Tiger Global discloses updated portfolio positions in 13F filing: New CHYM BULL HNGE CRCL positions, Boosts AMZN RDDT XYZ Z LRCX MSFT GOOGL NVDA holdings
Highlights from Q2 2025 filing as compared to Q1 2025 (all amounts are approximate):
- New positions in: CHYM (12.47 mln shares), BULL (11.72 mln), HNGE (552K), CRCL (125K), ETOR (80K), TFIN (44K), MNTN (20K)
- Increased positions in: AMZN (to 10.7 mln shares from 6.6 mln shares), RDDT (to 6.15 mln from 3.25 mln), XYZ (to 3.9 mln from 1.9 mln), Z (to 6.2 mln from 5.2 mln), LRCX (to 5.26 mln from 4.42 mln), NVDA (to 11.7 mln from 11 mln), AVGO (to 2.7 mln from 2.3 mln), TSM (to 4.6 mln from 4.2 mln), APP (to 2 mln from 1.7 mln), GOOGL (to 10.6 mln from 10.3 mln), MSFT (to 6.6 mln from 6.2 mln), CPAY (to 1.5 mln from 1.25 mln), LLY (to 1.5 mln from 1.3 mln), ZG (to 1 mln from 0.9 mln), GEV (to 1.1 mln from 1.06 mln)
- Maintained positions in: GRAB (92.9 mln shares), SE (16.04 mln shares), CPNG (13.6 mln shares), META (7.53 mln shares), APO (6.2 mln shares), TTWO (5.8 mln shares), FLUT (3.45 mln shares), VEEV (2.4 mln shares), ZS (1.7 mln shares), SPOT (1.3 mln), SHW (1.2 mln)
- Closed positions in: PDD (from 4.42 mln shares), TTAN (from 1.3 mln)
- Decreased positions in: DASH (to 25Kfrom 2.2 mln shares), RERE (to 9.8 mln from 11.5 mln), WDAY (to 1 mln from 1.9 mln), CRWD (to 0.5 mln from 0.9 mln), NOW (to 300K from 580K)