Tiger Global Management
Chase Coleman (Founder) · New York, NY · CIK 1167483 · Registros EDGAR ↗
Growth/technology crossover investing.
O valor do portfólio 13F reportado abrange apenas posições compradas reportáveis em títulos americanos, sem caixa, renda fixa, posições vendidas ou ativos fora dos EUA. Não representa ativos sob gestão.
Participação no valor de ações ordinárias reportado; (±pp) vs trimestre anterior.
| # | Valor mobiliário | Peso | Valor | Ações | Δ ações | Detido | |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | 11.2% | $3.33B | 10.63M | 0.0% | Held | 7 |
| 2 | MSFT Microsoft Corporation | 8.9% | $2.65B | 5.48M | -16.4% | ▼ Trim | 7 |
| 3 | AMZN Amazon.com, Inc. | 7.8% | $2.31B | 10.01M | -9.3% | ▼ Trim | 7 |
| 4 | NVDA NVIDIA Corporation | 6.9% | $2.05B | 11.01M | -6.0% | ▼ Trim | 7 |
| 5 | SE Sea Limited | 6.6% | $1.97B | 15.42M | -3.9% | ▼ Trim | 7 |
| 6 | META Meta Platforms, Inc. | 6.1% | $1.82B | 2.75M | -2.4% | ▼ Trim | 7 |
| 7 | TTWO Take-Two Interactive… | 5.0% | $1.50B | 5.84M | 0.0% | Held | 7 |
| 8 | TSM Taiwan Semiconductor… | 3.8% | $1.13B | 3.73M | -18.6% | ▼ Trim | 7 |
| 9 | AVGO Broadcom Inc. | 3.3% | $995.25M | 2.88M | -0.5% | ▼ Trim | 7 |
| 10 | APO Apollo Global Management… | 3.0% | $898.89M | 6.21M | 0.0% | Held | 7 |
| 11 | RDDT Reddit, Inc. | 3.0% | $883.60M | 3.84M | -17.7% | ▼ Trim | 7 |
| 12 | APP AppLovin Corporation | 2.9% | $871.24M | 1.29M | -35.5% | ▼ Trim | 4 |
| 13 | FLTR.L Flutter Entertainment plc | 2.9% | $860.92M | 4.00M | +9.4% | ▲ Add | 6 |
| 14 | SPOT Spotify Technology S.A. | 2.5% | $732.54M | 1.26M | 0.0% | Held | 7 |
| 15 | LRCX Lam Research Corporation | 2.2% | $667.68M | 3.90M | -25.9% | ▼ Trim | 7 |
| 16 | GEV GE Vernova Inc. | 2.1% | $635.92M | 972.99K | -15.7% | ▼ Trim | 4 |
| 17 | CPNG Coupang, Inc. | 2.1% | $619.64M | 26.27M | +65.8% | ▲ Add | 6 |
| 18 | VEEV Veeva Systems Inc. | 1.8% | $540.33M | 2.42M | 0.0% | Held | 5 |
| 19 | CPAY Corpay, Inc. | 1.8% | $527.27M | 1.75M | -1.1% | ▼ Trim | 7 |
| 20 | Z Zillow Group, Inc. Class C | 1.6% | $483.05M | 7.08M | +21.5% | ▲ Add | 4 |
| 21 | GRAB Grab Holdings Limited | 1.6% | $463.69M | 92.92M | 0.0% | Held | 7 |
| 22 | XYZ Block, Inc. | 1.4% | $414.29M | 6.36M | +43.9% | ▲ Add | 4 |
| 23 | CHYM Chime Financial, Inc. Class… | 1.2% | $357.23M | 14.19M | +13.8% | ▲ Add | 3 |
| 24 | ZS Zscaler, Inc. | 1.2% | $355.32M | 1.58M | -6.2% | ▼ Trim | 5 |
| 25 | NOW ServiceNow, Inc. | 1.1% | $325.82M | 2.13M | +41.8% ✂ | ▲ Add | 7 |
