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Tiger Global Management
Growth and technology, public and private, at scale.
Each slice is a holding, sized by its share of the portfolio and coloured by its grade — so a green-heavy circle means the weight is in businesses that grow and generate cash, whatever the individual names are.
Each position put through the same five checks on growth and cash generation that every company on this site gets. It describes what the manager owns — not whether buying it now would be sensible.
| TSM | Taiwan Semiconductor Manufacturing Company Limited | 9.7% | $2.3B | 4,881,008 | A+ | $450.61 | 63.99 |
| AMZN | AMAZON COM INC | 9.6% | $2.3B | 9,683,558 | D | $249.67 | 20.09 |
| NVDA | NVIDIA CORP | 9.6% | $2.3B | — | A+ | $225.07 | 28.45 |
| GOOGL | Alphabet Inc. | 8.7% | $2.1B | 5,805,687 | C+ | $343.92 | 17.27 |
| META | Meta Platforms, Inc. | 6.6% | $1.6B | 2,823,180 | B+ | $751.66 | 28.32 |
| LRCX | LAM RESEARCH CORPORATION | 5.7% | $1.4B | 3,163,495 | B+ | $315.21 | 54.72 |
| SE | Sea Limited | 5.0% | $1.2B | 12,559,152 | A | $99.55 | 39.50 |
| AMAT | APPLIED MATERIALS INC /DE | 4.9% | $1.2B | 1,632,210 | C+ | $485.00 | 41.85 |
| GEV | GE Vernova Inc. | 3.9% | $937M | 797,511 | A+ | $957.63 | 27.49 |
| MSFT | MICROSOFT CORPORATION | 3.5% | $845.6M | 2,266,913 | B+ | $516.17 | 28.74 |
| CPAY | Corpay, Inc | 3.0% | $716.5M | 2,149,877 | B+ | $398.11 | 24.23 |
| CBRS | Cerebras Systems Inc. | 2.8% | $662.8M | 2,999,000 | not rated | $206.75 | — |
| AVGO | Broadcom Inc. | 2.8% | $662.6M | 1,754,062 | A+ | $352.81 | 45.00 |
| CPNG | COUPANG, INC. | 2.6% | $633.4M | 36,467,972 | C- | $13.88 | — |
| INTC | INTEL CORP | 2.5% | $593.8M | 4,252,690 | A- | $123.00 | — |
| SPOT | Spotify Technology S.A. | 2.2% | $537.8M | 1,171,427 | A+ | $510.01 | 42.01 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE, INC. | 1.9% | $452.3M | 1,809,348 | B | $201.44 | — |
| RDDT | Reddit, Inc. | 1.8% | $439M | 2,528,819 | A+ | $149.84 | 34.85 |
| AMD | ADVANCED MICRO DEVICES INC | 1.6% | $392M | 674,727 | A+ | $630.63 | 162.12 |
| XYZ | Block, Inc. | 1.5% | $347.8M | 4,576,007 | A | $76.42 | 136.46 |
| APO | APOLLO GLOBAL MANAGEMENT, INC. | 1.3% | $322.2M | 2,723,110 | C | $121.69 | 44.58 |
| STX | Seagate Technology Holdings plc | 1.1% | $275.1M | 285,100 | A+ | $916.83 | 65.91 |
| V | VISA INC. | 1.1% | $274M | 798,697 | B+ | $367.38 | — |
| MELI | MercadoLibre, Inc. | 1.1% | $259.9M | 153,126 | A | $1,752.61 | 47.66 |
| FWONA | LIBERTY MEDIA CORPORATION | 0.9% | $216.8M | 2,278,555 | C | $86.46 | — |
| NU | Nu Holdings Ltd. | 0.6% | $147.4M | 11,032,555 | A+ | $13.59 | 33.69 |
| WLTH | Wealthfront Corporation | 0.6% | $135.5M | 15,156,877 | F- | $10.18 | — |
| UNH | UnitedHealth Group Incorporated | 0.5% | $123.6M | 297,452 | B | $376.59 | 24.22 |
| PTC | PTC Inc. | 0.5% | $108.2M | 5,284,045 | A+ | $138.12 | 13.44 |
| EQPT | EquipmentShare.com Inc | 0.4% | $90M | 4,579,646 | D- | $17.35 | 34.70 |
| SHW | THE SHERWIN-WILLIAMS COMPANY | 0.4% | $88.5M | 257,083 | A+ | $329.10 | 30.33 |
| DHR | DANAHER CORPORATION | 0.4% | $86.9M | 456,000 | C+ | $224.49 | 39.87 |
| NOW | ServiceNow, Inc. | 0.4% | $86.7M | 873,485 | A | $135.62 | 101.76 |
| BULL | Webull Corporation | 0.2% | $43.8M | 6,724,137 | A | $7.19 | 115.23 |
| RERE | ATRenew Inc. | 0.2% | $38M | 9,831,218 | not rated | $3.94 | 12.77 |
| APLD | APPLIED DIGITAL CORPORATION | 0.1% | $33M | 885,000 | D- | $26.25 | — |
| CIFR | Cipher Digital Inc. | 0.1% | $22.7M | 927,000 | F- | $17.73 | — |
| CORZ | Core Scientific, Inc./tx | 0.1% | $20.9M | 817,000 | F | $17.34 | — |
| UBER | Uber Technologies, Inc | 0.0% | $10.9M | 151,178 | A+ | $69.62 | 15.23 |
| JD | JD.com, Inc. | 0.0% | $5.1M | 201,500 | C | $26.51 | 13.79 |
| DASH | DOORDASH, INC. | 0.0% | $4.7M | 25,337 | A | $193.36 | 101.24 |
| PONY | Pony AI Inc. | 0.0% | $2.2M | 310,287 | D- | $6.89 | — |
| ARX | ACCELERANT HOLDINGS | 0.0% | $879K | 75,000 | D- | $19.75 | — |
| GEMI | Gemini Space Station, Inc. | 0.0% | $298.2K | 70,000 | D- | $5.54 | — |
| MNTN | MNTN, Inc. | 0.0% | $184K | 20,000 | A+ | $11.01 | 10.01 |
Fundamentals from SEC filings, prices from the last market-data pass. Sort by any column; companies with no figure sort last either way.
From the manager’s quarterly Form 13F. It covers US-listed equities held long, and excludes short positions, bonds, cash, options and anything listed abroad — so it is a slice of the portfolio, not the portfolio. Filings are due 45 days after quarter end, so these positions may have changed before you read them. Read the filing.
Grades and fundamentals are ours, from SEC filings. Nothing here is a recommendation, and following a disclosed portfolio means buying at prices the manager did not pay.