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Tiger Global Management: full 13F, sectors and history
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Tiger Global Management reported a $24.0 bn portfolio of 46 positions to the SEC as of the end of Q2 2026. Its largest positions are TSM, AMZN, NVDA. During the quarter it opened Advanced Micro Devices and Seagate Technology Holdings and exited AppLovin and Zillow Group.
Sections with a free account
What changed this quarter
50 positions with a change (7 new, 6 added to, 20 trimmed, 17 sold); also, 2 entered through an IPO. 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedCerebras SystemsCBRS2.8% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Alphabet−45%fewer sharesReduced13.4% → 8.7%
- Broadcom−51%fewer sharesReduced4.9% → 2.8%
- AppLovin−1.7 ppof portfolioSold out1.7% → —
- Advanced Micro Devices+1.6 ppof portfolioNew— → 1.6%
- Intel+160%more sharesIncreased0.3% → 2.5%
- Zillow Group−1.4 ppof portfolioSold out1.5% → —
- Taiwan Semiconductor Manufacturing−12%fewer sharesReduced8.2% → 9.7%
- Lam Research−19%fewer sharesReduced3.6% → 5.7%
- Seagate Technology Holdings+1.1 ppof portfolioNew— → 1.1%
- Visa+1.1 ppof portfolioNew— → 1.1%
- Sea−19%fewer sharesReduced5.6% → 5.0%
- Netflix−1.0 ppof portfolioSold out1.0% → —
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Taiwan Semiconductor ManufacturingTSM9.7%
- Amazon.comAMZN9.6%
- NVIDIANVDA9.3%
- AlphabetGOOGL8.7%
- Meta PlatformsMETA6.6%
- Lam ResearchLRCX5.7%
- SeaSE5.0%
- Applied MaterialsAMAT4.9%
- GE VernovaGEV3.9%
- MicrosoftMSFT3.5%
- CorpayCPAY3.0%
- Cerebras SystemsCBRS2.8%
- BroadcomAVGO2.8%
- CoupangCPNG2.6%
- IntelINTC2.5%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 45%
- ● Communication Services 22%
- ● Consumer Discretionary 19%
- ● Financials 9%
- ● Industrials 5%
- ● Health Care 1%
How its portfolio changed (8 quarters)
Q2 2026: 46
Q2 2026: 67%
Q2 2026: 17.9%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
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Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
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