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. | 13.4% | $3.06B | 10.63M | 0.0% | Held | 8 |
| 2 | NVDA NVIDIA Corporation | 9.2% | $2.09B | 12.01M | +9.1% | ▲ Add | 8 |
| 3 | AMZN Amazon.com, Inc. | 9.1% | $2.08B | 10.00M | -0.1% | ▼ Trim | 8 |
| 4 | TSM Taiwan Semiconductor… | 8.2% | $1.88B | 5.57M | +49.4% | ▲ Add | 8 |
| 5 | META Meta Platforms, Inc. | 7.7% | $1.77B | 3.09M | +12.2% | ▲ Add | 8 |
| 6 | SE Sea Limited | 5.6% | $1.28B | 15.42M | 0.0% | Held | 8 |
| 7 | AVGO Broadcom Inc. | 4.9% | $1.11B | 3.58M | +24.7% | ▲ Add | 8 |
| 8 | MSFT Microsoft Corporation | 4.1% | $925.42M | 2.50M | -54.4% | ▼ Trim | 8 |
| 9 | GEV GE Vernova Inc. | 3.7% | $849.33M | 972.99K | 0.0% | Held | 5 |
| 10 | LRCX Lam Research Corporation | 3.6% | $833.37M | 3.90M | 0.0% | Held | 8 |
| 11 | SPOT Spotify Technology S.A. | 3.4% | $766.53M | 1.58M | +25.3% | ▲ Add | 8 |
| 12 | CPNG Coupang, Inc. | 2.9% | $653.16M | 34.60M | +31.7% | ▲ Add | 7 |
| 13 | AMAT Applied Materials, Inc. | 2.5% | $566.31M | 1.66M | +85.1% | ▲ Add | 8 |
| 14 | CPAY Corpay, Inc. | 2.2% | $509.86M | 1.75M | 0.0% | Held | 8 |
| 15 | APP AppLovin Corporation | 1.7% | $398.00M | 1.00M | -22.7% | ▼ Trim | 5 |
| 16 | TTWO Take-Two Interactive… | 1.7% | $395.00M | 2.00M | -65.8% | ▼ Trim | 8 |
| 17 | APO Apollo Global Management… | 1.6% | $366.94M | 3.29M | -47.0% | ▼ Trim | 8 |
| 18 | Z Zillow Group, Inc. Class C | 1.5% | $347.30M | 8.39M | +18.5% | ▲ Add | 5 |
| 19 | RDDT Reddit, Inc. | 1.5% | $336.62M | 2.50M | -35.0% | ▼ Trim | 8 |
| 20 | XYZ Block, Inc. | 1.1% | $240.72M | 4.00M | -37.1% | ▼ Trim | 5 |
| 21 | NFLX Netflix, Inc. | 1.0% | $234.51M | 2.44M | 0.0% | Held | 3 |
| 22 | MELI MercadoLibre, Inc. | 1.0% | $233.43M | 135.01K | Novo | New | 1 |
| 23 | FWONA Formula One Group | 1.0% | $228.02M | 2.68M | 0.0% | Held | 8 |
| 24 | ZS Zscaler, Inc. | 1.0% | $221.63M | 1.58M | 0.0% | Held | 6 |
| 25 | CHYM Chime Financial, Inc. Class… | 0.9% | $207.56M | 11.08M | -21.9% | ▼ Trim | 4 |
| 26 | NU Nu Holdings Ltd. | 0.7% | $158.54M | 11.03M | 0.0% | Held | 8 |
| 27 | NOW ServiceNow, Inc. | 0.7% | $156.82M | 1.50M | -29.5% | ▼ Trim | 8 |
| 28 | WLTH Wealthfront Corporation | 0.6% | $140.20M | 15.16M | 0.0% | Held | 2 |
| 29 | PCOR Procore Technologies, Inc. | 0.6% | $133.35M | 2.34M | 0.0% | Held | 8 |
| 30 | LITE Lumentum Holdings Inc. | 0.4% | $96.14M | 136.80K | Novo | New | 1 |
| 31 | UNH UnitedHealth Group… | 0.4% | $94.83M | 350.44K | -16.6% | ▼ Trim | 8 |
| 32 | EQPT EquipmentShare.com Inc. | 0.4% | $93.29M | 4.58M | Novo | New | 1 |
| 33 | SHW The Sherwin-Williams Company | 0.4% | $82.41M | 257.08K | 0.0% | Held | 7 |
| 34 | INTC Intel Corp. | 0.3% | $72.32M | 1.64M | Novo | New | 1 |
| 35 | CSGP CoStar Group, Inc. | 0.3% | $60.51M | 1.50M | -33.6% | ▼ Trim | 6 |
| 36 | RERE ATRENEW INC | 0.2% | $46.11M | 9.83M | 0.0% | Held | 8 |
| 37 | BULL Webull Corporation Class A… | 0.1% | $32.28M | 6.72M | 0.0% | Held | 4 |
| 38 | PONY Pony AI Inc. American… | 0.1% | $27.38M | 2.90M | 0.0% | Held | 6 |
| 39 | UBER Uber Technologies, Inc. | 0.0% | $10.87M | 151.18K | 0.0% | Held | 8 |
| 40 | RVI ROBINHOOD VENTURES FD I | 0.0% | $10.62M | 400.00K | Novo | New | 1 |
| 41 | JD JD.com, Inc. | 0.0% | $10.18M | 344.31K | 0.0% | Held | 8 |
| 42 | PAYP PayPay Corporation | 0.0% | $8.54M | 400.00K | Novo | New | 1 |
| 43 | FIGR Figure Technology… | 0.0% | $6.79M | 200.00K | 0.0% | Held | 3 |
