Q3 2024 · 13F-HR
Tiger Globalholdings as filed
Filed 2024-11-14 · accession 0000919574-24-006690
$23.44B
Reported value
45
Positions
2024-09-30
Period end
The Brief · Tiger Global · Q3 2024
AI · grounded in 13F
Tiger Global established a new position in META valued at $4.27B. The fund also initiated new stakes in MSFT for $2.3B and GOOGL for $1.71B. Additional new positions include APO at $1.53B, SE at $1.51B, and UNH at $1.38B. Total AUM for the fund stands at $23.44B across 45 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $4.27B | 18.2% | 7,465,139 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $2.30B | 9.81% | 5,344,165 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.71B | 7.29% | 10,308,800 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $1.53B | 6.55% | 12,285,193 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $1.51B | 6.45% | 16,041,335 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.38B | 5.90% | 2,365,400 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.20B | 5.10% | 6,415,488 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.18B | 5.02% | 9,683,550 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $897.6M | 3.83% | 5,839,256 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $859.2M | 3.67% | 969,800 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $801.4M | 3.42% | 3,377,392 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $631.3M | 2.69% | 3,634,980 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $518.4M | 2.21% | 579,655 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $459.5M | 1.96% | 1,880,237 | Common | SOLE |
| 219948106 | CPAY | CORPAY INC | $390.2M | 1.66% | 1,247,577 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $353.1M | 1.51% | 92,923,788 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $318.3M | 1.36% | 1,845,500 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $315.9M | 1.35% | 1,857,700 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $313.4M | 1.34% | 2,196,013 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $288.2M | 1.23% | 353,183 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $252.4M | 1.08% | 900,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $251.6M | 1.07% | 18,433,113 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $201.4M | 0.86% | 527,805 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $195.3M | 0.83% | 2,597,878 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $190.2M | 0.81% | 2,457,000 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $180.9M | 0.77% | 895,200 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $151.1M | 0.64% | 1,269,000 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $144.4M | 0.62% | 2,339,500 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $129.8M | 0.55% | 1,690,700 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $112.7M | 0.48% | 979,400 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $96.6M | 0.41% | 9,359,311 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $63.6M | 0.27% | 400,545 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $49.0M | 0.21% | 1,994,058 | Common | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $42.9M | 0.18% | 300,000 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $33.0M | 0.14% | 500,000 | Common | SOLE |
| 00138L108 | RERE | ATRENEW INC | $31.9M | 0.14% | 11,481,218 | Common | SOLE |
| 98877R104 | ZKH | ZKH GROUP LTD | $30.2M | 0.13% | 8,195,453 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC | $24.7M | 0.11% | 3,056,992 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $13.8M | 0.06% | 344,309 | Common | SOLE |
| 781154109 | RBRK | RUBRIK INC. | $8.0M | 0.03% | 250,000 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $2.2M | 0.01% | 78,521 | Common | SOLE |
| 49845K101 | KVYO | KLAVIYO INC | $1.2M | 0.01% | 35,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $943,805 | 0.00% | 2,561 | Common | SOLE |
| 25445D101 | DDL | DINGDONG CAYMAN LTD | $420,813 | 0.00% | 118,539 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $155,253 | 0.00% | 13,788 | 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.