TIGER GLOBAL MANAGEMENT LLC

13F Holdings · CIK 1167483 · filed 2026-08-14

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AI Summary

New Positions

20% of current holdings

Exited

31% of prior holdings

Increased

11% of prior holdings

Decreased

37% of prior holdings

Total holdings: 54 → 46

Show unchanged positions

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52 positions

					Shares				Value ($)

New	Long	ADVANCED MICRO DEVICES INC	007903107	COM	—	674,727	+674,727	—	—	$392.0M	+$392.0M	—
New	Long	APPLIED DIGITAL CORP	038169207	COM NEW	—	885,000	+885,000	—	—	$33.0M	+$33.0M	—
New	Long	CEREBRAS SYSTEMS INC	15675D103	COM CL A	—	2,999,000	+2,999,000	—	—	$662.8M	+$662.8M	—
New	Long	CIPHER DIGITAL INC	17253J106	COM	—	927,000	+927,000	—	—	$22.7M	+$22.7M	—
New	Long	CORE SCIENTIFIC INC NEW	21874A106	COM	—	817,000	+817,000	—	—	$20.9M	+$20.9M	—
New	Long	DANAHER CORP DEL	235851102	COM	—	456,000	+456,000	—	—	$86.9M	+$86.9M	—
New	Long	SEAGATE TECHNOLOGY HLDNGS PL	G7997R103	ORD SHS	—	285,100	+285,100	—	—	$275.1M	+$275.1M	—
New	Long	SPACE EXPLORATION TECHN CORP	84615Q103	CLASS A COM STK	—	375,000	+375,000	—	—	$64.1M	+$64.1M	—
New	Long	VISA INC	92826C839	COM CL A	—	798,697	+798,697	—	—	$274.0M	+$274.0M	—
Exited	Long	APPLOVIN CORP	03831W108	COM CL A	1,000,000	—	−1,000,000	−100.0%	$398.0M	—	−$398.0M	−100.0%
Exited	Long	BULLISH	G16910120	ORD SHS	100,000	—	−100,000	−100.0%	$3.6M	—	−$3.6M	−100.0%
Exited	Long	COSTAR GROUP INC	22160N109	COM	1,500,000	—	−1,500,000	−100.0%	$60.5M	—	−$60.5M	−100.0%
Exited	Long	ETORO GROUP LTD	G32089107	SHS CL A	80,000	—	−80,000	−100.0%	$2.4M	—	−$2.4M	−100.0%
Exited	Long	FIGMA INC	316841105	CLASS A COM STK	60,000	—	−60,000	−100.0%	$1.3M	—	−$1.3M	−100.0%
Exited	Long	FIGURE TECHNOLOGY SOLUTIO	349381103	COM CL A	200,000	—	−200,000	−100.0%	$6.8M	—	−$6.8M	−100.0%
Exited	Long	KLARNA GROUP PLC	G5279N105	SHS	175,000	—	−175,000	−100.0%	$2.3M	—	−$2.3M	−100.0%
Exited	Long	LUMENTUM HLDGS INC	55024U109	COM	136,800	—	−136,800	−100.0%	$96.1M	—	−$96.1M	−100.0%
Exited	Long	NETFLIX INC.	64110L106	COM	2,439,000	—	−2,439,000	−100.0%	$234.5M	—	−$234.5M	−100.0%
Exited	Long	NETSKOPE INC	64119N608	CL A	500,000	—	−500,000	−100.0%	$4.2M	—	−$4.2M	−100.0%
Exited	Long	PAYPAY CORP	70450C101	SPONSORED ADS	400,000	—	−400,000	−100.0%	$8.5M	—	−$8.5M	−100.0%
Exited	Long	PROCORE TECHNOLOGIES INC	74275K108	COM	2,339,500	—	−2,339,500	−100.0%	$133.4M	—	−$133.4M	−100.0%
Exited	Long	ROBINHOOD VENTURES FD I	770701100	COM SHS	400,000	—	−400,000	−100.0%	$10.6M	—	−$10.6M	−100.0%
Exited	Long	XANADU QUANTUM TECHNOLO LTD	98390R102	SUB VTG B	500,000	—	−500,000	−100.0%	$3.8M	—	−$3.8M	−100.0%
Exited	Long	ZILLOW GROUP INC	98954M200	CL C CAP STK	7,368,957	—	−7,368,957	−100.0%	$304.9M	—	−$304.9M	−100.0%
Exited	Long	ZILLOW GROUP INC	98954M101	CL A	1,023,733	—	−1,023,733	−100.0%	$42.4M	—	−$42.4M	−100.0%
Exited	Long	ZSCALER INC	98980G102	COM	1,579,766	—	−1,579,766	−100.0%	$221.6M	—	−$221.6M	−100.0%
