Vault-13

TIGER GLOBAL MANAGEMENT LLC

New York, NY · CIK 1167483 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited liability company

$24.0bn reported value +5.0% vs Q1 2026
46positions
67.1%in top 10
9 new 6 added 20 reduced 17 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 4,881,008 $2.3bn9.72% 9.72% ReducedShares held: Q3 2025 4.6m, Q4 2025 3.7m, Q1 2026 5.6m, Q2 2026 4.9m -684.1k -684,066 -12.3%
2 AMAZON COM INC COM AMZN AMZN 9,683,558 $2.3bn9.62% 9.62% ReducedShares held: Q3 2025 11.0m, Q4 2025 10.0m, Q1 2026 10.0m, Q2 2026 9.7m -316.4k -316,442 -3.2%
3 NVIDIA CORPORATION COM NVDA NVDA 11,198,773 $2.2bn9.34% 9.34% ReducedShares held: Q3 2025 11.7m, Q4 2025 11.0m, Q1 2026 12.0m, Q2 2026 11.2m -813.0k -812,979 -6.8%
4 ALPHABET INC CAP STK CL A GOOGL GOOGL 5,805,687 $2.1bn8.65% 8.65% ReducedShares held: Q3 2025 10.6m, Q4 2025 10.6m, Q1 2026 10.6m, Q2 2026 5.8m -4.8m -4,825,715 -45.4%
5 META PLATFORMS INC CL A META META 2,823,180 $1.6bn6.63% 6.63% ReducedShares held: Q3 2025 2.8m, Q4 2025 2.8m, Q1 2026 3.1m, Q2 2026 2.8m -263.7k -263,684 -8.5%
6 LAM RESEARCH CORP COM NEW LRCX LRCX 3,163,495 $1.4bn5.72% 5.72% ReducedShares held: Q3 2025 5.3m, Q4 2025 3.9m, Q1 2026 3.9m, Q2 2026 3.2m -736.9k -736,944 -18.9%
7 SEA LTD SPONSORD ADS SE SE 12,559,152 $1.2bn5.02% 5.02% ReducedShares held: Q3 2025 16.0m, Q4 2025 15.4m, Q1 2026 15.4m, Q2 2026 12.6m -2.9m -2,856,683 -18.5%
8 APPLIED MATLS INC COM AMAT AMAT 1,632,210 $1.2bn4.92% 4.92% ReducedShares held: Q3 2025 895.2k, Q4 2025 895.2k, Q1 2026 1.7m, Q2 2026 1.6m -24.7k -24,690 -1.5%
9 GE VERNOVA INC COM GEV GEV 797,511 $937.0m3.91% 3.91% ReducedShares held: Q3 2025 1.2m, Q4 2025 973.0k, Q1 2026 973.0k, Q2 2026 797.5k -175.5k -175,483 -18.0%
10 MICROSOFT CORP COM MSFT MSFT 2,266,913 $845.6m3.53% 3.53% ReducedShares held: Q3 2025 6.6m, Q4 2025 5.5m, Q1 2026 2.5m, Q2 2026 2.3m -233.1k -233,087 -9.3%
11 CORPAY INC COM SHS CPAY CPAY 2,149,877 $716.5m2.99% 2.99% AddedShares held: Q3 2025 1.8m, Q4 2025 1.8m, Q1 2026 1.8m, Q2 2026 2.1m +397.7k +397,731 22.7%
12 CEREBRAS SYSTEMS INC COM CL A CBRS CBRS 2,999,000 $662.8m2.76% 2.76% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 3.0m
13 BROADCOM INC COM AVGO AVGO 1,754,062 $662.6m2.76% 2.76% ReducedShares held: Q3 2025 2.9m, Q4 2025 2.9m, Q1 2026 3.6m, Q2 2026 1.8m -1.8m -1,830,752 -51.1%
14 COUPANG INC CL A CPNG CPNG 36,467,972 $633.4m2.64% 2.64% AddedShares held: Q3 2025 15.8m, Q4 2025 26.3m, Q1 2026 34.6m, Q2 2026 36.5m +1.9m +1,872,565 5.4%
15 INTEL CORP COM INTC INTC 4,252,690 $593.8m2.48% 2.48% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.6m, Q2 2026 4.3m +2.6m +2,613,990 159.5%
16 SPOTIFY TECHNOLOGY S A SHS SPOT SPOT 1,171,427 $537.8m2.24% 2.24% ReducedShares held: Q3 2025 1.3m, Q4 2025 1.3m, Q1 2026 1.6m, Q2 2026 1.2m -409.3k -409,334 -25.9%
