Institutional Manager · CIK 0001167483
TIGER GLOBAL MANAGEMENT LLC
New York, NY · File #028-10100
Latest AUM
$29.71B
Positions
54
Top-10 Concentration
62.8%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | MICROSOFT CORP | MSFT | -1,073,621 | -$519.2M | -$224.9M |
| REDUCE | APPLOVIN CORP | APP | -710,005 | -$478.4M | -$89.6M |
| ADD | SERVICENOW INC | NOW | +1,826,890 | +$279.9M | -$230.1M |
| REDUCE | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | -852,900 | -$259.2M | +$112.6M |
| ADD | COUPANG INC | CPNG | +10,429,680 | +$246.0M | -$136.4M |
| REDUCE | AMAZON COM INC | AMZN | -1,032,062 | -$238.2M | +$124.2M |
| REDUCE | LAM RESEARCH CORP | LRCX | -1,359,889 | -$232.8M | +$196.1M |
| ADD | NETFLIX INC | NFLX | +2,237,100 | +$209.8M | -$223.1M |
| NEW | WEALTHFRONT CORP | WLTH | +15,156,877 | +$206.0M | $0 |
| REDUCE | REDDIT INC | RDDT | -828,600 | -$190.5M | -$560,702 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202554 pos · $29.71B
- 13F HOLDINGS REPORTQ/E Sep 202556 pos · $32.36B
- 13F HOLDINGS REPORTQ/E Jun 202550 pos · $34.08B
- 13F HOLDINGS REPORTQ/E Mar 202545 pos · $26.59B
- 13F HOLDINGS REPORTQ/E Dec 202449 pos · $26.46B
- 13F HOLDINGS REPORTQ/E Sep 202445 pos · $23.44B
- 13F HOLDINGS REPORTQ/E Jun 202444 pos · $21.63B
- 13F HOLDINGS REPORTQ/E Mar 202441 pos · $18.30B
- 13F HOLDINGS REPORTQ/E Dec 202348 pos · $13.56B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 10,631,402 | $3.33B | 11.20% |
| 2 | MICROSOFT CORP | MSFT | 5,477,747 | $2.65B | 8.92% |
| 3 | AMAZON COM INC | AMZN | 10,011,379 | $2.31B | 7.78% |
| 4 | NVIDIA CORPORATION | NVDA | 11,011,752 | $2.05B | 6.91% |
| 5 | SEA LTD | SE | 15,415,835 | $1.97B | 6.62% |
| 6 | META PLATFORMS INC | META | 2,750,615 | $1.82B | 6.11% |
| 7 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 5,839,256 | $1.50B | 5.03% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,725,474 | $1.13B | 3.81% |
| 9 | BROADCOM INC | AVGO | 2,875,614 | $995.3M | 3.35% |
| 10 | APOLLO GLOBAL MGMT INC | 03769M106 | 6,209,496 | $898.9M | 3.03% |
| 11 | REDDIT INC | RDDT | 3,843,915 | $883.6M | 2.97% |
| 12 | APPLOVIN CORP | APP | 1,292,984 | $871.2M | 2.93% |
| 13 | FLUTTER ENTMT PLC | G3643J108 | 4,003,542 | $860.9M | 2.90% |
| 14 | SPOTIFY TECHNOLOGY S A | SPOT | 1,261,461 | $732.5M | 2.47% |
| 15 | LAM RESEARCH CORP | LRCX | 3,900,439 | $667.7M | 2.25% |
| 16 | GE VERNOVA INC | GEV | 972,994 | $635.9M | 2.14% |
| 17 | COUPANG INC | CPNG | 26,267,259 | $619.6M | 2.09% |
| 18 | VEEVA SYS INC | VEEV | 2,420,500 | $540.3M | 1.82% |
| 19 | CORPAY INC | CPAY | 1,752,146 | $527.3M | 1.77% |
| 20 | GRAB HOLDINGS LIMITED | GRABW | 92,923,788 | $463.7M | 1.56% |