TIGER GLOBAL MANAGEMENT LLC 13F
Reported portfolio value
$23.98B
+5.0% vs Mar 31, 2026 (market moves plus trading)
Positions
46
9 new, 17 exited since the last report
Ten largest positions
67.1%
of the reported portfolio
Largest holdings
Calculated from the filing. The last column compares the number of shares held with the previous report, so a stock simply rising in price is not shown as buying.
| Company | Value | Share of portfolio | Shares | Since last report |
|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC (SPONSORED ADS) | $2.33B | 9.7% | 4,881,008 | -12.3% shares |
| AMAZON COM INC (COM) | $2.31B | 9.6% | 9,683,558 | -3.2% shares |
| NVIDIA CORPORATION (COM) | $2.24B | 9.3% | 11,198,773 | -6.8% shares |
| ALPHABET INC (CAP STK CL A) | $2.07B | 8.7% | 5,805,687 | -45.4% shares |
| META PLATFORMS INC (CL A) | $1.59B | 6.6% | 2,823,180 | -8.5% shares |
| LAM RESEARCH CORP (COM NEW) | $1.37B | 5.7% | 3,163,495 | -18.9% shares |
| SEA LTD (SPONSORD ADS) | $1.20B | 5.0% | 12,559,152 | -18.5% shares |
| APPLIED MATLS INC (COM) | $1.18B | 4.9% | 1,632,210 | -1.5% shares |
| GE VERNOVA INC (COM) | $937.0M | 3.9% | 797,511 | -18.0% shares |
| MICROSOFT CORP (COM) | $845.6M | 3.5% | 2,266,913 | -9.3% shares |
| CORPAY INC (COM SHS) | $716.5M | 3.0% | 2,149,877 | +22.7% shares |
| CEREBRAS SYSTEMS INC (COM CL A) | $662.8M | 2.8% | 2,999,000 | New |
| BROADCOM INC (COM) | $662.6M | 2.8% | 1,754,062 | -51.1% shares |
| COUPANG INC (CL A) | $633.4M | 2.6% | 36,467,972 | +5.4% shares |
| INTEL CORP (COM) | $593.8M | 2.5% | 4,252,690 | +159.5% shares |
Showing the 15 largest of 46 positions.
What changed since Mar 31, 2026
Dollars are estimates: shares bought or sold, priced at the current report's price per share. Each list shows the ten largest.
New positions 9
| Company | Shares | About |
|---|---|---|
| CEREBRAS SYSTEMS INC (COM CL A) | 2,999,000 | $662.8M |
| ADVANCED MICRO DEVICES INC (COM) | 674,727 | $392.0M |
| SEAGATE TECHNOLOGY HLDNGS PL (ORD SHS) | 285,100 | $275.1M |
| VISA INC (COM CL A) | 798,697 | $274.0M |
| DANAHER CORP DEL (COM) | 456,000 | $86.9M |
| SPACE EXPLORATION TECHN CORP (CLASS A COM STK) | 375,000 | $64.1M |
| APPLIED DIGITAL CORP (COM NEW) | 885,000 | $33.0M |
| CIPHER DIGITAL INC (COM) | 927,000 | $22.7M |
| CORE SCIENTIFIC INC NEW (COM) | 817,000 | $20.9M |
Exited positions 17
| Company | Shares sold | About |
|---|---|---|
| APPLOVIN CORP (COM CL A) | 1,000,000 | $398.0M |
| ZILLOW GROUP INC (CL C CAP STK) | 7,368,957 | $304.9M |
| NETFLIX INC. (COM) | 2,439,000 | $234.5M |
| ZSCALER INC (COM) | 1,579,766 | $221.6M |
| PROCORE TECHNOLOGIES INC (COM) | 2,339,500 | $133.4M |
| LUMENTUM HLDGS INC (COM) | 136,800 | $96.1M |
| COSTAR GROUP INC (COM) | 1,500,000 | $60.5M |
| ZILLOW GROUP INC (CL A) | 1,023,733 | $42.4M |
| ROBINHOOD VENTURES FD I (COM SHS) | 400,000 | $10.6M |
| PAYPAY CORP (SPONSORED ADS) | 400,000 | $8.5M |
Increased stakes 6
| Company | Shares | About |
|---|---|---|
| INTEL CORP (COM) | 1,638,700 to 4,252,690 (+159.5%) | $365.0M |
| CORPAY INC (COM SHS) | 1,752,146 to 2,149,877 (+22.7%) | $132.6M |
| BLOCK INC (CL A) | 4,000,000 to 4,576,007 (+14.4%) | $43.8M |
| COUPANG INC (CL A) | 34,595,407 to 36,467,972 (+5.4%) | $32.5M |
| MERCADOLIBRE INC (COM) | 135,006 to 153,126 (+13.4%) | $30.8M |
| REDDIT INC (CL A) | 2,500,000 to 2,528,819 (+1.2%) | $5.0M |
Reduced stakes 20
| Company | Shares | About |
|---|---|---|
| ALPHABET INC (CAP STK CL A) | 10,631,402 to 5,805,687 (-45.4%) | $1.72B |
| BROADCOM INC (COM) | 3,584,814 to 1,754,062 (-51.1%) | $691.6M |
| TAIWAN SEMICONDUCTOR MANUFAC (SPONSORED ADS) | 5,565,074 to 4,881,008 (-12.3%) | $326.7M |
| LAM RESEARCH CORP (COM NEW) | 3,900,439 to 3,163,495 (-18.9%) | $319.3M |
| SEA LTD (SPONSORD ADS) | 15,415,835 to 12,559,152 (-18.5%) | $273.8M |
| GE VERNOVA INC (COM) | 972,994 to 797,511 (-18.0%) | $206.2M |
| SPOTIFY TECHNOLOGY S A (SHS) | 1,580,761 to 1,171,427 (-25.9%) | $187.9M |
| NVIDIA CORPORATION (COM) | 12,011,752 to 11,198,773 (-6.8%) | $162.7M |
| META PLATFORMS INC (CL A) | 3,086,864 to 2,823,180 (-8.5%) | $148.5M |
| CHIME FINL INC (COM SHS CL A) | 11,081,780 to 5,284,045 (-52.3%) | $118.7M |
11 positions have the same number of shares as before.
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Reading the filing from sec.gov...
This filer also reports stakes of more than 5% in single companies: see its Schedule 13D and 13G stakes.