Tiger Global Management LLC
The positions Tiger Global Management LLC reported on its Form 13F for Q2 2026, the quarter ending 30 Jun 2026, filed on 14 Aug 2026. Every figure below is the filing’s own: US-listed long equity, valued at the quarter end, with the change measured against the same manager’s previous filing.
Reported book is the quarter-end market value of the securities on the 13F, mostly US-listed long equity. It is not the manager’s assets under management: shorts, cash, leverage and most non-US or private holdings sit outside it.
Opened this quarter
A new position is the clearest thing a filing says. Somebody argued for it recently, and it is the easiest question to be ready for.
- Cerebras Systems Inc (CBRS)Common Class A$663m · 2.8%
- Advanced Micro Devices Inc (AMD)$392m · 1.6%
- Seagate Technology Hldngs PL (STX)$275m · 1.1%
- Visa Inc (V)Common Class A$274m · 1.1%
- Danaher Corp Del (DHR)$87m · 0.4%
- Space Exploration Techn Corp (SPCX)Class A Common Stock$64m · 0.3%
- Applied Digital Corp (APLD)$33m · 0.1%
- Cipher Digital Inc (CIFR)$23m · 0.1%
- Core Scientific Inc New (CORZ)$21m · 0.1%
Sold out of this quarter
Exits are valued at what the position was worth in the previous filing, because by this one it is gone.
- Applovin Corp (APP)$398m held before
- Zillow Group Inc (Z)$305m held before
- Netflix Inc. (NFLX)$235m held before
- Zscaler Inc (ZS)$222m held before
- Procore Technologies Inc (PCOR)$133m held before
- Lumentum HLDGS Inc (LITE)$96m held before
- Costar Group Inc (CSGP)$61m held before
- Zillow Group Inc (ZG)$42m held before
- Robinhood Ventures FD I (RVI)$11m held before
- Paypay Corp (PAYP)$8.5m held before
- Figure Technology Solutio (FIGR)$6.8m held before
- Netskope Inc (NTSK)$4.2m held before
- and 5 more.
Every reported position, Q2 2026
46 positions, sorted by weight
| Position | Weight ↓ | Value | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac (TSM) Sponsored ADS · CUSIP 874039100 | 9.7% | $2.3bn | 4,881,008 | +$450m -684,066 shares | Trimmed |
| Amazon Com Inc (AMZN) CUSIP 023135106 | 9.6% | $2.3bn | 9,683,558 | +$225m -316,442 shares | Trimmed |
| Nvidia Corporation (NVDA) CUSIP 67066G104 | 9.3% | $2.2bn | 11,198,773 | +$146m -812,979 shares | Trimmed |
| Alphabet Inc (GOOGL) Capital Stock Class A · CUSIP 02079K305 | 8.7% | $2.1bn | 5,805,687 | -$982m -4,825,715 shares | Trimmed |
| Meta Platforms Inc (META) Class A · CUSIP 30303M102 | 6.6% | $1.6bn | 2,823,180 | -$176m -263,684 shares | Trimmed |
| Lam Research Corp (LRCX) CUSIP 512807306 | 5.7% | $1.4bn | 3,163,495 | +$538m -736,944 shares | Trimmed |
| Sea LTD (SE) Sponsord ADS · CUSIP 81141R100 | 5.0% | $1.2bn | 12,559,152 | -$73m -2,856,683 shares | Trimmed |
| Applied Matls Inc (AMAT) CUSIP 038222105 | 4.9% | $1.2bn | 1,632,210 | +$614m -24,690 shares | Trimmed |
| Ge Vernova Inc (GEV) CUSIP 36828A101 | 3.9% | $937m | 797,511 | +$88m -175,483 shares | Trimmed |
| Microsoft Corp (MSFT) CUSIP 594918104 | 3.5% | $846m | 2,266,913 | -$80m -233,087 shares | Trimmed |
