2026 Q2 Portfolio Activity
In 2026 Q2, TIGER GLOBAL MANAGEMENT LLC maintained a portfolio of 63 distinct positions. The most significant new addition was ADVANCED MICRO DEVICES INC, now representing 1.63% of the total fund value. They heavily accumulated shares in CEREBRAS SYSTEMS INC, increasing the position by 3898.7%. The fund also reduced its exposure to ALPHABET INC by 45.4%.
Position History
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Total Positions
63
Quarter
2026 Q2
Top Holding
TSM (9.7%)
Top 10 Concentration
67.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 63
TIGER GLOBAL MANAGEMENT LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TSM
TAIWAN SEMICOND...
|
Technology | 9.72% | 8.23% |
#1
3
Prev: #4
|
6.4 |
—
|
-684,066 | -12.3% |
P
S
|
4,881,008 | $2,331,022,991 |
$172.37
+157.3%
|
2001 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 9.62% | 9.12% |
#2
1
Prev: #3
|
5.8 |
—
|
-316,442 | -3.2% |
P
S
|
9,683,558 | $2,307,979,214 | 2004 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 9.34% | 9.17% |
#3
1
Prev: #2
|
5.2 |
—
|
-812,979 | -6.8% |
P
S
|
11,198,773 | $2,240,762,490 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 8.65% | 13.38% |
#4
3
Prev: #1
|
4.0 |
—
|
-4,825,715 | -45.4% |
P
S
|
5,805,687 | $2,074,778,363 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 6.63% | 7.73% |
#5
Prev: #5
|
3.7 |
—
|
-263,684 | -8.5% |
P
S
|
2,823,180 | $1,590,269,062 | 2012 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 5.72% | 3.65% |
#6
4
Prev: #10
|
2.8 |
—
|
-736,944 | -18.9% |
P
S
|
3,163,495 | $1,370,837,288 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 5.02% | 5.59% |
#7
1
Prev: #6
|
2.5 |
—
|
-2,856,683 | -18.5% |
P
S
|
12,559,152 | $1,203,543,536 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 4.92% | 2.48% |
#8
5
Prev: #13
|
2.5 |
—
|
-24,690 | -1.5% |
P
S
|
1,632,210 | $1,180,087,830 | 2001 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 3.91% | 3.72% |
#9
Prev: #9
|
2.1 |
—
|
-175,483 | -18.0% |
P
S
|
797,511 | $936,963,773 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.53% | 4.05% |
#10
2
Prev: #8
|
1.9 |
—
|
-233,087 | -9.3% |
P
S
|
2,266,913 | $845,603,887 | 2001 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CPAY
CORPAY INC
|
Technology | 2.99% | 2.23% |
#11
3
Prev: #14
|
3.7 |
—
|
397,731 | 22.7% |
P
S
|
2,149,877 | $716,489,508 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
CEREBRAS SYSTEM...
|
|
Unknown | 2.76% | — |
#12
Prev: #—
|
4.6 |
—
|
2,999,000 | — |
NEW
|
2,999,000 | $662,779,000 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
AVGO
BROADCOM INC
|
Technology | 2.76% | 4.86% |
#13
6
Prev: #7
|
1.1 |
—
|
-1,830,752 | -51.1% |
P
S
|
1,754,062 | $662,596,921 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 2.64% | 2.86% |
#14
2
Prev: #12
|
3.1 |
—
|
1,872,565 | 5.4% |
P
S
|
36,467,972 | $633,448,674 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTC
INTEL CORP
|
Technology | 2.48% | 0.32% |
#15
19
Prev: #34
|
4.0 |
—
|
2,613,990 | 159.5% |
P
S
|
4,252,690 | $593,803,105 | 2001 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 2.24% | 3.36% |
#16
5
Prev: #11
|
0.9 |
—
|
-409,334 | -25.9% |
P
S
|
1,171,427 | $537,837,279 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TTWO
TAKE-TWO INTERA...
|
Communication Services | 1.89% | 1.73% |
#17
1
Prev: #16
|
1.3 |
—
|
-190,652 | -9.5% |
P
S
|
1,809,348 | $452,300,813 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RDDT
REDDIT INC
|
Communication Services | 1.83% | 1.47% |
#18
Prev: #18
|
1.2 |
—
|
28,819 | 1.2% |
P
S
|
2,528,819 | $438,952,402 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.63% | — |
#19
Prev: #—
|
4.2 |
—
|
674,727 | — |
NEW
|
674,727 | $391,955,662 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XYZ
BLOCK INC
|
Technology | 1.45% | 1.05% |
#20
Prev: #20
|
2.6 |
—
|
576,007 | 14.4% |
P
S
|
4,576,007 | $347,776,532 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APO
APOLLO GLOBAL M...
