13F filing recap · Q4 2025

What did Tiger Global Management buy in Q4 2025?

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

Stock value

$29.71B

Positions

Estimated turnover

12.8%

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 a new position in Wealthfront Corporation and exited MongoDB, Triumph Financial, and Via Transportation. It trimmed Microsoft, Taiwan Semiconductor Manufacturing, Reddit, Lam Research, GE Vernova, and Costar Group, while substantially reducing Applovin and Webull Corporation. The firm added to Coupang, Block, and Zillow Group, and dramatically increased its stakes in ServiceNow, Netflix, Hinge Health, Pony AI, and Circle Internet Group.

New positions

WLTHWealthfront Corporation$205.98Mreported value+15.16M shares

Increased positions

FLUTFlutter Entertainment Plc$860.92Mreported value+345.4K shares+9.4%CPNGCoupang, Inc.$619.64Mreported value+10.43M shares+65.9%XYZBlock, Inc.$414.29Mreported value+1.94M shares+43.9%ZZillow Group, Inc.$413.21Mreported value+1.01M shares

Reduced positions

MSFTMicrosoft Corporation$2.65Breported value-1.07M shares-16.4%AMZNAmazon.com Inc$2.31Breported value-1.03M shares-9.3%NVDANvidia Corp$2.05Breported value-698.0K shares-6.0%SESea Limited$1.97Breported value-625.5K shares

Exited positions

MDBMongodb, Inc.$105.84Mprior reported value-341.0K shares-100.0%TFINTriumph Financial, Inc.$2.19Mprior reported value-43.7K shares-100.0%VIAVia Transportation, Inc.$721.2Kprior reported value-15.0K shares-100.0%