Tiger Global Management 13-F: Raises stake in XYZ and NFLX; cuts META, NVDA, MSFT and exits MDB
Importance
Level 1
- New: Wealthfront (WLTH).
- Raises: Circle Internet Group (CRCL), Coupang (CPNG), Hinge Health (HNGE), Block (XYZ), Netflix (NFLX), ServiceNow (NOW), Zillow (Z).
- Cuts: Lam Research (LRCX), CoStar Group (CSGP), Zscaler (ZS), Microsoft (MSFT), Reddit (RDDT), Amazon (AMZN), Sherwin Williams (SHW), Broadcom (AVGO), NVIDIA (NVDA), Meta (META), TSMC (TSM), UnitedHealth (UNH), GE Vernova (GEV).
- Exits: Via Transportation (VIA), MongoDB (MDB), Triumph Financial (TFIN)
#AMZN.US#BROADCOM CORP#LAM RESEARCH CORP#LRCX.US#MICROSOFT CORP#MSFT.US#NETFLIX INC#NFLX.US#NVIDIA CORP#NVDA.US#SHW.US#UNH.US#AVGO.US#COSTAR GROUP INC#CSGP.US#VIA.US#ZILLOW INC#Z.US#SHW AG#SOFTWARE#SERVICENOW INC#NOW.US#TRIUMPH GROUP INC#TSM.US#TSMC#TIGER GLOBAL MANAGEMENT#EQUITIES#US SESSION#HIGHLIGHTED#INTERNET SERVICES & INFRASTRUCTURE#SYSTEMS SOFTWARE#SEMICONDUCTOR MATERIALS & EQUIPMENT#SEMICONDUCTORS#MOVIES & ENTERTAINMENT#INTERACTIVE MEDIA & SERVICES#REAL ESTATE SERVICES#IT SERVICES#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT (GROUP)#ENTERTAINMENT#INTERACTIVE MEDIA & SERVICES (GROUP)#REAL ESTATE MANAGEMENT & DEVELOPMENT#TRANSPORTATION#SOFTWARE & SERVICES#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT#MEDIA & ENTERTAINMENT#REAL ESTATE MANAGEMENT & DEVELOPMENT (GROUP)#S&P 500 INDEX#NASDAQ 100 INDEX#AMZN#CSGP#GE#LRCX#META PLATFORMS INC#META#MSFT#NFLX#NOW#NVDA#UNH#MONGODB INC#MDB#ZS#US EQUITIES