Tiger Global's $24B Portfolio Update: New Stakes and Major Trims

Tiger Global Management's second-quarter portfolio update for 2026 shows significant changes in its holdings. The company's Q2 2026 13F portfolio rose to $23.98 billion, with a total of 26 major positions led by TSM, AMZN, NVDA, GOOGL, and META.

The firm's new stakes include Cerebras Systems, AMD, Seagate, and Visa, while it completely exited AppLovin and Zillow from its portfolio. Major increases were made in Corpay, Coupang, Intel, Reddit, Block, and MercadoLibre, indicating confidence in these names.

However, there were also significant trims in several positions, including TSM, AMZN, NVDA, GOOGL, META, LRCX, SE, AMAT, GEV, MSFT, AVGO, SPOT, TTWO, and APO. This suggests active risk management and profit-taking by the company.