Tiger Global portfolio: Q2 2026 13F holdings
Chase Coleman. Chase Coleman's growth fund, mostly technology and internet companies.
The Q3 2026 13F is due by 2026-11-16. This page switches to it as soon as it lands on SEC EDGAR (checked hourly).
Tiger Global reported 46 US stock positions worth $24.0B at the end of Q2 2026, against $22.8B in 54 positions at the end of Q1 2026. The ten largest are 67% of the portfolio, led by Taiwan Semiconductor Manufac (9.7%), Amazon and Nvidia. Over the quarter it opened 9 new positions (Cerebras Systems Inc, Advanced Micro Devices and Seagate Technology and others), sold out of 17 (AppLovin, Zillow Group Inc and Netflix and others), added to 4 and trimmed 14.
Biggest buys in Q2 2026
Biggest sells in Q2 2026
Everything Tiger Global owns
| Company | % of portfolio | Value | Shares | vs Q1 2026 | Upside | The rule |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac | 9.7% | $2.3B | 4,881,008 | -12% | — | — |
| AMZNAmazon | 9.6% | $2.3B | 9,683,558 | -3% | +46% | Members only |
| NVDANvidia | 9.3% | $2.2B | 11,198,773 | -7% | +19% | Members only |
| GOOGLAlphabet (Class A) | 8.7% | $2.1B | 5,805,687 | -45% | -5% | Members only |
| METAMeta Platforms | 6.6% | $1.6B | 2,823,180 | -9% | +14% | Members only |
| LRCXLam Research | 5.7% | $1.4B | 3,163,495 | -19% | +2% | Members only |
| Sea Ltd | 5.0% | $1.2B | 12,559,152 | -19% | — | — |
| AMATApplied Materials | 4.9% | $1.2B | 1,632,210 | -1% | -56% | Members only |
| GEVGE Vernova | 3.9% | $937.0M | 797,511 | -18% | +42% | Members only |
| MSFTMicrosoft | 3.5% | $845.6M | 2,266,913 | -9% | -4% | Members only |
| CPAYCorpay | 3.0% | $716.5M | 2,149,877 | +23% | +86% | Members only |
| Cerebras Systems Inc | 2.8% | $662.8M | 2,999,000 | NEW | — | — |
| AVGOBroadcom | 2.8% | $662.6M | 1,754,062 | -51% | -9% | Members only |
| Coupang Inc | 2.6% | $633.4M | 36,467,972 | +5% | — | — |
| INTCIntel | 2.5% | $593.8M | 4,252,690 | +160% | -103% | Members only |
| Spotify Technology S A | 2.2% | $537.8M | 1,171,427 | -26% | — | — |
| TTWOTake-Two Interactive | 1.9% | $452.3M | 1,809,348 | -10% | -94% | Members only |
| RDDTReddit | 1.8% | $439.0M | 2,528,819 | +1% | +36% | Members only |
| AMDAdvanced Micro Devices | 1.6% | $392.0M | 674,727 | NEW | -76% | Members only |
| XYZBlock | 1.5% | $347.8M | 4,576,007 | +14% | +23% | Members only |
| APOApollo Global Management | 1.3% | $322.2M | 2,723,110 | -17% | -76% | Members only |
| STXSeagate Technology | 1.1% | $275.1M | 285,100 | NEW | -57% | Members only |
| VVisa | 1.1% | $274.0M | 798,697 | NEW | -21% | Members only |
| Mercadolibre Inc | 1.1% | $259.9M | 153,126 | +13% | — | — |
| Liberty Media Corp Del | 0.9% | $216.8M | 2,278,555 | -15% | — | — |
| NU Hldgs Ltd | 0.6% | $147.4M | 11,032,555 | same | — | — |
| Wealthfront Corp | 0.6% | $135.5M | 15,156,877 | same | — | — |
| UNHUnitedHealth Group | 0.5% | $123.6M | 297,452 | -15% | +47% | Members only |
| Chime Finl Inc | 0.5% | $108.2M | 5,284,045 | -52% | — | — |
| Equipmentshare Com Inc | 0.4% | $90.0M | 4,579,646 | same | — | — |
| SHWSherwin-Williams | 0.4% | $88.5M | 257,083 | same | -41% | Members only |
