Tiger Global Management portfolio Q2 2026 — 13F holdings, buys and sells

Tiger Global Management reported 46 US-listed positions worth $24.0B at the end of Q2 2026. The top three — Taiwan Semiconductor Manufac (9.72%), Amazon (9.62%), Nvidia (9.34%) — make up 28.7% of the portfolio. Against Q1 2026 it opened 9 new positions, sold out of 17, added to 6 and trimmed 20.

$24.0BReported value

46Positions

9 / 17New / Sold out

New positions

9

Security	Ticker	Value ($)	Weight	Shares	vs prior quarter
Cerebras Systems	CBRS	663M	2.76%	2,999,000	New
Advanced Micro Devices	AMD	392M	1.63%	674,727	New
SSeagate Technology Hldngs Pl	—	275M	1.15%	285,100	New
Visa	V	274M	1.14%	798,697	New
Danaher	DHR	86.9M	0.36%	456,000	New
Space Exploration Techn	SPCX	64.1M	0.27%	375,000	New
Applied Digital	APLD	33.0M	0.14%	885,000	New
Cipher Digital	CIFR	22.7M	0.09%	927,000	New
Core Scientific	CORZ	20.9M	0.09%	817,000	New

Security

Ticker

Value ($)

Weight

Shares

vs prior quarter

Cerebras Systems

CBRS

663M

2.76%

2,999,000

New

Advanced Micro Devices

AMD

392M

1.63%

674,727

New

SSeagate Technology Hldngs Pl

—

275M

1.15%

285,100

New

Visa

V

274M

1.14%

798,697

New

Danaher

DHR

86.9M

0.36%

456,000

New

Space Exploration Techn

SPCX

64.1M

0.27%

375,000

New

Applied Digital

APLD

33.0M

0.14%

885,000

New

Cipher Digital

CIFR

22.7M

0.09%

927,000

New

Core Scientific

CORZ

20.9M

0.09%

817,000

New

Sold out

17

Security	Ticker	Value ($)	Weight	Shares	vs prior quarter
Applovin	APP	398M	—	1,000,000	Sold out
Zillow Group	Z	305M	—	7,368,957	Sold out
Netflix	NFLX	235M	—	2,439,000	Sold out
Zscaler	ZS	222M	—	1,579,766	Sold out
Procore Technologies	PCOR	133M	—	2,339,500	Sold out
Lumentum	LITE	96.1M	—	136,800	Sold out
Costar Group	CSGP	60.5M	—	1,500,000	Sold out
Zillow Group	ZG	42.4M	—	1,023,733	Sold out
Robinhood Ventures Fd I	RVI	10.6M	—	400,000	Sold out
Paypay	PAYP	8.5M	—	400,000	Sold out
Figure Technology Solutio	FIGR	6.8M	—	200,000	Sold out
Netskope	NTSK	4.2M	—	500,000	Sold out
Xanadu Quantum Technolo	XNDU	3.8M	—	500,000	Sold out
BBullish	—	3.6M	—	100,000	Sold out
EEtoro Group	—	2.4M	—	80,000	Sold out
KKlarna Group	—	2.3M	—	175,000	Sold out
Figma	FIG	1.3M	—	60,000	Sold out

Security

Ticker

Value ($)

