Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q2 2024)
As of Jun 30, 2024, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2024. 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 Q2 2024, the filing reported:
New Buys - Applied Materials, Inc., QUALCOMM Incorporated, Rubrik, Inc., UnitedHealth Group Incorporated, ZKH Group Limited
Increases - Grab, Eli Lilly and Company, NVIDIA Corporation, Sea Limited, Taiwan Semiconductor Manufactur
Complete Exits - Maplebear Inc., Freshworks Inc.
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 |
|---|---|---|---|
|
Q2 2024
|
AMAT
Applied Materials, Inc.
|
Buy - Position Entry |
+895,200
|
|
Q2 2024
|
CART
Maplebear Inc.
|
Sell - Position Exit |
-1,759,311
|
|
Q2 2024
|
CPAY
Corpay, Inc.
|
Sell |
-287,091
|
|
Q2 2024
|
FRSH
Freshworks Inc.
|
Sell - Position Exit |
-196,683
|
|
Q2 2024
|
G4124C109
Grab
|
Buy |
+26,122,000
|
|
Q2 2024
|
JD
JD.com, Inc.
|
Sell |
-2,316,104
|
|
Q2 2024
|
LLY
Eli Lilly and Company
|
Buy |
+40,000
|
|
Q2 2024
|
NVDA
NVIDIA Corporation
|
Buy |
+8,715,195
|
|
Q2 2024
|
QCOM
QUALCOMM Incorporated
|
Buy - Position Entry |
+1,857,700
|
|
Q2 2024
|
RBRK
Rubrik, Inc.
|
Buy - Position Entry |
+250,000
|
|
Q2 2024
|
SE
Sea Limited
|
Buy |
+1,045,267
|
|
Q2 2024
|
TSM
Taiwan Semiconductor Manufactur
|
Buy |
+25,900
|
|
Q2 2024
|
UNH
UnitedHealth Group Incorporated
|
Buy - Position Entry |
+2,347,600
|
|
Q2 2024
|
ZI
ZoomInfo Technologies Inc.
|
Sell |
-2,226,416
|
|
Q2 2024
|
ZKH
ZKH Group Limited
|
Buy - Position Entry |
+8,195,453
|