TIGER GLOBAL MANAGEMENT LLC
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $2.3B | 4,881,008 | +1.49pp | 14q | -12.3%-$326.7M | |
| AMAZON COM INC | AMZN | $2.3B | 9,683,558 | +0.51pp | 31q | -3.2%-$75.4M | |
| NVIDIA CORPORATION | NVDA | $2.2B | 11,198,773 | +0.17pp | 14q | -6.8%-$162.7M | |
| ALPHABET INC | GOOGL | $2.1B | 5,805,687 | -4.73pp | 17q | -45.4%-$1.7B | |
| META PLATFORMS INC | META | $1.6B | 2,823,180 | -1.10pp | 31q | -8.5%-$148.5M | |
| LAM RESEARCH CORP | LRCX | $1.4B | 3,163,495 | +2.07pp | 7q | -18.9%-$319.3M | |
| SEA LTD | SE | $1.2B | 12,559,152 | -0.57pp | 31q | -18.5%-$273.8M | |
| APPLIED MATLS INC | AMAT | $1.2B | 1,632,210 | +2.44pp | 9q | -1.5%-$17.9M | |
| GE VERNOVA INC | GEV | $937.0M | 797,511 | +0.19pp | 6q | -18.0%-$206.2M | |
| MICROSOFT CORP | MSFT | $845.6M | 2,266,913 | -0.52pp | 31q | -9.3%-$86.9M | |
| CORPAY INC | CPAY | $716.5M | 2,149,877 | +0.76pp | 10q | +22.7%+$132.6M | |
| CEREBRAS SYSTEMS INC | CBRS | $662.8M | 2,999,000 | - | new | NEW | |
| BROADCOM INC | AVGO | $662.6M | 1,754,062 | -2.09pp | 11q | -51.1%-$691.6M | |
| COUPANG INC | CPNG | $633.4M | 36,467,972 | -0.22pp | 8q | +5.4%+$32.5M | |
| INTEL CORP | INTC | $593.8M | 4,252,690 | +2.16pp | 2q | +159.5%+$365.0M | |
| SPOTIFY TECHNOLOGY S A | SPOT | $537.8M | 1,171,427 | -1.11pp | 31q | -25.9%-$187.9M | |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | $452.3M | 1,809,348 | +0.16pp | 15q | -9.5%-$47.7M | |
| REDDIT INC | RDDT | $439.0M | 2,528,819 | +0.36pp | 10q | +1.2%+$5.0M | |
| ADVANCED MICRO DEVICES INC | AMD | $392.0M | 674,727 | - | new | NEW | |
| BLOCK INC | XYZ | $347.8M | 4,576,007 | +0.40pp | 6q | +14.4%+$43.8M | |
| APOLLO GLOBAL MGMT INC | APO | $322.2M | 2,723,110 | -0.26pp | 18q | -17.3%-$67.5M | |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | $275.1M | 285,100 | - | new | NEW | |
| VISA INC | V | $274.0M | 798,697 | - | new | NEW | |
| MERCADOLIBRE INC | MELI | $259.9M | 153,126 | +0.06pp | 2q | +13.4%+$30.8M | |
| LIBERTY MEDIA CORP DEL | FWONK | $216.8M | 2,278,555 | -0.09pp | 10q | -15.0%-$38.4M | |
| NU HLDGS LTD | NU | $147.4M | 11,032,555 | -0.08pp | 19q | HELD | |
| WEALTHFRONT CORP | WLTH | $135.5M | 15,156,877 | -0.05pp | 3q | HELD | |
| UNITEDHEALTH GROUP INC | UNH | $123.6M | 297,452 | +0.10pp | 9q | -15.1%-$22.0M | |
| CHIME FINL INC | CHYM | $108.2M | 5,284,045 | -0.46pp | 5q | -52.3%-$118.7M | |
| EQUIPMENTSHARE COM INC | EQPT | $90.0M | 4,579,646 | -0.03pp | 2q | HELD | |
| SHERWIN WILLIAMS CO | SHW | $88.5M | 257,083 | +0.01pp | 8q | HELD | |
| DANAHER CORP DEL | DHR | $86.9M | 456,000 | - | new | NEW | |
| SERVICENOW INC | NOW | $86.7M | 873,485 | -0.32pp | 31q | -41.8%-$62.2M | |
| SPACE EXPLORATION TECHN CORP | SPCX | $64.1M | 375,000 | - | new | NEW | |
| WEBULL CORP | BULL | $43.8M | 6,724,137 | +0.04pp | 5q | HELD | |
| ATRENEW INC | RERE | $38.0M | 9,831,218 | -0.04pp | 21q | HELD | |
