Back to 13F data
Q1 2026

Tiger Global

TIGER GLOBAL MANAGEMENT LLC, CIK 0001167483. Review four-quarter trends, portfolio structure, quarterly operations, and the complete table of original SEC CUSIP holdings.

SEC source XML

Company-level holdings

54

Multiple CUSIP rows for the same company are combined.

Top 10 weight

69.49%

Balanced

New / increased

15

New positions 2.27%

Exited / reduced

18

Turnover 25.93%

Largest increase

Rule-based indicators calculated from company-level changes this quarter.

Largest reduction

Rule-based indicators calculated from company-level changes this quarter.

Trends and portfolio structure

Total value over four quarters

Holdings count trend

Quarterly action counts

Top holdings weight

Theme / industry allocation

Technology57.61%
Unclassified41.02%
Financials0.91%
Healthcare0.42%
China assets0.04%

Four-quarter summary

QuarterFiling dateAccession numberRaw rowsCompaniesTotal valueTop10
Q1 202605/15/20260000919574-26-0033625454$22,845,413,82969.49%
Q4 202502/17/20260000919574-26-0011435454$29,714,313,27062.75%
Q3 202511/14/20250000919574-25-0069315656$32,359,754,15864.36%
Q2 202508/14/20250000919574-25-0048705050$34,081,542,84564.76%

