Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q1 2025)
According to the SEC 13F filed on May 15, 2025, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2025, the filing reported:
New Buys - Applovin Corporation, GE Vernova Inc., Block, Inc., Zillow Group, Inc., Zillow Group, Inc.
Increases - Amazon.com, Inc., Broadcom Inc., Coupang, Inc., Nu Holdings, Eli Lilly and Company, and 9 more
Reductions - Apollo Global Management, Inc. , Uber Technologies, Inc.
Complete Exits - StandardAero, Arm Holdings plc, Dingdong (Cayman) Limited, Datadog, Inc., Klaviyo, Inc. Series A, and 4 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2025
|
85423L103
StandardAero
|
Sell - Position Exit |
-160,000
|
|
Q1 2025
|
AMZN
Amazon.com, Inc.
|
Buy |
+173,000
|
|
Q1 2025
|
APO
Apollo Global Management, Inc.
|
Sell |
-6,062,828
|
|
Q1 2025
|
APP
Applovin Corporation
|
Buy - Position Entry |
+1,668,240
|
|
Q1 2025
|
ARM
Arm Holdings plc
|
Sell - Position Exit |
-300,000
|
|
Q1 2025
|
AVGO
Broadcom Inc.
|
Buy |
+426,000
|
|
Q1 2025
|
CPNG
Coupang, Inc.
|
Buy |
+5,208,306
|
|
Q1 2025
|
DDL
Dingdong (Cayman) Limited
|
Sell - Position Exit |
-118,539
|
|
Q1 2025
|
DDOG
Datadog, Inc.
|
Sell - Position Exit |
-979,400
|
|
Q1 2025
|
G6683N103
Nu Holdings
|
Buy |
+2,153,696
|
|
Q1 2025
|
GEV
GE Vernova Inc.
|
Buy - Position Entry |
+1,055,294
|
|
Q1 2025
|
KVYO
Klaviyo, Inc. Series A
|
Sell - Position Exit |
-35,000
|
|
Q1 2025
|
LLY
Eli Lilly and Company
|
Buy |
+25,000
|
|
Q1 2025
|
LRCX
Lam Research Corporation
|
Buy |
+467,000
|
|
Q1 2025
|
MSFT
Microsoft Corporation
|
Buy |
+896,700
|
|
Q1 2025
|
NVDA
NVIDIA Corporation
|
Buy |
+1,284,000
|
|
Q1 2025
|
OKLO
Oklo Inc.
|
Sell - Position Exit |
-3,056,992
|
|
Q1 2025
|
PDD
PDD Holdings Inc.
|
Buy |
+1,787,000
|
|
Q1 2025
|
QCOM
QUALCOMM Incorporated
|
Sell - Position Exit |
-1,857,700
|
|
Q1 2025
|
RBRK
Rubrik, Inc.
|
Sell - Position Exit |
-250,000
|
|
Q1 2025
|
RDDT
Reddit, Inc.
|
Buy |
+1,218,600
|
|
Q1 2025
|
SHW
Sherwin-Williams Company (The)
|
Buy |
+199,870
|
|
Q1 2025
|
SQ
Block, Inc.
|
Buy - Position Entry |
+1,884,867
|
|
Q1 2025
|
TEAM
Atlassian Corporation
|
Sell - Position Exit |
-400,545
|
|
Q1 2025
|
TSM
Taiwan Semiconductor Manufactur
|
Buy |
+606,494
|
|
Q1 2025
|
UBER
Uber Technologies, Inc.
|
Sell |
-2,446,700
|
|
Q1 2025
|
VEEV
Veeva Systems Inc.
|
Buy |
+2,042,500
|
|
Q1 2025
|
Z
Zillow Group, Inc.
|
Buy - Position Entry |
+5,215,000
|
|
Q1 2025
|
ZG
Zillow Group, Inc.
|
Buy - Position Entry |
+902,643
|
|
Q1 2025
|
ZS
Zscaler, Inc.
|
Buy |
+229,000
|