TIGER GLOBAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings54 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 10.6M | $3.1B | 13.4% | $134.57 | +125.60% | 16 qtrssince 2022-Q2 | Unchanged 0 |
NVIDIA CORP | 12M | $2.1B | 9.2% | $122.58 | +46.89% | 13 qtrssince 2023-Q1 | Increased 68 |
AMAZON.COM INC | 10M | $2.1B | 9.1% | $164.92 | +26.56% | 30 qtrssince 2018-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 5.6M | $1.9B | 8.2% | $199.02 | +77.43% | 13 qtrssince 2023-Q1 | Increased 86 |
META PLATFORMS INC-CLASS A | 3.1M | $1.8B | 7.7% | $220.69 | +196.84% | 30 qtrssince 2018-Q4 | Increased 70 |
SEA LTD-ADR | 15.4M | $1.3B | 5.6% | $52.39 | +67.61% | 30 qtrssince 2018-Q4 | Unchanged 0 |
BROADCOM INC | 3.6M | $1.1B | 4.9% | $214.45 | +44.10% | 10 qtrssince 2023-Q4 | Increased 72 |
MICROSOFT CORP | 2.5M | $925.4M | 4.1% | $210.52 | +91.87% | 30 qtrssince 2018-Q4 | Decreased 0 |
GE VERNOVA LLC | 972,994 | $849.3M | 3.7% | $324.93 | +159.13% | 5 qtrssince 2025-Q1 | Unchanged 0 |
LAM RESEARCH CORP COM NEW | 3.9M | $833.4M | 3.6% | $74.87 | +190.18% | 13 qtrssince 2023-Q1 | Unchanged 0 |
SPOTIFY TECHNOLOGY SA | 1.6M | $766.5M | 3.4% | $464.96 | +11.83% | 30 qtrssince 2018-Q4 | Increased 71 |
COUPANG INC | 34.6M | $653.2M | 2.9% | $23.00 | -16.46% | 7 qtrssince 2024-Q3 | Increased 69 |
APPLIED MATERIALS INC | 1.7M | $566.3M | 2.5% | $282.32 | +20.91% | 8 qtrssince 2024-Q2 | Increased 84 |
FLEETCOR TECHNOLOGIES INC | 1.8M | $509.9M | 2.2% | $309.57 | +8.03% | 9 qtrssince 2024-Q1 | Unchanged 0 |
APPLOVIN CORP-CLASS A | 1M | $398M | 1.7% | $279.19 | +11.74% | 5 qtrssince 2025-Q1 | Decreased 0 |
TAKE-TWO INTERACTIVE SOFTWRE | 2M | $395M | 1.7% | $132.43 | +63.90% | 14 qtrssince 2022-Q4 | Decreased 0 |
APOLLO GLOBAL MANAGEMENT INC | 3.3M | $366.9M | 1.6% | $70.32 | +57.79% | 17 qtrssince 2022-Q1 | Decreased 0 |
REDDIT INC-CL A | 2.5M | $336.6M | 1.5% | $134.00 | +8.72% | 9 qtrssince 2024-Q1 | Decreased 0 |
ZILLOW GROUP INC - C | 7.4M | $304.9M | 1.3% | $64.75 | -46.29% | 5 qtrssince 2025-Q1 | Increased 58 |
BLOCK INC | 4M | $240.7M | 1.1% | $63.61 | -1.12% | 5 qtrssince 2025-Q1 | Decreased 0 |
TIGER GLOBAL MANAGEMENT LLC manages $22.8B across 54 positions as of Q1 2026. Top holdings: GOOGL (13.4%), NVDA (9.2%), AMZN (9.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 7 new positions, 7 exits, 8 increased. Top move: TSM (INCREASED, conviction 86). Portfolio: $22.8B across 54 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer