Tiger Global Management

06/30 holdings · reported 08/14

Portfolio value

$24B

Stocks

46

Quarters on file

3

Stock	Shares	Value	Weight	Since the quarter before
Taiwan Semiconductor Manufacturing TSM	4,881,008 sh	$2.3B9.7%	9.7%	Trimmed −12.3%
Amazon AMZN	9,683,558 sh	$2.3B9.6%	9.6%	Trimmed −3.2%
Nvidia NVDA	11,198,773 sh	$2.2B9.3%	9.3%	Trimmed −6.8%
Alphabet GOOGL	5,805,687 sh	$2.1B8.7%	8.7%	Trimmed −45.4%
Meta Platforms META	2,823,180 sh	$1.6B6.6%	6.6%	Trimmed −8.5%
Lam Research LRCX	3,163,495 sh	$1.4B5.7%	5.7%	Trimmed −18.9%
Sea SE	12,559,152 sh	$1.2B5.0%	5.0%	Trimmed −18.5%
Applied Materials AMAT	1,632,210 sh	$1.2B4.9%	4.9%	Trimmed −1.5%
GE Vernova GEV	797,511 sh	$937M3.9%	3.9%	Trimmed −18.0%
Microsoft MSFT	2,266,913 sh	$845.6M3.5%	3.5%	Trimmed −9.3%
Corpay CPAY	2,149,877 sh	$716.5M3.0%	3.0%	Added +22.7%
Cerebras Systems CBRS	2,999,000 sh	$662.8M2.8%	2.8%	New position
Broadcom AVGO	1,754,062 sh	$662.6M2.8%	2.8%	Trimmed −51.1%
Coupang CPNG	36,467,972 sh	$633.4M2.6%	2.6%	Added +5.4%
Intel INTC	4,252,690 sh	$593.8M2.5%	2.5%	Added +159.5%
SASpotify Technology S ANot in the listed company registry	1,171,427 sh	$537.8M2.2%	2.2%	Trimmed −25.9%
Take Two Interactive Software TTWO	1,809,348 sh	$452.3M1.9%	1.9%	Trimmed −9.5%
Reddit RDDT	2,528,819 sh	$439M1.8%	1.8%	Added +1.2%
Advanced Micro Devices AMD	674,727 sh	$392M1.6%	1.6%	New position
Block XYZ	4,576,007 sh	$347.8M1.5%	1.5%	Added +14.4%

• 
  Tiger Global Management

  BuyAdvanced Micro Devices

  Buy
  

  Advanced Micro Devices

  AMD

  est. $392M

  674,727 sh

  est. $392M

  Reported 08/14

  06/30 holdings

• 
  Tiger Global Management

  SellAlphabet

  Sell
  

  Alphabet

  GOOGL

  est. $1.7B

  4,825,715 sh

  est. $1.7B

  Reported 08/14

  06/30 holdings

• 
  Tiger Global Management

  BuyIntel

  Buy
  

  Intel

  INTC

  est. $365M

  2,613,990 sh

  est. $365M

  Reported 08/14

  06/30 holdings

• 
  Tiger Global Management

  SellBroadcom

  Sell
  

  Broadcom

  AVGO

  est. $691.6M

  1,830,752 sh

  est. $691.6M

  Reported 08/14

  06/30 holdings

• 
  Tiger Global Management

  BuyVisa

  Buy
  

  Visa

  V

  est. $274M

  798,697 sh

  est. $274M

  Reported 08/14

  06/30 holdings

• 
  Tiger Global Management

  Full saleAppLovin

  Full sale
  

  AppLovin

  APP

  est. $398M

  1,000,000 sh

  est. $398M

  Reported 08/14

  06/30 holdings

• 
  Tiger Global Management

  Full saleNetflix

  Full sale
  

  Netflix

  NFLX

  est. $234.5M

  2,439,000 sh

  est. $234.5M

  Reported 08/14

  06/30 holdings

• 
  Tiger Global Management

  BuyCerebras Systems

  Buy
  

  Cerebras Systems

  CBRS

  est. $662.8M

  2,999,000 sh

  est. $662.8M

  Reported 08/14

  06/30 holdings

• 
  Tiger Global Management

  Full saleZillow Group

  Full sale
  

  Zillow Group

  Z

  est. $304.9M

  7,368,957 sh

  est. $304.9M

  Reported 08/14

  06/30 holdings

• 
  Tiger Global Management

  BuyCorpay

  Buy
  

  Corpay

  CPAY

  est. $132.6M

  397,731 sh

  est. $132.6M

  Reported 08/14

  06/30 holdings

• 
  Tiger Global Management

  BuyApplied Materials

  Buy
  

  Applied Materials

  AMAT

  est. $260.3M

  761,700 sh

  est. $260.3M

  Reported 05/15

  03/31 holdings

• 
  Tiger Global Management

  BuyTaiwan Semiconductor Manufacturing

  Buy
  

  Taiwan Semiconductor Manufacturing

  TSM

  est. $621.7M

  1,839,600 sh

  est. $621.7M

  Reported 05/15

  03/31 holdings

• 
  Tiger Global Management

  SellMicrosoft

  Sell
  

  Microsoft

  MSFT

  est. $1.1B

  2,977,747 sh

  est. $1.1B

  Reported 05/15

  03/31 holdings

• 
  Tiger Global Management

  BuyBroadcom

  Buy
  

  Broadcom

  AVGO

  est. $219.5M

  709,200 sh

  est. $219.5M

  Reported 05/15

  03/31 holdings

• 
  Tiger Global Management

  BuyCoupang

  Buy
  

  Coupang

  CPNG

  est. $157.2M

  8,328,148 sh

  est. $157.2M

  Reported 05/15

  03/31 holdings

• 
  Tiger Global Management

  Full saleVeeva Systems

  Full sale
  

  Veeva Systems

  VEEV

  est. $540.3M

  2,420,500 sh

  est. $540.3M

  Reported 05/15

  03/31 holdings

• 
  Tiger Global Management

  BuyMercadolibre

  Buy
  

  Mercadolibre

  MELI

  est. $233.4M

  135,006 sh

  est. $233.4M

  Reported 05/15

  03/31 holdings

• 
  Tiger Global Management

  SellAppLovin

  Sell
  

  AppLovin

  APP

  est. $116.6M

  292,984 sh

  est. $116.6M

  Reported 05/15

  03/31 holdings

• 
  Tiger Global Management

  SellServiceNow

  Sell
  

  ServiceNow

  NOW

  est. $65.5M

  626,890 sh

  est. $65.5M

  Reported 05/15

  03/31 holdings

• 
  Tiger Global Management

  SellBlock

  Sell
  

  Block

  XYZ

  est. $142.3M

  2,364,840 sh

  est. $142.3M

  Reported 05/15

  03/31 holdings