2026 Q1 Portfolio Activity
In 2026 Q1, TIGER GLOBAL MANAGEMENT LLC maintained a portfolio of 61 distinct positions. The most significant new addition was MERCADOLIBRE INC, now representing 1.02% of the total fund value. They heavily accumulated shares in TAIWAN SEMICONDUCTOR MANUFAC, increasing the position by 49.4%. The fund also reduced its exposure to MICROSOFT CORP by 54.4%.
Position History
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Total Positions
61
Quarter
2026 Q1
Top Holding
GOOGL (13.4%)
Top 10 Concentration
69.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 61
TIGER GLOBAL MANAGEMENT LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 13.38% | 11.20% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
10,631,402 | $3,057,165,959 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 9.17% | 6.91% |
#2
2
Prev: #4
|
7.2 | 1,000,000 | 9.1% |
P
S
|
12,011,752 | $2,094,849,549 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 9.12% | 7.78% |
#3
Prev: #3
|
5.1 | -11,379 | -0.1% |
P
S
|
10,000,000 | $2,082,700,000 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 8.23% | 3.81% |
#4
4
Prev: #8
|
6.3 | 1,839,600 | 49.4% |
P
S
|
5,565,074 | $1,880,716,758 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 7.73% | 6.11% |
#5
1
Prev: #6
|
5.6 | 336,249 | 12.2% |
P
S
|
3,086,864 | $1,766,087,500 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 5.59% | 6.62% |
#6
1
Prev: #5
|
3.2 | no change | no change |
P
S
|
15,415,835 | $1,276,585,296 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 4.86% | 3.35% |
#7
2
Prev: #9
|
4.4 | 709,200 | 24.7% |
P
S
|
3,584,814 | $1,109,535,781 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.05% | 8.92% |
#8
6
Prev: #2
|
1.6 | -2,977,747 | -54.4% |
P
S
|
2,500,000 | $925,425,000 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 3.72% | 2.14% |
#9
7
Prev: #16
|
2.5 | no change | no change |
P
S
|
972,994 | $849,326,463 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 3.65% | 2.25% |
#10
5
Prev: #15
|
2.5 | no change | no change |
P
S
|
3,900,439 | $833,367,797 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 3.36% | 2.47% |
#11
3
Prev: #14
|
3.8 | 319,300 | 25.3% |
P
S
|
1,580,761 | $766,526,817 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 2.86% | 2.09% |
#12
5
Prev: #17
|
3.6 | 8,328,148 | 31.7% |
P
S
|
34,595,407 | $653,161,284 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 2.48% | 0.77% |
#13
14
Prev: #27
|
4.0 | 761,700 | 85.1% |
P
S
|
1,656,900 | $566,311,851 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CPAY
CORPAY INC
|
Technology | 2.23% | 1.77% |
#14
5
Prev: #19
|
1.9 | no change | no change |
P
S
|
1,752,146 | $509,856,965 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 1.74% | 2.93% |
#15
3
Prev: #12
|
0.7 | -292,984 | -22.7% |
P
S
|
1,000,000 | $398,000,000 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TTWO
TAKE-TWO INTERA...
|
Communication Services | 1.73% | 5.03% |
#16
9
Prev: #7
|
0.7 | -3,839,256 | -65.7% |
P
S
|
2,000,000 | $395,000,000 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APO
APOLLO GLOBAL M...
|
Financial Services | 1.61% | 3.03% |
#17
7
Prev: #10
|
0.6 | -2,916,162 | -47.0% |
P
S
|
3,293,334 | $366,943,274 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RDDT
REDDIT INC
|
Communication Services | 1.47% | 2.97% |
#18
7
Prev: #11
|
0.6 | -1,343,915 | -35.0% |
P
S
|
2,500,000 | $336,625,000 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
Z
ZILLOW GROUP IN...
|
Communication Services | 1.33% | 1.39% |
#19
3
Prev: #22
|
3.0 | 1,312,000 | 21.7% |
P
S
|
7,368,957 | $304,927,441 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XYZ
BLOCK INC
|
Technology | 1.05% | 1.39% |
#20
1
Prev: #21
|
0.4 | -2,364,840 | -37.2% |
P
S
|
4,000,000 | $240,720,000 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NFLX
NETFLIX INC.
|
ETF | 1.03% | 0.77% |
#21
7
Prev: #28
|
1.4 | no change | no change |
P
S
|
2,439,000 | $234,509,850 | 2003 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 1.02% | — |
#22
Prev: #—
|
3.9 | 135,006 | — |
NEW
|
135,006 | $233,428,074 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 1.00% | 0.89% |
#23
3
Prev: #26
|
1.4 | no change | no change |
P
S
|
2,682,000 | $228,023,640 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZS
ZSCALER INC
|
Technology | 0.97% | 1.20% |
#24
Prev: #24
|
1.4 | no change | no change |
P
S
|
1,579,766 | $221,625,372 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHYM
CHIME FINL INC
|
Technology | 0.91% | 1.20% |
#25
2
Prev: #23
|
0.4 | -3,110,719 | -21.9% |
P
S
|
11,081,780 | $207,561,740 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 0.69% | 0.62% |
#26
5
Prev: #31
|
1.3 | no change | no change |
P
S
|
11,032,555 | $158,537,818 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.69% | 1.10% |
#27
2
Prev: #25
|
0.3 | -626,890 | -29.5% |
P
S
|
1,500,000 | $156,825,000 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WLTH
WEALTHFRONT COR...