| DHRDanaher | 0.4% | $86.9M | 456,000 | NEW | -68% | Members only |
| NOWServiceNow | 0.4% | $86.7M | 873,485 | -42% | -3% | Members only |
| Space Exploration Techn Corp | 0.3% | $64.1M | 375,000 | NEW | — | — |
| Webull Corp | 0.2% | $43.8M | 6,724,137 | same | — | — |
| Atrenew Inc | 0.2% | $38.0M | 9,831,218 | same | — | — |
| Applied Digital Corp | 0.1% | $33.0M | 885,000 | NEW | — | — |
| Cipher Digital Inc | <0.1% | $22.7M | 927,000 | NEW | — | — |
| Core Scientific Inc New | <0.1% | $20.9M | 817,000 | NEW | — | — |
| UBERUber | <0.1% | $10.9M | 151,178 | same | +93% | Members only |
| Jd.com Inc | <0.1% | $5.1M | 201,500 | -41% | — | — |
| DASHDoorDash | <0.1% | $4.7M | 25,337 | same | -27% | Members only |
| Pony AI Inc | <0.1% | $2.2M | 310,287 | -89% | — | — |
| Accelerant Holdings | <0.1% | $879,000 | 75,000 | same | — | — |
| Gemini Space Sta Inc | <0.1% | $298,200 | 70,000 | same | — | — |
| Mntn Inc | <0.1% | $184,000 | 20,000 | same | — | — |
| APPAppLovin | — | — | — | SOLD OUT | +44% | Members only |
| Zillow Group Inc | — | — | — | SOLD OUT | — | — |
| NFLXNetflix | — | — | — | SOLD OUT | +22% | Members only |
| Zscaler Inc | — | — | — | SOLD OUT | — | — |
| Procore Technologies Inc | — | — | — | SOLD OUT | — | — |
| LITELumentum | — | — | — | SOLD OUT | -83% | Members only |
| CSGPCoStar Group | — | — | — | SOLD OUT | -46% | Members only |
| Zillow Group Inc | — | — | — | SOLD OUT | — | — |
| Robinhood Ventures FD I | — | — | — | SOLD OUT | — | — |
| Paypay Corp | — | — | — | SOLD OUT | — | — |
| Figure Technology Solutio | — | — | — | SOLD OUT | — | — |
| Netskope Inc | — | — | — | SOLD OUT | — | — |
| Xanadu Quantum Technolo Ltd | — | — | — | SOLD OUT | — | — |
| Bullish | — | — | — | SOLD OUT | — | — |
| Etoro Group Ltd | — | — | — | SOLD OUT | — | — |
| Klarna Group Plc | — | — | — | SOLD OUT | — | — |
| Figma Inc | — | — | — | SOLD OUT | — | — |
Upside is to our model’s value from each company’s own SEC filings, for the S&P 500 companies we value (how). Positions sold out during the quarter are listed last.
Other 13F portfolios
- Berkshire HathawayWarren Buffett · Q2 2026
- Dodge & Cox220 positions · Q2 2026
- Harris Associates (Oakmark)Bill Nygren · Q2 2026
- First Eagle Investments422 positions · Q2 2026
- Coatue ManagementPhilippe Laffont · Q2 2026
- Viking GlobalAndreas Halvorsen · Q2 2026
- D1 Capital PartnersDan Sundheim · Q2 2026
- Davis AdvisorsChris Davis · Q2 2026
- Pershing SquareBill Ackman · Q2 2026
- Lone Pine CapitalStephen Mandel · Q2 2026
- Elliott Investment ManagementPaul Singer · Q2 2026
- FundsmithTerry Smith · Q2 2026
What a 13F shows, and what it hides: 13F filings explained.
Generated automatically from Tiger Global’s Form 13F (CIK 1167483, accession 0000919574-26-005427) on SEC EDGAR, compared with its filing for Q1 2026. Long US stock positions only: 13Fs leave out shorts, cash, bonds, most non-US holdings and options (excluded here), and are up to 45 days old when filed. Research only, not investment advice. boring&rich is not affiliated with or endorsed by Tiger Global or Chase Coleman.