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.
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)$663m · 2.8%
- Advanced Micro Devices Inc (AMD)$392m · 1.6%
- Seagate Technology Hldngs PL$275m · 1.1%
- Visa Inc (V)$274m · 1.1%
- Danaher Corp Del$87m · 0.4%
- Space Exploration Techn Corp$64m · 0.3%
- Applied Digital Corp (APLD)$33m · 0.1%
- Cipher Digital Inc (CIFR)$23m · 0.1%
- Core Scientific Inc New$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$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$96m held before
- Costar Group Inc (CSGP)$61m held before
- Zillow Group Inc$42m held before
- Robinhood Ventures FD I$11m held before
- Paypay Corp (PAYP)$8.5m held before
- Figure Technology Solutio$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 |
|---|---|---|---|---|---|
MNTN Inc (MNTN) CL A · CUSIP 55318A108 | 0.0% | $200k | 20,000 | unchanged 0 shares | Held |
Gemini Space Sta Inc CL A COM · CUSIP 36866J105 | 0.0% | $300k | 70,000 | unchanged 0 shares | Held |
Accelerant Holdings (ARX) CL A · CUSIP G00894108 | 0.0% | $900k | 75,000 | -$100k 0 shares | Held |
Pony Ai Inc SPONSORED ADS · CUSIP 732908108 | 0.0% | $2.2m | 310,287 | -$25m -2,589,713 shares | Trimmed |
Doordash Inc (DASH) CL A · CUSIP 25809K105 | 0.0% | $4.7m | 25,337 | +$900k 0 shares | Held |
Jd.com Inc SPON ADS CL A · CUSIP 47215P106 | 0.0% | $5.1m | 201,500 | -$5.0m -142,809 shares | Trimmed |
Uber Technologies Inc (UBER) COM · CUSIP 90353T100 | 0.0% | $11m | 151,178 | unchanged 0 shares | Held |
Core Scientific Inc New COM · CUSIP 21874A106 | 0.1% | $21m | 817,000 | No earlier filing | New |
Cipher Digital Inc (CIFR) COM · CUSIP 17253J106 | 0.1% | $23m | 927,000 | No earlier filing | New |
Applied Digital Corp (APLD) COM NEW · CUSIP 038169207 | 0.1% | $33m | 885,000 | No earlier filing | New |
Atrenew Inc (RERE) SPONSORED ADS · CUSIP 00138L108 | 0.2% | $38m | 9,831,218 | -$8.1m 0 shares | Held |
Webull Corp ORD SHS · CUSIP G9572D103 | 0.2% | $44m | 6,724,137 | +$12m 0 shares | Held |
Space Exploration Techn Corp CLASS A COM STK · CUSIP 84615Q103 | 0.3% | $64m | 375,000 | No earlier filing | New |
Servicenow Inc (NOW) COM · CUSIP 81762P102 | 0.4% | $87m | 873,485 | -$70m -626,515 shares | Trimmed |
Danaher Corp Del COM · CUSIP 235851102 | 0.4% | $87m | 456,000 | No earlier filing | New |
Sherwin Williams Co (SHW) COM · CUSIP 824348106 | 0.4% | $89m | 257,083 | +$6.1m 0 shares | Held |
Equipmentshare Com Inc (EQPT) COM CL A · CUSIP 29445S100 | 0.4% | $90m | 4,579,646 | -$3.3m 0 shares | Held |
Chime Finl Inc COM SHS CL A · CUSIP 16935C109 | 0.5% | $108m | 5,284,045 | -$99m -5,797,735 shares | Trimmed |
Unitedhealth Group Inc (UNH) COM · CUSIP 91324P102 | 0.5% | $124m | 297,452 | +$29m -52,993 shares | Trimmed |
Wealthfront Corp (WLTH) COM · CUSIP 947002101 | 0.6% | $136m | 15,156,877 | -$4.7m 0 shares | Held |
