TNTradingNote AI
Back to daily briefing

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
StockActionChangeCurrentPortfolio Impact
91324P102
UNITEDHEALTH GROUP INC
New$1.2B$1.2B5.53%
747525103
QUALCOMM INC
New$370.0M$370.0M1.71%
81141R100
SEA LTD
Increased$340.2M$1.1B1.57%
02079K305
ALPHABET INC
Increased$321.8M$1.9B1.49%
67066G104
NVIDIA CORPORATION
Increased$321.3M$1.2B1.49%
38222105
APPLIED MATLS INC
New$211.3M$211.3M0.98%
532457108
ELI LILLY & CO
Increased$149.6M$842.0M0.69%
594918104
MICROSOFT CORP
Increased$140.2M$2.4B0.65%
30303M102
META PLATFORMS INC
Increased$139.2M$3.8B0.64%
219948106
CORPAY INC
Reduced-$132.7M$278.8M0.61%
G4124C109
GRAB HOLDINGS LIMITED
Increased$120.1M$329.9M0.56%
874039100
TAIWAN SEMICONDUCTOR MFG LTD
Increased$119.5M$533.8M0.55%
98138H101
WORKDAY INC
Reduced-$92.5M$420.3M0.43%
23135106
AMAZON COM INC
Increased$81.4M$1.2B0.38%
03769M106
APOLLO GLOBAL MGMT INC
Increased$69.0M$1.5B0.32%
98980F104
ZOOMINFO TECHNOLOGIES INC
Reduced-$66.2M$119.5M0.31%
565394103
MAPLEBEAR INC
Sold out-$65.6M$00.30%
47215P106
JD.COM INC
Reduced-$64.7M$21.3M0.30%
25809K105
DOORDASH INC
Reduced-$63.6M$238.9M0.29%
22788C105
CROWDSTRIKE HLDGS INC
Increased$56.3M$344.9M0.26%
11135F101
BROADCOM INC
Increased$51.1M$292.7M0.24%
874054109
TAKE-TWO INTERACTIVE SOFTWAR
Increased$39.5M$877.5M0.18%
74275K108
PROCORE TECHNOLOGIES INC
Reduced-$37.1M$155.1M0.17%
512807108
LAM RESEARCH CORP
Increased$32.9M$376.1M0.15%
98877R104
ZKH GROUP LTD
New$32.0M$32.0M0.15%
252131107
DEXCOM INC
Reduced-$29.2M$130.7M0.13%
N14506104
ELASTIC N V
Increased$23.1M$192.6M0.11%
670100205
NOVO-NORDISK A S
Increased$18.2M$181.1M0.08%
G6683N103
NU HLDGS LTD
Increased$17.7M$237.6M0.08%
531229755
LIBERTY MEDIA CORP DEL
Increased$14.8M$169.8M0.07%
81762P102
SERVICENOW INC
Increased$14.1M$456.0M0.07%
90353T100
UBER TECHNOLOGIES INC
Reduced-$13.0M$218.5M0.06%
42068205
ARM HOLDINGS PLC
Increased$11.6M$49.1M0.05%
02156V109
OKLO INC
Reduced-$9.0M$25.9M0.04%
781154109
RUBRIK INC.
New$7.7M$7.7M0.04%
49468101
ATLASSIAN CORPORATION
Reduced-$7.3M$70.8M0.03%
75734B100
REDDIT INC
Increased$7.3M$31.9M0.03%
00138L108
ATRENEW INC
Increased$7.0M$27.2M0.03%
23804L103
DATADOG INC
Increased$6.0M$127.0M0.03%
358054104
FRESHWORKS INC
Sold out-$3.6M$00.02%
G85158106
STONECO LTD
Reduced-$3.2M$8.2M0.01%
04626A103
ASTERA LABS INC
Reduced-$957,600$4.2M0.00%
L8681T102
SPOTIFY TECHNOLOGY S A
Increased$127,768$803,6160.00%
25445D101
DINGDONG CAYMAN LTD
Increased$91,275$235,8930.00%
888787108
TOAST INC
Increased$66,743$2.0M0.00%
49845K101
KLAVIYO INC
Reduced-$20,650$871,1500.00%

Evidence

Related Cards

BH
Reduced37833100

Warren Buffett

Berkshire Hathaway filed a 13F change in APPLE INC (37833100) on 2024-08-14, covering period end 2024-06-30.

TG

Chase Coleman

Tiger Global filed a 13F change in UNITEDHEALTH GROUP INC (91324P102) on 2024-08-14, covering period end 2024-06-30.

Tiger Global disclosed new in QUALCOMM INC | TradingNote AI