Tiger Global Management LLC reported 46 positions worth $23.98B for the quarter ended Jun 30, 2026, up 5.0% on the prior quarter. It opened 9 new positions, added to 6, trimmed 20 and exited 16. Its largest holding is Taiwan Semiconductor Manufacturing Co Ltd at 9.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CBRS Cerebras Systems Inc. | +3.00M | – | $662.78M | 2.76% |
| AMD Advanced Micro Devices Inc | +674.7K | – | $391.96M | 1.63% |
| INTC Intel Corp | +2.61M | +159.5% | $364.99M | 2.48% |
| STX Seagate Technology Holdings plc | +285.1K | – | $275.12M | 1.15% |
| V Visa Inc. | +798.7K | – | $274.02M | 1.14% |
| CPAY Corpay, Inc. | +397.7K | +22.7% | $132.55M | 2.99% |
| DHR Danaher Corp | +456.0K | – | $86.86M | 0.362% |
| SPCX Space Exploration Technologies Corp | +375.0K | – | $64.07M | 0.267% |
| XYZ Block, Inc. | +576.0K | +14.4% | $43.78M | 1.45% |
| APLD Applied Digital Corp. | +885.0K | – | $33.01M | 0.138% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | -4.83M | -45.4% | $1.72B | 8.65% |
| AVGO Broadcom Inc. | -1.83M | -51.1% | $691.57M | 2.76% |
| APP AppLovin Corp | -1.00M | -100.0% | $398.00M | Exited |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -684.1K | -12.3% | $326.69M | 9.72% |
| LRCX Lam Research Corp | -736.9K | -18.9% | $319.34M | 5.72% |
| Z Zillow Group, Inc. | -7.37M | -100.0% | $304.93M | Exited |
| SE Sea Ltd | -2.86M | -18.5% | $273.76M | 5.02% |
| NFLX Netflix Inc | -2.44M | -100.0% | $234.51M | Exited |
| ZS Zscaler, Inc. | -1.58M | -100.0% | $221.63M | Exited |
| GEV GE Vernova Inc. | -175.5K | -18.0% | $206.17M | 3.91% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CBRS Cerebras Systems Inc. | +3.00M | $662.78M | 2.76% |
| AMD Advanced Micro Devices Inc | +674.7K | $391.96M | 1.63% |
| STX Seagate Technology Holdings plc | +285.1K | $275.12M | 1.15% |
| V Visa Inc. | +798.7K | $274.02M | 1.14% |
| DHR Danaher Corp | +456.0K | $86.86M | 0.362% |
| SPCX Space Exploration Technologies Corp | +375.0K | $64.07M | 0.267% |
| APLD Applied Digital Corp. | +885.0K | $33.01M | 0.138% |
| CIFR Cipher Digital Inc. | +927.0K | $22.71M | 0.095% |
| CORZ Core Scientific, Inc. | +817.0K | $20.91M | 0.087% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| APP AppLovin Corp | -1.00M | $398.00M | 1.74% |
| Z Zillow Group, Inc. | -7.37M | $304.93M | 1.34% |
| NFLX Netflix Inc | -2.44M | $234.51M | 1.03% |
| ZS Zscaler, Inc. | -1.58M | $221.63M | 0.971% |
| PCOR Procore Technologies, Inc. | -2.34M | $133.35M | 0.584% |
| LITE Lumentum Holdings Inc. | -136.8K | $96.14M | 0.421% |
| CSGP Costar Group, Inc. | -1.50M | $60.51M | 0.265% |
| ZG Zillow Group, Inc. | -1.02M | $42.37M | 0.186% |
| PAYP PayPay Corp | -400.0K | $8.54M | 0.037% |
| FIGR Figure Technology Solutions, Inc. | -200.0K | $6.79M | 0.03% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 4.88M | $2.33B | 9.72% | -684.1K | -12.3% | Reduced | 0.02% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 9.68M | $2.31B | 9.62% | -316.4K | -3.2% | Reduced | 0.09% |
| 3 | NVDA Nvidia Corp | Technology | 11.20M | $2.24B | 9.34% | -813.0K | -6.8% | Reduced | 0.05% |
| 4 | GOOGL Alphabet Inc. | Technology | 5.81M | $2.07B | 8.65% | -4.83M | -45.4% | Reduced | 0.09% |
| 5 | META Meta Platforms, Inc. | Technology | 2.82M | $1.59B | 6.63% | -263.7K | -8.5% | Reduced | 0.11% |
| 6 | LRCX Lam Research Corp | Technology | 3.16M | $1.37B | 5.72% | -736.9K | -18.9% | Reduced | 0.25% |
| 7 | SE Sea Ltd | Technology | 12.56M | $1.20B | 5.02% | -2.86M | -18.5% | Reduced | 2.11% |
| 8 | AMAT Applied Materials Inc | Technology | 1.63M | $1.18B | 4.92% | -24.7K | -1.5% | Reduced | 0.21% |
| 9 | GEV GE Vernova Inc. | Industrials | 797.5K | $936.96M | 3.91% | -175.5K | -18.0% | Reduced | 0.3% |
| 10 | MSFT Microsoft Corp | Technology | 2.27M | $845.60M | 3.53% | -233.1K | -9.3% | Reduced | 0.03% |
| 11 | CPAY Corpay, Inc. | Technology | 2.15M | $716.49M | 2.99% | +397.7K | +22.7% | Added | 3.27% |
| 12 | CBRS Cerebras Systems Inc. | Technology | 3.00M | $662.78M | 2.76% | +3.00M | – | New | 1.31% |
| 13 | AVGO Broadcom Inc. | Technology | 1.75M | $662.60M | 2.76% | -1.83M | -51.1% | Reduced | 0.04% |
| 14 | CPNG Coupang, Inc. | Consumer Discretionary | 36.47M | $633.45M | 2.64% | +1.87M | +5.4% | Added | 2.22% |
| 15 | INTC Intel Corp | Technology | 4.25M | $593.80M | 2.48% | +2.61M | +159.5% | Added | 0.08% |
Tip. Select a row to see that position’s full history at Tiger Global Management.
As of its Q2 2026 13F filing, Tiger Global Management LLC’s five largest positions were Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 9.7%, Amazon Com Inc (AMZN) at 9.6%, Nvidia Corp (NVDA) at 9.3%, Alphabet Inc. (GOOGL) at 8.7%, Meta Platforms, Inc. (META) at 6.6% of the reported portfolio.
Tiger Global Management LLC reported a 13F portfolio worth $23.98B across 46 positions for Q2 2026. That is up 5.0% from the previous quarter.
Its largest purchases by value were Cerebras Systems Inc. ($662.78M), Advanced Micro Devices Inc ($391.96M), Intel Corp ($364.99M). It opened 9 new positions.
Its largest sales by value were Alphabet Inc. ($1.72B), Broadcom Inc. ($691.57M), AppLovin Corp ($398.00M). It exited 16 positions entirely.
From the Form 13F-HR reports Tiger Global Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.