Tiger Global Management
New York, NYfiles as TIGER GLOBAL MANAGEMENT LLC
$24.0bn in 46 US stocks at the end of 30 June 2026. The top 10 are 67.1% of the money. It changed about 18.5% of the portfolio this quarter.
Value
$24.0bn
Stocks
46
Top 10 share
67.1%
Turnover
18.5%
What changed this quarter
New
Bought for the first time this quarter.
- Cerebras SystemsCBRS2.8% of the fund
- Advanced Micro DevicesAMD1.6% of the fund
- Seagate Technology HoldingsSTX1.1% of the fund
- VisaV1.1% of the fund
- DanaherDHR0.4% of the fund
- Space Exploration TechnologiesSPCX0.3% of the fund
- Applied DigitalAPLD0.1% of the fund
- Cipher DigitalCIFR<0.1% of the fund
- Core ScientificCORZ<0.1% of the fund
Added
Bought more of a stock they already held.
- CorpayCPAY3.0% of the fund+23%
- CoupangCPNG2.6% of the fund+5%
- IntelINTC2.5% of the fund+160%
- BlockXYZ1.5% of the fund+14%
- MercadoLibreMELI1.1% of the fund+13%
Cut
Sold some of their stake.
- Taiwan Semiconductor ManufacturingTSM9.7% of the fund-12%
- Amazon.comAMZN9.6% of the fund-3%
- NvidiaNVDA9.3% of the fund-7%
- AlphabetGOOGL8.7% of the fund-45%
- Meta PlatformsMETA6.6% of the fund-9%
- Lam ResearchLRCX5.7% of the fund-19%
- SeaSE5.0% of the fund-19%
- GE VernovaGEV3.9% of the fund-18%
- MicrosoftMSFT3.5% of the fund-9%
- BroadcomAVGO2.8% of the fund-51%
- Spotify TechnologySPOT2.2% of the fund-26%
- Take TWO Interactive SoftwareTTWO1.9% of the fund-10%
- Apollo Global ManagementAPO1.3% of the fund-17%
- Liberty MediaFWONK0.9% of the fund-15%
- UnitedHealth GroupUNH0.5% of the fund-15%
- Chime FinancialCHYM0.5% of the fund-52%
- ServiceNowNOW0.4% of the fund-42%
- Jd.comJD<0.1% of the fund-41%
- Pony AIPONY<0.1% of the fund-89%
Sold out
Sold their entire stake.
- AppLovinAPP-100%
- Zillow GroupZ-100%
- NetflixNFLX-100%
- ZscalerZS-100%
- Procore TechnologiesPCOR-100%
- Lumentum HoldingsLITE-100%
- Costar GroupCSGP-100%
- Zillow GroupZG-100%
- Robinhood Ventures Fund IRVI-100%
- PayPayPAYP-100%
- Figure Technology SolutionsFIGR-100%
- NetskopeNTSK-100%
- Xanadu Quantum TechnologiesXNDU-100%
- BullishBLSH-100%
- eToro GroupETOR-100%
- Klarna GroupKLAR-100%
- FigmaFIG-100%
Holdings
- SeaSE
- Share
- 5.0%
- Value
- $1.2bn
- Shares
- 12,559,152
-19%
- Cerebras SystemsCBRS
- Share
- 2.8%
- Value
- $663m
- Shares
- 2,999,000
New
- Space Exploration TechnologiesSPCX
- Share
- 0.3%
- Value
- $64m
- Shares
- 375,000
New
- AtrenewRERE
- Share
- 0.2%
- Value
- $38m
- Shares
- 9,831,218
Held
- Jd.comJD
- Share
- <0.1%
- Value
- $5m
- Shares
- 201,500
-41%
- Pony AIPONY
- Share
- <0.1%
- Value
- $2m
- Shares
- 310,287
-89%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Taiwan Semiconductor ManufacturingTSM | 9.7% | $2.3bn | 4,881,008 | -12% |
