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Portfolio (Quarterly) Guide ↗

Tiger Global Management

· CIK 0001167483
13F Portfolio $22.8B AUM 54 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 54 New 7 Exited
Page 1 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 10,631,402.0 $3.06B 13.38% NEW $287.56 +36.6%
2 NVDA NVIDIA CORPORATION Technology 12,011,752.0 $2.09B 9.17% NEW $174.40 +26.8%
3 AMZN AMAZON COM INC Consumer Cyclical 10,000,000.0 $2.08B 9.12% NEW $208.27 +25.2%
4 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,565,074.0 $1.88B 8.23% NEW $337.95 +15.7%
5 META META PLATFORMS INC Communication Services 3,086,864.0 $1.77B 7.73% NEW $572.13 +6.4%
6 SE SEA LTD Consumer Cyclical 15,415,835.0 $1.28B 5.59% NEW $82.81 +6.5%
7 AVGO BROADCOM INC Technology 3,584,814.0 $1.11B 4.86% NEW $309.51 +33.1%
8 MSFT MICROSOFT CORP Technology 2,500,000.0 $925.4M 4.05% NEW $370.17 +14.9%
9 GEV GE VERNOVA INC Utilities 972,994.0 $849.3M 3.72% NEW $872.90 +13.9%
10 LRCX LAM RESEARCH CORP Technology 3,900,439.0 $833.4M 3.65% NEW $213.66 +27.7%
11 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,580,761.0 $766.5M 3.35% NEW $484.91 -9.1%
12 CPNG COUPANG INC Consumer Cyclical 34,595,407.0 $653.2M 2.86% NEW $18.88 -18.6%
13 AMAT APPLIED MATLS INC Technology 1,656,900.0 $566.3M 2.48% NEW $341.79 +19.1%
14 CORPAY INC 1,752,146.0 $509.9M 2.23% NEW $290.99
15 APP APPLOVIN CORP Technology 1,000,000.0 $398.0M 1.74% NEW $398.00 +21.9%
16 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,000,000.0 $395.0M 1.73% NEW $197.50 +21.2%
17 APOS APOLLO GLOBAL MGMT INC Financial Services 3,293,334.0 $366.9M 1.61% NEW $111.42 -76.8%
18 RDDT REDDIT INC Communication Services 2,500,000.0 $336.6M 1.47% NEW $134.65 +16.8%
19 Z ZILLOW GROUP INC Communication Services 7,368,957.0 $304.9M 1.33% NEW $41.38 -9.0%
20 BLOCK INC 4,000,000.0 $240.7M 1.05% NEW $60.18
Page 1 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.7%
Communication Services 31.7%
Consumer Cyclical 19.7%
Utilities 3.9%
Financial Services 3.4%
Industrials 0.4%
Basic Materials 0.4%
Healthcare 0.4%
Real Estate 0.3%