TIGER GLOBAL MANAGEMENT LLC 13F: Quarter-over-Quarter Portfolio Changes
TIGER GLOBAL MANAGEMENT LLC reported a disclosed portfolio value of approximately $24.0 billion in its latest SEC Form 13F-HR filing for Q2 2026, up 5.0% quarter on quarter. Over the quarter, the fund initiated 9 new positions, bought more shares in 6 holdings, trimmed 20 holdings, and exited 17 positions.
TIGER GLOBAL MANAGEMENT LLC's top buy was a new stake in Cerebras Systems INC (CBRS) , equal to 2.8% of the disclosed portfolio. Its top sell was Applovin CORP (APP) . The fund exited the position completely after it had accounted for 1.7% of the previous portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| CEREBRAS SYSTEMS INC | CBRS | 2.8% | Holders → |
| ADVANCED MICRO DEVICES INC | AMD | 1.6% | Holders → |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | 1.1% | Holders → |
| VISA INC-CLASS A SHRS | V | 1.1% | Holders → |
| DANAHER CORP DEL | DHR | 0.4% | Holders → |
| SPACE EXPLORATION TECHN CORP | SPCX | 0.3% | Holders → |
| APPLIED DIGITAL CORP | APLD | 0.1% | Holders → |
| CIPHER DIGITAL INC | CIFR | 0.1% | Holders → |
| CORE SCIENTIFIC INC NEW | CORZ | 0.1% | Holders → |
Top BuysQ2 2026
The fund's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| INTEL CORP | INTC | +2.2% | +159.5% | Holders → |
| CORPAY INC | CPAY | +0.8% | +22.7% | Holders → |
| BLOCK INC | XYZ | +0.4% | +14.4% | Holders → |
| MERCADOLIBRE INC | MELI | +0.1% | +13.4% | Holders → |
| COUPANG INC | CPNG | +-0.2% | +5.4% | Holders → |
| REDDIT INC | RDDT | +0.4% | +1.2% | Holders → |
Top SellsQ2 2026
Showing the top 10 sells among 20 existing positions where the fund sold shares in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| PONY AI INC | PONY | -0.1% | 89.3% | Holders → |
| CHIME FINL INC | CHYM | -0.5% | 52.3% | Holders → |
| BROADCOM INC | AVGO | -2.1% | 51.1% | Holders → |
| ALPHABET INC-CL A | GOOGL | -4.7% | 45.4% | History → |
| SERVICENOW INC | NOW | -0.3% | 41.8% | Holders → |
| JD.COM INC | JD | -0.0% | 41.5% | Holders → |
| SPOTIFY TECHNOLOGY S A | SPOT | -1.1% | 25.9% | Holders → |
| LAM RESEARCH CORP | LRCX | 2.1% | 18.9% | History → |
| SEA LTD | SE | -0.6% | 18.5% | History → |
| GE VERNOVA INC | GEV | 0.2% | 18.0% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| APPLOVIN CORP | APP | 1.7% |
| ZILLOW GROUP INC | Z | 1.3% |
| NETFLIX INC. | NFLX | 1.0% |
| ZSCALER INC | ZS | 1.0% |
| PROCORE TECHNOLOGIES INC | PCOR | 0.6% |
| LUMENTUM HLDGS INC | LITE | 0.4% |
| COSTAR GROUP INC COM | CSGP | 0.3% |
| ZILLOW GROUP INC | ZG | 0.2% |
| ROBINHOOD VENTURES FD I | RVI | 0.0% |
| PAYPAY CORP | PAYP | 0.0% |
| FIGURE TECHNOLOGY SOLUTIONS INC | FIGR | 0.0% |
| NETSKOPE INC | NTSK | 0.0% |
| XANADU QUANTUM TECHNOLO LTD | XNDU | 0.0% |
| BULLISH | BLSH | 0.0% |
| ETORO GROUP LTD | ETOR | 0.0% |
| KLARNA GROUP PLC | KLAR | 0.0% |
| FIGMA INC | FIG | 0.0% |
Net Portfolio Value ChangeQ2 2026
- $22.8BPrior quarter
- $24.0BCurrent quarter
- +$1.1BNet delta
- +5.0%% change
Methodology & FAQ
How TIGER GLOBAL MANAGEMENT LLC Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for TIGER GLOBAL MANAGEMENT LLC: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did TIGER GLOBAL MANAGEMENT LLC buy in Q2 2026?
In Q2 2026, TIGER GLOBAL MANAGEMENT LLC initiated 9 new positions (CEREBRAS SYSTEMS INC (CBRS), ADVANCED MICRO DEVICES INC (AMD), SEAGATE TECHNOLOGY HLDNGS PL (STX), VISA INC-CLASS A SHRS (V), DANAHER CORP DEL (DHR), SPACE EXPLORATION TECHN CORP (SPCX), APPLIED DIGITAL CORP (APLD), CIPHER DIGITAL INC (CIFR), CORE SCIENTIFIC INC NEW (CORZ)); bought more shares of INTEL CORP (INTC), CORPAY INC (CPAY), BLOCK INC (XYZ), MERCADOLIBRE INC (MELI), COUPANG INC (CPNG) (the largest 5 of 6 adds).
