Tiger Global discloses updated portfolio positions in 13F filing: New ZKH UNH QCOM AMAT RBRK positions, Exited CART FRPH
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
- New positions in: ZKH (8.2 mln shares), UNH (2.35 mln), QCOM (1.86 mln), AMAT (0.9 mln), RBRK (0.25 mln)
- Increased positions in: GRAB (to 92.92 mln shares from 66.8 mln shares), SE (to 16.04 mln from 15 mln), LLY (to 0.93 mln from 0.89 mln)
- Maintained positions in: NU (18.43 mln shares), APO (12.29 mln shares), GOOGL (10.31 mln shares), NVDA (9.68 mln shares-post split), META (7.47 mln shares), AMZN (6.32 mln shares), TTWO (5.64 mln shares), MSFT (5.34 mln shares), UBER (3.01 mln shares), DASH (2.2 mln shares), WDAY (1.88 mln shares), CRWD (0.9 mln shares), NOW (0.58 mln shares), LRCX (0.35 mln shares), AVGO (0.18 mln shares)
- Closed positions in: CART (from 1.76 mln shares), FRSH (from 0.2 mln)
- Decreased positions in: JD (to 0.82 mln shares from 3.14 mln shares), ZI (to 9.36 mln from 11.59 mln), CPAY (to 1.05 mln from 1.33 mln)