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 | MSFT Microsoft Corporation | 10.5% | $3.39B | 6.55M | 0.0% | Held | 6 |
| 2 | SE Sea Limited | 8.9% | $2.87B | 16.04M | 0.0% | Held | 6 |
| 3 | GOOGL Alphabet Inc. | 8.0% | $2.58B | 10.63M | 0.0% | Held | 6 |
| 4 | AMZN Amazon.com, Inc. | 7.5% | $2.42B | 11.04M | +3.4% | ▲ Add | 6 |
| 5 | NVDA NVIDIA Corporation | 6.8% | $2.18B | 11.71M | 0.0% | Held | 6 |
| 6 | META Meta Platforms, Inc. | 6.4% | $2.07B | 2.82M | -62.6% | ▼ Trim | 6 |
| 7 | TTWO Take-Two Interactive… | 4.7% | $1.51B | 5.84M | 0.0% | Held | 6 |
| 8 | APP AppLovin Corporation | 4.4% | $1.44B | 2.00M | 0.0% | Held | 3 |
| 9 | TSM Taiwan Semiconductor… | 4.0% | $1.28B | 4.58M | 0.0% | Held | 6 |
| 10 | RDDT Reddit, Inc. | 3.3% | $1.07B | 4.67M | -24.0% | ▼ Trim | 6 |
| 11 | AVGO Broadcom Inc. | 2.9% | $953.31M | 2.89M | +6.9% | ▲ Add | 6 |
| 12 | FLTR.L Flutter Entertainment plc | 2.9% | $929.18M | 3.66M | +5.9% | ▲ Add | 5 |
| 13 | SPOT Spotify Technology S.A. | 2.7% | $880.50M | 1.26M | 0.0% | Held | 6 |
| 14 | APO Apollo Global Management… | 2.6% | $827.54M | 6.21M | 0.0% | Held | 6 |
| 15 | VEEV Veeva Systems Inc. | 2.2% | $721.09M | 2.42M | 0.0% | Held | 4 |
| 16 | GEV GE Vernova Inc. | 2.2% | $709.96M | 1.15M | +5.2% | ▲ Add | 3 |
| 17 | LRCX Lam Research Corporation | 2.2% | $704.36M | 5.26M | 0.0% | Held | 6 |
| 18 | GRAB Grab Holdings Limited | 1.7% | $559.40M | 92.92M | 0.0% | Held | 6 |
| 19 | CPAY Corpay, Inc. | 1.6% | $510.20M | 1.77M | +17.9% | ▲ Add | 6 |
| 20 | CPNG Coupang, Inc. | 1.6% | $509.97M | 15.84M | +16.6% | ▲ Add | 5 |
| 21 | ZS Zscaler, Inc. | 1.6% | $504.41M | 1.68M | 0.0% | Held | 4 |
| 22 | Z Zillow Group, Inc. Class C | 1.4% | $447.02M | 5.83M | -19.4% | ▼ Trim | 3 |
| 23 | XYZ Block, Inc. | 1.0% | $319.67M | 4.42M | +12.1% | ▲ Add | 3 |
| 24 | FWONA Formula One Group | 0.9% | $280.13M | 2.68M | 0.0% | Held | 6 |
| 25 | NOW ServiceNow, Inc. | 0.9% | $276.08M | 300.00K | 0.0% | Held | 6 |
| 26 | CSGP CoStar Group, Inc. | 0.8% | $273.79M | 3.25M | 0.0% | Held | 4 |
| 27 | CHYM Chime Financial, Inc. Class… | 0.8% | $251.54M | 12.47M | 0.0% | Held | 2 |
| 28 | NFLX Netflix, Inc. | 0.7% | $242.06M | 201.90K | Nuevo | New | 1 |
| 29 | WDAY Workday, Inc. | 0.7% | $240.73M | 1.00M | 0.0% | Held | 6 |
| 30 | AMAT Applied Materials, Inc. | 0.6% | $183.28M | 895.20K | 0.0% | Held | 6 |
| 31 | NU Nu Holdings Ltd. | 0.5% | $176.63M | 11.03M | 0.0% | Held | 6 |
| 32 | BULL Webull Corporation Class A… | 0.5% | $173.40M | 11.72M | 0.0% | Held | 2 |
| 33 | PCOR Procore Technologies, Inc. | 0.5% | $170.60M | 2.34M | 0.0% | Held | 6 |
| 34 | UNH UnitedHealth Group… | 0.5% | $151.52M | 438.80K | 0.0% | Held | 6 |
| 35 | ESTC Elastic N.V. | 0.4% | $142.85M | 1.69M | 0.0% | Held | 6 |
| 36 | SHW The Sherwin-Williams Company | 0.4% | $113.98M | 329.18K | -72.7% | ▼ Trim | 5 |
| 37 | MDB MongoDB, Inc. | 0.3% | $105.84M | 341.00K | Nuevo | New | 1 |
| 38 | RERE ATRENEW INC | 0.1% | $45.22M | 9.83M | 0.0% | Held | 6 |
| 39 | HNGE Hinge Health, Inc. | 0.1% | $27.09M | 552.01K | 0.0% | Held | 2 |
| 40 | CRCL Circle Internet Group | 0.1% | $16.57M | 125.00K | 0.0% | Held | 2 |
