Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q2 2024)
According to the SEC 13F filed on Aug 14, 2024, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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
|