Great investors · Chase Coleman · Q3 2024
What Chase Coleman bought and sold in Q3 2024
Tiger Global 13F portfolio as of Sep 30, 2024: 45 positions worth $23.4 bn. Largest: META, MSFT, GOOGL, APO. Filed with the SEC on Nov 14, 2024.
The 13F is filed by Tiger Global, not by Chase Coleman personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q3 2024
- NewFlutter EntertainmentFLUT+3.4 pp
- NewSherwin-williamsSHW+0.9 pp
Sells in Q3 2024
- Sold outDexcomDXCM−0.6 pp
3 companies with material moves, out of 15 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Tiger Global's Q3 2024 13F lists 45 lines of US-listed securities worth $23.4 bn; the largest is META at 18.2% of the portfolio. It was accepted by the SEC on Nov 14, 2024 at 2:44 PM ET.
Against the previous quarter, it opened 3 positions (FLUT, SHW and CPNG), closed 2 (DXCM and ALAB), added to 7 (TSM, CPAY, LLY and TTWO and 3 more) and trimmed 3 (UBER, JD and STNE). 32 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Meta Platforms META | 7.5 M | $4.3 bn | 18.2% | no change |
| 2 | Microsoft MSFT | 5.3 M | $2.3 bn | 9.81% | no change |
| 3 | Alphabet GOOGL | 10.3 M | $1.7 bn | 7.29% | no change |
| 4 | Apollo Global Management APO | 12.3 M | $1.5 bn | 6.55% | no change |
| 5 | Sea SE | 16.0 M | $1.5 bn | 6.45% | no change |
| 6 | UnitedHealth Group UNH | 2.4 M | $1.4 bn | 5.90% | no change |
| 7 | Amazon.com AMZN | 6.4 M | $1.2 bn | 5.10% | +1.5% |
| 8 | NVIDIA NVDA | 9.7 M | $1.2 bn | 5.02% | no change |
| 9 | Take-two Interactive Software TTWO | 5.8 M | $898M | 3.83% | +3.5% |
| 10 | Eli Lilly LLY | 969,800 | $859M | 3.67% | +4.3% |
| 11 | Flutter Entertainment FLUT | 3.4 M | $801M | 3.42% | new |
| 12 | Taiwan Semiconductor Manufacturing TSM | 3.6 M | $631M | 2.69% | +18% |
| 13 | ServiceNow NOW | 579,655 | $518M | 2.21% | no change |
| 14 | Workday WDAY | 1.9 M | $460M | 1.96% | no change |
| 15 | Corpay CPAY | 1.2 M | $390M | 1.66% | +19% |
| 16 | GRAB Holdings GRAB | 92.9 M | $353M | 1.51% | no change |
| 17 | Broadcom AVGO | 1.8 M | $318M | 1.36% | +1.2% |
| 18 | Qualcomm QCOM | 1.9 M | $316M | 1.35% | no change |
| 19 | DoorDash DASH | 2.2 M | $313M | 1.34% | no change |
| 20 | Lam Research LRCX | 353,183 | $288M | 1.23% | no change |
| 21 | CrowdStrike Holdings CRWD | 900,000 | $252M | 1.08% | no change |
| 22 | Nu Holdings NU | 18.4 M | $252M | 1.07% | no change |
| 23 | Sherwin-williams SHW | 527,805 | $201M | 0.86% | new |
| 24 | UBER Technologies UBER | 2.6 M | $195M | 0.83% | −14% |
| 25 | Liberty Media FWONK | 2.5 M | $190M | 0.81% | +3.9% |
| 26 | Applied Materials AMAT | 895,200 | $181M | 0.77% | no change |
| 27 | Novo Nordisk A/s NVO | 1.3 M | $151M | 0.64% | no change |
| 28 | Procore Technologies PCOR | 2.3 M | $144M | 0.62% | no change |
| 29 | Elastic ESTC | 1.7 M | $130M | 0.55% | no change |
| 30 | Datadog DDOG | 979,400 | $113M | 0.48% | no change |
| 31 | ZoomInfo Technologies GTM | 9.4 M | $96.6M | 0.41% | no change |
| 32 | Atlassian TEAM | 400,545 | $63.6M | 0.27% | no change |
| 33 | Coupang CPNG | 2.0 M | $49.0M | 0.21% | new |
| 34 | ARM Holdings ARM | 300,000 | $42.9M | 0.18% | no change |
| 35 | Reddit RDDT | 500,000 | $33.0M | 0.14% | no change |
| 36 | ATRenew RERE | 11.5 M | $31.9M | 0.14% | no change |
| 37 | ZKH Group ZKH | 8.2 M | $30.2M | 0.13% | no change |
| 38 | Oklo OKLO | 3.1 M | $24.7M | 0.11% | no change |
| 39 | JD.com JD | 344,309 | $13.8M | 0.06% | −58% |
| 40 | Rubrik RBRK | 250,000 | $8.0M | 0.03% | no change |
| 41 | Toast TOST | 78,521 | $2.2M | 0.01% | no change |
| 42 | Klaviyo KVYO | 35,000 | $1.2M | 0.01% | no change |
| 43 | Spotify Technology SPOT | 2,561 | $944K | 0.00% | no change |
| 44 | Dingdong (Cayman) DDL | 118,539 | $421K | 0.00% | no change |
| 45 | StoneCo STNE | 13,788 | $155K | 0.00% | −98% |
Positions it closed (2)
- Dexcom DXCMwas 0.60% · 1.2 M shares
- Astera Labs ALABwas 0.02% · 70,000 shares
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Tiger Global's 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.