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Chase Coleman’s Tiger Global buys Zillow, boosts PDD in Q1

Chase Coleman’s Tiger Global disclosed in an SEC filing its holdings as of March 31, 2025. The fund’s new buys for the first quarter included, by size of position, AppLovin (APP), Zillow Class C (Z), GE Vernova (GEV), Block (XYZ), and Zillow Class A (ZG). Tiger exited a number of positions during the quarter, including by size of previous position Qualcomm (QCOM), Datadog (DDOG), Atlassian (TEAM), Oklo (OKLO), and Arm Holdings (ARM). The fund increased its stake in Veeva (VEEV), PDD (PDD), Coupang (CPNG), Eli Lilly (LLY), and Microsoft (MSFT), and reduced its stake in Apollo Global (APO) and Uber (UBER). Tiger’s top holdings as of March 31, in order of size, were Meta (META), Microsoft, Sea Ltd. (SE), Alphabet Class A (GOOGL), and Amazon (AMZN).

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