| 44 | NTSK Netskope, Inc. Class A… | 0.0% | $4.25M | 500.00K | 0.0% | Held | 3 |
| 45 | XNDU XANADU QUANTUM TECHNOLO LTD | 0.0% | $3.83M | 500.00K | Novo | New | 1 |
| 46 | DASH DoorDash, Inc. | 0.0% | $3.80M | 25.34K | 0.0% | Held | 8 |
| 47 | BLSH Bullish | 0.0% | $3.57M | 100.00K | 0.0% | Held | 3 |
| 48 | ETOR eToro Group Ltd. | 0.0% | $2.40M | 80.00K | 0.0% | Held | 4 |
| 49 | KLAR Klarna Group plc | 0.0% | $2.29M | 175.00K | 0.0% | Held | 3 |
| 50 | FIG Figma, Inc. | 0.0% | $1.27M | 60.00K | 0.0% | Held | 3 |
| 51 | ARX Accelerant Holdings | 0.0% | $1.00M | 75.00K | 0.0% | Held | 3 |
| 52 | GEMI GEMINI SPACE STA INC | 0.0% | $309,400 | 70.00K | 0.0% | Held | 3 |
| 53 | MNTN MNTN, Inc Class A | 0.0% | $176,000 | 20.00K | 0.0% | Held | 4 |
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 |
|---|---|---|---|---|---|---|
| MELI MercadoLibre, Inc. | 135.01K | n/a | Novo | $233.43M | 1.0% | |
| LITE Lumentum Holdings Inc. | 136.80K | n/a | Novo | $96.14M | 0.4% | |
| EQPT EquipmentShare.com Inc. | 4.58M | n/a | Novo | $93.29M | 0.4% | |
| INTC Intel Corp. | 1.64M | n/a | Novo | $72.32M | 0.3% | |
| RVI | 400.00K | n/a | Novo | $10.62M | 0.0% | |
| PAYP PayPay Corporation | 400.00K | n/a | Novo | $8.54M | 0.0% | |
| XNDU | 500.00K | n/a | Novo | $3.83M | 0.0% |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | 12.01M | 11.01M | +9.1% | $2.09B | 9.2% | |
| TSM Taiwan Semiconductor… | 5.57M | 3.73M | +49.4% | $1.88B | 8.2% | |
| META Meta Platforms, Inc. | 3.09M | 2.75M | +12.2% | $1.77B | 7.7% | |
| AVGO Broadcom Inc. | 3.58M | 2.88M | +24.7% | $1.11B | 4.9% | |
| SPOT Spotify Technology S.A. | 1.58M | 1.26M | +25.3% | $766.53M | 3.4% | |
| CPNG Coupang, Inc. | 34.60M | 26.27M | +31.7% | $653.16M | 2.9% | ●●●●●● |
| AMAT Applied Materials, Inc. | 1.66M | 895.20K | +85.1% | $566.31M | 2.5% | |
| Z Zillow Group, Inc.… | 8.39M | 7.08M | +18.5% | $347.30M | 1.5% | ●●○○○○ |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | 2.50M | 5.48M | -54.4% | $925.42M | 4.1% | ●●○○○○ |
| AMZN Amazon.com, Inc. | 10.00M | 10.01M | -0.1% | $2.08B | 9.1% | ●●○○○○ |
| TTWO Take-Two Interactive… | 2.00M | 5.84M | -65.8% | $395.00M | 1.7% | |
| APO Apollo Global… | 3.29M | 6.21M | -47.0% | $366.94M | 1.6% | |
| RDDT Reddit, Inc. | 2.50M | 3.84M | -35.0% | $336.62M | 1.5% | ●●●○○○ |
| APP AppLovin Corporation | 1.00M | 1.29M | -22.7% | $398.00M | 1.7% | ●●○○○○ |
| XYZ Block, Inc. | 4.00M | 6.36M | -37.1% | $240.72M | 1.1% | |
| CHYM Chime Financial, Inc.… | 11.08M | 14.19M | -21.9% | $207.56M | 0.9% | |
| NOW ServiceNow, Inc. | 1.50M | 2.13M | -29.5% | $156.82M | 0.7% | |
| CSGP CoStar Group, Inc. | 1.50M | 2.26M | -33.6% | $60.51M | 0.3% | ●●○○○○ |
| UNH UnitedHealth Group… | 350.44K | 420.20K | -16.6% | $94.83M | 0.4% | ●●○○○○ |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| FLTR.L Flutter Entertainment… | n/a | 4.00M | Saída | $860.92M | 2.9% | |
| VEEV Veeva Systems Inc. | n/a | 2.42M | Saída | $540.33M | 1.8% | |
| GRAB Grab Holdings Limited | n/a | 92.92M | Saída | $463.69M | 1.6% | |
| WDAY Workday, Inc. | n/a | 1.00M | Saída | $214.78M | 0.7% | |
| ESTC Elastic N.V. | n/a | 1.69M | Saída | $127.55M | 0.4% | |
| HNGE Hinge Health, Inc. | n/a | 1.81M | Saída | $83.88M | 0.3% | |
| CRCL Circle Internet Group | n/a | 500.00K | Saída | $39.65M | 0.1% |
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 ↗