XYZ-NOW

quote: CHASE COLEMAN'S TIGER GLOBAL JUST UPDATED ITS PUBLIC STOCK PORTFOLIO These are their largest holdings as of the end of Q2 - Taiwan Semiconductor $TSM: 4,881,008 shares, $2.33B - Amazon $AMZN: 9,683,558 shares, $2.31B - NVIDIA $NVDA: 11,198,773 shares, $2.24B - Google $GOOGL: 5,805,687 shares, $2.07B - Meta $META: 2,823,180 shares, $1.59B - Lam Research $LRCX: 3,163,495 shares, $1.37B - Sea Limited $SE: 12,559,152 shares, $1.20B - Applied Materials $AMAT: 1,632,210 shares, $1.18B - GE Vernova $GEV: 797,511 shares, $937.0M - Microsoft $MSFT: 2,266,913 shares, $845.6M | CHASE COLEMAN'S TIGER GLOBAL JUST UPDATED ITS PUBLIC STOCK PORTFOLIO These are their largest holdings as of the end of Q2 - Taiwan Semiconductor $TSM: 4,881,008 shares, $2.33B - Amazon $AMZN: 9,683,558 shares, $2.31B - NVIDIA $NVDA: 11,198,773 shares, $2.24B - Google $GOOGL: 5,805,687 shares, $2.07B - Meta $META: 2,823,180 shares, $1.59B - Lam Research $LRCX: 3,163,495 shares, $1.37B - Sea Limited $SE: 12,559,152 shares, $1.20B - Applied Materials $AMAT: 1,632,210 shares, $1.18B - GE Vernova $GEV: 797,511 shares, $937.0M - Microsoft $MSFT: 2,266,913 shares, $845.6M THIS IS EVERYTHING THAT CHANGED IN THEIR STOCK PORTFOLIO DURING Q2 New positions this quarter: - Cerebras Systems $CBRS: 2,999,000 shares, $662.8M - AMD $AMD: 674,727 shares, $392.0M - Seagate $STX: 285,100 shares, $275.1M - Visa $V: 798,697 shares, $274.0M - Danaher $DHR: 456,000 shares, $86.9M - SpaceX $SPCX: 375,000 shares, $64.1M - Applied Digital $APLD: 885,000 shares, $33.0M - Cipher Mining $CIFR: 927,000 shares, $22.7M - Core Scientific $CORZ: 817,000 shares, $20.9M Increased: - Intel $INTC: +2,613,990 shares, +160% - Corpay $CPAY: +397,731 shares, +23% - Block $XYZ: +576,007 shares, +14% - MercadoLibre $MELI: +18,120 shares, +13% - Coupang $CPNG: +1,872,565 shares, +5% Trimmed: - Pony AI $PONY: -2,589,713 shares, -89% - Chime $CHYM: -5,797,735 shares, -52% - Broadcom $AVGO: -1,830,752 shares, -51% - Google $GOOGL: -4,825,715 shares, -45% - ServiceNow $NOW: -626,515 shares, -42% - JD.com $JD: -142,809 shares, -41% - Spotify $SPOT: -409,334 shares, -26% - Lam Research $LRCX: -736,944 shares, -19% Fully exited: - AppLovin $APP: was 1,000,000 shares, $398.0M - Zillow $Z: was 7,368,957 shares, $304.9M - Netflix $NFLX: was 2,439,000 shares, $234.5M - Zscaler $ZS: was 1,579,766 shares, $221.6M - Procore $PCOR: was 2,339,500 shares, $133.4M - Lumentum $LITE: was 136,800 shares, $96.1M - CoStar $CSGP: was 1,500,000 shares, $60.5M