TIGER GLOBAL MANAGEMENT LLC
Tiger Cub running a tech-heavy growth book across public and private markets.
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
Conviction and streaks
Diversifying · top 10 = 67.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
TSM
$2.3BAMZN
$2.3BNVDA
$2.2BGOOGL
$2.1BMETA
$1.6BLRCX
$1.4BSE
$1.2BAMAT
$1.2BGEV
$937.0MMSFT
$845.6MCPAY
$716.5MCBRS
$662.8MAVGO
$662.6MCPNG
$633.4MINTC
$593.8MSPOT
$537.8MTTWO
$452.3MRDDT
$439.0MAMD
$392.0MXYZ
$347.8M
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
$2.3B
9.7% of stocks
-12%This quarter-1.8%Since filed10+ qtrsHeld$2.3B
9.6% of stocks
-3%This quarter-5.6%Since filed10+ qtrsHeld$2.2B
9.3% of stocks
-7%This quarter-6.3%Since filed10+ qtrsHeld$2.1B
8.7% of stocks
-45%This quarter-7.6%Since filed10+ qtrsHeld$1.6B
6.6% of stocks
-9%This quarter+8.9%Since filed10+ qtrsHeld$1.4B
5.7% of stocks
-19%This quarter-30.8%Since filed10+ qtrsHeld$1.2B
5.0% of stocks
-19%This quarter-38.8%Since filed10+ qtrsHeld$1.2B
4.9% of stocks
-1%This quarter-25.6%Since filed9 qtrsHeld$937.0M
3.9% of stocks
-18%This quarter-23.4%Since filed6 qtrsHeld$845.6M
3.5% of stocks
-9%This quarter+5.9%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
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 | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CORPAY, INC. | Financials | $716.5M | 3.0% | 2.15M | +23% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Cerebras Systems Inc. | Technology | $662.8M | 2.8% | 3.00M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Broadcom Inc. | Technology | $662.6M | 2.8% | 1.75M | -51% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Coupang, Inc. | Consumer Discretionary | $633.4M | 2.6% | 36.47M | +5% | 8 qtrsAdded 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | INTEL CORP | Technology | $593.8M | 2.5% | 4.25M | +160% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Spotify Technology S.A. | Communication Services | $537.8M | 2.2% | 1.17M | -26% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $452.3M | 1.9% | 1.81M | -10% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Reddit, Inc. | Technology | $439.0M | 1.8% | 2.53M | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ADVANCED MICRO DEVICES INC | Technology | $392.0M | 1.6% | 675K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Block, Inc. | Technology | $347.8M | 1.4% | 4.58M | +14% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Apollo Global Management, Inc. | Financials | $322.2M | 1.3% | 2.72M | -17% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Seagate Technology Holdings plc | Technology | $275.1M | 1.1% | 285K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | VISA INC. | Financials | $274.0M | 1.1% | 799K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | MERCADOLIBRE INC | Consumer Discretionary | $259.9M | 1.1% | 153K | +13% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Liberty Media Corp | Communication Services | $216.8M | 0.9% | 2.28M | -15% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $NU | Nu Holdings Ltd. | Financials | $147.4M | 0.6% | 11.03M | — | |||
| 27 | $WLTH | WEALTHFRONT CORP | Financials | $135.5M | 0.6% | 15.16M | — | |||
| 28 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $123.6M | 0.5% | 297K | -15% | |||
| 29 | $CHYM | Chime Financial, Inc. | Financials | $108.2M | 0.5% | 5.28M | -52% | |||
| 30 | $EQPT | EquipmentShare.com Inc | Industrials | $90.0M | 0.4% | 4.58M | — | |||
| 31 | $SHW | SHERWIN WILLIAMS CO | Materials | $88.5M | 0.4% | 257K | — | |||
| 32 | $DHR | DANAHER CORP /DE/ | Healthcare | $86.9M | 0.4% | 456K | New | |||
| 33 | $NOW | ServiceNow, Inc. | Technology | $86.7M | 0.4% | 873K | -42% | |||
| 34 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $64.1M | 0.3% | 375K | New | |||
| 35 | $BULL | Webull Corp | Financials | $43.8M | 0.2% | 6.72M | — | |||
| 36 | $RERE | ATRenew Inc. | Consumer Discretionary | $38.0M | 0.2% | 9.83M | — | |||
| 37 | $APLD | Applied Digital Corp. | Technology | $33.0M | 0.1% | 885K | New | |||
| 38 | $CIFR | Cipher Digital Inc. | Financials | $22.7M | 0.1% | 927K | New | |||
| 39 | $CORZ | Core Scientific, Inc./tx | Financials | $20.9M | 0.1% | 817K | New | |||
| 40 | $UBER | Uber Technologies, Inc | Technology | $10.9M | 0.1% | 151K | — | |||
| 41 | $JD | JD.com, Inc. | Consumer Discretionary | $5.1M | 0.0% | 202K | -41% | |||
| 42 | $DASH | DoorDash, Inc. | Consumer Discretionary | $4.7M | 0.0% | 25K | — | |||
| 43 | $PONY | Pony AI Inc. | Technology | $2.2M | 0.0% | 310K | -89% | |||
| 44 | $ARX | Accelerant Holdings | Financials | $879K | 0.0% | 75K | — | |||
| 45 | $GEMI | Gemini Space Station, Inc. | Financials | $298K | 0.0% | 70K | — | |||
| 46 | $MNTN | MNTN, Inc. | Technology | $184K | 0.0% | 20K | — |
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)
$CBRSCerebras Systems Inc.$662.8M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$392.0M
first bought this quarter
$STXSeagate Technology Holdings plc$275.1M
first bought this quarter
$VVISA INC.$274.0M
first bought this quarter
$DHRDANAHER CORP /DE/$86.9M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$64.1M
first bought this quarter
+3 more in the Excel export
Added to (6)
$INTCINTEL CORP+160%
now $593.8M · held 2 qtrs, 2 adds in a row
$CPAYCORPAY, INC.+23%
now $716.5M · held 10+ qtrs
$XYZBlock, Inc.+14%
now $347.8M · held 6 qtrs
$CPNGCoupang, Inc.+5%
now $633.4M · held 8 qtrs, 8 adds in a row
$MELIMERCADOLIBRE INC+13%
now $259.9M · held 2 qtrs, 2 adds in a row
$RDDTReddit, Inc.+1%
now $439.0M · held 10+ qtrs
Trimmed (20)
$GOOGLAlphabet Inc.-45%
now $2.1B · held 10+ qtrs
$AVGOBroadcom Inc.-51%
now $662.6M · held 10+ qtrs
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD-12%
now $2.3B · held 10+ qtrs
$LRCXLAM RESEARCH CORP-19%
now $1.4B · held 10+ qtrs
$SESea Ltd-19%
now $1.2B · held 10+ qtrs
$GEVGE Vernova Inc.-18%
now $937.0M · held 6 qtrs
+14 more in the Excel export
Holdings by quarter
Every 13F TIGER GLOBAL MANAGEMENT LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow TIGER GLOBAL MANAGEMENT?
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.