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Tiger Global buys Netflix, exits Eli Lilly in Q3

Chase Coleman’s Tiger Global disclosed in an SEC filing its holdings as of September 30, 2025. Tiger’s new buys during the third quarter included, by size of position, Netflix (NFLX), MongoDB (MDB), Bullish (BLSH), Figma (FIG), and Accelerant (ARX). The fund exited four positions during the quarter, including by size of previous position Eli Lilly (LLY), CrowdStrike (CRWD), Novo Nordisk (NVO), and ZKH Group (ZKH). Tiger increased its stake in a number of holdings, including by size of previous position Broadcom (AVGO), GE Vernova (GEV), Coupang (CPNG), Amazon (AMZN), and Block (XYZ). Tiger reduced its stake in several positions, including by size of previous position Meta (META), Sherwin-Williams (SHW), Zillow Class A (ZG), Zillow Class C (Z), and Reddit (RDDT). The fund’s top holdings as of September 30, in order of size, were Microsoft (MSFT), Sea Ltd. (SE), Alphabet Class A (GOOGL), Amazon, and Nvidia (NVDA).

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