What stocks did TIGER GLOBAL MANAGEMENT LLC sell in Q2 2026?
In Q2 2026, TIGER GLOBAL MANAGEMENT LLC fully sold 17 positions (APPLOVIN CORP (APP), ZILLOW GROUP INC (Z), NETFLIX INC. (NFLX), ZSCALER INC (ZS), PROCORE TECHNOLOGIES INC (PCOR), LUMENTUM HLDGS INC (LITE), COSTAR GROUP INC COM (CSGP), ZILLOW GROUP INC (ZG), ROBINHOOD VENTURES FD I (RVI), PAYPAY CORP (PAYP), FIGURE TECHNOLOGY SOLUTIONS INC (FIGR), NETSKOPE INC (NTSK), XANADU QUANTUM TECHNOLO LTD (XNDU), BULLISH (BLSH), ETORO GROUP LTD (ETOR), KLARNA GROUP PLC (KLAR), FIGMA INC (FIG)); reduced holdings in PONY AI INC (PONY), CHIME FINL INC (CHYM), BROADCOM INC (AVGO), ALPHABET INC-CL A (GOOGL), SERVICENOW INC (NOW) (the largest 5 of 20 reductions).
Which positions did TIGER GLOBAL MANAGEMENT LLC initiate in Q2 2026?
TIGER GLOBAL MANAGEMENT LLC established 9 new positions in Q2 2026: CEREBRAS SYSTEMS INC (CBRS, 2.8%), ADVANCED MICRO DEVICES INC (AMD, 1.6%), SEAGATE TECHNOLOGY HLDNGS PL (STX, 1.1%), VISA INC-CLASS A SHRS (V, 1.1%), DANAHER CORP DEL (DHR, 0.4%), SPACE EXPLORATION TECHN CORP (SPCX, 0.3%), APPLIED DIGITAL CORP (APLD, 0.1%), CIPHER DIGITAL INC (CIFR, 0.1%), CORE SCIENTIFIC INC NEW (CORZ, 0.1%).
Which existing positions saw the largest allocation increases for TIGER GLOBAL MANAGEMENT LLC in Q2 2026?
Of 6 existing positions with share-count increases in Q2 2026, the largest were: INTEL CORP (INTC, +2.2% weight, +159.5% shares), CORPAY INC (CPAY, +0.8% weight, +22.7% shares), BLOCK INC (XYZ, +0.4% weight, +14.4% shares), MERCADOLIBRE INC (MELI, +0.1% weight, +13.4% shares), COUPANG INC (CPNG, +-0.2% weight, +5.4% shares), REDDIT INC (RDDT, +0.4% weight, +1.2% shares).
Which positions did TIGER GLOBAL MANAGEMENT LLC fully exit in Q2 2026?
TIGER GLOBAL MANAGEMENT LLC fully exited 17 positions in Q2 2026: APPLOVIN CORP (APP, last-reported weight 1.7%), ZILLOW GROUP INC (Z, last-reported weight 1.3%), NETFLIX INC. (NFLX, last-reported weight 1.0%), ZSCALER INC (ZS, last-reported weight 1.0%), PROCORE TECHNOLOGIES INC (PCOR, last-reported weight 0.6%), LUMENTUM HLDGS INC (LITE, last-reported weight 0.4%), COSTAR GROUP INC COM (CSGP, last-reported weight 0.3%), ZILLOW GROUP INC (ZG, last-reported weight 0.2%), ROBINHOOD VENTURES FD I (RVI, last-reported weight 0.0%), PAYPAY CORP (PAYP, last-reported weight 0.0%), FIGURE TECHNOLOGY SOLUTIONS INC (FIGR, last-reported weight 0.0%), NETSKOPE INC (NTSK, last-reported weight 0.0%), XANADU QUANTUM TECHNOLO LTD (XNDU, last-reported weight 0.0%), BULLISH (BLSH, last-reported weight 0.0%), ETORO GROUP LTD (ETOR, last-reported weight 0.0%), KLARNA GROUP PLC (KLAR, last-reported weight 0.0%), FIGMA INC (FIG, last-reported weight 0.0%).
Which existing positions saw the largest allocation reductions for TIGER GLOBAL MANAGEMENT LLC in Q2 2026?
Of 20 existing positions with share-count reductions in Q2 2026, the largest were: PONY AI INC (PONY, -0.1% weight, -89.3% shares), CHIME FINL INC (CHYM, -0.5% weight, -52.3% shares), BROADCOM INC (AVGO, -2.1% weight, -51.1% shares), ALPHABET INC-CL A (GOOGL, -4.7% weight, -45.4% shares), SERVICENOW INC (NOW, -0.3% weight, -41.8% shares), JD.COM INC (JD, -0.0% weight, -41.5% shares), SPOTIFY TECHNOLOGY S A (SPOT, -1.1% weight, -25.9% shares), LAM RESEARCH CORP (LRCX, 2.1% weight, -18.9% shares), SEA LTD (SE, -0.6% weight, -18.5% shares), GE VERNOVA INC (GEV, 0.2% weight, -18.0% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.