| APPLIED DIGITAL CORP | APLD | $33.0M | 885,000 | - | new | NEW | |
| CIPHER DIGITAL INC | CIFR | $22.7M | 927,000 | - | new | NEW | |
| CORE SCIENTIFIC INC NEW | CORZ | $20.9M | 817,000 | - | new | NEW | |
| UBER TECHNOLOGIES INC | UBER | $10.9M | 151,178 | flat | 29q | HELD | |
| JD.COM INC | JD | $5.1M | 201,500 | -0.02pp | 31q | -41.5%-$3.6M | |
| DOORDASH INC | DASH | $4.7M | 25,337 | flat | 12q | HELD | |
| PONY AI INC | PONY | $2.2M | 310,287 | -0.11pp | 7q | -89.3%-$18.0M | |
| ACCELERANT HOLDINGS | ARX | $879.0K | 75,000 | flat | 4q | HELD | |
| GEMINI SPACE STA INC | GEMI | $298.2K | 70,000 | flat | 4q | HELD | |
| MNTN INC | MNTN | $184.0K | 20,000 | flat | 5q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $8.3B | 34.8% |
| Software & IT Services | $5.9B | 24.5% |
| Retail & Consumer | $3.1B | 12.8% |
| Business Services | $2.6B | 10.7% |
| Industrials | $1.4B | 5.7% |
| Telecom & Media | $754.6M | 3.1% |
| Banks & Lending | $435.0M | 1.8% |
| Capital Markets | $366.0M | 1.5% |
| Other sectors | $486.5M | 2.0% |
| Not classified | $726.9M | 3.0% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $24.0B | 46 | 9 | 6 | 20 | 17 | 67.1% | 45 |
| Q1 2026 | $22.8B | 54 | 7 | 8 | 10 | 7 | 69.5% | 45 |
| Q4 2025 | $29.7B | 54 | 1 | 11 | 16 | 3 | 62.7% | 48 |
| Q3 2025 | $32.4B | 56 | 10 | 7 | 5 | 4 | 64.4% | 45 |
| Q2 2025 | $34.1B | 50 | 7 | 18 | 6 | 2 | 64.8% | 45 |
| Q1 2025 | $26.6B | 45 | 5 | 14 | 2 | 9 | 62.7% | 45 |
| Q4 2024 | $26.5B | 49 | 8 | 6 | 2 | 4 | 67.9% | 45 |
| Q3 2024 | $23.4B | 45 | 3 | 8 | 3 | 2 | 71.8% | 45 |
| Q2 2024 | $21.6B | 44 | 5 | 5 | 3 | 2 | 73.8% | 45 |
| Q1 2024 | $18.3B | 41 | 4 | 8 | 7 | 2 | 74.7% | 45 |
| Q4 2023 | $14.1B | 39 | 2 | 9 | 15 | 11 | 71.6% | 45 |
| Q3 2023 | $13.6B | 48 | 9 | 16 | 5 | 2 | 71.8% | 45 |
| Q2 2023 | $12.0B | 41 | 2 | 10 | 19 | 17 | 75.1% | 45 |
| Q1 2023 | $11.0B | 56 | 9 | 11 | 21 | 8 | 72.5% | 45 |
| Q4 2022 | $8.2B | 55 | 8 | 6 | 27 | 17 | 75.6% | 45 |
| Q3 2022 | $10.9B | 64 | 6 | 19 | 11 | 15 | 64.6% | 45 |
| Q2 2022 | $11.9B | 73 | 4 | 10 | 46 | 19 | 67.4% | 46 |
| Q1 2022 | $26.6B | 88 | 3 | 21 | 44 | 84 | 61.7% | 46 |
| Q4 2021 | $45.9B | 169 | 17 | 28 | 21 | 9 | 47.4% | 45 |
| Q3 2021 | $52.1B | 161 | 25 | 18 | 14 | 5 | 45.6% | 46 |
| Q2 2021 | $53.8B | 141 | 26 | 22 | 14 | 5 | 45.8% | 47 |
| Q1 2021 | $43.5B | 120 | 25 | 16 | 5 | 2 | 51.4% | 47 |
| Q4 2020 | $39.0B | 97 | 14 | 14 | 16 | 7 | 54.7% | 47 |
| Q3 2020 | $35.5B | 90 | 20 | 13 | 4 | 3 | 54.7% | 47 |
| Q2 2020 | $25.8B | 73 | 4 | 12 | 5 | 5 | 58.5% | 45 |
| Q1 2020 | $16.6B | 74 | 3 | 11 | 13 | 2 | 63.3% | 45 |
| Q4 2019 | $18.1B | 73 | 5 | 15 | 16 | 16 | 65.3% | 45 |
| Q3 2019 | $18.9B | 84 | 15 | 11 | 5 | 5 | 67.2% | 45 |
| Q2 2019 | $18.5B | 74 | 10 | 11 | 8 | 5 | 67.3% | 45 |
| Q1 2019 | $18.1B | 69 | 7 | 7 | 16 | 4 | 66.4% | 45 |
| Q4 2018 | $15.0B | 66 | 0 | 0 | 0 | 0 | 66.4% | 45 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.