13F filing recap · Q1 2026

What did Tiger Global Management buy in Q1 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$22.85B

Positions

Estimated turnover

28.5%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Tiger Global Management opened new positions in Mercadolibre, Lumentum Holdings, Equipmentshare.com, Intel, Robinhood Ventures Fund I, Paypay Corporation, and Xanadu Quantum Technologies. It exited Circle Internet Group, Hinge Health, Veeva Systems, Workday, Flutter Entertainment, Grab Holdings, and Elastic N.V. The firm substantially increased its Taiwan Semiconductor Manufacturing, Applied Materials, and Microsoft stakes while significantly trimming Take-Two Interactive, Apollo Global Management, and Block.

New positions

MELIMercadolibre, Inc.$233.43Mreported value+135.0K shares LITELumentum Holdings Inc.$96.14Mreported value+136.8K shares EQPTEquipmentshare.com Inc$93.29Mreported value+4.58M shares INTCIntel Corp$72.32Mreported value+1.64M shares

Increased positions

NVDANvidia Corp$2.09Breported value+1.00M shares+9.1%TSMTaiwan Semiconductor Manufacturing$1.88Breported value+1.84M shares+49.4%METAMeta Platforms, Inc.$1.77Breported value+336.2K shares+12.2%AVGOBroadcom Inc.$1.11Breported value+709.2K shares

Reduced positions

AMZNAmazon.com Inc$2.08Breported value-11.4K shares-0.1%MSFTMicrosoft Corporation$925.42Mreported value-2.98M shares-54.4%APPApplovin Corp$398.00Mreported value-293.0K shares-22.7%TTWOTake-Two Interactive Software, Inc.$395.00Mreported value-3.84M shares

Exited positions

FLUTFlutter Entertainment Plc$860.92Mprior reported value-4.00M shares-100.0%VEEVVeeva Systems Inc.$540.33Mprior reported value-2.42M shares-100.0%GRABGrab Holdings Limited$463.69Mprior reported value-92.92M shares-100.0%WDAYWorkday, Inc.$214.78Mprior reported value-1.00M shares