| Amazon.comAMZN | 9.6% | $2.3bn | 9,683,558 | -3% |
| NvidiaNVDA | 9.3% | $2.2bn | 11,198,773 | -7% |
| AlphabetGOOGL | 8.7% | $2.1bn | 5,805,687 | -45% |
| Meta PlatformsMETA | 6.6% | $1.6bn | 2,823,180 | -9% |
| Lam ResearchLRCX | 5.7% | $1.4bn | 3,163,495 | -19% |
| SeaSE | 5.0% | $1.2bn | 12,559,152 | -19% |
| Applied MaterialsAMAT | 4.9% | $1.2bn | 1,632,210 | Held |
| GE VernovaGEV | 3.9% | $937m | 797,511 | -18% |
| MicrosoftMSFT | 3.5% | $846m | 2,266,913 | -9% |
| CorpayCPAY | 3.0% | $716m | 2,149,877 | +23% |
| Cerebras SystemsCBRS | 2.8% | $663m | 2,999,000 | New |
| BroadcomAVGO | 2.8% | $663m | 1,754,062 | -51% |
| CoupangCPNG | 2.6% | $633m | 36,467,972 | +5% |
| IntelINTC | 2.5% | $594m | 4,252,690 | +160% |
| Spotify TechnologySPOT | 2.2% | $538m | 1,171,427 | -26% |
| Take TWO Interactive SoftwareTTWO | 1.9% | $452m | 1,809,348 | -10% |
| RedditRDDT | 1.8% | $439m | 2,528,819 | Held |
| Advanced Micro DevicesAMD | 1.6% | $392m | 674,727 | New |
| BlockXYZ | 1.5% | $348m | 4,576,007 | +14% |
| Apollo Global ManagementAPO | 1.3% | $322m | 2,723,110 | -17% |
| Seagate Technology HoldingsSTX | 1.1% | $275m | 285,100 | New |
| VisaV | 1.1% | $274m | 798,697 | New |
| MercadoLibreMELI | 1.1% | $260m | 153,126 | +13% |
| Liberty MediaFWONK | 0.9% | $217m | 2,278,555 | -15% |
| Nu HoldingsNU | 0.6% | $147m | 11,032,555 | Held |
| WealthfrontWLTH | 0.6% | $136m | 15,156,877 | Held |
| UnitedHealth GroupUNH | 0.5% | $124m | 297,452 | -15% |
| Chime FinancialCHYM | 0.5% | $108m | 5,284,045 | -52% |
| EquipmentShare.comEQPT | 0.4% | $90m | 4,579,646 | Held |
| Sherwin-WilliamsSHW | 0.4% | $89m | 257,083 | Held |
| DanaherDHR | 0.4% | $87m | 456,000 | New |
| ServiceNowNOW | 0.4% | $87m | 873,485 | -42% |
| Space Exploration TechnologiesSPCX | 0.3% | $64m | 375,000 | New |
| WebullBULL | 0.2% | $44m | 6,724,137 | Held |
| AtrenewRERE | 0.2% | $38m | 9,831,218 | Held |
| Applied DigitalAPLD | 0.1% | $33m | 885,000 | New |
| Cipher DigitalCIFR | <0.1% | $23m | 927,000 | New |
| Core ScientificCORZ | <0.1% | $21m | 817,000 | New |
| Uber TechnologiesUBER | <0.1% | $11m | 151,178 | Held |
| Jd.comJD | <0.1% | $5m | 201,500 | -41% |
| DoorDashDASH | <0.1% | $5m | 25,337 | Held |
| Pony AIPONY | <0.1% | $2m | 310,287 | -89% |
| Accelerant HoldingsARX | <0.1% | $879,000 | 75,000 | Held |
| Gemini Space StationGEMI | <0.1% | $298,200 | 70,000 | Held |
| MntnMNTN | <0.1% | $184,000 | 20,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 29.6% since 30 June 2025.
Where the money is
Technology46.2%
Media & telecom22.1%
Retail & consumer12.3%
Financial services8.9%
Industrials4.0%
Health care0.9%
Materials0.4%
Other5.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.