TG
Tiger Global disclosed new in APPLIED MATLS INC
Tiger Global filed a 13F change in APPLIED MATLS INC (38222105) on 2024-08-14, covering period end 2024-06-30.
Action
New
Capital
$211,258,248 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
46 changes from Tiger Global, filed 2024-08-14 for period end 2024-06-30.
$21.6B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
91324P102 UNITEDHEALTH GROUP INC | New | $1.2B | $1.2B | 5.53% |
747525103 QUALCOMM INC | New | $370.0M | $370.0M | 1.71% |
81141R100 SEA LTD | Increased | $340.2M | $1.1B | 1.57% |
02079K305 ALPHABET INC | Increased | $321.8M | $1.9B | 1.49% |
67066G104 NVIDIA CORPORATION | Increased | $321.3M | $1.2B | 1.49% |
38222105 APPLIED MATLS INC | New | $211.3M | $211.3M | 0.98% |
532457108 ELI LILLY & CO | Increased | $149.6M | $842.0M | 0.69% |
594918104 MICROSOFT CORP | Increased | $140.2M | $2.4B | 0.65% |
30303M102 META PLATFORMS INC | Increased | $139.2M | $3.8B | 0.64% |
219948106 CORPAY INC | Reduced | -$132.7M | $278.8M | 0.61% |
G4124C109 GRAB HOLDINGS LIMITED | Increased | $120.1M | $329.9M | 0.56% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $119.5M | $533.8M | 0.55% |
98138H101 WORKDAY INC | Reduced | -$92.5M | $420.3M | 0.43% |
23135106 AMAZON COM INC | Increased | $81.4M | $1.2B | 0.38% |
03769M106 APOLLO GLOBAL MGMT INC | Increased | $69.0M | $1.5B | 0.32% |
98980F104 ZOOMINFO TECHNOLOGIES INC | Reduced | -$66.2M | $119.5M | 0.31% |
565394103 MAPLEBEAR INC | Sold out | -$65.6M | $0 | 0.30% |
47215P106 JD.COM INC | Reduced | -$64.7M | $21.3M | 0.30% |
25809K105 DOORDASH INC | Reduced | -$63.6M | $238.9M | 0.29% |
22788C105 CROWDSTRIKE HLDGS INC | Increased | $56.3M | $344.9M | 0.26% |
11135F101 BROADCOM INC | Increased | $51.1M | $292.7M | 0.24% |
874054109 TAKE-TWO INTERACTIVE SOFTWAR | Increased | $39.5M | $877.5M | 0.18% |
74275K108 PROCORE TECHNOLOGIES INC | Reduced | -$37.1M | $155.1M | 0.17% |
512807108 LAM RESEARCH CORP | Increased | $32.9M | $376.1M | 0.15% |
98877R104 ZKH GROUP LTD | New | $32.0M | $32.0M | 0.15% |
252131107 DEXCOM INC | Reduced | -$29.2M | $130.7M | 0.13% |
N14506104 ELASTIC N V | Increased | $23.1M | $192.6M | 0.11% |
670100205 NOVO-NORDISK A S | Increased | $18.2M | $181.1M | 0.08% |
G6683N103 NU HLDGS LTD | Increased | $17.7M | $237.6M | 0.08% |
531229755 LIBERTY MEDIA CORP DEL | Increased | $14.8M | $169.8M | 0.07% |
81762P102 SERVICENOW INC | Increased | $14.1M | $456.0M | 0.07% |
90353T100 UBER TECHNOLOGIES INC | Reduced | -$13.0M | $218.5M | 0.06% |
42068205 ARM HOLDINGS PLC | Increased | $11.6M | $49.1M | 0.05% |
02156V109 OKLO INC | Reduced | -$9.0M | $25.9M | 0.04% |
781154109 RUBRIK INC. | New | $7.7M | $7.7M | 0.04% |
49468101 ATLASSIAN CORPORATION | Reduced | -$7.3M | $70.8M | 0.03% |
75734B100 REDDIT INC | Increased | $7.3M | $31.9M | 0.03% |
00138L108 ATRENEW INC | Increased | $7.0M | $27.2M | 0.03% |
23804L103 DATADOG INC | Increased | $6.0M | $127.0M | 0.03% |
358054104 FRESHWORKS INC | Sold out | -$3.6M | $0 | 0.02% |
G85158106 STONECO LTD | Reduced | -$3.2M | $8.2M | 0.01% |
04626A103 ASTERA LABS INC | Reduced | -$957,600 | $4.2M | 0.00% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $127,768 | $803,616 | 0.00% |
25445D101 DINGDONG CAYMAN LTD | Increased | $91,275 | $235,893 | 0.00% |
888787108 TOAST INC | Increased | $66,743 | $2.0M | 0.00% |
49845K101 KLAVIYO INC | Reduced | -$20,650 | $871,150 | 0.00% |