13F filing recap · Q4 2024

What did Tiger Global Management buy in Q4 2024?

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

Stock value

$26.46B

Positions

Estimated turnover

16.5%

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 Lam Research, Zscaler, PDD Holdings, CoStar Group, ServiceTitan, Veeva Systems, Pony AI, and StandardAero. It exited Toast, ZoomInfo Technologies, and Stoneco. The firm substantially increased its stake in Eli Lilly and Sherwin-Williams, while dramatically adding to Spotify, Reddit, and Coupang. It also substantially reduced UnitedHealth Group and Nu Holdings.

New positions

LRCXLam Research Corporation$285.86Mreported value+3.96M shares ZSZscaler, Inc.$261.59Mreported value+1.45M shares PDDPdd Holdings Inc.$254.96Mreported value+2.63M shares CSGPCostar Group, Inc.$232.32Mreported value+3.25M shares TTAN

Increased positions

LLYEli Lilly & Co$1.01Breported value+340.2K shares+35.1%SPOTSpotify Technology S.a.$564.35Mreported value+1.26M shares+49156.6%SHWThe Sherwin-Williams Company$341.39Mreported value+476.5K shares+90.3%RDDTReddit, Inc.$331.95Mreported value+1.53M shares

Reduced positions

APOApollo Global Management, Inc.$2.03Breported value-12.9K shares-0.1%UNHUnitedHealth Group Incorporated$221.97Mreported value-1.93M shares-81.4%NUNu Holdings Ltd.$91.98Mreported value-9.55M shares-51.8%

Exited positions

LRCXLam Research Corporation$288.23Mprior reported value-353.2K shares-100.0%GTMZoominfo Technologies Inc.$96.59Mprior reported value-9.36M shares-100.0%TOSTToast, Inc.$2.22Mprior reported value-78.5K shares-100.0%STNEStoneco Ltd.$155.3Kprior reported value-13.8K shares