| 41 | UBER Uber Technologies, Inc. | 0.0% | $14.81M | 151.18K | 0.0% | Held | 6 |
| 42 | JD JD.com, Inc. | 0.0% | $12.04M | 344.31K | 0.0% | Held | 6 |
| 43 | NTSK Netskope, Inc. Class A… | 0.0% | $11.37M | 500.00K | Nuevo | New | 1 |
| 44 | PONY Pony AI Inc. American… | 0.0% | $8.32M | 370.00K | 0.0% | Held | 4 |
| 45 | FIGR Figure Technology… | 0.0% | $7.27M | 200.00K | Nuevo | New | 1 |
| 46 | DASH DoorDash, Inc. | 0.0% | $6.89M | 25.34K | 0.0% | Held | 6 |
| 47 | KLAR Klarna Group plc | 0.0% | $6.41M | 175.00K | Nuevo | New | 1 |
| 48 | BLSH Bullish | 0.0% | $6.36M | 100.00K | Nuevo | New | 1 |
| 49 | ETOR eToro Group Ltd. | 0.0% | $3.30M | 80.00K | 0.0% | Held | 2 |
| 50 | FIG Figma, Inc. | 0.0% | $3.11M | 60.00K | Nuevo | New | 1 |
| 51 | TFIN Triumph Financial, Inc. | 0.0% | $2.19M | 43.71K | 0.0% | Held | 2 |
| 52 | GEMI GEMINI SPACE STA INC | 0.0% | $1.68M | 70.00K | Nuevo | New | 1 |
| 53 | ARX Accelerant Holdings | 0.0% | $1.12M | 75.00K | Nuevo | New | 1 |
| 54 | VIA VIA TRANSN INC | 0.0% | $721,200 | 15.00K | Nuevo | New | 1 |
| 55 | MNTN MNTN, Inc Class A | 0.0% | $371,000 | 20.00K | 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 |
|---|---|---|---|---|---|---|
| NFLX Netflix, Inc. | 201.90K | n/a | Nuevo | $242.06M | 0.7% | |
| MDB MongoDB, Inc. | 341.00K | n/a | Nuevo | $105.84M | 0.3% | |
| NTSK Netskope, Inc. Class A… | 500.00K | n/a | Nuevo | $11.37M | 0.0% | |
| FIGR Figure Technology… | 200.00K | n/a | Nuevo | $7.27M | 0.0% | |
| KLAR Klarna Group plc | 175.00K | n/a | Nuevo | $6.41M | 0.0% | |
| BLSH Bullish | 100.00K | n/a | Nuevo | $6.36M | 0.0% | |
| FIG Figma, Inc. | 60.00K | n/a | Nuevo | $3.11M | 0.0% | |
| GEMI | 70.00K | n/a | Nuevo | $1.68M | 0.0% | |
| ARX Accelerant Holdings | 75.00K | n/a | Nuevo | $1.12M | 0.0% | |
| VIA | 15.00K | n/a | Nuevo | $721,200 | 0.0% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. | 11.04M | 10.69M | +3.4% | $2.42B | 7.5% | ●●●○○○ |
| FLTR.L Flutter Entertainment… | 3.66M | 3.45M | +5.9% | $929.18M | 2.9% | ●●○○○○ |
| AVGO Broadcom Inc. | 2.89M | 2.70M | +6.9% | $953.31M | 2.9% | ●●●○○○ |
| GEV GE Vernova Inc. | 1.15M | 1.10M | +5.2% | $709.96M | 2.2% | ●●●○○○ |
| CPAY Corpay, Inc. | 1.77M | 1.50M | +17.9% | $510.20M | 1.6% | ●●○○○○ |
| CPNG Coupang, Inc. | 15.84M | 13.59M | +16.6% | $509.97M | 1.6% | ●●●●●○ |
| XYZ Block, Inc. | 4.42M | 3.94M | +12.1% | $319.67M | 1.0% | ●●●○○○ |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| META Meta Platforms, Inc. | 2.82M | 7.53M | -62.6% | $2.07B | 6.4% | |
| RDDT Reddit, Inc. | 4.67M | 6.15M | -24.0% | $1.07B | 3.3% | |
| Z Zillow Group, Inc.… | 5.83M | 7.23M | -19.4% | $447.02M | 1.4% | |
| SHW The Sherwin-Williams… | 329.18K | 1.20M | -72.7% | $113.98M | 0.4% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| LLY Eli Lilly and Company | n/a | 1.51M | Salida | $1.18B | 3.5% | |
| CRWD CrowdStrike Holdings… | n/a | 500.00K | Salida | $254.66M | 0.7% | |
| NVO Novo Nordisk A/S | n/a | 1.27M | Salida | $87.59M | 0.3% | |
| ZKH | n/a | 8.00M | Salida | $24.55M | 0.1% |
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 ↗