Tiger Global 13F holdings and portfolio changes | OQRO
TG
Latest 13F covers holdings as of Jun 30, 2026 (Q2 2026) and was filed Aug 14, 2026 . Quarter-end snapshot, not a live trade.
Disclosed 13F value
sum of reported positions
Changes vs prior quarter
9 new · 17 exited
Filings on record
Q2 2026, Q1 2026
Top holdings · Q2 2026 weights are within the disclosed 13F portfolio Company Shares Value Weight TAIWAN SEMICONDUCTOR MANUFAC
4.88M $2.33B 9.7% 9.68M $2.31B 9.6% 11.2M $2.24B 9.3% 5.81M $2.07B 8.7% 2.82M $1.59B 6.6% 3.16M $1.37B 5.7% SEA LTD
12.6M $1.2B 5.0% 1.63M $1.18B 4.9% 798K $937M 3.9% 2.27M $846M 3.5% 2.15M $716M 3.0% CEREBRAS SYSTEMS INC
3M $663M 2.8% 1.75M $663M 2.8% COUPANG INC
36.5M $633M 2.6% 4.25M $594M 2.5% SPOTIFY TECHNOLOGY S A
1.17M $538M 2.2% 1.81M $452M 1.9% 2.53M $439M 1.8% 675K $392M 1.6% 4.58M $348M 1.5% 2.72M $322M 1.3% 285K $275M 1.1% 799K $274M 1.1% MERCADOLIBRE INC
153K $260M 1.1% LIBERTY MEDIA CORP DEL
2.28M $217M 0.9%
Changes vs prior quarter Reduced TAIWAN SEMICONDUCTOR MANUFAC
5.57M → 4.88M shares (-12%)
9.7% Reduced Amazon (AMZN)
10M → 9.68M shares (-3%)
9.6% Reduced NVIDIA (NVDA)
12M → 11.2M shares (-7%)
9.3% Reduced Alphabet (GOOGL)
10.6M → 5.81M shares (-45%)
8.7% Reduced Meta (META)
3.09M → 2.82M shares (-9%)
6.6% Reduced Lam Research (LRCX)
3.9M → 3.16M shares (-19%)
Comparison uses this manager's immediately preceding 13F-HR. Puts and calls are separate lines. Share counts drive classification; reported value also moves with price.Methodology
5.7%
Reduced SEA LTD
15.4M → 12.6M shares (-19%)
5.0% Reduced Applied Materials (AMAT)
1.66M → 1.63M shares (-2%)
4.9% Reduced GE Vernova (GEV)
973K → 798K shares (-18%)
3.9% Reduced Microsoft (MSFT)
2.5M → 2.27M shares (-9%)
3.5% Increased Corpay (CPAY)
1.75M → 2.15M shares (+23%)
3.0% New CEREBRAS SYSTEMS INC
3M shares
2.8% Reduced Broadcom (AVGO)
3.58M → 1.75M shares (-51%)
2.8% Increased COUPANG INC
34.6M → 36.5M shares (+5%)
2.6% Increased Intel (INTC)
1.64M → 4.25M shares (+160%)
2.5% Reduced SPOTIFY TECHNOLOGY S A
1.58M → 1.17M shares (-26%)
2.2% Reduced Take-Two Interactive (TTWO)
2M → 1.81M shares (-10%)
1.9% Increased Reddit (RDDT)
2.5M → 2.53M shares (+1%)
1.8% Increased Block, Inc. (XYZ)
4M → 4.58M shares (+14%)
1.4% Reduced Apollo Global Management (APO)
3.29M → 2.72M shares (-17%)
1.3% New Seagate Technology (STX)
285K shares
1.1% Increased MERCADOLIBRE INC
135K → 153K shares (+13%)
1.1% Reduced LIBERTY MEDIA CORP DEL
2.68M → 2.28M shares (-15%)
0.9% Reduced UnitedHealth (UNH)
350K → 297K shares (-15%)
0.5% Reduced CHIME FINL INC
11.1M → 5.28M shares (-52%)
0.5% New Danaher Corporation (DHR)
456K shares
0.4% Reduced ServiceNow (NOW)
1.5M → 873K shares (-42%)
0.4% New SPACE EXPLORATION TECHN CORP
375K shares
0.3% New APPLIED DIGITAL CORP
885K shares
0.1% New CIPHER DIGITAL INC
927K shares
0.1% New CORE SCIENTIFIC INC NEW
817K shares
0.1% Reduced JD.COM INC
344K → 202K shares (-42%)
0.0% Reduced PONY AI INC
2.9M → 310K shares (-89%)
0.0% Exited ZILLOW GROUP INC
1.02M shares in Q1 2026
— Exited ZSCALER INC
1.58M shares in Q1 2026
— Exited AppLovin (APP)
1M shares in Q1 2026
— Exited BULLISH
100K shares in Q1 2026
— Exited CoStar Group (CSGP)
1.5M shares in Q1 2026
— Exited ETORO GROUP LTD
80K shares in Q1 2026
— Exited FIGMA INC
60K shares in Q1 2026
— Exited FIGURE TECHNOLOGY SOLUTIO
200K shares in Q1 2026
— Exited KLARNA GROUP PLC
175K shares in Q1 2026
— Exited Lumentum (LITE)
137K shares in Q1 2026
— Exited Netflix (NFLX)
2.44M shares in Q1 2026
— Exited NETSKOPE INC
500K shares in Q1 2026
— Exited PAYPAY CORP
400K shares in Q1 2026
— Exited PROCORE TECHNOLOGIES INC
2.34M shares in Q1 2026
— Exited ROBINHOOD VENTURES FD I
400K shares in Q1 2026
— Exited XANADU QUANTUM TECHNOLO LTD
500K shares in Q1 2026
— Exited ZILLOW GROUP INC
7.37M shares in Q1 2026
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