Quarterly operations table

CompanyCUSIPChangeCurrent sharesShare changeShare change %Current valueValue changeWeight changeTheme
Microsoft Corp.
MSFT
594918104
Reduced
2,500,000-2,977,747-54.36%$925,425,000-$1,723,723,004-4.86%
Technology
TAKE-TWO INTERACTIVE SOFTWAR
874054109
874054109
Reduced
2,000,000-3,839,256-65.75%$395,000,000-$1,100,024,714-3.30%
Unclassified
FLUTTER ENTMT PLC
G3643J108
G3643J108
Exited
0-4,003,542-100.00%$0-$860,921,672-2.90%
Unclassified
TAIWAN SEMICONDUCTOR MANUFAC
874039100
874039100
Increased
5,565,074+1,839,600+49.38%$1,880,716,758+$748,582,464+4.42%
Technology
SEA LTD
81141R100
81141R100
Unchanged
15,415,8350+0.00%$1,276,585,296-$690,012,775-1.03%
Unclassified
REDDIT INC
75734B100
75734B100
Reduced
2,500,000-1,343,915-34.96%$336,625,000-$546,975,741-1.50%
Unclassified
VEEVA SYS INC
922475108
922475108
Exited
0-2,420,500-100.00%$0-$540,328,215-1.82%
Unclassified
APOLLO GLOBAL MGMT INC
03769M106
03769M106
Reduced
3,293,334-2,916,162-46.96%$366,943,274-$531,943,367-1.42%
Unclassified
APPLOVIN CORP
03831W108
03831W108
Reduced
1,000,000-292,984-22.66%$398,000,000-$473,238,479-1.19%
Unclassified
GRAB HOLDINGS LIMITED
G4124C109
G4124C109
Exited
0-92,923,788-100.00%$0-$463,689,702-1.56%
Unclassified
APPLIED MATLS INC
038222105
038222105
Increased
1,656,900+761,700+85.09%$566,311,851+$336,254,403+1.70%
Unclassified
Alphabet Inc.
GOOG / GOOGL
02079K305
Unchanged
10,631,4020+0.00%$3,057,165,959-$270,462,867+2.18%
Technology
MERCADOLIBRE INC
58733R102
58733R102
New position
135,006+135,006n/a$233,428,074+$233,428,074+1.02%
Unclassified
AMAZON COM INC
023135106
023135106
Reduced
10,000,000-11,379-0.11%$2,082,700,000-$228,126,501+1.34%
Technology
WORKDAY INC
98138H101
98138H101
Exited
0-1,000,000-100.00%$0-$214,780,000-0.72%
Unclassified
GE VERNOVA INC
36828A101
36828A101
Unchanged
972,9940+0.00%$849,326,463+$213,406,774+1.58%
Unclassified
BLOCK INC
852234103
852234103
Reduced
4,000,000-2,364,840-37.15%$240,720,000-$173,567,436-0.34%
Unclassified
SERVICENOW INC
81762P102
81762P102
Reduced
1,500,000-626,890-29.47%$156,825,000-$168,993,279-0.41%
Unclassified
LAM RESEARCH CORP
512807306
512807306
Unchanged
3,900,4390+0.00%$833,367,797+$165,690,649+1.40%
Unclassified
CHIME FINL INC
16935C109
16935C109
Reduced
11,081,780-3,110,719-21.92%$207,561,740-$149,663,459-0.29%
Financials
ZSCALER INC
98980G102
98980G102
Unchanged
1,579,7660+0.00%$221,625,372-$133,695,597-0.23%
Unclassified
ELASTIC N V
N14506104
N14506104
Exited
0-1,690,700-100.00%$0-$127,546,408-0.43%
Unclassified
BROADCOM INC
11135F101
11135F101
Increased
3,584,814+709,200+24.66%$1,109,535,781+$114,285,776+1.51%
Technology
ZILLOW GROUP INC
98954M200
98954M200
Increased
7,368,957+1,312,000+21.66%$304,927,441-$108,278,166-0.06%
Unclassified
LUMENTUM HLDGS INC
55024U109
55024U109
New position
136,800+136,800n/a$96,137,568+$96,137,568+0.42%
Unclassified
EQUIPMENTSHARE COM INC
29445S100
29445S100
New position
4,579,646+4,579,646n/a$93,287,389+$93,287,389+0.41%
Unclassified
COSTAR GROUP INC
22160N109
22160N109
Reduced
1,500,000-759,109-33.60%$60,510,000-$91,392,489-0.25%
Unclassified
HINGE HEALTH INC
433313103
433313103
Exited
0-1,805,751-100.00%$0-$83,877,134-0.28%
Healthcare
INTEL CORP
458140100
458140100
New position
1,638,700+1,638,700n/a$72,315,831+$72,315,831+0.32%
Unclassified
WEALTHFRONT CORP
947002101
947002101
Unchanged
15,156,8770+0.00%$140,201,112-$65,780,846-0.08%
