Great investors · Chase Coleman · Q4 2024
What Chase Coleman bought and sold in Q4 2024
Tiger Global 13F portfolio as of Dec 31, 2024: 49 positions worth $26.5 bn. Largest: META, MSFT, APO, GOOGL. Filed with the SEC on Feb 14, 2025.
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 Q4 2024
- IncreasedSpotify TechnologySPOT+2.1 pp
- IncreasedEli LillyLLY+1.0 pp
- NewZscalerZS+1.0 pp
- NewPDD HoldingsPDD+1.0 pp
- IncreasedRedditRDDT+0.9 pp
- NewCoStar GroupCSGP+0.9 pp
- IncreasedSherwin-williamsSHW+0.6 pp
- IncreasedCoupangCPNG+0.5 pp
Sells in Q4 2024
- ReducedUnitedHealth GroupUNH−3.7 pp
- ReducedLam ResearchLRCX−1.1 pp
10 companies with material moves, out of 16 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 Q4 2024 13F lists 49 lines of US-listed securities worth $26.5 bn; the largest is META at 16.5% of the portfolio. It was accepted by the SEC on Feb 14, 2025 at 2:03 PM ET.
Against the previous quarter, it opened 7 positions (ZS, PDD, CSGP and TTAN and 3 more), closed 3 (GTM, TOST and STNE), added to 6 (SPOT, RDDT, CPNG and LLY and 2 more) and trimmed 3 (LRCX, UNH and NU). 33 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Meta Platforms META | 7.5 M | $4.4 bn | 16.5% | no change |
| 2 | Microsoft MSFT | 5.3 M | $2.3 bn | 8.51% | no change |
| 3 | Apollo Global Management APO | 12.3 M | $2.0 bn | 7.66% | no change |
| 4 | Alphabet GOOGL | 10.3 M | $2.0 bn | 7.38% | no change |
| 5 | Sea SE | 16.0 M | $1.7 bn | 6.43% | no change |
| 6 | Amazon.com AMZN | 6.4 M | $1.4 bn | 5.32% | no change |
| 7 | NVIDIA NVDA | 9.7 M | $1.3 bn | 4.91% | no change |
| 8 | Take-two Interactive Software TTWO | 5.8 M | $1.1 bn | 4.06% | no change |
| 9 | Eli Lilly LLY | 1.3 M | $1.0 bn | 3.82% | +35% |
| 10 | Flutter Entertainment FLUT | 3.4 M | $873M | 3.30% | no change |
| 11 | Taiwan Semiconductor Manufacturing TSM | 3.6 M | $718M | 2.71% | no change |
| 12 | ServiceNow NOW | 579,655 | $615M | 2.32% | no change |
| 13 | Spotify Technology SPOT | 1.3 M | $564M | 2.13% | ×493 |
| 14 | Workday WDAY | 1.9 M | $485M | 1.83% | no change |
| 15 | GRAB Holdings GRAB | 92.9 M | $439M | 1.66% | no change |
| 16 | Broadcom AVGO | 1.8 M | $428M | 1.62% | no change |
| 17 | Corpay CPAY | 1.2 M | $422M | 1.60% | no change |
| 18 | DoorDash DASH | 2.2 M | $368M | 1.39% | no change |
| 19 | Sherwin-williams SHW | 1.0 M | $341M | 1.29% | +90% |
| 20 | Reddit RDDT | 2.0 M | $332M | 1.25% | +306% |
| 21 | CrowdStrike Holdings CRWD | 900,000 | $308M | 1.16% | no change |
| 22 | Lam Research LRCX | 4.0 M | $286M | 1.08% | −89% |
| 23 | Qualcomm QCOM | 1.9 M | $285M | 1.08% | no change |
| 24 | Zscaler ZS | 1.5 M | $262M | 0.99% | new |
| 25 | PDD Holdings PDD | 2.6 M | $255M | 0.96% | new |
| 26 | Liberty Media FWONK | 2.7 M | $249M | 0.94% | +9.2% |
| 27 | CoStar Group CSGP | 3.2 M | $232M | 0.88% | new |
| 28 | UnitedHealth Group UNH | 438,800 | $222M | 0.84% | −81% |
| 29 | Coupang CPNG | 8.1 M | $178M | 0.67% | +307% |
| 30 | Procore Technologies PCOR | 2.3 M | $175M | 0.66% | no change |
| 31 | Elastic ESTC | 1.7 M | $168M | 0.63% | no change |
| 32 | UBER Technologies UBER | 2.6 M | $157M | 0.59% | no change |
| 33 | Applied Materials AMAT | 895,200 | $146M | 0.55% | no change |
| 34 | Datadog DDOG | 979,400 | $140M | 0.53% | no change |
| 35 | ServiceTitan TTAN | 1.3 M | $134M | 0.51% | new |
| 36 | Novo Nordisk A/s NVO | 1.3 M | $109M | 0.41% | no change |
| 37 | Atlassian TEAM | 400,545 | $97.5M | 0.37% | no change |
| 38 | Nu Holdings NU | 8.9 M | $92.0M | 0.35% | −52% |
| 39 | Veeva Systems VEEV | 378,000 | $79.5M | 0.30% | new |
| 40 | Oklo OKLO | 3.1 M | $64.9M | 0.25% | no change |
| 41 | ARM Holdings ARM | 300,000 | $37.0M | 0.14% | no change |
| 42 | ATRenew RERE | 11.5 M | $33.1M | 0.13% | no change |
| 43 | ZKH Group ZKH | 8.2 M | $28.8M | 0.11% | no change |
| 44 | Rubrik RBRK | 250,000 | $16.3M | 0.06% | no change |
| 45 | JD.com JD | 344,309 | $11.9M | 0.05% | no change |
| 46 | Pony AI PONY | 370,000 | $5.3M | 0.02% | new |
| 47 | StandardAero SARO | 160,000 | $4.0M | 0.02% | new |
| 48 | Klaviyo KVYO | 35,000 | $1.4M | 0.01% | no change |
| 49 | Dingdong (Cayman) DDL | 118,539 | $389K | 0.00% | no change |
Positions it closed (3)
- ZoomInfo Technologies GTMwas 0.41% · 9.4 M shares
- Toast TOSTwas 0.01% · 78,521 shares
- StoneCo STNEwas 0.00% · 13,788 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.