Stocktoria
TIGER GLOBAL MANAGEMENT LLC
institutional portfolio · 42 positions · $22.7B · from company filings
Sector allocation · by reported value
Manufacturing
39%
Services
34.6%
Retail Trade
3.4%
Finance, Insurance & Real Estate
2.6%
Transportation & Utilities
1%
Holdings
| Ticker | Company | Shares | Value | % of portfolio |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 4,881,008 | $2.3B | 10.3% |
| NVDA | NVIDIA CORP | 11,198,773 | $2.2B | 9.9% |
| GOOG | Alphabet Inc. | 5,805,687 | $2.1B | 9.2% |
| META | Meta Platforms, Inc. | 2,823,180 | $1.6B | 7% |
| LRCX | LAM RESEARCH CORP | 3,163,495 | $1.4B | 6.1% |
| LRCX | LAM RESEARCH CORP | 3,163,495 | $1.4B | 6.1% |
| SE | Sea Ltd | 12,559,152 | $1.2B | 5.3% |
| AMAT | APPLIED MATERIALS INC /DE | 1,632,210 | $1.2B | 5.2% |
| GEV | GE Vernova Inc. | 797,511 | $937.0M | 4.1% |
| MSFT | MICROSOFT CORP | 2,266,913 | $845.6M | 3.7% |
| MSFT | MICROSOFT CORP | 2,266,913 | $845.6M | 3.7% |
| CPAY | CORPAY, INC. | 2,149,877 | $716.5M | 3.2% |
| CBRS | Cerebras Systems Inc. | 2,999,000 | $662.8M | 2.9% |
| AVGO | Broadcom Inc. | 1,754,062 | $662.6M | 2.9% |
| CPNG | Coupang, Inc. | 36,467,972 | $633.4M | 2.8% |
| INTC | INTEL CORP | 4,252,690 | $593.8M | 2.6% |
| TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | 1,809,348 | $452.3M | 2% |
| RDDT | Reddit, Inc. | 2,528,819 | $439.0M | 1.9% |
| AMD | ADVANCED MICRO DEVICES INC | 674,727 | $392.0M | 1.7% |
| XYZ | Block, Inc. | 4,576,007 | $347.8M | 1.5% |
| APO | Apollo Global Management, Inc. | 2,723,110 | $322.2M | 1.4% |
| V | VISA INC. | 798,697 | $274.0M | 1.2% |
| FWONA | Liberty Media Corp | 2,278,555 | $216.8M | 1% |
| WLTH | WEALTHFRONT CORP | 15,156,877 | $135.5M | 0.6% |
| UNH | UNITEDHEALTH GROUP INC | 297,452 | $123.6M | 0.5% |
| CHYM | Chime Financial, Inc. | 5,284,045 | $108.2M | 0.5% |
| EQPT | EquipmentShare.com Inc | 4,579,646 | $90.0M | 0.4% |
| SHW | SHERWIN WILLIAMS CO | 257,083 | $88.5M | 0.4% |
| DHR | DANAHER CORP /DE/ | 456,000 | $86.9M | 0.4% |
| NOW | ServiceNow, Inc. | 873,485 | $86.7M | 0.4% |
| SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | 375,000 | $64.1M | 0.3% |
| RERE | ATRenew Inc. | 9,831,218 | $38.0M | 0.2% |
| APLD | Applied Digital Corp. | 885,000 | $33.0M | 0.1% |
| APLD | Applied Digital Corp. | 885,000 | $33.0M | 0.1% |
| CIFR | Cipher Digital Inc. | 927,000 | $22.7M | 0.1% |
| CORZ | Core Scientific, Inc./tx | 817,000 | $20.9M | 0.1% |
| UBER | Uber Technologies, Inc | 151,178 | $10.9M | — |
| JD | JD.com, Inc. | 201,500 | $5.1M | — |
| DASH | DoorDash, Inc. | 25,337 | $4.7M | — |
| PONY | Pony AI Inc. | 310,287 | $2.2M | — |
| GEMI | Gemini Space Station, Inc. | 70,000 | $298,200 | — |
| MNTN | MNTN, Inc. | 20,000 | $184,000 | — |
Holdings are long equity positions as last reported; not investment advice.