Weight

Shares

vs prior quarter

Applovin

APP

398M

—

1,000,000

Sold out

Zillow Group

Z

305M

—

7,368,957

Sold out

Netflix

NFLX

235M

—

2,439,000

Sold out

Zscaler

ZS

222M

—

1,579,766

Sold out

Procore Technologies

PCOR

133M

—

2,339,500

Sold out

Lumentum

LITE

96.1M

—

136,800

Sold out

Costar Group

CSGP

60.5M

—

1,500,000

Sold out

Zillow Group

ZG

42.4M

—

1,023,733

Sold out

Robinhood Ventures Fd I

RVI

10.6M

—

400,000

Sold out

Paypay

PAYP

8.5M

—

400,000

Sold out

Figure Technology Solutio

FIGR

6.8M

—

200,000

Sold out

Netskope

NTSK

4.2M

—

500,000

Sold out

Xanadu Quantum Technolo

XNDU

3.8M

—

500,000

Sold out

BBullish

—

3.6M

—

100,000

Sold out

EEtoro Group

—

2.4M

—

80,000

Sold out

KKlarna Group

—

2.3M

—

175,000

Sold out

Figma

FIG

1.3M

—

60,000

Sold out

Added to

6

Security	Ticker	Value ($)	Weight	Shares	vs prior quarter
Corpay	CPAY	716M	2.99%	2,149,877	▲ 23%
Coupang	CPNG	633M	2.64%	36,467,972	▲ 5%
Intel	INTC	594M	2.48%	4,252,690	▲ 160%
Reddit	RDDT	439M	1.83%	2,528,819	▲ 1%
Block	XYZ	348M	1.45%	4,576,007	▲ 14%
Mercadolibre	MELI	260M	1.08%	153,126	▲ 13%

Security

Ticker

Value ($)

Weight

Shares

vs prior quarter

Corpay

CPAY

716M

2.99%

2,149,877

▲ 23%

Coupang

CPNG

633M

2.64%

36,467,972

▲ 5%

Intel

INTC

594M

2.48%

4,252,690

▲ 160%

RDDT

439M

1.83%

2,528,819

▲ 1%

Block

XYZ

348M

1.45%

4,576,007

▲ 14%

Mercadolibre

MELI

260M

1.08%

153,126

▲ 13%

Trimmed

20

Security	Ticker	Value ($)	Weight	Shares	vs prior quarter
Taiwan Semiconductor Manufac	TSM	2.3B	9.72%	4,881,008	▼ 12%
Amazon	AMZN	2.3B	9.62%	9,683,558	▼ 3%
Nvidia	NVDA	2.2B	9.34%	11,198,773	▼ 7%
Alphabet	GOOGL	2.1B	8.65%	5,805,687	▼ 45%
Meta Platforms	META	1.6B	6.63%	2,823,180	▼ 9%
Lam Research	LRCX	1.4B	5.72%	3,163,495	▼ 19%
Sea	SE	1.2B	5.02%	12,559,152	▼ 19%
Applied Matls	AMAT	1.2B	4.92%	1,632,210	▼ 1%
GE Vernova	GEV	937M	3.91%	797,511	▼ 18%
Microsoft	MSFT	846M	3.53%	2,266,913	▼ 9%
Broadcom	AVGO	663M	2.76%	1,754,062	▼ 51%
SSpotify Technology	—	538M	2.24%	1,171,427	▼ 26%
Take-Two Interactive Softwar	TTWO	452M	1.89%	1,809,348	▼ 10%
Apollo Global Mgmt	APO	322M	1.34%	2,723,110	▼ 17%
Liberty Media	FWONK	217M	0.90%	2,278,555	▼ 15%

Security

Ticker

Value ($)

