Tiger Global Boosts Nvidia, Amazon Bets, Sells Rising Tech Stocks

Tiger Global’s Strategic Moves in Q2 2025

Billionaire investor Chase Coleman began his career at Julian Robertson’s renowned Tiger Management. After the fund closed in 2000, he established his own firm, Tiger Global Management. Known for his aggressive investment style, Coleman has consistently focused on high-growth tech companies, both public and private. His early investments in Google and Amazon, as well as positions in Facebook and LinkedIn before their IPOs, have cemented his reputation as a savvy investor.

Tiger Global has maintained impressive performance over the years, with a one-year return of 41.38% and a three-year gain of 105.17%, according to data from Stockcircle. This success is a testament to Coleman’s ability to identify and capitalize on emerging opportunities in the tech sector.

In the second quarter of 2025, Tiger Global made several strategic moves that reflect its ongoing commitment to high-growth technology stocks. These actions include significant additions to its portfolio and some notable exits, showcasing the fund's dynamic approach to investing.

Top Buys: Expanding Positions in Big Tech

According to the latest 13F filing, Tiger Global significantly increased its public holdings in Q2, with the value of these holdings rising by 28% from $26.6 billion at the end of Q1 to $34.1 billion by June 30.

Amazon was the top buy, with Tiger Global increasing its stake by over 4.1 million shares, or roughly 62.2%. This brought the total to about 10.7 million shares, making Amazon the fourth-largest holding in the portfolio. The e-commerce giant's value in the portfolio jumped from $1.25 billion to $2.34 billion, accounting for 6.9% of the portfolio.

In addition to Amazon, Tiger Global expanded its stake in Reddit by 89.2%, bringing it to about 6.1 million shares. The fund also increased its exposure to semiconductor leaders, adding 6.8% more shares in Nvidia, totaling around 11.7 million shares. This move reflects confidence in Nvidia’s position in the AI hardware market, where the stock has gained 34% this year and is trading near a record high.

Tiger Global also boosted its position in Broadcom by 19%, holding about 2.7 million shares. Another notable addition was a new position in Circle Internet, purchasing 125,000 shares of the stablecoin and digital payments company. Despite a recent drop in the stock price, it has still risen 116% since its June IPO, with analysts expecting further growth.

Top Sells: Exiting Key Positions

Tiger Global made several notable sales in Q2, including exiting its entire stake in PDD Holdings, the parent company of Temu. This decision may reflect concerns over U.S.–China trade tensions or a strategic shift in capital allocation.

The fund also sold nearly all of its holdings in DoorDash, approximately 98.8% or 2.17 million shares. Tiger Global had previously exited and re-entered the stock, suggesting a deliberate strategy to capitalize on market fluctuations.

ServiceNow was another key sell, with Tiger Global reducing its position by 48%, leaving about 300,000 shares. While ServiceNow remains a strong player in enterprise workflow software, the reduction likely indicates a profit-taking approach.

These moves highlight Tiger Global’s ongoing efforts to balance risk and reward while maintaining a focus on high-growth opportunities in the technology sector.