This profile tracks TIGER GLOBAL MANAGEMENT LLC’s institutional portfolio moves as disclosed in its quarterly SEC Form 13F filings. Each quarter we update this page with new positions opened, existing stakes increased or trimmed, and full exits, so readers researching hedge fund performance in 2026 and beyond can see how this fund’s equity exposure has shifted over time. Because 13F filings only report a snapshot of holdings at quarter-end, they do not reveal exact trade dates, entry prices, or the manager’s reasoning — treat every figure below as a value reported for the quarter, not a specific transaction date.
New Positions Opened – Quarter Ending 2026-06-30
During the quarter ending 2026-06-30, TIGER GLOBAL MANAGEMENT LLC opened several new positions. The largest was CEREBRAS SYSTEMS INC (CBRS), valued at $662,779,000, followed by ADVANCED MICRO DEVICES INC (AMD) at $391,955,662. The fund also started stakes in SEAGATE TECHNOLOGY HLDNGS PL ($275,121,500), VISA INC (V) ($274,024,954), DANAHER CORP DEL ($86,858,880), SPACE EXPLORATION TECHN CORP ($64,072,500), and APPLIED DIGITAL CORP (APLD) ($33,010,500). Taken together, the new positions lean heavily toward semiconductor and compute infrastructure names, alongside payments and industrial exposure.
Positions Increased – Quarter Ending 2026-06-30
Tiger Global also added to a number of existing holdings during the quarter ending 2026-06-30. The most dramatic percentage move was INTEL CORP (INTC), up 721% from $72,315,831 to $593,803,105, followed by APPLIED MATLS INC, up 108% to $1,180,087,830. LAM RESEARCH CORP (LRCX) rose 64% to $1,370,837,288, and BLOCK INC (XYZ) climbed 44% to $347,776,532. Other notable increases include CORPAY INC (CPAY), up 41% to $716,489,508; REDDIT INC (RDDT), up 30% to $438,952,402; and UNITEDHEALTH GROUP INC (UNH), up 30% to $123,629,974 — a move worth noting for anyone tracking which hedge funds are buying UNH stock. The fund also increased TAIWAN SEMICONDUCTOR MANUFAC by 24% to $2,331,022,991, TAKE-TWO INTERACTIVE SOFTWAR by 15% to $452,300,813, AMAZON COM INC (AMZN) by 11% to $2,307,979,214, MERCADOLIBRE INC (MELI) by 11% to $259,914,541, GE VERNOVA INC (GEV) by 10% to $936,963,773, and NVIDIA CORPORATION (NVDA) by 7% to $2,240,762,490.
Across both new and expanded positions, this quarter’s filing shows continued concentration in semiconductors, AI-adjacent infrastructure, and select consumer and healthcare names. Check back next quarter as this page is updated with Tiger Global’s latest 13F disclosures, including any positions trimmed or exited entirely. This content is for informational tracking purposes only and should not be read as investment advice or a recommendation to buy or sell any security.
Related ticker coverage
- AMD — all coverage →
- CBRS — all coverage →
- V — all coverage →
- APLD — all coverage →
- AMZN — all coverage →
- CPAY — all coverage →
- GEV — all coverage →
- INTC — all coverage →
- LRCX — all coverage →
- NVDA — all coverage →
- RDDT — all coverage →
- XYZ — all coverage →
- UNH — all coverage →
- MELI — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.