Weight

Shares

vs prior quarter

Taiwan Semiconductor Manufac

TSM

2.3B

9.72%

4,881,008

▼ 12%

Amazon

AMZN

2.3B

9.62%

9,683,558

▼ 3%

Nvidia

NVDA

2.2B

9.34%

11,198,773

▼ 7%

Alphabet

GOOGL

2.1B

8.65%

5,805,687

▼ 45%

Meta Platforms

All holdings

46

CSV ↓

Security	Ticker	Value ($)	Weight	Shares	vs prior quarter
Taiwan Semiconductor Manufac	TSM	2.3B	9.72%	4,881,008	▼ 12%
Amazon	AMZN	2.3B	9.62%	9,683,558	▼ 3%
Nvidia	NVDA	2.2B	9.34%	11,198,773	▼ 7%
Alphabet	GOOGL	2.1B	8.65%	5,805,687	▼ 45%
Meta Platforms	META	1.6B	6.63%	2,823,180	▼ 9%
Lam Research	LRCX	1.4B	5.72%	3,163,495	▼ 19%
Sea	SE	1.2B	5.02%	12,559,152	▼ 19%
Applied Matls	AMAT	1.2B	4.92%	1,632,210	▼ 1%
GE Vernova	GEV	937M	3.91%	797,511	▼ 18%
Microsoft	MSFT	846M	3.53%	2,266,913	▼ 9%
Corpay	CPAY	716M	2.99%	2,149,877	▲ 23%
Cerebras Systems	CBRS	663M	2.76%	2,999,000	New
Broadcom	AVGO	663M	2.76%	1,754,062	▼ 51%
Coupang	CPNG	633M	2.64%	36,467,972	▲ 5%
Intel	INTC	594M	2.48%	4,252,690	▲ 160%
SSpotify Technology	—	538M	2.24%	1,171,427	▼ 26%
Take-Two Interactive Softwar	TTWO	452M	1.89%	1,809,348	▼ 10%
Reddit	RDDT	439M	1.83%	2,528,819	▲ 1%
Advanced Micro Devices	AMD	392M	1.63%	674,727	New
Block	XYZ	348M	1.45%	4,576,007	▲ 14%
Apollo Global Mgmt	APO	322M	1.34%	2,723,110	▼ 17%
SSeagate Technology Hldngs Pl	—	275M	1.15%	285,100	New
Visa	V	274M	1.14%	798,697	New
Mercadolibre	MELI	260M	1.08%	153,126	▲ 13%
Liberty Media	FWONK	217M	0.90%	2,278,555	▼ 15%
NNu	—	147M	0.61%	11,032,555	–
Wealthfront	WLTH	136M	0.57%	15,156,877	–
Unitedhealth Group	UNH	124M	0.52%	297,452	▼ 15%
Chime Finl	CHYM	108M	0.45%	5,284,045	▼ 52%
Equipmentshare	EQPT	90.0M	0.38%	4,579,646	–
Sherwin Williams	SHW	88.5M	0.37%	257,083	–
Danaher	DHR	86.9M	0.36%	456,000	New
Servicenow	NOW	86.7M	0.36%	873,485	▼ 42%
Space Exploration Techn	SPCX	64.1M	0.27%	375,000	New
WWebull	—	43.8M	0.18%	6,724,137	–
Atrenew	RERE	38.0M	0.16%	9,831,218	–
Applied Digital	APLD	33.0M	0.14%	885,000	New
Cipher Digital	CIFR	22.7M	0.09%	927,000	New
Core Scientific	CORZ	20.9M	0.09%	817,000	New
Uber Technologies	UBER	10.9M	0.05%	151,178	–
JD.Com	JD	5.1M	0.02%	201,500	▼ 41%
Doordash	DASH	4.7M	0.02%	25,337	–
Pony AI	PONY	2.2M	0.01%	310,287	▼ 89%
AAccelerant Holdings	—	0.9M	0.00%	75,000	–
Gemini Space Sta	GEMI	0.3M	0.00%	70,000	–
Mntn	MNTN	0.2M	0.00%	20,000	–

Security

Ticker

Value ($)

