Tracking Chase Coleman's Tiger Global Portfolio - Q4 2024 Update

2025-02-27 19:27:19 ET

Summary

• Tiger Global Management's 13F portfolio increased from $23.44B to $26.46B, with Meta, Microsoft, Apollo Global, Alphabet, and Sea Limited making up ~46% of the portfolio.
• New stakes include Zscaler, PDD Holdings, and CoStar Group, while significant increases were made in Eli Lilly, Spotify, Sherwin Williams, and Reddit.
• Major stake decreases were seen in Apollo Global, UnitedHealth, and NU Holdings, while Meta, Microsoft, Alphabet, and Sea Limited positions were kept steady.

This article is part of a series that provides an ongoing analysis of the changes made to Chase Coleman’s Tiger Global Management 13F stock portfolio on a quarterly basis. It is based on Tiger Global’s regulatory 13F Form filed on 02/14/2025. Please visit our Tracking Chase Coleman’s Tiger Global Portfolio series to get an idea of their investment philosophy and our last update for the fund’s moves in Q3 2024.

Chase Coleman’s 13F portfolio value increased from $23.44B to $26.46B this quarter. Recent 13F reports have shown 50+ positions. There are 36 stakes that are significantly large (more than 0.5% of the portfolio each) and they are the focus of this article. The largest five positions are Meta Platforms, Microsoft, Apollo Global, Alphabet, and Sea Limited. Together, they add up to ~46% of the entire 13F portfolio....

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