| 26 | FWONA Formula One Group | 0.9% | $264.20M | 2.68M | 0.0% | Held | 7 |
| 27 | AMAT Applied Materials, Inc. | 0.8% | $230.06M | 895.20K | 0.0% | Held | 7 |
| 28 | NFLX Netflix, Inc. | 0.8% | $228.68M | 2.44M | +20.8% ✂ | ▲ Add | 2 |
| 29 | WDAY Workday, Inc. | 0.7% | $214.78M | 1.00M | 0.0% | Held | 7 |
| 30 | WLTH Wealthfront Corporation | 0.7% | $205.98M | 15.16M | Novo | New | 1 |
| 31 | NU Nu Holdings Ltd. | 0.6% | $184.68M | 11.03M | 0.0% | Held | 7 |
| 32 | PCOR Procore Technologies, Inc. | 0.6% | $170.18M | 2.34M | 0.0% | Held | 7 |
| 33 | CSGP CoStar Group, Inc. | 0.5% | $151.90M | 2.26M | -30.4% | ▼ Trim | 5 |
| 34 | UNH UnitedHealth Group… | 0.5% | $138.71M | 420.20K | -4.2% | ▼ Trim | 7 |
| 35 | ESTC Elastic N.V. | 0.4% | $127.55M | 1.69M | 0.0% | Held | 7 |
| 36 | HNGE Hinge Health, Inc. | 0.3% | $83.88M | 1.81M | +227.1% | ▲ Add | 3 |
| 37 | SHW The Sherwin-Williams Company | 0.3% | $83.30M | 257.08K | -21.9% | ▼ Trim | 6 |
| 38 | BULL Webull Corporation Class A… | 0.2% | $52.25M | 6.72M | -42.6% | ▼ Trim | 3 |
| 39 | RERE ATRENEW INC | 0.2% | $52.11M | 9.83M | 0.0% | Held | 7 |
| 40 | PONY Pony AI Inc. American… | 0.1% | $42.05M | 2.90M | +683.8% | ▲ Add | 5 |
| 41 | CRCL Circle Internet Group | 0.1% | $39.65M | 500.00K | +300.0% | ▲ Add | 3 |
| 42 | UBER Uber Technologies, Inc. | 0.0% | $12.35M | 151.18K | 0.0% | Held | 7 |
| 43 | JD JD.com, Inc. | 0.0% | $9.88M | 344.31K | 0.0% | Held | 7 |
| 44 | NTSK Netskope, Inc. Class A… | 0.0% | $8.77M | 500.00K | 0.0% | Held | 2 |
| 45 | FIGR Figure Technology… | 0.0% | $8.17M | 200.00K | 0.0% | Held | 2 |
| 46 | DASH DoorDash, Inc. | 0.0% | $5.74M | 25.34K | 0.0% | Held | 7 |
| 47 | KLAR Klarna Group plc | 0.0% | $5.06M | 175.00K | 0.0% | Held | 2 |
| 48 | BLSH Bullish | 0.0% | $3.79M | 100.00K | 0.0% | Held | 2 |
| 49 | ETOR eToro Group Ltd. | 0.0% | $2.81M | 80.00K | 0.0% | Held | 3 |
| 50 | FIG Figma, Inc. | 0.0% | $2.24M | 60.00K | 0.0% | Held | 2 |
| 51 | ARX Accelerant Holdings | 0.0% | $1.23M | 75.00K | 0.0% | Held | 2 |
| 52 | GEMI GEMINI SPACE STA INC | 0.0% | $694,400 | 70.00K | 0.0% | Held | 2 |
| 53 | MNTN MNTN, Inc Class A | 0.0% | $238,800 | 20.00K | 0.0% | Held | 3 |
Apenas posições de ações ordinárias (SH); linhas de opções estão na aba Opções e nunca são compensadas. ✂ = variação calculada em relação às ações anteriores ajustadas por desdobramento. "Mantido N+" = mantido em todos os trimestres da nossa janela, possivelmente por mais tempo.
