Institutional portfolio intelligence

Tiger Global Management Portfolio: Q2 2026 13F Holdings

46 active positions with $24B in reported quarter-end value. The top five positions account for 44.0% of this filing, led by TSM.

13F-HR · CIK 0001167483 · Aug 14, 2026Open filing on SEC EDGAR ↗
View SEC filing ↗Compare quartersFull holdings
Historical filing data, not live positions.Snapshot generated Sep 12, 2026 from SEC EDGAR 13F-HR information tables. 13F reports can arrive up to 45 days after quarter-end and omit many asset types.
01

Portfolio Snapshot

Total reported value$24B
Active holdings46
Top 5 concentration44.0%
Top 10 concentration67.1%
New positions9
Full exits17
02

Quarterly Takeaways

Largest positionTSMTAIWAN SEMICONDUCTOR MANUFAC · 9.72% · $2.3B
Largest share increase—INTEL CORP · +159.5% · $593.8M
Largest share reduction—PONY AI INC · -89.3% · $2.2M
Largest new position—CEREBRAS SYSTEMS INC · $662.8M · 2.76%
Largest full exit—APPLOVIN CORP · $398M prior value
03

Top Holdings

Ranked by reported quarter-end market value

01
TSMTAIWAN SEMICONDUCTOR MANUFAC
9.72%$2.3B
02
AMZNAMAZON COM INC
9.62%$2.3B
03
NVDANVIDIA CORPORATION
9.34%$2.2B
04
GOOGLALPHABET INC
8.65%$2.1B
05
METAMETA PLATFORMS INC
6.63%$1.6B
06
LAM RESEARCH CORPLAM RESEARCH CORP
5.72%$1.4B
07
SEA LTDSEA LTD
5.02%$1.2B
08
APPLIED MATLS INCAPPLIED MATLS INC
4.92%$1.2B
09
GE VERNOVA INCGE VERNOVA INC
3.91%$937M
10
MSFTMICROSOFT CORP
3.53%$845.6M
04

Position Changes

New 9

CEREBRAS SYSTEMS INCNew · $662.8M
AMDNew · $392M
SEAGATE TECHNOLOGY HLDNGS PLNew · $275.1M
VISA INCNew · $274M
DANAHER CORP DELNew · $86.9M
SPACE EXPLORATION TECHN CORPNew · $64.1M

Increased 6

CORPAY INC+22.7% · $716.5M
COUPANG INC+5.4% · $633.4M
INTEL CORP+159.5% · $593.8M
REDDIT INC+1.2% · $439M
XYZ+14.4% · $347.8M
MERCADOLIBRE INC+13.4% · $259.9M

Reduced 20

TSM-12.3% · $2.3B
AMZN-3.2% · $2.3B
NVDA-6.8% · $2.2B
GOOGL-45.4% · $2.1B
META-8.5% · $1.6B
LAM RESEARCH CORP-18.9% · $1.4B

Exited 17

APPLOVIN CORP-100.0% · $398M
ZILLOW GROUP INC-100.0% · $304.9M
NETFLIX INC.-100.0% · $234.5M
ZSCALER INC-100.0% · $221.6M
PROCORE TECHNOLOGIES INC-100.0% · $133.4M
LUMENTUM HLDGS INC-100.0% · $96.1M
05

Full Holdings Table

Compare every reported position by shares, market value, quarter-end implied price, portfolio weight, and quarterly change. Implied price is calculated from the filing and is not the manager's purchase cost.