|
Technology | 0.61% | 0.69% |
#28
2
Prev: #30
|
1.2 | no change | no change |
P
S
|
15,156,877 | $140,201,112 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PCOR
PROCORE TECHNOL...
|
Technology | 0.58% | 0.57% |
#29
3
Prev: #32
|
1.2 | no change | no change |
P
S
|
2,339,500 | $133,351,500 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LITE
LUMENTUM HLDGS ...
|
Technology | 0.42% | — |
#30
Prev: #—
|
3.7 | 136,800 | — |
NEW
|
136,800 | $96,137,568 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.42% | 0.47% |
#31
3
Prev: #34
|
0.7 | -69,760 | -16.6% |
P
S
|
350,445 | $94,826,913 | 2006 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
EQUIPMENTSHARE ...
|
|
Unknown | 0.41% | — |
#32
Prev: #—
|
3.7 | 4,579,646 | — |
NEW
|
4,579,646 | $93,287,389 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.36% | 0.28% |
#33
4
Prev: #37
|
1.1 | no change | no change |
P
S
|
257,083 | $82,407,956 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INTC
INTEL CORP
|
Technology | 0.32% | — |
#34
Prev: #—
|
3.6 | 1,638,700 | — |
NEW
|
1,638,700 | $72,315,831 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CSGP
COSTAR GROUP IN...
|
Real Estate | 0.26% | 0.51% |
#35
2
Prev: #33
|
0.1 | -759,109 | -33.6% |
P
S
|
1,500,000 | $60,510,000 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RERE
ATRENEW INC
|
Consumer Cyclical | 0.20% | 0.18% |
#36
4
Prev: #40
|
1.1 | no change | no change |
P
S
|
9,831,218 | $46,108,412 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZG
ZILLOW GROUP IN...
|
Communication Services | 0.19% | 0.24% |
#37
1
Prev: #38
|
1.1 | no change | no change |
P
S
|
1,023,733 | $42,372,309 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BULL
WEBULL CORP
|
Technology | 0.14% | 0.18% |
#38
1
Prev: #39
|
1.1 | no change | no change |
P
S
|
6,724,137 | $32,275,858 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PONY
PONY AI INC
|
Technology | 0.12% | 0.14% |
#39
2
Prev: #41
|
1.0 | no change | no change |
P
S
|
2,900,000 | $27,376,000 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.05% | 0.04% |
#40
3
Prev: #43
|
1.0 | no change | no change |
P
S
|
151,178 | $10,874,234 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
ROBINHOOD VENTU...
|
|
Unknown | 0.05% | — |
#41
Prev: #—
|
3.5 | 400,000 | — |
NEW
|
400,000 | $10,616,000 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
JD
JD.COM INC
|
Consumer Cyclical | 0.04% | 0.03% |
#42
2
Prev: #44
|
1.0 | no change | no change |
P
S
|
344,309 | $10,181,217 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
PAYPAY CORP
|
|
Unknown | 0.04% | — |
#43
Prev: #—
|
3.5 | 400,000 | — |
NEW
|
400,000 | $8,536,000 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
FIGR
FIGURE TECHNOLO...
|
Financial Services | 0.03% | 0.03% |
#44
2
Prev: #46
|
1.0 | no change | no change |
P
S
|
200,000 | $6,790,000 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NTSK
NETSKOPE INC
|
Technology | 0.02% | 0.03% |
#45
Prev: #45
|
1.0 | no change | no change |
P
S
|
500,000 | $4,245,000 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
XANADU QUANTUM ...
|
|
Unknown | 0.02% | — |
#46
Prev: #—
|
3.5 | 500,000 | — |
NEW
|
500,000 | $3,830,000 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 0.02% | 0.02% |
#47
Prev: #47
|
1.0 | no change | no change |
P
S
|
25,337 | $3,804,351 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
BULLISH
|
|
Unknown | 0.02% | 0.01% |
#48
1
Prev: #49
|
1.0 | no change | no change |
P
S
|
100,000 | $3,573,000 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
ETOR
ETORO GROUP LTD
|
Financial Services | 0.01% | 0.01% |
#49
1
Prev: #50
|
1.0 | no change | no change |
P
S
|
80,000 | $2,402,400 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
KLARNA GROUP PL...
|
|
Unknown | 0.01% | 0.02% |
#50
2
Prev: #48
|
1.0 | no change | no change |
P
S
|
175,000 | $2,290,750 | — | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 61 holdings