Tiger Global Management LLC
Reported US equity positions for Q1 2026 — $22.8B across 54 positions.
| Holding | Reported value | Share of portfolio | Shares |
|---|---|---|---|
| GOOGL Alphabet Inc. | $3.1B | 13.4% | 10,631,402 |
| NVDA NVIDIA Corporation | $2.1B | 9.2% | 12,011,752 |
| AMZN Amazon.com, Inc. | $2.1B | 9.1% | 10,000,000 |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.9B | 8.2% | 5,565,074 |
| META Meta Platforms, Inc. | $1.8B | 7.7% | 3,086,864 |
| SE Sea Limited American Preferred | $1.3B | 5.6% | 15,415,835 |
| AVGO Broadcom Inc. | $1.1B | 4.9% | 3,584,814 |
| MSFT Microsoft Corporation | $925.4M | 4.1% | 2,500,000 |
| GEV GE Vernova Inc. | $849.3M | 3.7% | 972,994 |
| LRCX Lam Research Corporation | $833.4M | 3.6% | 3,900,439 |
| L8681T102 Spotify Technology S A | $766.5M | 3.4% | 1,580,761 |
| CPNG Coupang, Inc. Class A | $653.2M | 2.9% | 34,595,407 |
| AMAT Applied Materials, Inc. | $566.3M | 2.5% | 1,656,900 |
| CPAY Corpay, Inc. | $509.9M | 2.2% | 1,752,146 |
| APP Applovin Corporation | $398.0M | 1.7% | 1,000,000 |
| TTWO Take-Two Interactive Software, Inc. | $395.0M | 1.7% | 2,000,000 |
| APO Apollo Global Management, Inc. (New) | $366.9M | 1.6% | 3,293,334 |
| RDDT Reddit, Inc. Class A | $336.6M | 1.5% | 2,500,000 |
| Z Zillow Group, Inc. - Class C Capital Stock | $304.9M | 1.3% | 7,368,957 |
| XYZ Block, Inc. Class A Common Stock | $240.7M | 1.1% | 4,000,000 |
| NFLX Netflix, Inc. | $234.5M | 1.0% | 2,439,000 |
| MELI MercadoLibre, Inc. | $233.4M | 1.0% | 135,006 |
| FWONK Liberty Media Corporation - Series C Liberty Formula One | $228.0M | 1.0% | 2,682,000 |
| ZS Zscaler, Inc. | $221.6M | 1.0% | 1,579,766 |
| CHYM Chime Finl INC | $207.6M | 0.9% | 11,081,780 |
| G6683N103 Nu Hldgs LTD | $158.5M | 0.7% | 11,032,555 |
| NOW ServiceNow, Inc. | $156.8M | 0.7% | 1,500,000 |
| WLTH Wealthfront Corp | $140.2M | 0.6% | 15,156,877 |
| PCOR Procore Technologies, Inc. | $133.4M | 0.6% | 2,339,500 |
| LITE Lumentum Holdings Inc. | $96.1M | 0.4% | 136,800 |
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $94.8M | 0.4% | 350,445 |
| EQPT Equipmentshare Com INC | $93.3M | 0.4% | 4,579,646 |
| SHW The Sherwin-Williams Company | $82.4M | 0.4% | 257,083 |
| INTC Intel Corporation | $72.3M | 0.3% | 1,638,700 |
| CSGP CoStar Group, Inc. | $60.5M | 0.3% | 1,500,000 |
| RERE ATRenew Inc. American Preferred | $46.1M | 0.2% | 9,831,218 |
| ZG Zillow Group, Inc. | $42.4M | 0.2% | 1,023,733 |
| G9572D103 Webull Corp | $32.3M | 0.1% | 6,724,137 |
| PONY Pony Ai INC | $27.4M | 0.1% | 2,900,000 |
| UBER Uber Technologies, Inc. | $10.9M | 0.0% | 151,178 |
| RVI Robinhood Ventures Fd I | $10.6M | 0.0% | 400,000 |
| JD JD.com, Inc. | $10.2M | 0.0% | 344,309 |
| PAYP Paypay Corp | $8.5M | 0.0% | 400,000 |
| FIGR Figure Technology Solutio | $6.8M | 0.0% | 200,000 |
| NTSK Netskope INC | $4.2M | 0.0% | 500,000 |
| XNDU Xanadu Quantum Technolo LTD | $3.8M | 0.0% | 500,000 |
| DASH DoorDash, Inc. | $3.8M | 0.0% | 25,337 |
| G16910120 Bullish | $3.6M | 0.0% | 100,000 |
| G32089107 Etoro Group LTD | $2.4M | 0.0% | 80,000 |
| G5279N105 Klarna Group PLC | $2.3M | 0.0% | 175,000 |
| FIG Figma INC | $1.3M | 0.0% | 60,000 |
| G00894108 Accelerant Holdings | $1.0M | 0.0% | 75,000 |
| GEMI Gemini Space Sta INC | $309,400 | 0.0% | 70,000 |
| MNTN Mntn INC | $176,000 | 0.0% | 20,000 |
Long US equity positions only, as filed. 13F does not cover short positions, cash, bonds or non-US listings, so this is not the whole portfolio.
