Wallsti
Macro Thu 08:30 Core PPI m/m 1.3%vs 0.3% hotter S&P fut -0.08%10y -3bp Thu 08:30 Core Retail Sales m/m 0.9%vs 0.6% stronger S&P fut -0.08%10y -3bp Thu 08:30 PPI m/m 1.3%vs 0.6% hotter S&P fut -0.08%10y -3bp Next

Tiger Global Chase Coleman

Holdings as of the end of Q2 2025, reported in its 13F filing on Aug 14, 2025; changes vs Q1 2025. Source

Reported value
$34.1B
at quarter-end prices
Positions
50
top 10 are 65% of it
Bought · Q2 2025
12
7 new, 5 added 20%+
Sold · Q2 2025
6
2 sold out, 4 cut 20%+

Holdings 50

#StockCompanySharesValueOf portfolio Shares vs Q1 2025
1 META META PLATFORMS INC 7,533,525 $5.6B 16.3% +1%
2 MSFT MICROSOFT CORP 6,551,368 $3.3B 9.6% +5%
3 SE SEA LTD 16,041,335 $2.6B 7.5% —
4 AMZN AMAZON COM INC 10,685,541 $2.3B 6.9% +62%
5 GOOGL ALPHABET INC 10,631,402 $1.9B 5.5% +3%
6 NVDA NVIDIA CORPORATION 11,709,752 $1.9B 5.4% +7%
7 TTWO TAKE-TWO INTERACTIVE SOFTWAR 5,839,256 $1.4B 4.2% —
8 LLY ELI LILLY & CO 1,511,160 $1.2B 3.5% +13%
9 TSM TAIWAN SEMICONDUCTOR MFG LTD 4,578,374 $1B 3.0% +8%
10 — FLUTTER ENTMT PLC 3,453,392 $986.8M 2.9% +2%
11 SPOT SPOTIFY TECHNOLOGY S A 1,261,461 $968M 2.8% —
12 RDDT REDDIT INC 6,148,984 $925.9M 2.7% +89%
13 APO APOLLO GLOBAL MGMT INC 6,209,496 $880.9M 2.6% —
14 AVGO BROADCOM INC 2,703,214 $745.1M 2.2% +19%
15 APP APPLOVIN CORP 2,002,989 $701.2M 2.1% +20%
16 VEEV VEEVA SYS INC 2,420,500 $697.1M 2.0% —
17 GEV GE VERNOVA INC 1,097,794 $580.9M 1.7% +4%
18 ZS ZSCALER INC 1,683,266 $528.4M 1.6% —
19 LRCX LAM RESEARCH CORP 5,260,328 $512M 1.5% +19%
20 CPAY CORPAY INC 1,501,646 $498.3M 1.5% +20%
21 — GRAB HOLDINGS LIMITED 92,923,788 $467.4M 1.4% —
22 Z ZILLOW GROUP INC 6,229,087 $436.3M 1.3% +19%
23 CHYM CHIME FINL INC 12,470,768 $430.4M 1.3% new
24 SHW SHERWIN WILLIAMS CO 1,204,175 $413.5M 1.2% —
25 CPNG COUPANG INC 13,585,579 $407M 1.2% +2%
26 NOW SERVICENOW INC 300,000 $308.4M 0.90% -48%
27 FWONK LIBERTY MEDIA CORP DEL 2,682,000 $280.3M 0.82% —
28 XYZ BLOCK INC 3,944,440 $267.9M 0.79% +109%
29 CSGP COSTAR GROUP INC 3,245,109 $260.9M 0.77% —
30 CRWD CROWDSTRIKE HLDGS INC 500,000 $254.7M 0.75% -44%
31 WDAY WORKDAY INC 1,000,000 $240M 0.70% -47%
32 AMAT APPLIED MATLS INC 895,200 $163.9M 0.48% —
33 PCOR PROCORE TECHNOLOGIES INC 2,339,500 $160.1M 0.47% —
34 — NU HLDGS LTD 11,032,555 $151.4M 0.44% —
35 ESTC ELASTIC N V 1,690,700 $142.6M 0.42% —
36 — WEBULL CORP 11,724,137 $140.2M 0.41% new
37 UNH UNITEDHEALTH GROUP INC 438,800 $136.9M 0.40% —
38 NVO NOVO-NORDISK A S 1,269,000 $87.6M 0.26% —
39 ZG ZILLOW GROUP INC 1,004,643 $68.8M 0.20% +11%
40 RERE ATRENEW INC 9,831,218 $32.5M 0.10% -14%
41 HNGE HINGE HEALTH INC 552,008 $28.6M 0.08% new
42 ZKH ZKH GROUP LTD 7,996,846 $24.6M 0.07% -2%
43 CRCL CIRCLE INTERNET GROUP INC 125,000 $22.7M 0.07% new
44 UBER UBER TECHNOLOGIES INC 151,178 $14.1M 0.04% —
45 JD JD.COM INC 344,309 $11.2M 0.03% —
46 DASH DOORDASH INC 25,337 $6.2M 0.02% -99%
47 ETOR ETORO GROUP LTD 80,000 $5.3M 0.02% new
48 PONY PONY AI INC 370,000 $4.9M 0.01% —
49 TFIN TRIUMPH FINANCIAL INC 43,708 $2.4M 0.01% new
50 MNTN MNTN INC 20,000 $437.4K 0.00% new

Sold out in Q2 2025 2

StockCompanyShares held in Q1 2025Value thenOf portfolio then
PDD PDD HOLDINGS INC 4,415,681 $522.6M 2.0%
TTAN SERVICETITAN INC 1,301,398 $123.8M 0.47%

13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.