Tiger Global discloses updated portfolio positions in 13F filing: New NTSK MDB NFLX FIGR KLAR BLSH ARX GEMI FIG positions, Exits ZKH LLY NVO CRWD, Added to CPNG XYZ AMZN CPAY FLUT AVGO GEV
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
- New: NTSK (500K), MDB (341K), NFLX (202K), FIGR (200K), KLAR (175K), BLSH (100K), ARX (75K), GEMI (70K), FIG (60K), VIA (15K)
- Increased: CPNG (15.8 mln shares from 13.6 mln shares), XYZ (4.4 mln from 3.9 mln), AMZN (11.0 mln from 10.7 mln), CPAY (1.8 mln from 1.5 mln), FLUT (3.7 mln from 3.5 mln), AVGO (2.9 mln from 2.7 mln), GEV (1.2 mln from 1.1 mln)
- Maintained: GRAB (92.9 mln shares), SE (16.0 mln), NVDA (11.7 mln), GOOGL (10.6 mln), MSFT (6.55 mln), APO (6.2 mln), TTWO (5.8 mln), LRCX (5.3 mln), TSM (4.6 mln), VEEV (2.4 mln), APP (2 mln), ZS (1.7 mln), SPOT (1.3 mln)
- Exited: ZKH (from 8 mln shares), LLY (1.5 mln), NVO (1.3 mln), CRWD (0.5 mln)
- Decreased: META (2.8 mln shares from 7.5 mln shares), RDDT (4.7 mln from 6.15 mln), Z (5.05 mln from 6.23 mln), SHW (330K from 1.2 mln), ZG (783K from 1 mln)