TickerCompany / classSharesMarket valueQuarter-end implied pricePortfolio weightShares changeWeight changeStatus
TSM874039100TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS4.9M$2.3B$477.579.72%-12.3%+1.5%Reduced
AMZN023135106AMAZON COM INCCOM9.7M$2.3B$238.349.62%-3.2%+0.5%Reduced
NVDA67066G104NVIDIA CORPORATIONCOM11.2M$2.2B$200.099.34%-6.8%+0.2%Reduced
GOOGL02079K305ALPHABET INCCAP STK CL A5.8M$2.1B$357.378.65%-45.4%-4.7%Reduced
META30303M102META PLATFORMS INCCL A2.8M$1.6B$563.296.63%-8.5%-1.1%Reduced
—512807306LAM RESEARCH CORPCOM NEW3.2M$1.4B$433.335.72%-18.9%+2.1%Reduced
—81141R100SEA LTDSPONSORD ADS12.6M$1.2B$95.835.02%-18.5%-0.6%Reduced
—038222105APPLIED MATLS INCCOM1.6M$1.2B$723.004.92%-1.5%+2.4%Reduced
—36828A101GE VERNOVA INCCOM797,511$937M$1,174.863.91%-18.0%+0.2%Reduced
MSFT594918104MICROSOFT CORPCOM2.3M$845.6M$373.023.53%-9.3%-0.5%Reduced
—219948106CORPAY INCCOM SHS2.1M$716.5M$333.272.99%+22.7%+0.8%Increased
—15675D103CEREBRAS SYSTEMS INCCOM CL A3M$662.8M$221.002.76%New+2.8%New
—11135F101BROADCOM INCCOM1.8M$662.6M$377.752.76%-51.1%-2.1%Reduced
—22266T109COUPANG INCCL A36.5M$633.4M$17.372.64%+5.4%-0.2%Increased
—458140100INTEL CORPCOM4.3M$593.8M$139.632.48%+159.5%+2.2%Increased
—L8681T102SPOTIFY TECHNOLOGY S ASHS1.2M$537.8M$459.132.24%-25.9%-1.1%Reduced
—874054109TAKE-TWO INTERACTIVE SOFTWARCOM1.8M$452.3M$249.981.89%-9.5%+0.2%Reduced
—75734B100REDDIT INCCL A2.5M$439M$173.581.83%+1.2%+0.4%Increased
AMD007903107ADVANCED MICRO DEVICES INCCOM674,727$392M$580.911.63%New+1.6%New
XYZ852234103BLOCK INCCL A4.6M$347.8M$76.001.45%+14.4%+0.4%Increased
—03769M106APOLLO GLOBAL MGMT INCCOM2.7M$322.2M$118.311.34%-17.3%-0.3%Reduced
—G7997R103SEAGATE TECHNOLOGY HLDNGS PLORD SHS285,100$275.1M$965.001.15%New+1.1%New
—92826C839VISA INCCOM CL A798,697$274M$343.091.14%New+1.1%New
—58733R102MERCADOLIBRE INCCOM153,126$259.9M$1,697.391.08%+13.4%+0.1%Increased
—531229755LIBERTY MEDIA CORP DELCOM LBTY ONE S C2.3M$216.8M$95.140.90%-15.0%-0.1%Reduced
—G6683N103NU HLDGS LTDORD SHS CL A11M$147.4M$13.360.61%0.0%-0.1%Unchanged
—947002101WEALTHFRONT CORPCOM15.2M$135.5M$8.940.57%0.0%-0.0%Unchanged
—91324P102UNITEDHEALTH GROUP INCCOM297,452$123.6M$415.630.52%-15.1%+0.1%Reduced
—16935C109CHIME FINL INCCOM SHS CL A5.3M$108.2M$20.480.45%-52.3%-0.5%Reduced
—29445S100EQUIPMENTSHARE COM INCCOM CL A4.6M$90M$19.660.38%0.0%-0.0%Unchanged
—824348106SHERWIN WILLIAMS COCOM257,083$88.5M$344.320.37%0.0%+0.0%Unchanged
—235851102DANAHER CORP DELCOM456,000$86.9M$190.480.36%New+0.4%New
—81762P102SERVICENOW INCCOM873,485$86.7M$99.280.36%-41.8%-0.3%Reduced
—84615Q103SPACE EXPLORATION TECHN CORPCLASS A COM STK375,000$64.1M$170.860.27%New+0.3%New
—G9572D103WEBULL CORPORD SHS6.7M$43.8M$6.520.18%0.0%+0.0%Unchanged
—00138L108ATRENEW INCSPONSORED ADS9.8M$38M$3.870.16%0.0%-0.0%Unchanged
—038169207APPLIED DIGITAL CORPCOM NEW885,000$33M$37.300.14%New+0.1%New
—17253J106CIPHER DIGITAL INCCOM927,000$22.7M$24.500.09%New+0.1%New
—21874A106CORE SCIENTIFIC INC NEWCOM817,000$20.9M$25.590.09%New+0.1%New
UBER90353T100UBER TECHNOLOGIES INCCOM151,178$10.9M$72.160.05%0.0%-0.0%Unchanged
—47215P106JD.COM INCSPON ADS CL A201,500$5.1M$25.480.02%-41.5%-0.0%Reduced
—25809K105DOORDASH INCCL A25,337$4.7M$184.530.02%0.0%+0.0%Unchanged
—732908108PONY AI INCSPONSORED ADS310,287$2.2M$6.950.01%-89.3%-0.1%Reduced
—G00894108ACCELERANT HOLDINGSCL A75,000$879,000$11.720.00%0.0%-0.0%Unchanged
—36866J105GEMINI SPACE STA INCCL A COM70,000$298,200$4.260.00%0.0%-0.0%Unchanged
—55318A108MNTN INCCL A20,000$184,000$9.200.00%0.0%-0.0%Unchanged
—03831W108APPLOVIN CORPCOM CL A0$398M$398.000.00%-100.0%-1.7%Sold out
—98954M200ZILLOW GROUP INCCL C CAP STK0$304.9M$41.380.00%-100.0%-1.3%Sold out
—64110L106NETFLIX INC.COM0$234.5M$96.150.00%-100.0%-1.0%Sold out
—98980G102ZSCALER INCCOM0$221.6M$140.290.00%-100.0%-1.0%Sold out
—74275K108PROCORE TECHNOLOGIES INCCOM0$133.4M$57.000.00%-100.0%-0.6%Sold out
—55024U109LUMENTUM HLDGS INCCOM0$96.1M$702.760.00%-100.0%-0.4%Sold out
—22160N109COSTAR GROUP INCCOM0$60.5M$40.340.00%-100.0%-0.3%Sold out
—98954M101ZILLOW GROUP INCCL A0$42.4M$41.390.00%-100.0%-0.2%Sold out
—770701100ROBINHOOD VENTURES FD ICOM SHS0$10.6M$26.540.00%-100.0%-0.0%Sold out
—70450C101PAYPAY CORPSPONSORED ADS0$8.5M$21.340.00%-100.0%-0.0%Sold out
—349381103FIGURE TECHNOLOGY SOLUTIOCOM CL A0$6.8M$33.950.00%-100.0%-0.0%Sold out
—64119N608NETSKOPE INCCL A0$4.2M$8.490.00%-100.0%-0.0%Sold out
—98390R102XANADU QUANTUM TECHNOLO LTDSUB VTG B0$3.8M$7.660.00%-100.0%-0.0%Sold out
—G16910120BULLISHORD SHS0$3.6M$35.730.00%-100.0%-0.0%Sold out
—G32089107ETORO GROUP LTDSHS CL A0$2.4M$30.030.00%-100.0%-0.0%Sold out
—G5279N105KLARNA GROUP PLCSHS0$2.3M$13.090.00%-100.0%-0.0%Sold out
—316841105FIGMA INCCLASS A COM STK0$1.3M$21.140.00%-100.0%-0.0%Sold out
06