Unclassified
META PLATFORMS INC
30303M102
30303M102
Increased
3,086,864+336,249+12.22%$1,766,087,500-$49,565,955+1.62%
Technology
UNITEDHEALTH GROUP INC
91324P102
91324P102
Reduced
350,445-69,760-16.60%$94,826,913-$43,886,960-0.05%
Healthcare
NVIDIA Corp.
NVDA
67066G104
Increased
12,011,752+1,000,000+9.08%$2,094,849,549+$41,157,801+2.26%
Technology
CIRCLE INTERNET GROUP INC
172573107
172573107
Exited
0-500,000-100.00%$0-$39,650,000-0.13%
Unclassified
PROCORE TECHNOLOGIES INC
74275K108
74275K108
Unchanged
2,339,5000+0.00%$133,351,500-$36,823,730+0.01%
Unclassified
LIBERTY MEDIA CORP DEL
531229755
531229755
Unchanged
2,682,0000+0.00%$228,023,640-$36,180,180+0.11%
Unclassified
SPOTIFY TECHNOLOGY S A
L8681T102
L8681T102
Increased
1,580,761+319,300+25.31%$766,526,817+$33,983,800+0.89%
Unclassified
COUPANG INC
22266T109
22266T109
Increased
34,595,407+8,328,148+31.71%$653,161,284+$33,516,644+0.77%
Unclassified
ZILLOW GROUP INC
98954M101
98954M101
Unchanged
1,023,7330+0.00%$42,372,309-$27,476,994-0.05%
Unclassified
NU HLDGS LTD
G6683N103
G6683N103
Unchanged
11,032,5550+0.00%$158,537,818-$26,147,152+0.07%
Unclassified
WEBULL CORP
G9572D103
G9572D103
Unchanged
6,724,1370+0.00%$32,275,858-$19,970,686-0.03%
Unclassified
CORPAY INC
219948106
219948106
Unchanged
1,752,1460+0.00%$509,856,965-$17,416,331+0.46%
Unclassified
PONY AI INC
732908108
732908108
Unchanged
2,900,0000+0.00%$27,376,000-$14,674,000-0.02%
Unclassified
ROBINHOOD VENTURES FD I
770701100
770701100
New position
400,000+400,000n/a$10,616,000+$10,616,000+0.05%
Unclassified
PAYPAY CORP
70450C101
70450C101
New position
400,000+400,000n/a$8,536,000+$8,536,000+0.04%
Unclassified
ATRENEW INC
00138L108
00138L108
Unchanged
9,831,2180+0.00%$46,108,412-$5,997,043+0.03%
Unclassified
NETFLIX INC.
64110L106
64110L106
Unchanged
2,439,0000+0.00%$234,509,850+$5,829,210+0.26%
Technology
NETSKOPE INC
64119N608
64119N608
Unchanged
500,0000+0.00%$4,245,000-$4,525,000-0.01%
Unclassified
XANADU QUANTUM TECHNOLO LTD
98390R102
98390R102
New position
500,000+500,000n/a$3,830,000+$3,830,000+0.02%
Unclassified
KLARNA GROUP PLC
G5279N105
G5279N105
Unchanged
175,0000+0.00%$2,290,750-$2,768,500-0.01%
Unclassified
DOORDASH INC
25809K105
25809K105
Unchanged
25,3370+0.00%$3,804,351-$1,933,973-0.00%
Unclassified
UBER TECHNOLOGIES INC
90353T100
90353T100
Unchanged
151,1780+0.00%$10,874,234-$1,478,520+0.01%
Technology
FIGURE TECHNOLOGY SOLUTIO
349381103
349381103
Unchanged
200,0000+0.00%$6,790,000-$1,378,000+0.00%
Unclassified
FIGMA INC
316841105
316841105
Unchanged
60,0000+0.00%$1,268,400-$973,800-0.00%
Unclassified
SHERWIN WILLIAMS CO
824348106
824348106
Unchanged
257,0830+0.00%$82,407,956-$894,648+0.08%
Unclassified
ETORO GROUP LTD
G32089107
G32089107
Unchanged
80,0000+0.00%$2,402,400-$408,000+0.00%
Unclassified
GEMINI SPACE STA INC
36866J105
36866J105
Unchanged
70,0000+0.00%$309,400-$385,000-0.00%
Unclassified
JD.COM INC
47215P106
47215P106
Unchanged
344,3090+0.00%$10,181,217+$299,549+0.01%
China assets
ACCELERANT HOLDINGS
G00894108
G00894108
Unchanged
75,0000+0.00%$1,002,000-$224,250+0.00%
Unclassified
BULLISH
G16910120
G16910120
Unchanged
100,0000+0.00%$3,573,000-$214,000+0.00%
Unclassified
MNTN INC
55318A108
55318A108
Unchanged
20,0000+0.00%$176,000-$62,800-0.00%
Unclassified
Showing 61 of 61 changes for this quarter. Portfolio weight is the position’s share of the manager’s total 13F market value for that quarter.

