Growth fundNew York13F filer since 2002

Tiger Global Management

Founded by Chase Coleman

13F portfolio value$24.0BQ2 2026 · up 5% vs Q1

Positions469 new · 17 sold out

Top 10 weight67%of portfolio value

Turnover18%vs Q1

Largest holdingTSM9.7% of portfolio

Last filingAug 14for Q2 2026

What changed in Q2 2026

Automated summary of the 13F · filed Aug 14, 2026

Added to CPAY (+23% shares) and CPNG (+5% shares); new positions in CBRS, AMD and Seagate Technology Hldngs PL.

Biggest cut: GOOGL (−45% of shares). Sold out of APP, Z and NFLX.

Since the quarter ended, the top 10 holdings on Markets are down about 9% on average, led by LRCX and AMAT.

Holdings · Q2 2026

1TSMTaiwan Semiconductor9.7%$2.33B4.9MTrimmed −12%−13.4%0.5%

2AMZNAmazon.com, Inc.9.6%$2.31B9.7MTrimmed −3%+11.8%1.0%

3NVDANVIDIA Corporation9.3%$2.24B11.2MTrimmed −7%−13.0%14.2%

4GOOGLAlphabet Inc.8.7%$2.07B5.8MTrimmed −45%−17.8%—

5METAMeta Platforms6.6%$1.59B2.8MTrimmed −9%+11.7%1.2%

6LRCXLam Research5.7%$1.37B3.2MTrimmed −19%−45.6%0.4%

7SESEA5.0%$1.20B12.6MTrimmed −19%——

8AMATApplied Materials4.9%$1.18B1.6MTrimmed −1%−45.4%0.4%

9GEVGE Vernova3.9%$937M798KTrimmed −18%——

10MSFTMicrosoft Corporation3.5%$846M2.3MTrimmed −9%+39.6%1.1%

Sector allocation

Technology40%+7.3 ptCommunication15%−6.9 ptConsumer discretionary10%+0.5 ptFinancials2%+0.7 ptHealthcare1%+0.1 ptOther33%−1.8 pt

Change shown in percentage points vs Q1. Holdings outside Markets’ coverage count as Other.

Reported portfolio value

$23.4B

$26.5B

$26.6B

$34.1B

$32.4B

$29.7B

$22.8B

$24.0B

Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26

13F market value at each quarter end, US long positions only.

Next filing

In 4 daysQ3 2026 13F due Nov 16Follow to get an alert the day they file, with what changed.

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Trader Flow

Most ordered from this portfolio

Share of today’s orders across the 5ers firms: NVDA (14.2%). NVDA is one of this investor’s top 10 holdings.

About this data

From SEC Form 13F, filed up to 45 days after each quarter ends. Positions may have changed since.
Long US-listed stocks and ETFs only. No shorts, options, cash, bonds or non-US holdings.
“Since quarter end” uses today’s delayed price, not the investor’s cost.

View the filing on SEC.gov

Not investment advice. From SEC Form 13F filings (SEC EDGAR 13F). Following an investor alerts you when their next filing lands; it does not copy trades.