Tiger Global Management 13F Holdings — Q2 2026
Tiger Global Management reported 43 US-listed positions worth $21.7B in its 13F for the quarter ended 2026-06-30 (filed 2026-08-14), according to EquiReason's reading of the SEC filing. New positions in Q2 2026: CBRS, AMD, STX, V, DHR. Sold out: APP, Z, NFLX, ZS, PCOR.
Source: 13F-HR on SEC EDGAR · values as the fund reported them · 43 of 46 reported lines matched to US-listed companies (funds, ETFs, options and non-US listings are left out)
Largest positions
| # | Company | Value | % of portfolio | Shares | Change in shares |
|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | $2.3B | 10.7% | 9.68M | Trimmed (-3.2%) |
| 2 | NVDA NVIDIA CORPORATION | $2.2B | 10.3% | 11.20M | Trimmed (-6.8%) |
| 3 | GOOGL ALPHABET INC | $2.1B | 9.6% | 5.81M | Trimmed (-45.4%) |
| 4 | META META PLATFORMS INC | $1.6B | 7.3% | 2.82M | Trimmed (-8.5%) |
| 5 | LRCX LAM RESEARCH CORP | $1.4B | 6.3% | 3.16M | Trimmed (-18.9%) |
| 6 | SE SEA LTD | $1.2B | 5.6% | 12.56M | Trimmed (-18.5%) |
| 7 | AMAT APPLIED MATLS INC | $1.2B | 5.5% | 1.63M | Trimmed (-1.5%) |
| 8 | GEV GE VERNOVA INC | $937.0M | 4.3% | 797,511 | Trimmed (-18.0%) |
| 9 | MSFT MICROSOFT CORP | $845.6M | 3.9% | 2.27M | Trimmed (-9.3%) |
| 10 | CPAY CORPAY INC | $716.5M | 3.3% | 2.15M | Added (+22.7%) |
| 11 | CBRS CEREBRAS SYSTEMS INC | $662.8M | 3.1% | 3.00M | New |
| 12 | AVGO BROADCOM INC | $662.6M | 3.1% | 1.75M | Trimmed (-51.1%) |
| 13 | CPNG COUPANG INC | $633.4M | 2.9% | 36.47M | Added (+5.4%) |
| 14 | INTC INTEL CORP | $593.8M | 2.7% | 4.25M | Added (+159.5%) |
| 15 | SPOT SPOTIFY TECHNOLOGY S A | $537.8M | 2.5% | 1.17M | Trimmed (-25.9%) |
| 16 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | $452.3M | 2.1% | 1.81M | Trimmed (-9.5%) |
| 17 | RDDT REDDIT INC | $439.0M | 2.0% | 2.53M | Added (+1.2%) |
| 18 | AMD ADVANCED MICRO DEVICES INC | $392.0M | 1.8% | 674,727 | New |
| 19 | XYZ BLOCK INC | $347.8M | 1.6% | 4.58M | Added (+14.4%) |
| 20 | APO APOLLO GLOBAL MGMT INC | $322.2M | 1.5% | 2.72M | Trimmed (-17.3%) |
| 21 | STX SEAGATE TECHNOLOGY HLDNGS PL | $275.1M | 1.3% | 285,100 | New |
| 22 | V VISA INC | $274.0M | 1.3% | 798,697 | New |
| 23 | MELI MERCADOLIBRE INC | $259.9M | 1.2% | 153,126 | Added (+13.4%) |
| 24 | FWONK LIBERTY MEDIA CORP DEL | $216.8M | 1.0% | 2.28M | Trimmed (-15.0%) |
| 25 | NU NU HLDGS LTD | $147.4M | 0.7% | 11.03M | Unchanged |
New positions in Q2 2026
| # | Company | Value | % of portfolio | Shares |
|---|---|---|---|---|
| 1 | CBRS CEREBRAS SYSTEMS INC | $662.8M | 3.1% | 3.00M |
| 2 | AMD ADVANCED MICRO DEVICES INC | $392.0M | 1.8% | 674,727 |
| 3 | STX SEAGATE TECHNOLOGY HLDNGS PL | $275.1M | 1.3% | 285,100 |
| 4 | V VISA INC | $274.0M | 1.3% | 798,697 |
| 5 | DHR DANAHER CORP DEL | $86.9M | 0.4% | 456,000 |
| 6 | SPCX SPACE EXPLORATION TECHN CORP | $64.1M | 0.3% | 375,000 |
| 7 | APLD APPLIED DIGITAL CORP | $33.0M | 0.2% | 885,000 |
| 8 | CIFR CIPHER DIGITAL INC | $22.7M | 0.1% | 927,000 |
| 9 | CORZ CORE SCIENTIFIC INC NEW | $20.9M | 0.1% | 817,000 |
