Tiger Global Management LLC filed Q1 2026 13F: GOOGL leads a $22.8B portfolio

Filed: 2026-05-15 · Report date: 2026-03-31 · Form: 13F-HR

Source: SEC EDGAR filing

Portfolio overview

Portfolio value: $22.8B
Holdings: 54
Previous quarter: 2025-12-31

Top 5 holdings

GOOGL — $3.1B (13.4%)
NVDA — $2.1B (9.2%)
AMZN — $2.1B (9.1%)
TSM — $1.9B (8.2%)
META — $1.8B (7.7%)

New positions

MELI — $233.4M (1.0%)
LITE — $96.1M (0.42%)
EQPT — $93.3M (0.41%)
INTC — $72.3M (0.32%)
HOOD — $10.6M (0.05%)

Exits

FLUT — last seen at $860.9M
VEEVA SYS INC — last seen at $540.3M
GRAB HOLDINGS LIMITED — last seen at $463.7M
WDAY — last seen at $214.8M
ESTC — last seen at $127.5M

Biggest adds

TSM — +$748.6M (now $1.9B)
AMAT — +$336.3M (now $566.3M)
GEV — +$213.4M (now $849.3M)

Biggest trims

MSFT — -$1.7B (now $925.4M)
TTWO — -$1.1B (now $395M)
SE — -$690M (now $1.3B)

Methodology note

13F filings are public quarterly disclosures with up to a 45-day lag from quarter-end. Numbers here reflect the manager's disclosed long US equity positions only; they are not a real-time portfolio, do not include derivatives or short positions, and are not actual fund NAV. Not investment advice.

Full case file: https://worldsmartmoney.com/manager/tiger-global

This article: https://worldsmartmoney.com/news/tiger-global-2026-03-31-003362

English thread

Tweet 1/5 · 169 chars

Tiger Global Management LLC filed Q1 2026 13F.

Portfolio: $22.8B (54 holdings)
Top: GOOGL $3.1B (13.4%)

https://worldsmartmoney.com/news/tiger-global-2026-03-31-003362

Tweet 2/5 · 122 chars

Top 5 holdings:

1. GOOGL $3.1B (13.4%)
2. NVDA $2.1B (9.2%)
3. AMZN $2.1B (9.1%)
4. TSM $1.9B (8.2%)
5. META $1.8B (7.7%)

Tweet 3/5 · 125 chars

Position changes from 2025-12-31:

🆕 New: MELI, LITE, EQPT, INTC
🚪 Exited: FLUT, VEEVA SYS INC, GRAB HOLDINGS LIMITED, WDAY

Tweet 4/5 · 121 chars

📈 Biggest adds:
  TSM +$748.6M
  AMAT +$336.3M
  GEV +$213.4M

📉 Biggest trims:
  MSFT -$1.7B
  TTWO -$1.1B
  SE -$690M

Tweet 5/5 · 243 chars

Source: SEC 13F (≤45-day disclosure lag, not real-time, not fund NAV).

SEC: https://www.sec.gov/Archives/edgar/data/1167483/000091957426003362/0000919574-26-003362-index.htm
WSM: https://worldsmartmoney.com/news/tiger-global-2026-03-31-003362

Chinese thread

Tweet 1/5 · 150 chars

Tiger Global Management LLC 更新 2026 Q1 13F

组合：$22.8B（54 只持仓）
第一持仓：GOOGL $3.1B（13.4%）

https://worldsmartmoney.com/news/tiger-global-2026-03-31-003362

Tweet 2/5 · 110 chars

前 5 大持仓：

1. GOOGL $3.1B（13.4%）
2. NVDA $2.1B（9.2%）
3. AMZN $2.1B（9.1%）
4. TSM $1.9B（8.2%）
5. META $1.8B（7.7%）

Tweet 3/5 · 98 chars

相比 2025-12-31 的变化：

🆕 新建仓：MELI、LITE、EQPT、INTC
🚪 清仓：FLUT、VEEVA SYS INC、GRAB HOLDINGS LIMITED、WDAY

Tweet 4/5 · 104 chars

📈 加仓最多：
  TSM +$748.6M
  AMAT +$336.3M
  GEV +$213.4M

📉 减仓最多：
  MSFT -$1.7B
  TTWO -$1.1B
  SE -$690M

Tweet 5/5 · 212 chars

来源：SEC 13F（最多滞后 45 天公开，非实时，不代表基金净值）

SEC 原文：https://www.sec.gov/Archives/edgar/data/1167483/000091957426003362/0000919574-26-003362-index.htm
WSM 解读：https://worldsmartmoney.com/news/tiger-global-2026-03-31-003362

13F is a quarterly disclosure with up to 45-day lag. Not real-time, not fund NAV, not investment advice.