Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q4 2024)

As of Dec 31, 2024, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 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 Q4 2024, the filing reported:

New Buys - StandardAero, CoStar Group, Inc., PDD Holdings Inc., Pony AI, ServiceTitan, and 2 more

Increases - Coupang, Inc., Liberty Media Corporation - Ser, Eli Lilly and Company, Lam Research Corporation, Reddit, Inc., and 2 more

Reductions - Apollo Global Management, Inc. , Nu Holdings, UnitedHealth Group Incorporated

Complete Exits - Toast, Inc., ZoomInfo Technologies Inc.

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
Q4 2024	85423L103 StandardAero	StandardAero	Buy - Position Entry	+160,000	-	$3.96M	160,000
Q4 2024	APO Apollo Global Management, Inc.	Apollo Global Management, Inc.	Sell	-12,869	-0.1%	$2.03B	12,272,324
Q4 2024	CPNG Coupang, Inc.	Coupang, Inc.	Buy	+6,125,955	+307.2%	$178.48M	8,120,013
Q4 2024	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy - Position Entry	+3,245,109	-	$232.32M	3,245,109
Q4 2024	FWONK Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Buy	+225,000	+9.2%	$248.51M	2,682,000
Q4 2024	G6683N103 Nu Holdings	Nu Holdings	Sell	-9,554,254	-51.8%	$91.98M	8,878,859
Q4 2024	LLY Eli Lilly and Company	Eli Lilly and Company	Buy	+340,160	+35.1%	$1.01B	1,309,960
Q4 2024	LRCX Lam Research Corporation	Lam Research Corporation	Buy	+3,604,517	+1020.6%	$285.86M	3,957,700
Q4 2024	PDD PDD Holdings Inc.	PDD Holdings Inc.	Buy - Position Entry	+2,628,681	-	$254.96M	2,628,681
Q4 2024	PONY Pony AI	Pony AI	Buy - Position Entry	+370,000	-	$5.31M	370,000
Q4 2024	RDDT Reddit, Inc.	Reddit, Inc.	Buy	+1,531,000	+306.2%	$331.95M	2,031,000
Q4 2024	SHW Sherwin-Williams Company (The)	Sherwin-Williams Company (The)	Buy	+476,500	+90.3%	$341.39M	1,004,305
Q4 2024	SPOT Spotify	Spotify	Buy	+1,258,900	+49156.6%	$564.35M	1,261,461
Q4 2024	TOST Toast, Inc.	Toast, Inc.	Sell - Position Exit	-78,521	-100.0%	$0.00	-
Q4 2024	TTAN ServiceTitan	ServiceTitan	Buy - Position Entry	+1,301,398	-	$133.87M	1,301,398
Q4 2024	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-1,926,600	-81.4%	$221.97M	438,800
Q4 2024	VEEV Veeva Systems Inc.	Veeva Systems Inc.	Buy - Position Entry	+378,000	-	$79.47M	378,000
Q4 2024	ZI ZoomInfo Technologies Inc.	ZoomInfo Technologies Inc.	Sell - Position Exit	-9,359,311	-100.0%	$0.00	-
Q4 2024	ZS Zscaler, Inc.	Zscaler, Inc.	Buy - Position Entry	+1,450,000	-	$261.59M	1,450,000