Stocktoria

TIGER GLOBAL MANAGEMENT LLC

institutional portfolio · 45 positions · $21.3B · from company filings

45positions
$21.3Breported value
5.2avg Piotroski F (38 scored)
GOOGtop holding · 14.3%

Sector allocation · by reported value

Holdings

TickerCompanySharesValue% of portfolio
GOOGAlphabet Inc.10,631,402$3.1B14.3%
NVDANVIDIA CORP12,011,752$2.1B9.8%
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD5,565,074$1.9B8.8%
METAMeta Platforms, Inc.3,086,864$1.8B8.3%
SESea Ltd15,415,835$1.3B6%
AVGOBroadcom Inc.3,584,814$1.1B5.2%
MSFTMICROSOFT CORP2,500,000$925.4M4.3%
MSFTMICROSOFT CORP2,500,000$925.4M4.3%
GEVGE Vernova Inc.972,994$849.3M4%
LRCXLAM RESEARCH CORP3,900,439$833.4M3.9%
LRCXLAM RESEARCH CORP3,900,439$833.4M3.9%
CPNGCoupang, Inc.34,595,407$653.2M3.1%
AMATAPPLIED MATERIALS INC /DE1,656,900$566.3M2.7%
CPAYCORPAY, INC.1,752,146$509.9M2.4%
APPAppLovin Corp1,000,000$398.0M1.9%
TTWOTAKE TWO INTERACTIVE SOFTWARE INC2,000,000$395.0M1.9%
APOApollo Global Management, Inc.3,293,334$366.9M1.7%
ZZILLOW GROUP, INC.8,392,690$347.3M1.6%
RDDTReddit, Inc.2,500,000$336.6M1.6%
XYZBlock, Inc.4,000,000$240.7M1.1%
NFLXNETFLIX INC2,439,000$234.5M1.1%
FWONALiberty Media Corp2,682,000$228.0M1.1%
ZSZscaler, Inc.1,579,766$221.6M1%
CHYMChime Financial, Inc.11,081,780$207.6M1%
NOWServiceNow, Inc.1,500,000$156.8M0.7%
WLTHWEALTHFRONT CORP15,156,877$140.2M0.7%
PCORPROCORE TECHNOLOGIES, INC.2,339,500$133.4M0.6%
LITELumentum Holdings Inc.136,800$96.1M0.5%
UNHUNITEDHEALTH GROUP INC350,445$94.8M0.4%
EQPTEquipmentShare.com Inc4,579,646$93.3M0.4%
SHWSHERWIN WILLIAMS CO257,083$82.4M0.4%
INTCINTEL CORP1,638,700$72.3M0.3%
CSGPCOSTAR GROUP, INC.1,500,000$60.5M0.3%
REREATRenew Inc.9,831,218$46.1M0.2%
PONYPony AI Inc.2,900,000$27.4M0.1%
UBERUber Technologies, Inc151,178$10.9M0.1%
RVIRobinhood Ventures Fund I400,000$10.6M
JDJD.com, Inc.344,309$10.2M
PAYPPayPay Corp400,000$8.5M
FGRSFigure Technology Solutions, Inc.200,000$6.8M
NTSKNetskope Inc500,000$4.2M
DASHDoorDash, Inc.25,337$3.8M
FIGFigma, Inc.60,000$1.3M
GEMIGemini Space Station, Inc.70,000$309,400
MNTNMNTN, Inc.20,000$176,000

Holdings are long equity positions as last reported; not investment advice.