13F filing recap · Q1 2025

What did Tiger Global Management buy in Q1 2025?

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

Stock value

$26.59B

Positions

Estimated turnover

17.9%

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 Applovin, Zillow Group, GE Vernova, and Block, while exiting Oklo, ARM Holdings, Atlassian, Datadog, Dingdong, Klaviyo, Qualcomm, Rubrik, and Standardaero. The firm added to Microsoft, Nvidia, Taiwan Semiconductor, Veeva Systems, PDD Holdings, Sherwin-Williams, Broadcom, Reddit, Zscaler, Lam Research, Coupang, and Nu Holdings, with Veeva Systems increased sharply. It substantially trimmed Apollo Global Management and Uber Technologies.

New positions

APPApplovin Corp$442.03Mreported value+1.67M shares ZZillow Group, Inc.$357.54Mreported value+5.21M shares GEVGE Vernova Inc.$322.16Mreported value+1.06M shares XYZBlock, Inc.$102.40Mreported value+1.88M shares ZG

Increased positions

MSFTMicrosoft Corporation$2.34Breported value+896.7K shares+16.8%AMZNAmazon.com Inc$1.25Breported value+173.0K shares+2.7%NVDANvidia Corp$1.19Breported value+1.28M shares+13.3%LLYEli Lilly & Co$1.10Breported value+25.0K shares

Reduced positions

APOApollo Global Management, Inc.$850.33Mreported value-6.06M shares-49.4%UBERUber Technologies, Inc.$11.01Mreported value-2.45M shares-94.2%

Exited positions

QCOMQualcomm Inc/de$285.38Mprior reported value-1.86M shares-100.0%DDOGDatadog, Inc.$139.95Mprior reported value-979.4K shares-100.0%TEAMAtlassian Corporation$97.48Mprior reported value-400.5K shares-100.0%OKLOOklo Inc.$64.90Mprior reported value-3.06M shares