13F filing recap · Q2 2026

What did Tiger Global Management buy in Q2 2026?

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

Stock value

$23.98B

Positions

Estimated turnover

36.6%

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 Cerebras Systems, Advanced Micro Devices, Seagate Technology, Visa, and Danaher, among others. It exited Applovin, Costar Group, Figma, Netflix, Zillow Group, Zscaler, Klarna, and several other holdings. The firm substantially reduced Alphabet and Broadcom, while dramatically increasing Intel. It also trimmed Taiwan Semiconductor, Amazon, Nvidia, Meta, and Microsoft, and added to Corpay and Coupang.

New positions

CBRSCerebras Systems Inc.$662.78Mreported value+3.00M shares AMDAdvanced Micro Devices Inc$391.96Mreported value+674.7K shares STXSeagate Technology Holdings Plc$275.12Mreported value+285.1K shares VVisa Inc.$274.02Mreported value+798.7K shares

Increased positions

CPAYCorpay, Inc$716.49Mreported value+397.7K shares+22.7%CPNGCoupang, Inc.$633.45Mreported value+1.87M shares+5.4%INTCIntel Corp$593.80Mreported value+2.61M shares+159.5%RDDTReddit, Inc.$438.95Mreported value+28.8K shares

Reduced positions

TSMTaiwan Semiconductor Manufacturing$2.33Breported value-684.1K shares-12.3%AMZNAmazon.com Inc$2.31Breported value-316.4K shares-3.2%NVDANvidia Corp$2.24Breported value-813.0K shares-6.8%GOOGLAlphabet Inc.$2.07Breported value-4.83M shares

Exited positions

APPApplovin Corp$398.00Mprior reported value-1.00M shares-100.0%ZZillow Group, Inc.$304.93Mprior reported value-7.37M shares-100.0%NFLXNetflix, Inc.$234.51Mprior reported value-2.44M shares-100.0%ZSZscaler, Inc.$221.63Mprior reported value-1.58M shares