17 TAKE-TWO INTERACTIVE SOFTWAR COM TTWO TTWO 1,809,348 $452.3m1.89% 1.89% ReducedShares held: Q3 2025 5.8m, Q4 2025 5.8m, Q1 2026 2.0m, Q2 2026 1.8m -190.7k -190,652 -9.5%
18 REDDIT INC CL A RDDT RDDT 2,528,819 $439.0m1.83% 1.83% AddedShares held: Q3 2025 4.7m, Q4 2025 3.8m, Q1 2026 2.5m, Q2 2026 2.5m +28.8k +28,819 1.1%
19 ADVANCED MICRO DEVICES INC COM AMD AMD 674,727 $392.0m1.63% 1.63% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 674.7k
20 BLOCK INC CL A XYZ XYZ 4,576,007 $347.8m1.45% 1.45% AddedShares held: Q3 2025 4.4m, Q4 2025 6.4m, Q1 2026 4.0m, Q2 2026 4.6m +576.0k +576,007 14.4%
21 APOLLO GLOBAL MGMT INC COM APO APO 2,723,110 $322.2m1.34% 1.34% ReducedShares held: Q3 2025 6.2m, Q4 2025 6.2m, Q1 2026 3.3m, Q2 2026 2.7m -570.2k -570,224 -17.3%
22 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX STX 285,100 $275.1m1.15% 1.15% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 285.1k
23 VISA INC COM CL A V V 798,697 $274.0m1.14% 1.14% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 798.7k
24 MERCADOLIBRE INC COM MELI MELI 153,126 $259.9m1.08% 1.08% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 135.0k, Q2 2026 153.1k +18.1k +18,120 13.4%
25 LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK FWONK 2,278,555 $216.8m0.90% 0.90% ReducedShares held: Q3 2025 2.7m, Q4 2025 2.7m, Q1 2026 2.7m, Q2 2026 2.3m -403.4k -403,445 -15.0%
26 NU HLDGS LTD ORD SHS CL A NU NU 11,032,555 $147.4m0.61% 0.61% UnchangedShares held: Q3 2025 11.0m, Q4 2025 11.0m, Q1 2026 11.0m, Q2 2026 11.0m
27 WEALTHFRONT CORP COM WLTH WLTH 15,156,877 $135.5m0.57% 0.57% UnchangedShares held: Q3 2025 0, Q4 2025 15.2m, Q1 2026 15.2m, Q2 2026 15.2m
28 UNITEDHEALTH GROUP INC COM UNH UNH 297,452 $123.6m0.52% 0.52% ReducedShares held: Q3 2025 438.8k, Q4 2025 420.2k, Q1 2026 350.4k, Q2 2026 297.5k -53.0k -52,993 -15.1%
29 CHIME FINL INC COM SHS CL A CHYM CHYM 5,284,045 $108.2m0.45% 0.45% ReducedShares held: Q3 2025 12.5m, Q4 2025 14.2m, Q1 2026 11.1m, Q2 2026 5.3m -5.8m -5,797,735 -52.3%
30 EQUIPMENTSHARE COM INC COM CL A EQPT EQPT 4,579,646 $90.0m0.38% 0.38% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 4.6m, Q2 2026 4.6m
31 SHERWIN WILLIAMS CO COM SHW SHW 257,083 $88.5m0.37% 0.37% UnchangedShares held: Q3 2025 329.2k, Q4 2025 257.1k, Q1 2026 257.1k, Q2 2026 257.1k
32 DANAHER CORPORATION COM DHR DHR 456,000 $86.9m0.36% 0.36% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 456.0k
33 SERVICENOW INC COM NOW NOW 873,485 $86.7m0.36% 0.36% ReducedShares held: Q3 2025 1.5m, Q4 2025 2.1m, Q1 2026 1.5m, Q2 2026 873.5k -626.5k -626,515 -41.8%
34 SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX SPCX 375,000 $64.1m0.27% 0.27% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 375.0k
35 WEBULL CORP ORD SHS BULL BULL 6,724,137 $43.8m0.18% 0.18% UnchangedShares held: Q3 2025 11.7m, Q4 2025 6.7m, Q1 2026 6.7m, Q2 2026 6.7m