Complete raw holdings table

RankCompanyCUSIPNormalized companyMarket valueSharesWeightChangeThemeSource
1
ALPHABET INC
CAP STK CL A
02079K305Alphabet Inc.
alphabet
$3,057,165,95910,631,40213.38%
Unchanged
+0.00%
Technology
05/15/2026
0000919574-26-003362
2
NVIDIA CORPORATION
COM
67066G104NVIDIA Corp.
nvidia
$2,094,849,54912,011,7529.17%
Increased
+9.08%
Technology
05/15/2026
0000919574-26-003362
3
AMAZON COM INC
COM
023135106AMAZON COM INC
023135106
$2,082,700,00010,000,0009.12%
Reduced
-0.11%
Technology
05/15/2026
0000919574-26-003362
4
TAIWAN SEMICONDUCTOR MANUFAC
SPONSORED ADS
874039100TAIWAN SEMICONDUCTOR MANUFAC
874039100
$1,880,716,7585,565,0748.23%
Increased
+49.38%
Technology
05/15/2026
0000919574-26-003362
5
META PLATFORMS INC
CL A
30303M102META PLATFORMS INC
30303M102
$1,766,087,5003,086,8647.73%
Increased
+12.22%
Technology
05/15/2026
0000919574-26-003362
6
SEA LTD
SPONSORD ADS
81141R100SEA LTD
81141R100
$1,276,585,29615,415,8355.59%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
7
BROADCOM INC
COM
11135F101BROADCOM INC
11135F101
$1,109,535,7813,584,8144.86%
Increased
+24.66%
Technology
05/15/2026
0000919574-26-003362
8
MICROSOFT CORP
COM
594918104Microsoft Corp.
microsoft
$925,425,0002,500,0004.05%
Reduced
-54.36%
Technology
05/15/2026
0000919574-26-003362
9
GE VERNOVA INC
COM
36828A101GE VERNOVA INC
36828A101
$849,326,463972,9943.72%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
10
LAM RESEARCH CORP
COM NEW
512807306LAM RESEARCH CORP
512807306
$833,367,7973,900,4393.65%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
11
SPOTIFY TECHNOLOGY S A
SHS
L8681T102SPOTIFY TECHNOLOGY S A
L8681T102
$766,526,8171,580,7613.36%
Increased
+25.31%
Unclassified
05/15/2026
0000919574-26-003362
12
COUPANG INC
CL A
22266T109COUPANG INC
22266T109
$653,161,28434,595,4072.86%
Increased
+31.71%
Unclassified
05/15/2026
0000919574-26-003362
13
APPLIED MATLS INC
COM
038222105APPLIED MATLS INC
038222105
$566,311,8511,656,9002.48%
Increased
+85.09%
Unclassified
05/15/2026
0000919574-26-003362
14
CORPAY INC
COM SHS
219948106CORPAY INC
219948106
$509,856,9651,752,1462.23%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
15
APPLOVIN CORP
COM CL A
03831W108APPLOVIN CORP
03831W108
$398,000,0001,000,0001.74%
Reduced
-22.66%
Unclassified
05/15/2026
0000919574-26-003362
16
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109TAKE-TWO INTERACTIVE SOFTWAR
874054109
$395,000,0002,000,0001.73%
Reduced
-65.75%
Unclassified
05/15/2026
0000919574-26-003362
17
APOLLO GLOBAL MGMT INC
COM
03769M106APOLLO GLOBAL MGMT INC
03769M106
$366,943,2743,293,3341.61%
Reduced
-46.96%
Unclassified
05/15/2026
0000919574-26-003362
18
REDDIT INC
CL A
75734B100REDDIT INC
75734B100
$336,625,0002,500,0001.47%
Reduced
-34.96%
Unclassified
05/15/2026
0000919574-26-003362
19
ZILLOW GROUP INC
CL C CAP STK
98954M200ZILLOW GROUP INC
98954M200
$304,927,4417,368,9571.33%
Increased
+21.66%
Unclassified
05/15/2026
0000919574-26-003362
20
BLOCK INC
CL A
852234103BLOCK INC
852234103
$240,720,0004,000,0001.05%
Reduced
-37.15%
Unclassified
05/15/2026
0000919574-26-003362
21
NETFLIX INC.
COM
64110L106NETFLIX INC.
64110L106
$234,509,8502,439,0001.03%
Unchanged
+0.00%
Technology
05/15/2026
0000919574-26-003362
22
MERCADOLIBRE INC
COM
58733R102MERCADOLIBRE INC
58733R102
$233,428,074135,0061.02%
New position
n/a
Unclassified
05/15/2026
0000919574-26-003362
23
LIBERTY MEDIA CORP DEL
COM LBTY ONE S C
531229755LIBERTY MEDIA CORP DEL
531229755
$228,023,6402,682,0001.00%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
24
ZSCALER INC
COM
98980G102ZSCALER INC
98980G102
$221,625,3721,579,7660.97%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
25
CHIME FINL INC
COM SHS CL A
16935C109CHIME FINL INC
16935C109
$207,561,74011,081,7800.91%
Reduced
-21.92%
Financials
05/15/2026
0000919574-26-003362
26
NU HLDGS LTD
ORD SHS CL A
G6683N103NU HLDGS LTD
G6683N103
$158,537,81811,032,5550.69%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
27
SERVICENOW INC
COM
81762P102SERVICENOW INC
81762P102