Weight

Shares

vs prior quarter

Taiwan Semiconductor Manufac

TSM

2.3B

9.72%

4,881,008

▼ 12%

Amazon

AMZN

2.3B

9.62%

9,683,558

▼ 3%

Nvidia

NVDA

2.2B

9.34%

11,198,773

▼ 7%

Alphabet

GOOGL

2.1B

8.65%

5,805,687

▼ 45%

Meta Platforms

META

1.6B

6.63%

2,823,180

▼ 9%

Lam Research

LRCX

1.4B

5.72%

3,163,495

▼ 19%

Sea

SE

1.2B

5.02%

12,559,152

▼ 19%

Applied Matls

AMAT

1.2B

4.92%

1,632,210

▼ 1%

GE Vernova

GEV

937M

3.91%

797,511

▼ 18%

Microsoft

MSFT

846M

3.53%

2,266,913

▼ 9%

Corpay

CPAY

716M

2.99%

2,149,877

▲ 23%

Cerebras Systems

CBRS

663M

2.76%

2,999,000

New

Broadcom

AVGO

663M

2.76%

1,754,062

▼ 51%

Coupang

CPNG

633M

2.64%

36,467,972

▲ 5%

Intel

INTC

594M

2.48%

4,252,690

▲ 160%

SSpotify Technology

—

538M

2.24%

1,171,427

▼ 26%

Take-Two Interactive Softwar

TTWO

452M

1.89%

1,809,348

▼ 10%

RDDT

439M

1.83%

2,528,819

▲ 1%

Advanced Micro Devices

AMD

392M

1.63%

674,727

New

Block

XYZ

348M

1.45%

4,576,007

▲ 14%

Apollo Global Mgmt

APO

322M

1.34%

2,723,110

▼ 17%

SSeagate Technology Hldngs Pl

—

275M

1.15%

285,100

New

Visa

V

274M

1.14%

798,697

New

Mercadolibre

MELI

260M

1.08%

153,126

▲ 13%

Liberty Media

FWONK

217M

0.90%

2,278,555

▼ 15%

NNu

—

147M

0.61%

11,032,555

–

Wealthfront

WLTH

136M

0.57%

15,156,877

–

Unitedhealth Group

UNH

124M

0.52%

297,452

▼ 15%

Chime Finl

CHYM

108M

0.45%

5,284,045

▼ 52%

Equipmentshare

EQPT

90.0M

0.38%

4,579,646

–

Sherwin Williams

SHW

88.5M

0.37%

257,083

–

Danaher

DHR

86.9M

0.36%

456,000

New

Servicenow

NOW

86.7M

0.36%

873,485

▼ 42%

Space Exploration Techn

SPCX

64.1M

0.27%

375,000

New

WWebull

—

43.8M

0.18%

6,724,137

–

Atrenew

RERE

38.0M

0.16%

9,831,218

–

Applied Digital

APLD

33.0M

0.14%

885,000

New

Cipher Digital

CIFR

22.7M

0.09%

927,000

New

Core Scientific

CORZ

20.9M

0.09%

817,000

New

Uber Technologies

UBER

10.9M

0.05%

151,178

–

JD.Com

JD

5.1M

0.02%

201,500

▼ 41%

Doordash

DASH

4.7M

0.02%

25,337

–

Pony AI

PONY

2.2M

0.01%

310,287

▼ 89%

AAccelerant Holdings

—

0.9M

0.00%

75,000

–

Gemini Space Sta

GEMI

0.3M

0.00%

70,000

–

Mntn

MNTN

0.2M

0.00%

20,000

–

Top 10 holdings by weight · Q2 2026

If you had bought then

Q1 2026 → Q2 2026

Bought Tiger Global Management's top 9 holdings at the end of Q1 2026, in its weights, and they were +18.9% by the end of Q2 2026. The S&P 500 ETF (SPY) moved +14.8% over the same dates.

+18.9%Top 9, weighted

+14.8%S&P 500 (SPY)

+4.1%pDifference

Stock	Weight	Q1 2026 end	Q2 2026 end	Change
Alphabet	19.3%	$287.56	$357.37	+24.3%
Nvidia	13.2%	$174.40	$200.09	+14.7%
Amazon	13.1%	$208.27	$238.34	+14.4%
Taiwan Semiconductor Manufac	11.8%	$337.95	$477.57	+41.3%
Meta Platforms	11.1%	$572.13	$563.29	-1.5%
Sea	8.04%	$82.81	$95.83	+15.7%
Broadcom	6.99%	$309.51	$377.75	+22.0%
Microsoft	5.83%	$370.17	$373.02	+0.8%
GE Vernova	5.35%	$872.90	$1174.86	+34.6%

Prices are the quarter-end values reported in 13F filings (value ÷ shares, median across tracked filers), adjusted for confirmed splits; dividends excluded. 13F shows only quarter-end holdings, so this is not the investor's actual return. Past performance does not indicate future results.

Questions

What is Tiger Global Management's largest holding?

Taiwan Semiconductor Manufac, 9.72% of reported US holdings ($2.3B) at the end of Q2 2026.

What did Tiger Global Management buy last quarter?

9 new positions, largest: Cerebras Systems, Advanced Micro Devices, Seagate Technology Hldngs Pl.

What did Tiger Global Management sell out of?

17 positions, including Applovin, Zillow Group, Netflix.

How current is this data?

It is Tiger Global Management's Form 13F for the quarter ending 2026-06-30, filed 2026-08-14. 13F filings are due 45 days after quarter end and list US-listed long positions only.