Fundamental / Q2 2026Tiger Global Management
Tiger Global Management
reported book.
Fundamental cohort. The filing shows a lagged long-equity view. It does not show a complete portfolio.
- CIK 1167483
- Q2 2026
- Q1 → Q2 changes
Reported value$23.98Bcover total
Common holdings46raw rows match
Q1 → Q2 moves51 of 62issuers changed
Top-10 concentration67.1%of common value
Manager DNAQ2 common fingerprint
Concentration
- Top 1
- 9.7%
- Top 5
- 44.0%
Action mix · 51 changed
9 new6 add20 cut16 exit11 unch0 mix
Exposure and options
Common 100.0%CALL 0.0% $0PUT 0.0% $0
Positive Q2 common reported value denominator: $23,981,506,027. No checked-in security master provides a reliable ETF classification. Manager DNA omits issuer/class text markers.
01 / holdings heatmaparea = reported value · color = Q1 → Q2 action
- AI / semiconductors$9.5B ▼9 issuers · theme group
- Megacap platforms$6.8B ▼4 issuers · theme group
- Consumer$1.6B ▲4 issuers · theme group
- Power / utilities$970M ▼2 issuers · theme group
- Payments / fintech$716M ▲3 issuers · theme group
- Private / new technology$64M ▲1 issuers · theme group
- Mobility / transport$11M1 issuers · theme group
- Unmapped$4.3B ▼22 issuers · theme group
AI / semiconductors$9.5B · 9 issuers
- TSM$2.3B ▼AI / semiconductors · SPONSORED ADS
- NVDA$2.2B ▼AI / semiconductors · COM
- LRCX$1.4B ▼AI / semiconductors · COM NEW
- AMAT$1.2B ▼AI / semiconductors · COM
- CBRS$663M ▲AI / semiconductors · COM CL A
- AVGO$663M ▼AI / semiconductors · COM
- INTC$594M ▲AI / semiconductors · COM
- AMD$392M ▲AI / semiconductors · COM
- CORZ$21M ▲AI / semiconductors · COM
Megacap platforms$6.8B · 4 issuers
- AMZN$2.3B ▼Megacap platforms · COM
- GOOGL$2.1B ▼Megacap platforms · CAP STK CL A
- META$1.6B ▼Megacap platforms · CL A
- MSFT$846M ▼Megacap platforms · COM
Consumer$1.6B · 4 issuers
- CPNG$633M ▲Consumer · CL A
- SPOT$538M ▼Consumer · SHS
- RDDT$439M ▲Consumer · CL A
- DASH$5MConsumer · CL A
Power / utilities$970M · 2 issuers
- GEV$937M ▼Power / utilities · COM
- APLD$33M ▲Power / utilities · COM NEW
Payments / fintech$716M · 3 issuers
- XYZ$348M ▲Payments / fintech · CL A
- MELI$260M ▲Payments / fintech · COM
- CHYM$108M ▼Payments / fintech · COM SHS CL A
Private / new technology$64M · 1 issuers
- SPACE EXPLORATION TECHN CORP$64M ▲Private / new technology · CLASS A COM STK
Mobility / transport$11M · 1 issuers
- UBER$11MMobility / transport · COM
Unmapped$4.3B · 22 issuers
- SE$1.2B ▼Unmapped · SPONSORD ADS
- CPAY$716M ▲Unmapped · COM SHS
- TTWO$452M ▼Unmapped · COM
- APO$322M ▼Unmapped · COM
- STX$275M ▲Unmapped · ORD SHS
- V$274M ▲Unmapped · COM CL A
- LIBERTY MEDIA CORP DEL$217M ▼Unmapped · COM LBTY ONE S C
- NU$147MUnmapped · ORD SHS CL A
- WEALTHFRONT CORP$136MUnmapped · COM
- UNH$124M ▼Unmapped · COM
- EQUIPMENTSHARE COM INC$90MUnmapped · COM CL A
- SHW$89MUnmapped · COM
Area shows reported value. Color shows the Q1 → Q2 action: green new or increased, red decreased or closed, amber mixed, grey unchanged. Select a theme tile to jump to its section. Curated display symbols replace long filing names where available. Options stay in the table below.