Increased	Long	BLOCK INC	852234103	CL A	4,000,000	4,576,007	+576,007	+14.4%	$240.7M	$347.8M	+$107.1M	+44.5%
Increased	Long	CORPAY INC	219948106	COM SHS	1,752,146	2,149,877	+397,731	+22.7%	$509.9M	$716.5M	+$206.6M	+40.5%
Increased	Long	COUPANG INC	22266T109	CL A	34,595,407	36,467,972	+1,872,565	+5.4%	$653.2M	$633.4M	−$19.7M	−3.0%
Increased	Long	INTEL CORP	458140100	COM	1,638,700	4,252,690	+2,613,990	+159.5%	$72.3M	$593.8M	+$521.5M	+721.1%
Increased	Long	MERCADOLIBRE INC	58733R102	COM	135,006	153,126	+18,120	+13.4%	$233.4M	$259.9M	+$26.5M	+11.3%
Increased	Long	REDDIT INC	75734B100	CL A	2,500,000	2,528,819	+28,819	+1.2%	$336.6M	$439.0M	+$102.3M	+30.4%
Decreased	Long	ALPHABET INC	02079K305	CAP STK CL A	10,631,402	5,805,687	−4,825,715	−45.4%	$3.06B	$2.07B	−$982.4M	−32.1%
Decreased	Long	AMAZON COM INC	023135106	COM	10,000,000	9,683,558	−316,442	−3.2%	$2.08B	$2.31B	+$225.3M	+10.8%
Decreased	Long	APOLLO GLOBAL MGMT INC	03769M106	COM	3,293,334	2,723,110	−570,224	−17.3%	$366.9M	$322.2M	−$44.8M	−12.2%
Decreased	Long	APPLIED MATLS INC	038222105	COM	1,656,900	1,632,210	−24,690	−1.5%	$566.3M	$1.18B	+$613.8M	+108.4%
Decreased	Long	BROADCOM INC	11135F101	COM	3,584,814	1,754,062	−1,830,752	−51.1%	$1.11B	$662.6M	−$446.9M	−40.3%
Decreased	Long	CHIME FINL INC	16935C109	COM SHS CL A	11,081,780	5,284,045	−5,797,735	−52.3%	$207.6M	$108.2M	−$99.3M	−47.9%
Decreased	Long	GE VERNOVA INC	36828A101	COM	972,994	797,511	−175,483	−18.0%	$849.3M	$937.0M	+$87.6M	+10.3%
Decreased	Long	JD.COM INC	47215P106	SPON ADS CL A	344,309	201,500	−142,809	−41.5%	$10.2M	$5.1M	−$5.0M	−49.6%
Decreased	Long	LAM RESEARCH CORP	512807306	COM NEW	3,900,439	3,163,495	−736,944	−18.9%	$833.4M	$1.37B	+$537.5M	+64.5%
Decreased	Long	LIBERTY MEDIA CORP DEL	531229755	COM LBTY ONE S C	2,682,000	2,278,555	−403,445	−15.0%	$228.0M	$216.8M	−$11.2M	−4.9%
Decreased	Long	META PLATFORMS INC	30303M102	CL A	3,086,864	2,823,180	−263,684	−8.5%	$1.77B	$1.59B	−$175.8M	−10.0%
Decreased	Long	MICROSOFT CORP	594918104	COM	2,500,000	2,266,913	−233,087	−9.3%	$925.4M	$845.6M	−$79.8M	−8.6%
Decreased	Long	NVIDIA CORPORATION	67066G104	COM	12,011,752	11,198,773	−812,979	−6.8%	$2.09B	$2.24B	+$145.9M	+7.0%
Decreased	Long	PONY AI INC	732908108	SPONSORED ADS	2,900,000	310,287	−2,589,713	−89.3%	$27.4M	$2.2M	−$25.2M	−92.1%
Decreased	Long	SEA LTD	81141R100	SPONSORD ADS	15,415,835	12,559,152	−2,856,683	−18.5%	$1.28B	$1.20B	−$73.0M	−5.7%
Decreased	Long	SERVICENOW INC	81762P102	COM	1,500,000	873,485	−626,515	−41.8%	$156.8M	$86.7M	−$70.1M	−44.7%
Decreased	Long	SPOTIFY TECHNOLOGY S A	L8681T102	SHS	1,580,761	1,171,427	−409,334	−25.9%	$766.5M	$537.8M	−$228.7M	−29.8%
Decreased	Long	TAIWAN SEMICONDUCTOR MANUFAC	874039100	SPONSORED ADS	5,565,074	4,881,008	−684,066	−12.3%	$1.88B	$2.33B	+$450.3M	+23.9%
Decreased	Long	TAKE-TWO INTERACTIVE SOFTWAR	874054109	COM	2,000,000	1,809,348	−190,652	−9.5%	$395.0M	$452.3M	+$57.3M	+14.5%
Decreased	Long	UNITEDHEALTH GROUP INC	91324P102	COM	350,445	297,452	−52,993	−15.1%	$94.8M	$123.6M	+$28.8M	+30.4%