Whale Watch · Chase Coleman
Tiger Global
Quarter ended June 30, 2026 · Filed August 14, 2026
Reported holdings: $24B · 46 positions
Members see every move, every top holding, and get an email the day an investor they follow files.
Join The PodBiggest Moves
9 new · 6 added · 20 trimmed · 17 sold out
| Company | Change | Shares | Value |
|---|---|---|---|
| GOOGL · Alphabet Inc | Trimmed -45.4% | 5,805,687 | $2.1B |
| AVGO · Broadcom Inc | Trimmed -51.1% | 1,754,062 | $662.6M |
| CBRS · Cerebras Systems Inc | New | 2,999,000 | $662.8M |
| APP · Applovin Corp | Sold out | 1,000,000 | $398M |
| AMD · Advanced Micro Devices Inc | New | 674,727 | $392M |
| INTC · Intel Corp | Added +159.5% | 4,252,690 | $593.8M |
| TSM · Taiwan Semiconductor Manufac | Trimmed -12.3% | 4,881,008 | $2.3B |
| LRCX · Lam Research Corp | Trimmed -18.9% | 3,163,495 | $1.4B |
| Z · Zillow Group Inc | Sold out | 7,368,957 | $304.9M |
| Seagate Technology Hldngs Pl | New | 285,100 | $275.1M |
Top Holdings
| Company | Shares | Value | Of portfolio |
|---|---|---|---|
| TSM · Taiwan Semiconductor Manufac | 4,881,008 | $2.3B | 9.7% |
| AMZN · Amazon Com Inc | 9,683,558 | $2.3B | 9.6% |
| NVDA · Nvidia Corporation | 11,198,773 | $2.2B | 9.3% |
| GOOGL · Alphabet Inc | 5,805,687 | $2.1B | 8.7% |
| META · Meta Platforms Inc | 2,823,180 | $1.6B | 6.6% |
| LRCX · Lam Research Corp | 3,163,495 | $1.4B | 5.7% |
| SE · Sea Ltd | 12,559,152 | $1.2B | 5% |
| AMAT · Applied Matls Inc | 1,632,210 | $1.2B | 4.9% |
| GEV · Ge Vernova Inc | 797,511 | $937M | 3.9% |
| MSFT · Microsoft Corp | 2,266,913 | $845.6M | 3.5% |
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Source: SEC Form 13F filing · A 13F lists long positions in US-listed stocks and options on the last day of the quarter. Managers have up to 45 days to file, so it shows where they stood then, not what they hold today.
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