Nu HLDGS LTD ORD SHS CL A · CUSIP G6683N103 | 0.6% | $147m | 11,032,555 | -$11m 0 shares | Held |
Liberty Media Corp Del COM LBTY ONE S C · CUSIP 531229755 | 0.9% | $217m | 2,278,555 | -$11m -403,445 shares | Trimmed |
Mercadolibre Inc (MELI) COM · CUSIP 58733R102 | 1.1% | $260m | 153,126 | +$27m +18,120 shares | Added |
Visa Inc (V) COM CL A · CUSIP 92826C839 | 1.1% | $274m | 798,697 | No earlier filing | New |
Seagate Technology Hldngs PL ORD SHS · CUSIP G7997R103 | 1.1% | $275m | 285,100 | No earlier filing | New |
Apollo Global MGMT Inc COM · CUSIP 03769M106 | 1.3% | $322m | 2,723,110 | -$45m -570,224 shares | Trimmed |
Block Inc CL A · CUSIP 852234103 | 1.5% | $348m | 4,576,007 | +$107m +576,007 shares | Added |
Advanced Micro Devices Inc (AMD) COM · CUSIP 007903107 | 1.6% | $392m | 674,727 | No earlier filing | New |
Reddit Inc (RDDT) CL A · CUSIP 75734B100 | 1.8% | $439m | 2,528,819 | +$102m +28,819 shares | Added |
Take-two Interactive Softwar COM · CUSIP 874054109 | 1.9% | $452m | 1,809,348 | +$57m -190,652 shares | Trimmed |
Spotify Technology S A (SPOT) SHS · CUSIP L8681T102 | 2.2% | $538m | 1,171,427 | -$229m -409,334 shares | Trimmed |
Intel Corp (INTC) COM · CUSIP 458140100 | 2.5% | $594m | 4,252,690 | +$522m +2,613,990 shares | Added |
Coupang Inc (CPNG) CL A · CUSIP 22266T109 | 2.6% | $633m | 36,467,972 | -$20m +1,872,565 shares | Added |
Broadcom Inc (AVGO) COM · CUSIP 11135F101 | 2.8% | $663m | 1,754,062 | -$447m -1,830,752 shares | Trimmed |
Cerebras Systems Inc (CBRS) COM CL A · CUSIP 15675D103 | 2.8% | $663m | 2,999,000 | No earlier filing | New |
Corpay Inc (CPAY) COM SHS · CUSIP 219948106 | 3.0% | $717m | 2,149,877 | +$207m +397,731 shares | Added |
Microsoft Corp (MSFT) COM · CUSIP 594918104 | 3.5% | $846m | 2,266,913 | -$80m -233,087 shares | Trimmed |
Ge Vernova Inc (GEV) COM · CUSIP 36828A101 | 3.9% | $937m | 797,511 | +$88m -175,483 shares | Trimmed |
Applied Matls Inc COM · CUSIP 038222105 | 4.9% | $1.2bn | 1,632,210 | +$614m -24,690 shares | Trimmed |
Sea LTD SPONSORD ADS · CUSIP 81141R100 | 5.0% | $1.2bn | 12,559,152 | -$73m -2,856,683 shares | Trimmed |
Lam Research Corp (LRCX) COM NEW · CUSIP 512807306 | 5.7% | $1.4bn | 3,163,495 | +$538m -736,944 shares | Trimmed |
Meta Platforms Inc (META) CL A · CUSIP 30303M102 | 6.6% | $1.6bn | 2,823,180 | -$176m -263,684 shares | Trimmed |
Alphabet Inc CAP STK CL A · CUSIP 02079K305 | 8.7% | $2.1bn | 5,805,687 | -$982m -4,825,715 shares | Trimmed |
Nvidia Corporation (NVDA) COM · CUSIP 67066G104 | 9.3% | $2.2bn | 11,198,773 | +$146m -812,979 shares | Trimmed |
Amazon Com Inc (AMZN) COM · CUSIP 023135106 | 9.6% | $2.3bn | 9,683,558 | +$225m -316,442 shares | Trimmed |
Taiwan Semiconductor Manufac SPONSORED ADS · CUSIP 874039100 | 9.7% | $2.3bn | 4,881,008 | +$450m -684,066 shares | Trimmed |
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.
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