What Chase Coleman Bought in Q4 2024
Tiger Global Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$26.46B
Total Value
49
Holdings
8
New Buys
5
Reduced
In Q4 2024, Chase Coleman reported 49 long equity positions worth $26.46B in their Tiger Global Management 13F filing, including 8 new positions (largest: LAM RESEARCH CORP at $285.9M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 7465139 | $4.37B | 16.52% | — |
| 2 | MSFT | MICROSOFT CORP | 5344165 | $2.25B | 8.51% | — |
| 3 | APO | APOLLO GLOBAL MGMT INC | 12272324 | $2.03B | 7.66% | -0.1% |
| 4 | GOOGL | ALPHABET INC | 10308800 | $1.95B | 7.38% | — |
| 5 | SE | SEA LTD | 16041335 | $1.70B | 6.43% | — |
| 6 | AMZN | AMAZON COM INC | 6415488 | $1.41B | 5.32% | — |
| 7 | NVDA | NVIDIA CORPORATION | 9683550 | $1.30B | 4.91% | — |
| 8 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 5839256 | $1.07B | 4.06% | — |
| 9 | LLY | ELI LILLY & CO | 1309960 | $1.01B | 3.82% | 35.1% |
| 10 | FLUT | FLUTTER ENTMT PLC | 3377392 | $872.9M | 3.30% | — |
| 11 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3634980 | $717.9M | 2.71% | — |
| 12 | NOW | SERVICENOW INC | 579655 | $614.5M | 2.32% | — |
| 13 | SPOT | SPOTIFY TECHNOLOGY S A | 1261461 | $564.4M | 2.13% | 49156.6% |
| 14 | WDAY | WORKDAY INC | 1880237 | $485.2M | 1.83% | — |
| 15 | GRAB | GRAB HOLDINGS LIMITED | 92923788 | $438.6M | 1.66% | — |
| 16 | AVGO | BROADCOM INC | 1845500 | $427.9M | 1.62% | — |
| 17 | CPAY | CORPAY INC | 1247577 | $422.2M | 1.60% | — |
| 18 | DASH | DOORDASH INC | 2196013 | $368.4M | 1.39% | — |
| 19 | SHW | SHERWIN WILLIAMS CO | 1004305 | $341.4M | 1.29% | 90.3% |
| 20 | RDDT | REDDIT INC | 2031000 | $331.9M | 1.25% | 306.2% |
| 21 | CRWD | CROWDSTRIKE HLDGS INC | 900000 | $307.9M | 1.16% | — |
| 22 | LRCX | LAM RESEARCH CORP | 3957700 | $285.9M | 1.08% | NEW |
| 23 | QCOM | QUALCOMM INC | 1857700 | $285.4M | 1.08% | — |
| 24 | ZS | ZSCALER INC | 1450000 | $261.6M | 0.99% | NEW |
| 25 | PDD | PDD HOLDINGS INC | 2628681 | $255.0M | 0.96% | NEW |
| 26 | FWONK | LIBERTY MEDIA CORP DEL | 2682000 | $248.5M | 0.94% | +9.2% |
| 27 | CSGP | COSTAR GROUP INC | 3245109 | $232.3M | 0.88% | NEW |
| 28 | UNH | UNITEDHEALTH GROUP INC | 438800 | $222.0M | 0.84% | +-81.4% |
| 29 | CPNG | COUPANG INC | 8120013 | $178.5M | 0.67% | +307.2% |
| 30 | PCOR | PROCORE TECHNOLOGIES INC | 2339500 | $175.3M | 0.66% | — |
| 31 | ESTC | ELASTIC N V | 1690700 | $167.5M | 0.63% | — |
| 32 | UBER | UBER TECHNOLOGIES INC | 2597878 | $156.7M | 0.59% | — |
| 33 | AMAT | APPLIED MATLS INC | 895200 | $145.6M | 0.55% | — |
| 34 | DDOG | DATADOG INC | 979400 | $139.9M | 0.53% | — |
| 35 | TTAN | SERVICETITAN INC | 1301398 | $133.9M | 0.51% | NEW |
| 36 | NVO | NOVO-NORDISK A S | 1269000 | $109.2M | 0.41% | — |
| 37 | TEAM | ATLASSIAN CORPORATION | 400545 | $97.5M | 0.37% | — |
| 38 | NU | NU HLDGS LTD | 8878859 | $92.0M | 0.35% | +-51.8% |
| 39 | VEEV | VEEVA SYS INC | 378000 | $79.5M | 0.30% | NEW |
| 40 | OKLO | OKLO INC | 3056992 | $64.9M | 0.25% | — |
| 41 | ARM | ARM HOLDINGS PLC | 300000 | $37.0M | 0.14% | — |
| 42 | RERE | ATRENEW INC | 11481218 | $33.1M | 0.12% | — |
| 43 | ZKH | ZKH GROUP LTD | 8195453 | $28.8M | 0.11% | — |
| 44 | RBRK | RUBRIK INC. | 250000 | $16.3M | 0.06% | — |
| 45 | JD | JD.COM INC | 344309 | $11.9M | 0.05% | — |
| 46 | PONY | PONY AI INC | 370000 | $5.3M | 0.02% | NEW |
| 47 | SARO | STANDARDAERO INC | 160000 | $4.0M | 0.01% | NEW |
| 48 | KVYO | KLAVIYO INC | 35000 | $1.4M | 0.01% | — |
| 49 | DDL | DINGDONG CAYMAN LTD | 118539 | $389K | 0.00% | — |