02 / full holdings tablesortable + filterable
Open the holdings table
46 shown
| Status | ||||
|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACCUSIP 874039100 | commonSPONSORED ADS · SH | 4,881,008 | $2,331,022,991 | decreased |
| AMAZON COM INCCUSIP 023135106 | commonCOM · SH | 9,683,558 | $2,307,979,214 | decreased |
| NVIDIA CORPORATIONCUSIP 67066G104 | commonCOM · SH | 11,198,773 | $2,240,762,490 | decreased |
| ALPHABET INCCUSIP 02079K305 | commonCAP STK CL A · SH | 5,805,687 | $2,074,778,363 | decreased |
| META PLATFORMS INCCUSIP 30303M102 | commonCL A · SH | 2,823,180 | $1,590,269,062 | decreased |
| LAM RESEARCH CORPCUSIP 512807306 | commonCOM NEW · SH | 3,163,495 | $1,370,837,288 | decreased |
| SEA LTDCUSIP 81141R100 | commonSPONSORD ADS · SH | 12,559,152 | $1,203,543,536 | decreased |
| APPLIED MATLS INCCUSIP 038222105 | commonCOM · SH | 1,632,210 | $1,180,087,830 | decreased |
| GE VERNOVA INCCUSIP 36828A101 | commonCOM · SH | 797,511 | $936,963,773 | decreased |
| MICROSOFT CORPCUSIP 594918104 | commonCOM · SH | 2,266,913 | $845,603,887 | decreased |
| CORPAY INCCUSIP 219948106 | commonCOM SHS · SH | 2,149,877 | $716,489,508 | increased |
| CEREBRAS SYSTEMS INCCUSIP 15675D103 | commonCOM CL A · SH | 2,999,000 | $662,779,000 | new |
| BROADCOM INCCUSIP 11135F101 | commonCOM · SH | 1,754,062 | $662,596,921 | decreased |
| COUPANG INCCUSIP 22266T109 | commonCL A · SH | 36,467,972 | $633,448,674 | increased |
| INTEL CORPCUSIP 458140100 | commonCOM · SH | 4,252,690 | $593,803,105 | increased |
| SPOTIFY TECHNOLOGY S ACUSIP L8681T102 | commonSHS · SH | 1,171,427 | $537,837,279 | decreased |
| TAKE-TWO INTERACTIVE SOFTWARCUSIP 874054109 | commonCOM · SH | 1,809,348 | $452,300,813 | decreased |
| REDDIT INCCUSIP 75734B100 | commonCL A · SH | 2,528,819 | $438,952,402 | increased |
| ADVANCED MICRO DEVICES INCCUSIP 007903107 | commonCOM · SH | 674,727 | $391,955,662 | new |
| BLOCK INCCUSIP 852234103 | commonCL A · SH | 4,576,007 | $347,776,532 | increased |
| APOLLO GLOBAL MGMT INCCUSIP 03769M106 | commonCOM · SH | 2,723,110 | $322,171,145 | decreased |
| SEAGATE TECHNOLOGY HLDNGS PLCUSIP G7997R103 | commonORD SHS · SH | 285,100 | $275,121,500 | new |
| VISA INCCUSIP 92826C839 | commonCOM CL A · SH | 798,697 | $274,024,954 | new |
| MERCADOLIBRE INCCUSIP 58733R102 | commonCOM · SH | 153,126 | $259,914,541 | increased |
| LIBERTY MEDIA CORP DELCUSIP 531229755 | commonCOM LBTY ONE S C · SH | 2,278,555 | $216,781,723 | decreased |
| NU HLDGS LTDCUSIP G6683N103 | commonORD SHS CL A · SH | 11,032,555 | $147,394,937 | unchanged |
| WEALTHFRONT CORPCUSIP 947002101 | commonCOM · SH | 15,156,877 | $135,502,480 | unchanged |
| UNITEDHEALTH GROUP INCCUSIP 91324P102 | commonCOM · SH | 297,452 | $123,629,974 | decreased |
| CHIME FINL INCCUSIP 16935C109 | commonCOM SHS CL A · SH | 5,284,045 | $108,217,240 | decreased |
| EQUIPMENTSHARE COM INCCUSIP 29445S100 | commonCOM CL A · SH | 4,579,646 | $90,035,840 | unchanged |
| SHERWIN WILLIAMS COCUSIP 824348106 | commonCOM · SH | 257,083 | $88,518,819 | unchanged |
| DANAHER CORP DELCUSIP 235851102 | commonCOM · SH | 456,000 | $86,858,880 | new |
| SERVICENOW INCCUSIP 81762P102 | commonCOM · SH | 873,485 | $86,719,591 | decreased |
| SPACE EXPLORATION TECHN CORPCUSIP 84615Q103 | commonCLASS A COM STK · SH | 375,000 | $64,072,500 | new |
| WEBULL CORPCUSIP G9572D103 | commonORD SHS · SH | 6,724,137 | $43,841,373 | unchanged |
| ATRENEW INCCUSIP 00138L108 | commonSPONSORED ADS · SH | 9,831,218 | $38,046,814 | unchanged |
| APPLIED DIGITAL CORPCUSIP 038169207 | commonCOM NEW · SH | 885,000 | $33,010,500 | new |
| CIPHER DIGITAL INCCUSIP 17253J106 | commonCOM · SH | 927,000 | $22,711,500 | new |
| CORE SCIENTIFIC INC NEWCUSIP 21874A106 | commonCOM · SH | 817,000 | $20,907,030 | new |
| UBER TECHNOLOGIES INCCUSIP 90353T100 | commonCOM · SH | 151,178 | $10,909,004 | unchanged |
| JD.COM INCCUSIP 47215P106 | commonSPON ADS CL A · SH | 201,500 | $5,134,220 | decreased |
| DOORDASH INCCUSIP 25809K105 | commonCL A · SH | 25,337 | $4,675,437 | unchanged |
| PONY AI INCCUSIP 732908108 | commonSPONSORED ADS · SH | 310,287 | $2,156,495 | decreased |
| ACCELERANT HOLDINGSCUSIP G00894108 | commonCL A · SH | 75,000 | $879,000 | unchanged |
| GEMINI SPACE STA INCCUSIP 36866J105 | commonCL A COM · SH | 70,000 | $298,200 | unchanged |
| MNTN INCCUSIP 55318A108 | commonCL A · SH | 20,000 | $184,000 | unchanged |
03 / q1 → q2 movementshare count vs value
Value movement
The cover total is an end-of-quarter measure. It is never called flow. It can change because of price, position size, or both. Share-count labels live in the action mix above and in the heatmap colors.
+$1.14B
Q2 reported value less Q1 comparable value04 / versus the field15 pair pages · permanent canonical URLs
These pages use only normalized Q1 and Q2 2026 SEC information tables from the approved 16-manager universe. The product keeps raw rows and aggregates duplicate holding keys only in normalized views.
Form 13F reports selected long positions after quarter end. It does not reveal short positions or a complete portfolio.