| Corpay Inc (CPAY) CUSIP 219948106 | 3.0% | $717m | 2,149,877 | +$207m +397,731 shares | Added |
| Cerebras Systems Inc (CBRS) Common Class A · CUSIP 15675D103 | 2.8% | $663m | 2,999,000 | No earlier filing | New |
| Broadcom Inc (AVGO) CUSIP 11135F101 | 2.8% | $663m | 1,754,062 | -$447m -1,830,752 shares | Trimmed |
| Coupang Inc (CPNG) Class A · CUSIP 22266T109 | 2.6% | $633m | 36,467,972 | -$20m +1,872,565 shares | Added |
| Intel Corp (INTC) CUSIP 458140100 | 2.5% | $594m | 4,252,690 | +$522m +2,613,990 shares | Added |
| Spotify Technology S A (SPOT) CUSIP L8681T102 | 2.2% | $538m | 1,171,427 | -$229m -409,334 shares | Trimmed |
| Take-two Interactive Softwar (TTWO) CUSIP 874054109 | 1.9% | $452m | 1,809,348 | +$57m -190,652 shares | Trimmed |
| Reddit Inc (RDDT) Class A · CUSIP 75734B100 | 1.8% | $439m | 2,528,819 | +$102m +28,819 shares | Added |
| Advanced Micro Devices Inc (AMD) CUSIP 007903107 | 1.6% | $392m | 674,727 | No earlier filing | New |
| Block Inc (XYZ) Class A · CUSIP 852234103 | 1.5% | $348m | 4,576,007 | +$107m +576,007 shares | Added |
| Apollo Global MGMT Inc (APO) CUSIP 03769M106 | 1.3% | $322m | 2,723,110 | -$45m -570,224 shares | Trimmed |
| Seagate Technology Hldngs PL (STX) CUSIP G7997R103 | 1.1% | $275m | 285,100 | No earlier filing | New |
| Visa Inc (V) Common Class A · CUSIP 92826C839 | 1.1% | $274m | 798,697 | No earlier filing | New |
| Mercadolibre Inc (MELI) CUSIP 58733R102 | 1.1% | $260m | 153,126 | +$27m +18,120 shares | Added |
| Liberty Media Corp Del (FWONK) Common Lbty ONE S C · CUSIP 531229755 | 0.9% | $217m | 2,278,555 | -$11m -403,445 shares | Trimmed |
| Nu HLDGS LTD (NU) Ordinary Shares Class A · CUSIP G6683N103 | 0.6% | $147m | 11,032,555 | -$11m 0 shares | Held |
| Wealthfront Corp (WLTH) CUSIP 947002101 | 0.6% | $136m | 15,156,877 | -$4.7m 0 shares | Held |
| Unitedhealth Group Inc (UNH) CUSIP 91324P102 | 0.5% | $124m | 297,452 | +$29m -52,993 shares | Trimmed |
| Chime Finl Inc (CHYM) Common Shares Class A · CUSIP 16935C109 | 0.5% | $108m | 5,284,045 | -$99m -5,797,735 shares | Trimmed |
| Equipmentshare Com Inc (EQPT) Common Class A · CUSIP 29445S100 | 0.4% | $90m | 4,579,646 | -$3.3m 0 shares | Held |
| Sherwin Williams Co (SHW) CUSIP 824348106 | 0.4% | $89m | 257,083 | +$6.1m 0 shares | Held |
| Danaher Corp Del (DHR) CUSIP 235851102 | 0.4% | $87m | 456,000 | No earlier filing | New |
| Servicenow Inc (NOW) CUSIP 81762P102 | 0.4% | $87m | 873,485 | -$70m -626,515 shares | Trimmed |
| Space Exploration Techn Corp (SPCX) Class A Common Stock · CUSIP 84615Q103 | 0.3% | $64m | 375,000 | No earlier filing | New |
| Webull Corp (BULL) CUSIP G9572D103 | 0.2% | $44m | 6,724,137 | +$12m 0 shares | Held |
| Atrenew Inc (RERE) Sponsored ADS · CUSIP 00138L108 | 0.2% | $38m | 9,831,218 | -$8.1m 0 shares | Held |
| Applied Digital Corp (APLD) CUSIP 038169207 | 0.1% | $33m | 885,000 | No earlier filing | New |