Sold out in Q2 2026
held at the end of the prior quarter, gone nowAdded to
| # | Company | Value | % of portfolio | Shares | Change in shares |
|---|---|---|---|---|---|
| 1 | INTC INTEL CORP | $593.8M | 2.7% | 4.25M | Added (+159.5%) |
| 2 | CPAY CORPAY INC | $716.5M | 3.3% | 2.15M | Added (+22.7%) |
| 3 | XYZ BLOCK INC | $347.8M | 1.6% | 4.58M | Added (+14.4%) |
| 4 | CPNG COUPANG INC | $633.4M | 2.9% | 36.47M | Added (+5.4%) |
| 5 | MELI MERCADOLIBRE INC | $259.9M | 1.2% | 153,126 | Added (+13.4%) |
| 6 | RDDT REDDIT INC | $439.0M | 2.0% | 2.53M | Added (+1.2%) |
Trimmed
| # | Company | Value | % of portfolio | Shares | Change in shares |
|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | $2.1B | 9.6% | 5.81M | Trimmed (-45.4%) |
| 2 | AVGO BROADCOM INC | $662.6M | 3.1% | 1.75M | Trimmed (-51.1%) |
| 3 | LRCX LAM RESEARCH CORP | $1.4B | 6.3% | 3.16M | Trimmed (-18.9%) |
| 4 | SE SEA LTD | $1.2B | 5.6% | 12.56M | Trimmed (-18.5%) |
| 5 | GEV GE VERNOVA INC | $937.0M | 4.3% | 797,511 | Trimmed (-18.0%) |
| 6 | SPOT SPOTIFY TECHNOLOGY S A | $537.8M | 2.5% | 1.17M | Trimmed (-25.9%) |
| 7 | NVDA NVIDIA CORPORATION | $2.2B | 10.3% | 11.20M | Trimmed (-6.8%) |
| 8 | META META PLATFORMS INC | $1.6B | 7.3% | 2.82M | Trimmed (-8.5%) |
| 9 | CHYM CHIME FINL INC | $108.2M | 0.5% | 5.28M | Trimmed (-52.3%) |
| 10 | MSFT MICROSOFT CORP | $845.6M | 3.9% | 2.27M | Trimmed (-9.3%) |
| 11 | AMZN AMAZON COM INC | $2.3B | 10.7% | 9.68M | Trimmed (-3.2%) |
| 12 | APO APOLLO GLOBAL MGMT INC | $322.2M | 1.5% | 2.72M | Trimmed (-17.3%) |
| 13 | NOW SERVICENOW INC | $86.7M | 0.4% | 873,485 | Trimmed (-41.8%) |
| 14 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | $452.3M | 2.1% | 1.81M | Trimmed (-9.5%) |
| 15 | FWONK LIBERTY MEDIA CORP DEL | $216.8M | 1.0% | 2.28M | Trimmed (-15.0%) |
| 16 | UNH UNITEDHEALTH GROUP INC | $123.6M | 0.6% | 297,452 | Trimmed (-15.1%) |
| 17 | PONY PONY AI INC | $2.2M | 0.0% | 310,287 | Trimmed (-89.3%) |
| 18 | AMAT APPLIED MATLS INC | $1.2B | 5.5% | 1.63M | Trimmed (-1.5%) |
| 19 | JD JD.COM INC | $5.1M | 0.0% | 201,500 | Trimmed (-41.5%) |
Where all the funds moved together. Which companies the tracked funds crowded into or left together this quarter — and how that compares with the quarters before — is in Research Pro. See plans
Tiger Global Management — questions
- What does Tiger Global Management own?
- Its largest US-listed positions at the end of Q2 2026: AMZN (10.7%), NVDA (10.3%), GOOGL (9.6%), META (7.3%), LRCX (6.3%).
- What did Tiger Global Management buy in Q2 2026?
- New positions: CBRS, AMD, STX, V, DHR, SPCX, APLD, CIFR. It added to 6 existing positions.
- What did Tiger Global Management sell in Q2 2026?
- It sold out of APP, Z, NFLX, ZS, PCOR, LITE, CSGP, ZG and trimmed 19 positions.
- When did Tiger Global Management file its latest 13F?
- On 2026-08-14, for the quarter ended 2026-06-30. 13F filings are due 45 days after each quarter ends.
How these figures are read: methodology · EquiReason.