36 ATRENEW INC SPONSORED ADS RERE RERE 9,831,218 $38.0m0.16% 0.16% UnchangedShares held: Q3 2025 9.8m, Q4 2025 9.8m, Q1 2026 9.8m, Q2 2026 9.8m
37 APPLIED DIGITAL CORP COM NEW APLD APLD 885,000 $33.0m0.14% 0.14% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 885.0k
38 CIPHER MINING INC COM CIFR CIFR 927,000 $22.7m0.09% 0.09% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 927.0k
39 CORE SCIENTIFIC INC NEW COM CORZ CORZ 817,000 $20.9m0.09% 0.09% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 817.0k
40 UBER TECHNOLOGIES INC COM UBER UBER 151,178 $10.9m0.05% 0.05% UnchangedShares held: Q3 2025 151.2k, Q4 2025 151.2k, Q1 2026 151.2k, Q2 2026 151.2k
41 JD.COM INC SPON ADS CL A JD JD 201,500 $5.1m0.02% 0.02% ReducedShares held: Q3 2025 344.3k, Q4 2025 344.3k, Q1 2026 344.3k, Q2 2026 201.5k -142.8k -142,809 -41.5%
42 DOORDASH INC CL A DASH DASH 25,337 $4.7m0.02% 0.02% UnchangedShares held: Q3 2025 25.3k, Q4 2025 25.3k, Q1 2026 25.3k, Q2 2026 25.3k
43 PONY AI INC SPONSORED ADS PONY PONY 310,287 $2.2m0.01% 0.01% ReducedShares held: Q3 2025 370.0k, Q4 2025 2.9m, Q1 2026 2.9m, Q2 2026 310.3k -2.6m -2,589,713 -89.3%
44 ACCELERANT HOLDINGS CL A ARX ARX 75,000 $879.0k0.00% 0.00% UnchangedShares held: Q3 2025 75.0k, Q4 2025 75.0k, Q1 2026 75.0k, Q2 2026 75.0k
45 GEMINI SPACE STA INC CL A COM GEMI GEMI 70,000 $298.2k0.00% 0.00% UnchangedShares held: Q3 2025 70.0k, Q4 2025 70.0k, Q1 2026 70.0k, Q2 2026 70.0k
46 MNTN INC CL A MNTN MNTN 20,000 $184.0k0.00% 0.00% UnchangedShares held: Q3 2025 20.0k, Q4 2025 20.0k, Q1 2026 20.0k, Q2 2026 20.0k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
APPLOVIN CORP APP APP 1,000,000 $398.0m1.0m shares
ZILLOW GROUP INC Z Z 7,368,957 $304.9m7.4m shares
NETFLIX INC NFLX NFLX 2,439,000 $234.5m2.4m shares
ZSCALER INC ZS ZS 1,579,766 $221.6m1.6m shares
PROCORE TECHNOLOGIES INC PCOR PCOR 2,339,500 $133.4m2.3m shares
LUMENTUM HLDGS INC LITE LITE 136,800 $96.1m136.8k shares
COSTAR GROUP INC CSGP CSGP 1,500,000 $60.5m1.5m shares
ZILLOW GROUP INC ZG ZG 1,023,733 $42.4m1.0m shares
ROBINHOOD VENTURES FD I RVI RVI 400,000 $10.6m400.0k shares
PAYPAY CORP PAYP PAYP 400,000 $8.5m400.0k shares
FIGURE TECHNOLOGY SOLUTIO FIGR FIGR 200,000 $6.8m200.0k shares
NETSKOPE INC NTSK NTSK 500,000 $4.2m500.0k shares
XANADU QUANTUM TECHNOLO LTD XNDU XNDU 500,000 $3.8m500.0k shares
BULLISH BLSH BLSH 100,000 $3.6m100.0k shares
ETORO GROUP LTD ETOR ETOR 80,000 $2.4m80.0k shares
KLARNA GROUP PLC KLAR KLAR 175,000 $2.3m175.0k shares
FIGMA INC FIG FIG 60,000 $1.3m60.0k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
WEALTHFRONT CORP WLTH · 13G · filed 2026-02-17 WLTH 10.4%≈ $135.5m new 13G 2026-02-17
CEREBRAS SYSTEMS INC CBRS · 13G · filed 2026-05-22 CBRS 10.0%≈ $772.7m new 13G 2026-05-22
ATRENEW INC RERE · 13G · filed 2025-08-14 RERE 7.4% 13G 2025-08-14