Tiger Global discloses updated portfolio positions in 13F filing: New Z / ZG XYZ APP GEV positions, Added to VEEV PDD NVDA RDDT MSFT TSM, Exited OKLO QCOM DDOG TEAM
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: Z (5.22 mln shares), XYZ (1.88 mln), APP (1.67 mln), GEV (1.06 mln), ZG (0.9 mln)
- Increased positions in: CPNG (to 13.33 mln shares from 8.12 mln shares), NU (to 11.03 mln from 8.88 mln), VEEV (to 2.42 mln from 0.38 mln), PDD (to 4.42 mln from 2.63 mln), NVDA (to 10.97 mln from 9.68 mln), RDDT (to 3.25 mln from 2.03 mln), MSFT (to 6.24 mln from 5.34 mln), TSM (to 4.24 mln from 3.63 mln), LRCX (to 4.42 mln from 3.96 mln), AVGO (to 2.27 mln from 1.85 mln), ZS (to 1.68 mln from 1.45 mln), SHW (to 1.2 mln from 1 mln), AMZN (to 6.59 mln from 6.42 mln)
- Maintained positions in: GRAB (92.92 mln shares), SE (16.04 mln shares), GOOGL (10.31 mln shares), META (7.47 mln shares), TTWO (5.84 mln shares), FLUT (3.38 mln shares), DASH (2.2 mln shares), WDAY (1.88 mln shares), LLY (1.33 mln shares), SPOT (1.2 mln), CRWD (900K)
- Closed positions in: OKLO (from 3.06 mln shares), QCOM (from 1.86 mln), DDOG (from 0.98 mln), TEAM (from 0.4 mln), ARM (from 0.3 mln), RBRK (from 0.25 mln), SARO (from 0.16 mln), DDL (from 0.12 mln), KVYO (from 0.04 mln)
- Decreased positions in: APO (to 6.21 mln shares from 12.27 mln shares), UBER (to 0.15 mln from 2.6 mln)