# Tiger Global Management portfolio: Q2 2026 13F holdings

Tiger Global Management: $24bn in 46 US holdings at Q2 2026, with buys and sells.

In Q2 2026, Tiger Global Management held 46 US-listed stocks worth $24bn. Its biggest move was cutting Alphabet (45% fewer shares, now 8.7%), followed by buying Cerebras Systems (now 2.8% of the portfolio). It started 9 new positions and sold out of 16. Its largest holding is Taiwan Semiconductor Manufacturing at 9.7%.

13F for the quarter ending 2026-06-30, filed 2026-08-14 ([filing](https://www.sec.gov/Archives/edgar/data/1167483/000091957426005427/0000919574-26-005427-index.htm)). $24bn in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Taiwan Semiconductor Manufacturing (TSM) | $2.3bn | 9.7% | Trimmed -12% | 8.2% |
| Amazon.com (AMZN) | $2.3bn | 9.6% | Trimmed -3.2% | 9.1% |
| NVIDIA (NVDA) | $2.2bn | 9.3% | Trimmed -6.8% | 9.2% |
| Alphabet (GOOG) | $2.1bn | 8.7% | Trimmed -45% | 13.4% |
| Meta Platforms (META) | $1.6bn | 6.6% | Trimmed -8.5% | 7.7% |
| Lam Research (LRCX) | $1.4bn | 5.7% | Trimmed -19% | 3.6% |
| Sea (SE) | $1.2bn | 5.0% | Trimmed -18% | 5.6% |
| Applied Materials (AMAT) | $1.2bn | 4.9% | Trimmed -1.5% | 2.5% |
| Ge Vernova (GEV) | $937m | 3.9% | Trimmed -18% | 3.7% |
| Microsoft (MSFT) | $846m | 3.5% | Trimmed -9.3% | 4.0% |
| Corpay (CPAY) | $716m | 3.0% | Added +23% | 2.2% |
| Cerebras Systems (CBRS) | $663m | 2.8% | New | – |
| Broadcom (AVGO) | $663m | 2.8% | Trimmed -51% | 4.9% |
| Coupang (CPNG) | $633m | 2.6% | Added +5.4% | 2.9% |
| Intel (INTC) | $594m | 2.5% | Added +160% | 0.3% |
| Spotify Technology (SPOT) | $538m | 2.2% | Trimmed -26% | 3.4% |
| Take-Two Interactive Softwar (TTWO) | $452m | 1.9% | Trimmed -9.5% | 1.7% |
| Reddit (RDDT) | $439m | 1.8% | Added +1.2% | 1.5% |
| Advanced Micro Devices (AMD) | $392m | 1.6% | New | – |
| Block (XYZ) | $348m | 1.4% | Added +14% | 1.1% |
| Apollo Global Management (APO) | $322m | 1.3% | Trimmed -17% | 1.6% |
| Seagate Technology Holdings (STX) | $275m | 1.1% | New | – |
| Visa (V) | $274m | 1.1% | New | – |
| MercadoLibre (MELI) | $260m | 1.1% | Added +13% | 1.0% |
| Liberty Media (FWONA) | $217m | 0.9% | Trimmed -15% | 1.0% |
| NU Holdings Ltd/Cayman Islands (NU) | $147m | 0.6% | Unchanged | 0.7% |
| Wealthfront (WLTH) | $136m | 0.6% | Unchanged | 0.6% |
| UnitedHealth Group (UNH) | $124m | 0.5% | Trimmed -15% | 0.4% |
| Chime Financial (CHYM) | $108m | 0.5% | Trimmed -52% | 0.9% |
| EquipmentShare.com (EQPT) | $90.0m | 0.4% | Unchanged | 0.4% |
| Sherwin Williams (SHW) | $88.5m | 0.4% | Unchanged | 0.4% |
| Danaher (DHR) | $86.9m | 0.4% | New | – |
| ServiceNow (NOW) | $86.7m | 0.4% | Trimmed -42% | 0.7% |
| Space Exploration Technologies (SPCX) | $64.1m | 0.3% | New | – |
| Webull (BULL) | $43.8m | 0.2% | Unchanged | 0.1% |
| Atrenew (RERE) | $38.0m | 0.2% | Unchanged | 0.2% |
| Applied Digital (APLD) | $33.0m | 0.1% | New | – |
| Cipher Mining (CIFR) | $22.7m | 0.1% | New | – |
| Core Scientific (CORZ) | $20.9m | 0.1% | New | – |
| Uber Technologies (UBER) | $10.9m | 0.1% | Unchanged | 0.1% |
| JD.com (JD) | $5.1m | 0.0% | Trimmed -41% | 0.0% |
| Doordash (DASH) | $4.7m | 0.0% | Unchanged | 0.0% |
| Pony Ai (PONY) | $2.2m | 0.0% | Trimmed -89% | 0.1% |
| Accelerant Holdings (ARX) | $879k | 0.0% | Unchanged | 0.0% |
| Gemini Space Station (GEMI) | $298k | 0.0% | Unchanged | 0.0% |
| Mntn (MNTN) | $184k | 0.0% | Unchanged | 0.0% |
| Applovin (APP) | – | – | Sold out | 1.7% |
| Zillow Group (Z) | – | – | Sold out | 1.5% |
| Netflix (NFLX) | – | – | Sold out | 1.0% |
| Zscaler (ZS) | – | – | Sold out | 1.0% |
| Procore Technologies (PCOR) | – | – | Sold out | 0.6% |
| Lumentum Holdings (LITE) | – | – | Sold out | 0.4% |
| CoStar Group (CSGP) | – | – | Sold out | 0.3% |
| Robinhood Ventures Fund (RVI) | – | – | Sold out | 0.1% |
| Paypay (PAYP) | – | – | Sold out | 0.0% |
| Figure Technology Solutions (FIGR) | – | – | Sold out | 0.0% |
| Netskope (NTSK) | – | – | Sold out | 0.0% |
| Bullish (BLSH) | – | – | Sold out | 0.0% |
| Xanadu Quantum Technologies (XNDU) | – | – | Sold out | 0.0% |
| Etoro Group (ETOR) | – | – | Sold out | 0.0% |
| Figma (FIG) | – | – | Sold out | 0.0% |
| Klarna Group (KLAR) | – | – | Sold out | 0.0% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/tiger-global-management). Values traded and returns are estimates. Not investment advice. Built 2026-10-23.