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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

54 changes from Tiger Global, filed 2025-05-15 for period end 2025-03-31.

$26.6B portfolio value
StockActionChangeCurrentPortfolio Impact
03769M106
APOLLO GLOBAL MGMT INC
Reduced-$1.2B$850.3M4.42%
922475108
VEEVA SYS INC
Increased$481.2M$560.7M1.81%
03831W108
APPLOVIN CORP
New$442.0M$442.0M1.66%
81141R100
SEA LTD
Increased$391.2M$2.1B1.47%
98954M200
ZILLOW GROUP INC
New$357.5M$357.5M1.34%
02079K305
ALPHABET INC
Reduced-$357.3M$1.6B1.34%
36828A101
GE VERNOVA INC
New$322.2M$322.2M1.21%
747525103
QUALCOMM INC
Sold out-$285.4M$01.07%
722304102
PDD HOLDINGS INC
Increased$267.6M$522.6M1.01%
23135106
AMAZON COM INC
Reduced-$154.0M$1.3B0.58%
81762P102
SERVICENOW INC
Reduced-$153.0M$461.5M0.58%
90353T100
UBER TECHNOLOGIES INC
Reduced-$145.7M$11.0M0.55%
23804L103
DATADOG INC
Sold out-$139.9M$00.53%
874054109
TAKE-TWO INTERACTIVE SOFTWAR
Increased$135.3M$1.2B0.51%
L8681T102
SPOTIFY TECHNOLOGY S A
Increased$129.5M$693.8M0.49%
G3643J108
FLUTTER ENTMT PLC
Reduced-$124.6M$748.3M0.47%
22266T109
COUPANG INC
Increased$113.8M$292.3M0.43%
67066G104
NVIDIA CORPORATION
Reduced-$111.7M$1.2B0.42%
852234103
BLOCK INC
New$102.4M$102.4M0.39%
49468101
ATLASSIAN CORPORATION
Sold out-$97.5M$00.37%
532457108
ELI LILLY & CO
Increased$91.3M$1.1B0.34%
594918104
MICROSOFT CORP
Increased$90.2M$2.3B0.34%
824348106
SHERWIN WILLIAMS CO
Increased$79.1M$420.5M0.30%
98980G102
ZSCALER INC
Increased$71.6M$333.1M0.27%
30303M102
META PLATFORMS INC
Reduced-$68.3M$4.3B0.26%
02156V109
OKLO INC
Sold out-$64.9M$00.24%
98954M101
ZILLOW GROUP INC
New$60.4M$60.4M0.23%
11135F101
BROADCOM INC
Reduced-$47.5M$380.3M0.18%
98138H101
WORKDAY INC
Reduced-$46.1M$439.1M0.17%
42068205
ARM HOLDINGS PLC
Sold out-$37.0M$00.14%
512807306
LAM RESEARCH CORP
Increased$35.8M$321.7M0.13%
25809K105
DOORDASH INC
Increased$33.0M$401.4M0.12%
22160N109
COSTAR GROUP INC
Increased$24.8M$257.1M0.09%
670100205
NOVO-NORDISK A S
Reduced-$21.0M$88.1M0.08%
G6683N103
NU HLDGS LTD
Increased$21.0M$113.0M0.08%
74275K108
PROCORE TECHNOLOGIES INC
Reduced-$20.8M$154.5M0.08%
G4124C109
GRAB HOLDINGS LIMITED
Reduced-$17.7M$420.9M0.07%
N14506104
ELASTIC N V
Reduced-$16.9M$150.6M0.06%
781154109
RUBRIK INC.
Sold out-$16.3M$00.06%
38222105
APPLIED MATLS INC
Reduced-$15.7M$129.9M0.06%
874039100
TAIWAN SEMICONDUCTOR MFG LTD
Reduced-$13.8M$704.1M0.05%
219948106
CORPAY INC
Increased$12.9M$435.1M0.05%
81764X103
SERVICETITAN INC
Reduced-$10.1M$123.8M0.04%
22788C105
CROWDSTRIKE HLDGS INC
Increased$9.4M$317.3M0.04%
75734B100
REDDIT INC
Increased$8.9M$340.9M0.03%
91324P102
UNITEDHEALTH GROUP INC
Increased$7.9M$229.8M0.03%
531229755
LIBERTY MEDIA CORP DEL
Reduced-$7.1M$241.4M0.03%
85423L103
STANDARDAERO INC
Sold out-$4.0M$00.01%
47215P106
JD.COM INC
Increased$2.2M$14.2M0.01%
732908108
PONY AI INC
Reduced-$2.0M$3.3M0.01%
49845K101
KLAVIYO INC
Sold out-$1.4M$00.01%
98877R104
ZKH GROUP LTD
Reduced-$1.3M$27.5M0.00%
00138L108
ATRENEW INC
Increased$688,873$33.8M0.00%
25445D101
DINGDONG CAYMAN LTD
Sold out-$388,808$00.00%

Evidence

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Berkshire Hathaway filed a 13F change in BANK AMER CORP (60505104) on 2025-05-15, covering period end 2025-03-31.

Tiger Global disclosed sold out in DATADOG INC | TradingNote AI