Portfolio Allocation

Classification coverage50.6%

Allocation is grouped using the available issuer classification in the filing snapshot.

Other / unclassified49.4%
$11.8B
Information Technology24.2%
$5.8B
Communication Services15.3%
$3.7B
Consumer Discretionary9.6%
$2.3B
Financials1.5%
$347.8M
Industrials0.0%
$10.9M
07

Historical Trends

Reported values are quarter-end 13F values, not live portfolio values.

Q2 2026Aug 14, 2026
$24B46 positions
Q1 2026May 15, 2026
$22.8B54 positions
Q4 2025Feb 17, 2026
$29.7B54 positions
Q3 2025Nov 14, 2025
$32.4B56 positions
Q2 2025Aug 14, 2025
$34.1B50 positions
08

Similar Investors

Ranked by overlap in currently reported CUSIPs.

18 shared holdings

Coatue Management

portfolio overlap: 19.1%

TSM · LAM RESEARCH CORP · SPACE EXPLORATION TECHN CORP · APPLIED MATLS INC · GE VERNOVA INC9 shared holdings

Appaloosa Management

portfolio overlap: 14.1%

AMZN · TSM · UBER · META · NVDA8 shared holdings

Third Point

portfolio overlap: 9.9%

AMZN · GOOGL · TSM · XYZ · DANAHER CORP DEL
09

Investor Profile

Manager
Chase Coleman
CIK
0001167483
Investment approach
Growth-oriented portfolio across internet, software, consumer platforms, and AI.
10

Frequently Asked Questions

What is Tiger Global Management's largest reported holding?

TSM is the largest active reported position at 9.7% of the portfolio, with a reported value of $2.3B.

Which position did Tiger Global Management increase most?

CORPAY INC was the largest increased position by current reported value at $716.5M.

Which position did Tiger Global Management reduce or exit most significantly?

GOOGL was the largest reduction or exit by prior-quarter reported value at $3.1B.

What new positions did Tiger Global Management open this quarter?

Tiger Global Management opened 9 new reported positions; the largest was CEREBRAS SYSTEMS INC at $662.8M.

How concentrated is Tiger Global Management's reported portfolio?

The five largest positions represent 44.0% of reported portfolio value.

Which sector is most important in Tiger Global Management's portfolio?

Other / unclassified is the largest classified allocation at 49.4% of reported value. Unclassified issuers may affect this estimate.

Does Tiger Global's 13F include private-company investments?

No. Private-company holdings are outside the 13F information table, so the filing reflects only part of Tiger Global's public and private investment activity.

11

Source and Methodology

CIK
0001167483
SEC accession
0000919574-26-005427
Quarter
2026-06-30
Filing date
Aug 14, 2026
Classification coverage
50.6%

13F filings are historical and delayed. Values may change because of trading, market-price movement, or differences in filing coverage.

Original SEC filing ↗