Tiger Global Management 13F holdings, Q2 2024
Holdings as of June 30, 2024 · filings on SEC EDGAR · latest filing →
Tiger Global Management disclosed 44 US equity positions worth $21.6bn in its Q2 2024 13F filing. The largest position was META at 17.4% of the reported book, followed by MSFT and GOOGL. Against the Q1 2024 filing, it opened 5 new positions, added to 5 and reduced 3 among the top 44 holdings.
What did Tiger Global Management own in Q2 2024? Top 44 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2024 |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 17.4% | $3.8bn | 7,465,139 | 0% | held |
| 2 | MSFT MICROSOFT CORP | Technology | 11.0% | $2.4bn | 5,344,165 | 0% | held |
| 3 | GOOGL ALPHABET INC | Communication Services | 8.7% | $1.9bn | 10,308,800 | 0% | held |
| 4 | APO APOLLO GLOBAL MGMT INC | Financial Services | 6.7% | $1.5bn | 12,285,193 | 0% | held |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 5.6% | $1.2bn | 6,321,080 | 0% | held |
| 6 | NVDA NVIDIA CORPORATION | Technology | 5.5% | $1.2bn | 9,683,550 | 900% | added |
| 7 | UNH UNITEDHEALTH GROUP INC | Healthcare | 5.5% | $1.2bn | 2,347,600 | – | new |
| 8 | SE SEA LTD | Consumer Cyclical | 5.3% | $1.1bn | 16,041,335 | 7% | added |
| 9 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 4.1% | $877.5m | 5,643,542 | 0% | held |
| 10 | LLY ELI LILLY & CO | Healthcare | 3.9% | $842.0m | 930,000 | 4% | added |
| 11 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2.5% | $533.8m | 3,070,890 | 1% | added |
| 12 | NOW SERVICENOW INC | Technology | 2.1% | $456.0m | 579,655 | 0% | held |
| 13 | WDAY WORKDAY INC | Technology | 1.9% | $420.3m | 1,880,237 | 0% | held |
| 14 | LRCX LAM RESEARCH CORP | Technology | 1.7% | $376.1m | 353,183 | 0% | held |
| 15 | QCOM QUALCOMM INC | Technology | 1.7% | $370.0m | 1,857,700 | – | new |
| 16 | CRWD CROWDSTRIKE HLDGS INC | Technology | 1.6% | $344.9m | 900,000 | 0% | held |
| 17 | GRAB HOLDINGS LIMITED | 1.5% | $329.9m | 92,923,788 | 39% | added | |
| 18 | AVGO BROADCOM INC | Technology | 1.4% | $292.7m | 182,300 | 0% | held |
| 19 | CPAY CORPAY INC | 1.3% | $278.8m | 1,046,600 | -22% | reduced | |
| 20 | DASH DOORDASH INC | Consumer Cyclical | 1.1% | $238.9m | 2,196,013 | 0% | held |
| 21 | NU NU HLDGS LTD | Financial Services | 1.1% | $237.6m | 18,433,113 | 0% | held |
| 22 | UBER UBER TECHNOLOGIES INC | Technology | 1.0% | $218.5m | 3,006,696 | 0% | held |
| 23 | AMAT APPLIED MATLS INC | Technology | 1.0% | $211.3m | 895,200 | – | new |
| 24 | ESTC ELASTIC N V | Technology | 0.9% | $192.6m | 1,690,700 | 0% | held |
| 25 | NVO NOVO-NORDISK A S | Healthcare | 0.8% | $181.1m | 1,269,000 | 0% | held |
| 26 | LIBERTY MEDIA CORP DEL | 0.8% | $169.8m | 2,364,000 | 0% | held | |
| 27 | PCOR PROCORE TECHNOLOGIES INC | Technology | 0.7% | $155.1m | 2,339,500 | 0% | held |
| 28 | DXCM DEXCOM INC | Healthcare | 0.6% | $130.7m | 1,152,806 | 0% | held |
| 29 | DDOG DATADOG INC | Technology | 0.6% | $127.0m | 979,400 | 0% | held |
| 30 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 0.6% | $119.5m | 9,359,311 | -19% | reduced |
| 31 | TEAM ATLASSIAN CORPORATION | Technology | 0.3% | $70.8m | 400,545 | 0% | held |
| 32 | ARM ARM HOLDINGS PLC | Technology | 0.2% | $49.1m | 300,000 | 0% | held |
| 33 | ZKH ZKH GROUP LTD | 0.1% | $32.0m | 8,195,453 | – | new | |
| 34 | RDDT REDDIT INC | Communication Services | 0.1% | $31.9m | 500,000 | 0% | held |
| 35 | RERE ATRENEW INC | 0.1% | $27.2m | 11,481,218 | 0% | held | |
| 36 | OKLO OKLO INC | Utilities | 0.1% | $25.9m | 3,056,992 | 0% | held |
| 37 | JD JD.COM INC | Consumer Cyclical | 0.1% | $21.3m | 822,715 | -74% | reduced |
| 38 | STNE STONECO LTD | Technology | 0.0% | $8.2m | 682,000 | 0% | held |
| 39 | RBRK RUBRIK INC. | Technology | 0.0% | $7.7m | 250,000 | – | new |
| 40 | ALAB ASTERA LABS INC | Technology | 0.0% | $4.2m | 70,000 | 0% | held |
| 41 | TOST TOAST INC | Technology | 0.0% | $2.0m | 78,521 | 0% | held |
| 42 | KVYO KLAVIYO INC | Technology | 0.0% | $871.1k | 35,000 | 0% | held |
| 43 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.0% | $803.6k | 2,561 | 0% | held |
| 44 | DDL DINGDONG CAYMAN LTD | 0.0% | $235.9k | 118,539 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.