Q1 2025 · 13F-HR
Tiger Globalholdings as filed
Filed 2025-05-15 · accession 0000919574-25-003217
$26.59B
Reported value
45
Positions
2025-03-31
Period end
The Brief · Tiger Global · Q1 2025
AI · grounded in 13F
Tiger Global established a new position in META valued at $4.3B. The fund also initiated new stakes in MSFT for $2.3B and SE for $2.1B. Additional new positions include GOOGL, AMZN, and TTWO. The fund ended the period with 45 positions and total AUM of $26.6B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $4.30B | 16.2% | 7,465,139 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $2.34B | 8.81% | 6,240,865 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $2.09B | 7.87% | 16,041,335 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.59B | 5.99% | 10,308,800 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.25B | 4.71% | 6,588,488 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1.21B | 4.55% | 5,839,256 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.19B | 4.47% | 10,967,550 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $1.10B | 4.15% | 1,334,960 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $850.3M | 3.20% | 6,209,496 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $748.3M | 2.81% | 3,377,392 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $704.1M | 2.65% | 4,241,474 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $693.8M | 2.61% | 1,261,461 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $560.7M | 2.11% | 2,420,500 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $522.6M | 1.97% | 4,415,681 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $461.5M | 1.74% | 579,655 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $442.0M | 1.66% | 1,668,240 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $439.1M | 1.65% | 1,880,237 | Common | SOLE |
| 219948106 | CPAY | CORPAY INC | $435.1M | 1.64% | 1,247,577 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $420.9M | 1.58% | 92,923,788 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $420.5M | 1.58% | 1,204,175 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $401.4M | 1.51% | 2,196,013 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $380.3M | 1.43% | 2,271,500 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $357.5M | 1.34% | 5,215,000 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $340.9M | 1.28% | 3,249,600 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $333.1M | 1.25% | 1,679,000 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $322.2M | 1.21% | 1,055,294 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $321.7M | 1.21% | 4,424,700 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $317.3M | 1.19% | 900,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $292.3M | 1.10% | 13,328,319 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $257.1M | 0.97% | 3,245,109 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $241.4M | 0.91% | 2,682,000 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $229.8M | 0.86% | 438,800 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $154.5M | 0.58% | 2,339,500 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $150.6M | 0.57% | 1,690,700 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $129.9M | 0.49% | 895,200 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $123.8M | 0.47% | 1,301,398 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $113.0M | 0.42% | 11,032,555 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $102.4M | 0.39% | 1,884,867 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $88.1M | 0.33% | 1,269,000 | Common | SOLE |
| 98954M101 | ZG | ZILLOW GROUP INC | $60.4M | 0.23% | 902,643 | Common | SOLE |
| 00138L108 | RERE | ATRENEW INC | $33.8M | 0.13% | 11,481,218 | Common | SOLE |
| 98877R104 | ZKH | ZKH GROUP LTD | $27.5M | 0.10% | 8,195,453 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $14.2M | 0.05% | 344,309 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $11.0M | 0.04% | 151,178 | Common | SOLE |
| 732908108 | PONY | PONY AI INC | $3.3M | 0.01% | 370,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.