What changed last quarter
| Holding | Change | Now | Was | Shares |
|---|---|---|---|---|
| MELI MercadoLibre, Inc. | New | $233.4M | — | — |
| LITE Lumentum Holdings Inc. | New | $96.1M | — | — |
| EQPT Equipmentshare Com INC | New | $93.3M | — | — |
| INTC Intel Corporation | New | $72.3M | — | — |
| RVI Robinhood Ventures Fd I | New | $10.6M | — | — |
| PAYP Paypay Corp | New | $8.5M | — | — |
| XNDU Xanadu Quantum Technolo LTD | New | $3.8M | — | — |
| G3643J108 Flutter Entmt PLC | Exit | — | $860.9M | -100% |
| VEEV Veeva Systems Inc. Class A | Exit | — | $540.3M | -100% |
| G4124C109 Grab Holdings Limited | Exit | — | $463.7M | -100% |
| WDAY Workday, Inc. | Exit | — | $214.8M | -100% |
| N14506104 Elastic N V | Exit | — | $127.5M | -100% |
| HNGE Hinge Health INC | Exit | — | $83.9M | -100% |
| CRCL Circle Internet Group INC | Exit | — | $39.7M | -100% |
| NVDA NVIDIA Corporation | Add | $2.1B | $2.1B | +9% |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | Add | $1.9B | $1.1B | +49% |
| META Meta Platforms, Inc. | Add | $1.8B | $1.8B | +12% |
| AVGO Broadcom Inc. | Add | $1.1B | $995.3M | +25% |
| MSFT Microsoft Corporation | Trim | $925.4M | $2.6B | -54% |
| L8681T102 Spotify Technology S A | Add | $766.5M | $732.5M | +25% |
| CPNG Coupang, Inc. Class A | Add | $653.2M | $619.6M | +32% |
| AMAT Applied Materials, Inc. | Add | $566.3M | $230.1M | +85% |
| APP Applovin Corporation | Trim | $398.0M | $871.2M | -23% |
| TTWO Take-Two Interactive Software, Inc. | Trim | $395.0M | $1.5B | -66% |
| APO Apollo Global Management, Inc. (New) | Trim | $366.9M | $898.9M | -47% |
| RDDT Reddit, Inc. Class A | Trim | $336.6M | $883.6M | -35% |
| Z Zillow Group, Inc. - Class C Capital Stock | Add | $304.9M | $413.2M | +22% |
| XYZ Block, Inc. Class A Common Stock | Trim | $240.7M | $414.3M | -37% |
| CHYM Chime Finl INC | Trim | $207.6M | $357.2M | -22% |
| NOW ServiceNow, Inc. | Trim | $156.8M | $325.8M | -29% |
| UNH UnitedHealth Group Incorporated Common Stock (DE) | Trim | $94.8M | $138.7M | -17% |
| CSGP CoStar Group, Inc. | Trim | $60.5M | $151.9M | -34% |
New and exited positions are only shown for managers whose entire filed portfolio fits inside the positions stored here. For a manager filing more than that, a holding leaving the stored set is indistinguishable from a holding being sold, so those are reported as adds and trims only.
What a 13F is
Any institutional manager exercising discretion over more than $100 million in US-listed equities must file a Form 13F with the SEC within 45 days of each quarter end, listing what they held on the last day of that quarter. The threshold was set in 1975 and has never been raised, so the filer population now runs to several thousand.
The four things it does not tell you
- It is stale. A filing describes positions as of quarter end and can arrive 45 days later. A manager who sold everything in week one of the new quarter files the same document as one who held.
- Long US equities only. No short positions, no cash, no bonds, no commodities, no foreign listings. A fund that looks heavily long in a 13F may be hedged in instruments that never appear.
- Not the whole firm. Assets are reported by the entity with discretion, so one manager can file under several CIKs, and the figure here is what that entity reported.
- Confidential treatment exists. A manager can apply to delay disclosing a position while building it. Those holdings appear later, if at all.
Why the biggest filers are not the interesting ones
The largest managers by reported value are index providers — they hold nearly everything, in proportion to the indices they track, because clients asked them to. Reading their filings for conviction is a category error. The filings worth attention are concentrated ones, where a small number of positions make up most of the portfolio, since that reflects a decision rather than a mandate.
The share-of-portfolio column is the one to read for this. A position that is 15% of a fund says something; the same dollar amount at 0.2% of an index tracker does not.
Where this comes from
The SEC's own quarterly Form 13F structured data sets, parsed here rather than bought from a vendor. Holdings are identified in the filings by CUSIP, and the mapping from CUSIP to ticker is the awkward part — that identifier is licensed rather than public, so the mapping is resolved through OpenFIGI and built up over time. Around 95% of reported value currently sits on a resolved ticker; the rest shows its CUSIP.
The rest of the section is on the Markets overview — including insider transactions, which are the same idea at the individual level, and the correlation finder, where each ticker's page carries its institutional ownership.