|
Financial Services | 1.34% | 1.61% |
#21
4
Prev: #17
|
1.0 |
—
|
-570,224 | -17.3% |
P
S
|
2,723,110 | $322,171,145 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 1.15% | — |
#22
Prev: #—
|
4.0 |
—
|
285,100 | — |
NEW
|
285,100 | $275,121,500 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 1.14% | — |
#23
Prev: #—
|
4.0 |
—
|
798,697 | — |
NEW
|
798,697 | $274,024,954 | 2008 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 1.08% | 1.02% |
#24
2
Prev: #22
|
2.4 |
—
|
18,120 | 13.4% |
P
S
|
153,126 | $259,914,541 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 0.90% | 1.00% |
#25
2
Prev: #23
|
0.9 |
—
|
-403,445 | -15.0% |
P
S
|
2,278,555 | $216,781,723 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 0.61% | 0.69% |
#26
Prev: #26
|
1.2 |
—
|
no change | no change |
P
S
|
11,032,555 | $147,394,937 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WLTH
WEALTHFRONT COR...
|
Technology | 0.57% | 0.61% |
#27
1
Prev: #28
|
1.2 |
—
|
no change | no change |
P
S
|
15,156,877 | $135,502,480 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.52% | 0.42% |
#28
3
Prev: #31
|
0.7 |
—
|
-52,993 | -15.1% |
P
S
|
297,452 | $123,629,974 | 2006 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CHYM
CHIME FINL INC
|
Technology | 0.45% | 0.91% |
#29
4
Prev: #25
|
0.2 |
—
|
-5,797,735 | -52.3% |
P
S
|
5,284,045 | $108,217,240 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
EQUIPMENTSHARE ...
|
|
Unknown | 0.38% | 0.41% |
#30
2
Prev: #32
|
1.2 |
—
|
no change | no change |
P
S
|
4,579,646 | $90,035,840 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.37% | 0.36% |
#31
2
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
257,083 | $88,518,819 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 0.36% | — |
#32
Prev: #—
|
3.6 |
—
|
456,000 | — |
NEW
|
456,000 | $86,858,880 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.36% | 0.69% |
#33
6
Prev: #27
|
0.1 |
—
|
-626,515 | -41.8% |
P
S
|
873,485 | $86,719,591 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
SPACE EXPLORATI...
|
|
Unknown | 0.27% | — |
#34
Prev: #—
|
3.6 |
—
|
375,000 | — |
NEW
|
375,000 | $64,072,500 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
BULL
WEBULL CORP
|
Technology | 0.18% | 0.14% |
#35
3
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
6,724,137 | $43,841,373 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RERE
ATRENEW INC
|
Consumer Cyclical | 0.16% | 0.20% |
#36
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
9,831,218 | $38,046,814 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APLD
APPLIED DIGITAL...
|
Technology | 0.14% | — |
#37
Prev: #—
|
3.6 |
—
|
885,000 | — |
NEW
|
885,000 | $33,010,500 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CIFR
CIPHER DIGITAL ...
|
Technology | 0.09% | — |
#38
Prev: #—
|
3.5 |
—
|
927,000 | — |
NEW
|
927,000 | $22,711,500 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CORZ
CORE SCIENTIFIC...
|
Technology | 0.09% | — |
#39
Prev: #—
|
3.5 |
—
|
817,000 | — |
NEW
|
817,000 | $20,907,030 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.05% | 0.05% |
#40
Prev: #40
|
1.0 |
—
|
no change | no change |
P
S
|
151,178 | $10,909,004 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JD
JD.COM INC
|
Consumer Cyclical | 0.02% | 0.04% |
#41
1
Prev: #42
|
0.0 |
—
|
-142,809 | -41.5% |
P
S
|
201,500 | $5,134,220 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 0.02% | 0.02% |
#42
5
Prev: #47
|
1.0 |
—
|
no change | no change |
P
S
|
25,337 | $4,675,437 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PONY
PONY AI INC
|
Technology | 0.01% | 0.12% |
#43
4
Prev: #39
|
0.0 |
—
|
-2,589,713 | -89.3% |
P
S
|
310,287 | $2,156,495 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
ACCELERANT HOLD...
|
|
Unknown | 0.00% | 0.00% |
#44
8
Prev: #52
|
1.0 |
—
|
no change | no change |
P
S
|
75,000 | $879,000 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GEMI
GEMINI SPACE ST...
|
Financial Services | 0.00% | 0.00% |
#45
8
Prev: #53
|
1.0 |
—
|
no change | no change |
P
S
|
70,000 | $298,200 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MNTN
MNTN INC
|
Technology | 0.00% | 0.00% |
#46
8
Prev: #54
|
1.0 |
—
|
no change | no change |
P
S
|
20,000 | $184,000 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FIG
FIGMA INC
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #51) |
0.0 |
—
|
-60,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
KLARNA GROUP PL...
|
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #50) |
0.0 |
—
|
-175,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
ETOR
ETORO GROUP LTD
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #49) |
0.0 |
—
|
-80,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
BULLISH
|
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #48) |
0.0 |
—
|
-100,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 63 holdings