Tiger Global Management Portfolio holdings
AUM
$24B
Turnover
41.27%
1-Year Est. Return
39.59%
This Fund
S&P 500
This Quarter
Est. Return
+34.57%
1 Year Est. Return
+39.59%
3 Year Est. Return
+217.5%
5 Year Est. Return
+134.95%
10 Year Est. Return
+1,739.8%
AUM
$24B
AUM Growth
+$1.14B
(+5%)
Cap. Flow
-$3.84B
Cap. Flow
% of AUM
-16%
Top 10 Holdings %
Top 10 Hldgs %
67.06%
Holding
63
New
9
Increased
6
Reduced
20
Closed
17
Avg Time Held
3
years
Top 10 Avg Time Held
2.8
years
Top 20 Avg Time Held
3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cerebras Systems
CBRS
|
+$706M |
| 2 |
Advanced Micro Devices
AMD
|
+$277M |
| 3 |
Intel
INTC
|
+$264M |
| 4 |
Visa
V
|
+$256M |
| 5 |
Seagate
STX
|
+$217M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$1.74B |
| 2 |
Broadcom
AVGO
|
+$734M |
| 3 |
Applovin
APP
|
+$398M |
| 4 |
Zillow
Z
|
+$305M |
| 5 |
TSMC
TSM
|
+$278M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 50.38% |
| 2 | Communication Services | 22.15% |
| 3 | Consumer Discretionary | 18.57% |
| 4 | Industrials | 4.55% |
| 5 | Financials | 3.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Nu Holdings
NU
$72.1B
| $147M | 0.61% |
11,032,555
| – | – |
2021 Q4
18 quarters
|
|
27
Wealthfront Corp
WLTH
$1.63B
| $136M | 0.57% |
15,156,877
| – | – |
2025 Q4
2 quarters
|
|
28
UnitedHealth
UNH
$355B
| $124M | 0.52% |
297,452
-52,993
| -15% | -$19.6M |
2024 Q2
8 quarters
|
|
29
Chime Financial
CHYM
$11B
| $108M | 0.45% |
5,284,045
-5,797,735
| -52% | -$113M |
2025 Q2
4 quarters
|
|
30
EquipmentShare.com Inc
EQPT
$3.47B
| $90M | 0.38% |
4,579,646
| – | – |
2026 Q1
1 quarter
|
|
31
Sherwin-Williams
SHW
$78.8B
| $88.5M | 0.37% |
257,083
| – | – |
2024 Q3
7 quarters
|
|
32
Danaher
DHR
$158B
| $86.9M | 0.36% |
+456,000
| New | +$82.8M |
2026 Q2
0 quarters
|
|
33
ServiceNow
NOW
$145B
| $86.7M | 0.36% |
873,485
-626,515
| -42% | -$62M |
2017 Q3
35 quarters
|
|
34
SpaceX
SPCX
$2.01T
| $64.1M | 0.27% |
+375,000
| New | +$63.7M |
2026 Q2
0 quarters
|
|
35
Webull Corp
BULL
$3.28B
| $43.8M | 0.18% |
6,724,137
| – | – |
2025 Q2
4 quarters
|
|
36
ATRenew
RERE
$882M
| $38M | 0.16% |
9,831,218
| – | – |
2021 Q2
20 quarters
|
|
37
Applied Digital
APLD
$6.14B
| $33M | 0.14% |
+885,000
| New | +$34.2M |
2026 Q2
0 quarters
|
|
38
Cipher Digital
CIFR
$4.13B
| $22.7M | 0.09% |
+927,000
| New | +$19.6M |
2026 Q2
0 quarters
|
|
39
Core Scientific
CORZ
$4.34B
| $20.9M | 0.09% |
+817,000
| New | +$19.2M |
2026 Q2
0 quarters
|
|
40
Uber
UBER
$142B
| $10.9M | 0.05% |
151,178
| – | – |
2019 Q2
28 quarters
|
|
41
JD.com
JD
$36B
| $5.13M | 0.02% |
201,500
-142,809
| -41% | -$4.21M |
2014 Q4
46 quarters
|
|
42
DoorDash
DASH
$79.7B
| $4.68M | 0.02% |
25,337
| – | – |
2023 Q3
11 quarters
|
|
43
Pony AI Inc
PONY
$2.25B
| $2.16M | 0.01% |
310,287
-2,589,713
| -89% | -$24M |
2024 Q4
6 quarters
|
|
44
Accelerant Holdings
ARX
$4.29B
| $879K | ﹤0.01% |
75,000
| – | – |
2025 Q3
3 quarters
|
|
45
Gemini Space Station
GEMI
$502M
| $298K | ﹤0.01% |
70,000
| – | – |
2025 Q3
3 quarters
|
|
46
MNTN Inc
MNTN
$703M
| $184K | ﹤0.01% |
20,000
| – | – |
2025 Q2
4 quarters
|
|
|
47
Applovin
APP
$87.7B
| – | – |
-1,000,000
| Closed | -$398M | – |
|
48
CoStar Group
CSGP
$12.2B
| – | – |
-1,500,000
| Closed | -$60.5M | – |
|
49
Lumentum
LITE
$81.2B
| – | – |
-136,800
| Closed | -$96.1M | – |
|
50
Netflix
NFLX
$294B
| – | – |
-2,439,000
| Closed | -$235M | – |
|
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Tiger Global Management's Q2 2026 Portfolio in Review
As of Q2 2026, Tiger Global Management held 63 positions worth $24B, up 5% from $22.8B the previous quarter. Its ten largest holdings account for 67% of the portfolio.
Tiger Global Management withdrew a net $3.84B in Q2 2026, closing 17 positions and reducing 20 holdings. Its most notable exit was Applovin, an estimated $398M position sold in full.
By sector, the portfolio is most concentrated in Technology at 50% of assets, up from 41% a quarter earlier, followed by Communication Services and Consumer Discretionary.
Against the trend, Tiger Global Management opened a new position in Cerebras Systems worth $663M.
- Tiger Global Management's largest Q2 2026 buy was Cerebras Systems: 2,999,000 shares worth $663M.
- Tiger Global Management added most to Intel in Q2 2026, an estimated $264M increase.
- Tiger Global Management's biggest Q2 2026 reduction was Alphabet (Google) Class A, cutting an estimated $1.74B.
- Tiger Global Management fully exited Applovin in Q2 2026, selling an estimated $398M.
- Tiger Global Management's ten largest holdings make up 67% of its $24B portfolio in Q2 2026.
- Tiger Global Management opened 9 new positions and closed 17 in Q2 2026.
- Tiger Global Management's portfolio value rose 5% quarter-over-quarter to $24B.
Based on Tiger Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.