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Portfolio (Quarterly) Guide ↗

TIGER GLOBAL MANAGEMENT LLC

· CIK 0001167483
13F Portfolio $24.0B AUM 46 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 9 New 6 Added 20 Reduced 17 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,881,008.0 $2.33B 9.72% -684K -12.3% $477.57 -12.3%
2 AMZN AMAZON COM INC Consumer Cyclical 9,683,558.0 $2.31B 9.62% -316K -3.2% $238.34 +8.5%
3 NVDA NVIDIA CORPORATION Technology 11,198,773.0 $2.24B 9.34% -813K -6.8% $200.09 +7.3%
4 GOOGL ALPHABET INC Communication Services 5,805,687.0 $2.07B 8.65% -4.8M -45.4% $357.37 -3.5%
5 META META PLATFORMS INC Communication Services 2,823,180.0 $1.59B 6.63% -264K -8.5% $563.29 -2.4%
6 LRCX LAM RESEARCH CORP Technology 3,163,495.0 $1.37B 5.72% -737K -18.9% $433.33 -27.5%
7 SE SEA LTD Consumer Cyclical 12,559,152.0 $1.20B 5.02% -2.9M -18.5% $95.83 +22.6%
8 AMAT APPLIED MATLS INC Technology 1,632,210.0 $1.18B 4.92% -25K -1.5% $723.00 -31.9%
9 GEV GE VERNOVA INC Utilities 797,511.0 $937.0M 3.91% -175K -18.0% $1174.86 -18.6%
10 MSFT MICROSOFT CORP Technology 2,266,913.0 $845.6M 3.53% -233K -9.3% $373.02 +29.5%
11 AVGO BROADCOM INC Technology 1,754,062.0 $662.6M 2.76% -1.8M -51.1% $377.75 -2.5%
12 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,171,427.0 $537.8M 2.24% -409K -25.9% $459.13 +16.2%
13 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,809,348.0 $452.3M 1.89% -191K -9.5% $249.98 -4.1%
14 APOS APOLLO GLOBAL MGMT INC 2,723,110.0 $322.2M 1.34% -570K -17.3% $118.31
15 LIBERTY MEDIA CORP DEL 2,278,555.0 $216.8M 0.90% -403K -15.0% $95.14
16 UNH UNITEDHEALTH GROUP INC Healthcare 297,452.0 $123.6M 0.52% -53K -15.1% $415.63 -6.1%
17 CHYM CHIME FINL INC Financial Services 5,284,045.0 $108.2M 0.45% -5.8M -52.3% $20.48 +60.1%
18 NOW SERVICENOW INC Technology 873,485.0 $86.7M 0.36% -627K -41.8% $99.28 +29.4%
19 JD JD.COM INC Consumer Cyclical 201,500.0 $5.1M 0.02% -143K -41.5% $25.48 +15.3%
20 PONY AI INC 310,287.0 $2.2M 0.01% -2.6M -89.3% $6.95

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.1%
Communication Services 23.6%
Consumer Cyclical 20.6%
Utilities 4.3%
Financial Services 2.6%
Healthcare 1.0%
Industrials 0.4%
Basic Materials 0.4%