$156,825,0001,500,0000.69%
Reduced
-29.47%
Unclassified
05/15/2026
0000919574-26-003362
28
WEALTHFRONT CORP
COM
947002101WEALTHFRONT CORP
947002101
$140,201,11215,156,8770.61%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
29
PROCORE TECHNOLOGIES INC
COM
74275K108PROCORE TECHNOLOGIES INC
74275K108
$133,351,5002,339,5000.58%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
30
LUMENTUM HLDGS INC
COM
55024U109LUMENTUM HLDGS INC
55024U109
$96,137,568136,8000.42%
New position
n/a
Unclassified
05/15/2026
0000919574-26-003362
31
UNITEDHEALTH GROUP INC
COM
91324P102UNITEDHEALTH GROUP INC
91324P102
$94,826,913350,4450.42%
Reduced
-16.60%
Healthcare
05/15/2026
0000919574-26-003362
32
EQUIPMENTSHARE COM INC
COM CL A
29445S100EQUIPMENTSHARE COM INC
29445S100
$93,287,3894,579,6460.41%
New position
n/a
Unclassified
05/15/2026
0000919574-26-003362
33
SHERWIN WILLIAMS CO
COM
824348106SHERWIN WILLIAMS CO
824348106
$82,407,956257,0830.36%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
34
INTEL CORP
COM
458140100INTEL CORP
458140100
$72,315,8311,638,7000.32%
New position
n/a
Unclassified
05/15/2026
0000919574-26-003362
35
COSTAR GROUP INC
COM
22160N109COSTAR GROUP INC
22160N109
$60,510,0001,500,0000.26%
Reduced
-33.60%
Unclassified
05/15/2026
0000919574-26-003362
36
ATRENEW INC
SPONSORED ADS
00138L108ATRENEW INC
00138L108
$46,108,4129,831,2180.20%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
37
ZILLOW GROUP INC
CL A
98954M101ZILLOW GROUP INC
98954M101
$42,372,3091,023,7330.19%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
38
WEBULL CORP
ORD SHS
G9572D103WEBULL CORP
G9572D103
$32,275,8586,724,1370.14%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
39
PONY AI INC
SPONSORED ADS
732908108PONY AI INC
732908108
$27,376,0002,900,0000.12%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
40
UBER TECHNOLOGIES INC
COM
90353T100UBER TECHNOLOGIES INC
90353T100
$10,874,234151,1780.05%
Unchanged
+0.00%
Technology
05/15/2026
0000919574-26-003362
41
ROBINHOOD VENTURES FD I
COM SHS
770701100ROBINHOOD VENTURES FD I
770701100
$10,616,000400,0000.05%
New position
n/a
Unclassified
05/15/2026
0000919574-26-003362
42
JD.COM INC
SPON ADS CL A
47215P106JD.COM INC
47215P106
$10,181,217344,3090.04%
Unchanged
+0.00%
China assets
05/15/2026
0000919574-26-003362
43
PAYPAY CORP
SPONSORED ADS
70450C101PAYPAY CORP
70450C101
$8,536,000400,0000.04%
New position
n/a
Unclassified
05/15/2026
0000919574-26-003362
44
FIGURE TECHNOLOGY SOLUTIO
COM CL A
349381103FIGURE TECHNOLOGY SOLUTIO
349381103
$6,790,000200,0000.03%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
45
NETSKOPE INC
CL A
64119N608NETSKOPE INC
64119N608
$4,245,000500,0000.02%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
46
XANADU QUANTUM TECHNOLO LTD
SUB VTG B
98390R102XANADU QUANTUM TECHNOLO LTD
98390R102
$3,830,000500,0000.02%
New position
n/a
Unclassified
05/15/2026
0000919574-26-003362
47
DOORDASH INC
CL A
25809K105DOORDASH INC
25809K105
$3,804,35125,3370.02%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
48
BULLISH
ORD SHS
G16910120BULLISH
G16910120
$3,573,000100,0000.02%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
49
ETORO GROUP LTD
SHS CL A
G32089107ETORO GROUP LTD
G32089107
$2,402,40080,0000.01%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
50
KLARNA GROUP PLC
SHS
G5279N105KLARNA GROUP PLC
G5279N105
$2,290,750175,0000.01%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
51
FIGMA INC
CLASS A COM STK
316841105FIGMA INC
316841105
$1,268,40060,0000.01%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
52
ACCELERANT HOLDINGS
CL A
G00894108ACCELERANT HOLDINGS
G00894108
$1,002,00075,0000.00%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
53
GEMINI SPACE STA INC
CL A COM
36866J105GEMINI SPACE STA INC
36866J105
$309,40070,0000.00%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
54
MNTN INC
CL A
55318A108MNTN INC
55318A108
$176,00020,0000.00%
Unchanged
+0.00%
Unclassified
05/15/2026
0000919574-26-003362
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