Aggressive Tech Pursuits Drive Substantial Portfolio Growth at Tiger Global

Strategic Portfolio Realignment and Growth

Chase Coleman's Tiger Global Management, a distinguished investment firm recognized for its proactive, research-driven investment strategies in the internet, software, and financial technology industries, demonstrated remarkable financial performance in the second quarter of 2025. The firm's public holdings saw a notable increase, surging by 28% from $26.6 billion at the close of the first quarter to an impressive $34.1 billion by June 30th. This substantial growth underscores Tiger Global's dynamic approach to market opportunities and its confidence in its selected sectors.

Bolstering Major Technology Holdings

A key aspect of Tiger Global's strategy in Q2 2025 involved deepening its commitment to mega-cap technology companies. The firm significantly amplified its stake in Amazon.com Inc., acquiring over 4.1 million additional shares. This move elevated Amazon's valuation within Tiger's portfolio from $1.25 billion to $2.34 billion, establishing it as the fourth-largest holding. Furthermore, Tiger Global reinforced its top-tier positions in Meta Platforms Inc. and Microsoft Corp., signaling sustained belief in their long-term growth potential. A notable aggressive expansion was also observed in Reddit Inc., with the firm nearly doubling its investment, increasing its share count from 3.2 million to 6.1 million, which boosted the Reddit position's value from $341 million to $926 million.

New Ventures in Fintech and Selective Divestments

Alongside strengthening its core technology investments, Tiger Global also ventured into new territories by establishing several new positions, expanding its total number of holdings from 45 to 50. Significant new additions include substantial stakes in Chime Financial Inc., valued at $430 million, and Webull Corp., an online brokerage, at $140 million. Conversely, the firm strategically reduced its exposure to certain enterprise software companies. Holdings in ServiceNow Inc. were cut by nearly half, with considerable reductions in Crowdstrike Holdings Inc. and Workday Inc. positions. The most decisive exit was the complete divestment of its $522 million stake in PDD Holdings Inc. – ADR.