Tiger Global discloses updated portfolio positions in 13F filing: New FLUT CPNG SHW positions, Increased TSM AMZN UNH AVGO, Exited DXCM ALAB
Tiger Global discloses updated portfolio positions in 13F filing: New FLUT CPNG SHW positions Highlights from Q3 2024 filing as compared to Q2 2024 (all amounts are approximate):
- New positions in: FLUT (3.38 mln shares), CPNG (1.99 mln), SHW (0.53 mln)
- Increased positions in: TSM (to 3.63 mln shares from 3.07 mln shares), CPAY (to 1.25 mln from 1.05 mln), TTWO (to 5.84 mln from 5.64 mln), FWONK (to 2.46 mln from 2.36 mln), LLY (to 0.97 mln from 0.93 mln), AMZN (to 6.42 mln from 6.32 mln), UNH (to 2.37 mln from 2.35 mln), AVGO (to 1.85 mln from 1.82 mln)
- Maintained positions in: GRAB (92.92 mln shares), NU (18.43 mln), SE (16.04 mln), APO (12.29 mln), GOOGL (10.31 mln), NVDA (9.68 mln), META (7.47 mln), MSFT (5.34 mln), DASH (2.2 mln shares), WDAY (1.88 mln), QCOM (1.86 mln), CRWD (0.9 mln), NOW (0.58 mln)
- Closed positions in: DXCM (from 1.15 mln shares), ALAB (from 70K)
- Decreased positions in: STNE (to 14K from 682K), JD (to 0.34 mln from 0.8 mln), UBER (to 2.6 mln from 3.0 mln)