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TIGER GLOBAL MANAGEMENT LLC

Tiger Cub running a tech-heavy growth book across public and private markets.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1167483
Institutional-grade research for retail investors

Sector Allocation

  • Technology65.3%$15.7B
  • Consumer Discretionary13.6%$3.2B
  • Industrials9.3%$2.2B
  • Financials7.5%$1.8B
  • Communication Services3.1%$754.6M
  • Healthcare0.9%$210.5M
  • Materials0.4%$88.5M

AUM History

13fpro.ai/research/fund/tiger-global-management-llc-1167483

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/tiger-global-management-llc-1167483

TIGER GLOBAL MANAGEMENT LLC 13F holdings — Q2 2026

$24.0B portfolio (+5.0% QoQ) · 46 holdings · Q2 2026 13F · top 10 are 67% of the stock portfolio

All holdings — TIGER GLOBAL MANAGEMENT LLC (Q2 2026)

46 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
CPAY$CPAYCORPAY, INC.$716.5M+23%
CBRS$CBRSCerebras Systems Inc.$662.8MNew
AVGO$AVGOBroadcom Inc.$662.6M-51%
CPNG$CPNGCoupang, Inc.$633.4M+5%
INTC$INTCINTEL CORP$593.8M+160%
SPOT$SPOTSpotify Technology S.A.$537.8M-26%
TTWO$TTWOTAKE TWO INTERACTIVE SOFTWARE INC$452.3M-10%
RDDT$RDDTReddit, Inc.$439.0M+1%
AMD$AMDADVANCED MICRO DEVICES INC$392.0MNew
XYZ$XYZBlock, Inc.$347.8M+14%
APO$APOApollo Global Management, Inc.$322.2M-17%
STX$STXSeagate Technology Holdings plc$275.1MNew
V$VVISA INC.$274.0MNew
MELI$MELIMERCADOLIBRE INC$259.9M+13%
FWONA$FWONALiberty Media Corp$216.8M-15%

What changed in Q2 2026

Against the previous quarter's 13F: 9 new, 6 added to, 20 trimmed, 17 sold out. Share-count changes; largest moves by dollar size first.

New positions (9)

  • CBRS$CBRSCerebras Systems Inc.$662.8M

    first bought this quarter

  • AMD$AMDADVANCED MICRO DEVICES INC$392.0M

    first bought this quarter

  • STX$STXSeagate Technology Holdings plc$275.1M

    first bought this quarter

  • V$VVISA INC.$274.0M

    first bought this quarter

  • DHR$DHRDANAHER CORP /DE/$86.9M

    first bought this quarter

  • SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$64.1M

    first bought this quarter

+3 more in the Excel export

Added to (6)

  • INTC$INTCINTEL CORP+160%

    now $593.8M · held 2 qtrs, 2 adds in a row

  • CPAY$CPAYCORPAY, INC.+23%

    now $716.5M · held 10+ qtrs

  • XYZ$XYZBlock, Inc.+14%

    now $347.8M · held 6 qtrs

  • CPNG$CPNGCoupang, Inc.+5%

    now $633.4M · held 8 qtrs, 8 adds in a row

  • MELI$MELIMERCADOLIBRE INC+13%

    now $259.9M · held 2 qtrs, 2 adds in a row

  • RDDT$RDDTReddit, Inc.+1%

    now $439.0M · held 10+ qtrs

Trimmed (20)

  • GOOGL$GOOGLAlphabet Inc.-45%

    now $2.1B · held 10+ qtrs

  • AVGO$AVGOBroadcom Inc.-51%

    now $662.6M · held 10+ qtrs

  • TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD-12%

    now $2.3B · held 10+ qtrs

  • LRCX$LRCXLAM RESEARCH CORP-19%

    now $1.4B · held 10+ qtrs

  • SE$SESea Ltd-19%

    now $1.2B · held 10+ qtrs

  • GEV$GEVGE Vernova Inc.-18%

    now $937.0M · held 6 qtrs

+14 more in the Excel export

Sold out (17)

  • APP$APPAppLovin Corpwas $398.0M

    held 5 qtrs

  • Z$ZZILLOW GROUP, INC.was $304.9M

    held 5 qtrs

  • NFLX$NFLXNETFLIX INCwas $234.5M

    held 3 qtrs

  • ZS$ZSZscaler, Inc.was $221.6M

    held 6 qtrs

  • PCOR$PCORPROCORE TECHNOLOGIES, INC.was $133.4M

    held 9+ qtrs

  • LITE$LITELumentum Holdings Inc.was $96.1M

+11 more in the Excel export

Firm AUM (Form ADV): $78.0B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F TIGER GLOBAL MANAGEMENT LLC has filed, 41 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 23, 2026.

Average quality of TIGER GLOBAL MANAGEMENT's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-10.5%

Value-weighted move of the 10 largest stock positions

Turnover

10%

Last quarter; 25% over the last 4

Top 10 weight

67%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

88%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

TIGER GLOBAL MANAGEMENT LLC disclosed 46 positions worth $24.0B in its Form 13F-HR for Q2 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 9.7% of the equity portfolio, followed by $AMZN and $NVDA. During the quarter the fund opened 9 new positions and exited 17 — including a new stake in $CBRS and a full exit from $APP. The portfolio is most concentrated in Technology (65.3% of disclosed assets). All figures are sourced directly from TIGER GLOBAL MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1167483.

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AI-Powered Hedge Fund Analysis: TIGER GLOBAL MANAGEMENT LLC

13F Pro is an AI hedge fund tracker and stock research platform. For TIGER GLOBAL MANAGEMENT LLC (SEC CIK: 1167483), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in TIGER GLOBAL MANAGEMENT LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.