13F filing recap · Q3 2024

What did Tiger Global Management buy in Q3 2024?

Reported stock-position changes between this filing and the previous one.

Stock value

$23.44B

Positions

Estimated turnover

8.0%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Tiger Global Management opened new positions in Flutter Entertainment, Sherwin-Williams, and Coupang, while exiting Astera Labs and Dexcom. The firm added to UnitedHealth Group, Amazon, Take-Two Interactive, and Eli Lilly, and increased its Taiwan Semiconductor and Corpay stakes. It also sharply raised its Broadcom position and trimmed Uber, JD.com, and Stoneco.

New positions

FLUTFlutter Entertainment Plc$801.39Mreported value+3.38M shares SHWThe Sherwin-Williams Company$201.45Mreported value+527.8K shares CPNGCoupang, Inc.$48.95Mreported value+1.99M shares

Increased positions

UNHUnitedHealth Group Incorporated$1.38Breported value+17.8K shares+0.8%AMZNAmazon.com Inc$1.20Breported value+94.4K shares+1.5%TTWOTake-Two Interactive Software, Inc.$897.55Mreported value+195.7K shares+3.5%LLYEli Lilly & Co$859.18Mreported value+39.8K shares

Reduced positions

UBERUber Technologies, Inc.$195.26Mreported value-408.8K shares-13.6%JDJd.com, Inc.$13.77Mreported value-478.4K shares-58.1%STNEStoneco Ltd.$155.3Kreported value-668.2K shares-98.0%

Exited positions

DXCMDexcom, Inc.$130.71Mprior reported value-1.15M shares-100.0%ALABAstera Labs, Inc.$4.24Mprior reported value-70.0K shares-100.0%