Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q1 2025)
As of Mar 31, 2025, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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
|