +7.9% | $1.04B | 3.0% | ●●○○○○ |
| FLTR.L Flutter Entertainment… | 3.45M | 3.38M | +2.2% | $986.84M | 2.9% | |
| RDDT Reddit, Inc. | 6.15M | 3.25M | +89.2% | $925.85M | 2.7% | ●●●○○○ |
| AVGO Broadcom Inc. | 2.70M | 2.27M | +19.0% | $745.14M | 2.2% | ●●○○○○ |
| APP AppLovin Corporation | 2.00M | 1.67M | +20.1% | $701.21M | 2.1% | ●●○○○○ |
| GEV GE Vernova Inc. | 1.10M | 1.06M | +4.0% | $580.90M | 1.7% | ●●○○○○ |
| ZS Zscaler, Inc. | 1.68M | 1.68M | +0.2% | $528.44M | 1.6% | ●●●○○○ |
| LRCX Lam Research Corporation | 5.26M | 4.42M | +18.9% | $512.04M | 1.5% | ●●●○○○ |
| Z Zillow Group, Inc.… | 7.23M | 6.12M | +18.2% | $505.16M | 1.5% | ●●○○○○ |
| CPAY Corpay, Inc. | 1.50M | 1.25M | +20.4% | $498.28M | 1.5% | |
| CPNG Coupang, Inc. | 13.59M | 13.33M | +1.9% | $407.02M | 1.2% | ●●●●○○ |
| XYZ Block, Inc. | 3.94M | 1.88M | +109.3% | $267.95M | 0.8% | ●●○○○○ |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| NOW ServiceNow, Inc. | 300.00K | 579.65K | -48.2% | $308.42M | 0.9% | |
| WDAY Workday, Inc. | 1.00M | 1.88M | -46.8% | $240.00M | 0.7% | |
| DASH DoorDash, Inc. | 25.34K | 2.20M | -98.8% | $6.25M | 0.0% | |
| CRWD CrowdStrike Holdings… | 500.00K | 900.00K | -44.4% | $254.66M | 0.7% | |
| RERE | 9.83M | 11.48M | -14.4% | $32.54M | 0.1% | |
| ZKH | 8.00M | 8.20M | -2.4% | $24.55M | 0.1% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| PDD PDD Holdings Inc. | n/a | 4.42M | Salida | $522.60M | 2.0% | |
| TTAN ServiceTitan, Inc. | n/a | 1.30M | Salida | $123.78M | 0.5% |
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 ↗