Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q3 2025)

According to the SEC 13F filed on Nov 14, 2025, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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 Q3 2025, the filing reported:

New Buys - MongoDB, Inc., Netflix, Inc.

Increases - Amazon.com, Inc., Broadcom Inc., Corpay, Inc., Coupang, Inc., Flutter Entertainment, and 2 more

Reductions - Meta Platforms, Inc., Reddit, Inc., Sherwin-Williams Company (The), Zillow Group, Inc., Zillow Group, Inc.

Complete Exits - CrowdStrike Holdings, Inc., Eli Lilly and Company, Novo Nordisk A/S, ZKH Group Limited

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+357,900	+3.3%	$2.42B	11,043,441
Q3 2025	AVGO Broadcom Inc.	Broadcom Inc.	Buy	+186,400	+6.9%	$953.31M	2,889,614
Q3 2025	CPAY Corpay, Inc.	Corpay, Inc.	Buy	+269,500	+17.9%	$510.20M	1,771,146
Q3 2025	CPNG Coupang, Inc.	Coupang, Inc.	Buy	+2,252,000	+16.6%	$509.97M	15,837,579
Q3 2025	CRWD CrowdStrike Holdings, Inc.	CrowdStrike Holdings, Inc.	Sell - Position Exit	-500,000	-100.0%	$0.00	-
Q3 2025	FLUT Flutter Entertainment	Flutter Entertainment	Buy	+204,800	+5.9%	$929.18M	3,658,192
Q3 2025	GEV GE Vernova Inc.	GE Vernova Inc.	Buy	+56,800	+5.2%	$709.96M	1,154,594
Q3 2025	LLY Eli Lilly and Company	Eli Lilly and Company	Sell - Position Exit	-1,511,160	-100.0%	$0.00	-
Q3 2025	MDB MongoDB, Inc.	MongoDB, Inc.	Buy - Position Entry	+341,000	-	$105.84M	341,000
Q3 2025	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-4,714,524	-62.6%	$2.07B	2,819,001
Q3 2025	NFLX Netflix, Inc.	Netflix, Inc.	Buy - Position Entry	+201,900	-	$242.06M	201,900
Q3 2025	NVO Novo Nordisk A/S	Novo Nordisk A/S	Sell - Position Exit	-1,269,000	-100.0%	$0.00	-
Q3 2025	RDDT Reddit, Inc.	Reddit, Inc.	Sell	-1,476,469	-24.0%	$1.07B	4,672,515
Q3 2025	SHW Sherwin-Williams Company (The)	Sherwin-Williams Company (The)	Sell	-875,000	-72.7%	$113.98M	329,175
Q3 2025	SQ Block, Inc.	Block, Inc.	Buy	+478,872	+12.1%	$319.67M	4,423,312
Q3 2025	Z Zillow Group, Inc.	Zillow Group, Inc.	Sell	-1,183,943	-19.0%	$388.73M	5,045,144
Q3 2025	ZG Zillow Group, Inc.	Zillow Group, Inc.	Sell	-221,600	-22.1%	$58.29M	783,043
Q3 2025	ZKH ZKH Group Limited	ZKH Group Limited	Sell - Position Exit	-7,996,846	-100.0%	$0.00	-