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| WLTH Wealthfront Corporation | 15.16M | n/a | Novo | $205.98M | 0.7% |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| FLTR.L Flutter Entertainment… | 4.00M | 3.66M | +9.4% | $860.92M | 2.9% | ●●●○○○ |
| CPNG Coupang, Inc. | 26.27M | 15.84M | +65.8% | $619.64M | 2.1% | ●●●●●● |
| Z Zillow Group, Inc.… | 7.08M | 5.83M | +21.5% | $483.05M | 1.6% | |
| XYZ Block, Inc. | 6.36M | 4.42M | +43.9% | $414.29M | 1.4% | ●●●●○○ |
| CHYM Chime Financial, Inc.… | 14.19M | 12.47M | +13.8% | $357.23M | 1.2% | |
| NOW ServiceNow, Inc. | 2.13M | 300.00K | +41.8% ✂ | $325.82M | 1.1% | |
| NFLX Netflix, Inc. | 2.44M | 201.90K | +20.8% ✂ | $228.68M | 0.8% | ●●○○○○ |
| HNGE Hinge Health, Inc. | 1.81M | 552.01K | +227.1% | $83.88M | 0.3% | |
| PONY Pony AI Inc. American… | 2.90M | 370.00K | +683.8% | $42.05M | 0.1% | |
| CRCL Circle Internet Group | 500.00K | 125.00K | +300.0% | $39.65M | 0.1% |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | 5.48M | 6.55M | -16.4% | $2.65B | 8.9% | |
| SE Sea Limited | 15.42M | 16.04M | -3.9% | $1.97B | 6.6% | |
| AMZN Amazon.com, Inc. | 10.01M | 11.04M | -9.3% | $2.31B | 7.8% | |
| NVDA NVIDIA Corporation | 11.01M | 11.71M | -6.0% | $2.05B | 6.9% | |
| META Meta Platforms, Inc. | 2.75M | 2.82M | -2.4% | $1.82B | 6.1% | ●●○○○○ |
| APP AppLovin Corporation | 1.29M | 2.00M | -35.5% | $871.24M | 2.9% | |
| TSM Taiwan Semiconductor… | 3.73M | 4.58M | -18.6% | $1.13B | 3.8% | |
| RDDT Reddit, Inc. | 3.84M | 4.67M | -17.7% | $883.60M | 3.0% | ●●○○○○ |
| AVGO Broadcom Inc. | 2.88M | 2.89M | -0.5% | $995.25M | 3.3% | |
| GEV GE Vernova Inc. | 972.99K | 1.15M | -15.7% | $635.92M | 2.1% | |
| LRCX Lam Research Corporation | 3.90M | 5.26M | -25.9% | $667.68M | 2.2% | |
| CPAY Corpay, Inc. | 1.75M | 1.77M | -1.1% | $527.27M | 1.8% | |
| ZS Zscaler, Inc. | 1.58M | 1.68M | -6.2% | $355.32M | 1.2% | |
| CSGP CoStar Group, Inc. | 2.26M | 3.25M | -30.4% | $151.90M | 0.5% | |
| BULL Webull Corporation… | 6.72M | 11.72M | -42.6% | $52.25M | 0.2% | |
| UNH UnitedHealth Group… | 420.20K | 438.80K | -4.2% | $138.71M | 0.5% | |
| SHW The Sherwin-Williams… | 257.08K | 329.18K | -21.9% | $83.30M | 0.3% | ●●○○○○ |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| MDB MongoDB, Inc. | n/a | 341.00K | Saída | $105.84M | 0.3% | |
| TFIN Triumph Financial, Inc. | n/a | 43.71K | Saída | $2.19M | 0.0% | |
| VIA | n/a | 15.00K | Saída | $721,200 | 0.0% |
Trimestres consecutivos em que cada posição atual foi reportada, dentro da nossa janela de dados.
| Gestor | Posições comuns | Sobreposição de nomes | Similaridade 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 ⇄ |
Similaridade apenas de posições compradas reportadas; hedges e ativos fora do 13F são invisíveis. Metodologia
$23.98B · 46 posições listadas · Ver filing original na SEC ↗
$22.85B · 54 posições listadas · Ver filing original na SEC ↗
$29.71B · 54 posições listadas · Ver filing original na SEC ↗
$32.36B · 56 posições listadas · Ver filing original na SEC ↗
$34.08B · 50 posições listadas · Ver filing original na SEC ↗
$26.59B · 45 posições listadas · Ver filing original na SEC ↗
$26.46B · 49 posições listadas · Ver filing original na SEC ↗
$23.44B · 45 posições listadas · Ver filing original na SEC ↗
$21.63B · 44 posições listadas · Ver filing original na SEC ↗