Tech
Tiger Global
CIK 0001167483
$22.85B
Reported AUM
54
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Tiger Global · Q1 2026
AI · grounded in 13F
Tiger Global closed its position in Flutter Entmt PLC, reducing its exposure by $860.9M. The fund also exited its position in Veeva Sys Inc for $540.3M and trimmed its holding in MSFT by 54.36%. On the buy side, the fund established a new position in MercadoLibre Inc worth $233.4M and increased its stake in AMAT by 85.09%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $3.06B | 13.38% | — | HELD |
| 2 | NVDA | NVIDIA CORPORATION | $2.09B | 9.17% | +1,000,000 | +9.1% |
| 3 | AMZN | AMAZON COM INC | $2.08B | 9.12% | -11,379 | -0.1% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.88B | 8.23% | +1,839,600 | +49.4% |
| 5 | META | META PLATFORMS INC | $1.77B | 7.73% | +336,249 | +12.2% |
| 6 | SE | SEA LTD | $1.28B | 5.59% | — | HELD |
| 7 | AVGO | BROADCOM INC | $1.11B | 4.86% | +709,200 | +24.7% |
| 8 | MSFT | MICROSOFT CORP | $925.4M | 4.05% | -2,977,747 | -54.4% |
| 9 | GEV | GE VERNOVA INC | $849.3M | 3.72% | — | HELD |
| 10 | LRCX | LAM RESEARCH CORP | $833.4M | 3.65% | — | HELD |
| 11 | SPOT | SPOTIFY TECHNOLOGY S A | $766.5M | 3.36% | +319,300 | +25.3% |
| 12 | CPNG | COUPANG INC | $653.2M | 2.86% | +8,328,148 | +31.7% |
| 13 | AMAT | APPLIED MATLS INC | $566.3M | 2.48% | +761,700 | +85.1% |
| 14 | CPAY | CORPAY INC | $509.9M | 2.23% | — | HELD |
| 15 | APP | APPLOVIN CORP | $398.0M | 1.74% | -292,984 | -22.7% |
| 16 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $395.0M | 1.73% | -3,839,256 | -65.7% |
| 17 | APO | APOLLO GLOBAL MGMT INC | $366.9M | 1.61% | -2,916,162 | -47.0% |
| 18 | RDDT | REDDIT INC | $336.6M | 1.47% | -1,343,915 | -35.0% |
| 19 | Z | ZILLOW GROUP INC | $304.9M | 1.33% | +1,312,000 | +21.7% |
| 20 | XYZ | BLOCK INC | $240.7M | 1.05% | -2,364,840 | -37.2% |
| 21 | NFLX | NETFLIX INC. | $234.5M | 1.03% | — | HELD |
| 22 | MELI | MERCADOLIBRE INC | $233.4M | 1.02% | +135,006 | NEW |
| 23 | FWONK | LIBERTY MEDIA CORP DEL | $228.0M | 1.00% | — | HELD |
| 24 | ZS | ZSCALER INC | $221.6M | 0.97% | — | HELD |
| 25 | CHYM | CHIME FINL INC | $207.6M | 0.91% | -3,110,719 | -21.9% |
| 26 | NU | NU HLDGS LTD | $158.5M | 0.69% | — | HELD |
| 27 | NOW | SERVICENOW INC | $156.8M | 0.69% | -626,890 | -29.5% |
| 28 | WLTH | WEALTHFRONT CORP | $140.2M | 0.61% | — | HELD |
| 29 | PCOR | PROCORE TECHNOLOGIES INC | $133.4M | 0.58% | — | HELD |
| 30 | LITE | LUMENTUM HLDGS INC | $96.1M | 0.42% | +136,800 | NEW |
| 31 | UNH | UNITEDHEALTH GROUP INC | $94.8M | 0.42% | -69,760 | -16.6% |
| 32 | EQPT | EQUIPMENTSHARE COM INC | $93.3M | 0.41% | +4,579,646 | NEW |
| 33 | SHW | SHERWIN WILLIAMS CO | $82.4M | 0.36% | — | HELD |
| 34 | INTC | INTEL CORP | $72.3M | 0.32% | +1,638,700 | NEW |
| 35 | CSGP | COSTAR GROUP INC | $60.5M | 0.26% | -759,109 | -33.6% |
| 36 | RERE | ATRENEW INC | $46.1M | 0.20% | — | HELD |
| 37 | ZG | ZILLOW GROUP INC | $42.4M | 0.19% | — | HELD |
| 38 | BULL | WEBULL CORP | $32.3M | 0.14% | — | HELD |
| 39 | PONY | PONY AI INC | $27.4M | 0.12% | — | HELD |
| 40 | UBER | UBER TECHNOLOGIES INC | $10.9M | 0.05% | — | HELD |
| 41 | RVI | ROBINHOOD VENTURES FD I | $10.6M | 0.05% | +400,000 | NEW |
| 42 | JD | JD.COM INC | $10.2M | 0.04% | — | HELD |
| 43 | PAYP | PAYPAY CORP | $8.5M | 0.04% | +400,000 | NEW |
| 44 | FIGR | FIGURE TECHNOLOGY SOLUTIO | $6.8M | 0.03% | — | HELD |
| 45 | NTSK | NETSKOPE INC | $4.2M | 0.02% | — | HELD |
| 46 | XNDU | XANADU QUANTUM TECHNOLO LTD | $3.8M | 0.02% | +500,000 | NEW |
| 47 | DASH | DOORDASH INC | $3.8M | 0.02% | — | HELD |
| 48 | BLSH | BULLISH | $3.6M | 0.02% | — | HELD |
| 49 | ETOR | ETORO GROUP LTD | $2.4M | 0.01% | — | HELD |
| 50 | KLAR | KLARNA GROUP PLC | $2.3M | 0.01% | — | HELD |
| 51 | FIG | FIGMA INC | $1.3M | 0.01% | — | HELD |
| 52 | ARX | ACCELERANT HOLDINGS | $1.0M | 0.00% | — | HELD |
| 53 | GEMI | GEMINI SPACE STA INC | $309K | 0.00% | — | HELD |
| 54 | MNTN | MNTN INC | $176K | 0.00% | — | HELD |
| 55 | FLUT | FLUTTER ENTMT PLC | — | — | -4,003,542 | EXITED |
| 56 | VEEV | VEEVA SYS INC | — | — | -2,420,500 | EXITED |
| 57 | GRAB | GRAB HOLDINGS LIMITED | — | — | -92,923,788 | EXITED |
| 58 | WDAY | WORKDAY INC | — | — | -1,000,000 | EXITED |
| 59 | ESTC | ELASTIC N V | — | — | -1,690,700 | EXITED |
| 60 | HNGE | HINGE HEALTH INC | — | — | -1,805,751 | EXITED |
| 61 | CRCL | CIRCLE INTERNET GROUP INC | — | — | -500,000 | EXITED |
Source: SEC EDGAR · accession 0000919574-26-003362. 13F discloses long positions only — shorts, foreign equities, and options are excluded.