| Cipher Digital Inc (CIFR) CUSIP 17253J106 | 0.1% | $23m | 927,000 | No earlier filing | New |
| Core Scientific Inc New (CORZ) CUSIP 21874A106 | 0.1% | $21m | 817,000 | No earlier filing | New |
| Uber Technologies Inc (UBER) CUSIP 90353T100 | 0.0% | $11m | 151,178 | unchanged 0 shares | Held |
| Jd.com Inc (JD) Sponsored ADS Class A · CUSIP 47215P106 | 0.0% | $5.1m | 201,500 | -$5.0m -142,809 shares | Trimmed |
| Doordash Inc (DASH) Class A · CUSIP 25809K105 | 0.0% | $4.7m | 25,337 | +$900k 0 shares | Held |
| Pony Ai Inc (PONY) Sponsored ADS · CUSIP 732908108 | 0.0% | $2.2m | 310,287 | -$25m -2,589,713 shares | Trimmed |
| Accelerant Holdings (ARX) Class A · CUSIP G00894108 | 0.0% | $900k | 75,000 | -$100k 0 shares | Held |
| Gemini Space Sta Inc (GEMI) Class A Common · CUSIP 36866J105 | 0.0% | $300k | 70,000 | unchanged 0 shares | Held |
| MNTN Inc (MNTN) Class A · CUSIP 55318A108 | 0.0% | $200k | 20,000 | unchanged 0 shares | Held |
Every filing on file
| Quarter | Period end | Filed | Book | Positions | Top 10 | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 Jun 2026 | 14 Aug 2026 | $24.0bn | 46 | 67% | 13F-HR |
| Q1 2026 | 31 Mar 2026 | 15 May 2026 | $22.8bn | 54 | 69% | 13F-HR |
| Q4 2025 | 31 Dec 2025 | 17 Feb 2026 | $29.7bn | 54 | 63% | 13F-HR |
| Q3 2025 | 30 Sept 2025 | 14 Nov 2025 | $32.4bn | 56 | 64% | 13F-HR |
| Q2 2025 | 30 Jun 2025 | 14 Aug 2025 | $34.1bn | 50 | 65% | 13F-HR |
| Q1 2025 | 31 Mar 2025 | 15 May 2025 | $26.6bn | 45 | 63% | 13F-HR |
| Q4 2024 | 31 Dec 2024 | 14 Feb 2025 | $26.5bn | 49 | 68% | 13F-HR |
| Q3 2024 | 30 Sept 2024 | 14 Nov 2024 | $23.4bn | 45 | 72% | 13F-HR |
Taking this into the room
Pick one name from the top of the book and one from the new positions, and know both properly: what the company earns, what it is priced at, and what has to be true for the position to work. That is a conversation. Reciting the whole table is not, and the interviewer wrote it.
A position sold out of is worth as much preparation as one opened. Ask what changed rather than asserting the fund was wrong, and be ready for the answer that the thesis played out and the money went somewhere better.
What this filing leaves out
A 13F covers US-listed long equity at one moment in time. Shorts, bonds, cash, private positions and non-US listings never appear, and options are reported in a form that will mislead you if you read them as a position. A long/short manager showing $8bn here may run a book several times that size.
The lag matters too. Positions are as at the quarter end and the filing arrives up to forty-five days later, so what you are reading is at least six weeks old and possibly four months. Phrase it as what the filing showed, not what the fund holds today.
You have read the book. Now have a view on one name
Pick a position, work out what it is worth, and be ready to defend it. That is the difference between a candidate who read the filing and one who did something with it.
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