Tiger Global — 13F Filings Tracker

Chase Coleman · 13F public equity book

Report period: 06-30-2026 Generated: 2026-10-23 05:05:18 UTC Positions: 46 CHANGES DETECTED
What this is / isn’t. This is a 13F filings tracker (not a live blotter). 13F covers long US-listed equities & equity ETFs only, filed ~45 days after quarter-end. Cash, bonds, commodities, FX, shorts, and most written derivatives are not in the filing.
13F book (MTM)
$22.00B
Reported filing: $23.98B
Est. total AUM
—
Public estimate · not from 13F
Est. non-13F sleeve
—
Includes cash, bonds, commodities, FX…
13F share of AUM
—
45 positions priced live

13F book only

Tiger Global files 13F on the long US-listed equity/ETF book only. Private venture, non-US names and cash are outside this sleeve.
Marked 13F equity / ETF book
$22.00B
46 positions · long US-listed only

Sector map · rotation

Rotation vs prior 13F (2026-03-31 → 2026-06-30), using reported 13F values. Bars are today’s marked mix. Equity book only (options excluded). Click a sector for names.

Technology +11.8pp · Financial Services +0.8pp · Communication Services -6.5pp · Unmapped -6.5pp
47.73%
24.37%
19.14%
3.67%
3.34%
1.05%
0.40%
Unmapped
0.29%
# Sector Names Marked now Wgt now 13F wgt Prior 13F Δ wgt Δ 13F $
122$10.50B47.73%50.38%38.56%+11.83pp$3.27B
26$5.36B24.37%22.15%28.67%-6.52pp$-1.24B
37$4.21B19.14%18.57%18.85%-0.28pp$146.8M
45$807.8M3.67%3.11%2.31%+0.80pp$218.0M
52$734.7M3.34%4.28%4.13%+0.16pp$84.4M
62$231.2M1.05%0.88%0.42%+0.46pp$115.7M
71$88.9M0.40%0.37%0.36%+0.01pp$6.1M
8Unmapped1$64.1M0.29%0.27%6.72%-6.45pp$-1.47B

Industry (meso) · top 12

Industry Sector Names Marked now Wgt now Δ 13F wgt
SemiconductorsTechnology6$5.99B27.22%+6.13pp
Internet Content & InformationCommunication Services4$4.78B21.72%-6.59pp
Internet RetailConsumer Cyclical7$4.21B19.14%-0.28pp
Software - InfrastructureTechnology4$2.45B11.12%+0.71pp
Semiconductor Equipment & MaterialsTechnology2$1.34B6.10%+4.51pp
Specialty Industrial MachineryIndustrials1$659.9M3.00%+0.19pp
Software - ApplicationTechnology6$516.6M2.35%-0.79pp
Electronic Gaming & MultimediaCommunication Services1$376.0M1.71%+0.16pp
Credit ServicesFinancial Services1$330.9M1.50%+1.14pp
Asset ManagementFinancial Services1$312.7M1.42%-0.26pp
EntertainmentCommunication Services1$207.7M0.94%-0.09pp
Computer HardwareTechnology1$183.1M0.83%+1.15pp

Top holdings (weight of 13F book)

AMZN
11.02% · $2.42B
NVDA
10.80% · $2.38B
TSM
9.15% · $2.01B
GOOGL
8.56% · $1.88B
META
8.33% · $1.83B
MSFT
5.37% · $1.18B
SE
4.32% · $950.6M
CPAY
4.06% · $892.2M
LRCX
3.31% · $728.1M
SPOT
3.11% · $683.7M
Other 13F
31.99% · $7.04B

Latest portfolio changes (QoQ 13F trades)

Period: 2026-03-31 → 2026-06-30 Filed: 2026-05-15 → 2026-08-14
Est. bought $2.83B / sold $5.27B  |  Book chg 4.97%  | 
Inferred from consecutive SEC 13F filings (long US equities/ETFs only). Not a trade blotter — sizes are 13F reported quarter-end values; intra-quarter timing is unknown. Share deltas are the disclosed position changes.
Action Ticker Name Shares (prev → curr) Δ Shares Prev $ Curr $ Δ $ Share chg %
DECREASE ALPHABET INC 10,631,402 → 5,805,687 -4,825,715 $3.06B $2.07B $-982.4M -45.4%
NEW CEREBRAS SYSTEMS INC 0 → 2,999,000 +2,999,000 $0 $662.8M $662.8M —
DECREASE APPLIED MATLS INC 1,656,900 → 1,632,210 -24,690 $566.3M $1.18B $613.8M -1.5%
DECREASE LAM RESEARCH CORP 3,900,439 → 3,163,495 -736,944 $833.4M $1.37B $537.5M -18.9%
INCREASE INTEL CORP 1,638,700 → 4,252,690 +2,613,990 $72.3M $593.8M $521.5M +159.5%
DECREASE TAIWAN SEMICONDUCTOR MANUFAC 5,565,074 → 4,881,008 -684,066 $1.88B $2.33B $450.3M -12.3%
DECREASE BROADCOM INC 3,584,814 → 1,754,062 -1,830,752 $1.11B $662.6M $-446.9M -51.1%
EXIT — APPLOVIN CORP 1,000,000 → 0 -1,000,000 $398.0M $0 $-398.0M -100.0%
NEW ADVANCED MICRO DEVICES INC 0 → 674,727 +674,727 $0 $392.0M $392.0M —
EXIT — ZILLOW GROUP INC 7,368,957 → 0 -7,368,957 $304.9M $0 $-304.9M -100.0%
NEW SEAGATE TECHNOLOGY HLDNGS PL 0 → 285,100 +285,100 $0 $275.1M $275.1M —
NEW VISA INC 0 → 798,697 +798,697 $0 $274.0M $274.0M —
EXIT — NETFLIX INC. 2,439,000 → 0 -2,439,000 $234.5M $0 $-234.5M -100.0%
DECREASE SPOTIFY TECHNOLOGY S A 1,580,761 → 1,171,427 -409,334 $766.5M $537.8M $-228.7M -25.9%
DECREASE AMAZON COM INC 10,000,000 → 9,683,558 -316,442 $2.08B $2.31B $225.3M -3.2%
EXIT — ZSCALER INC 1,579,766 → 0 -1,579,766 $221.6M $0 $-221.6M -100.0%
INCREASE CORPAY INC 1,752,146 → 2,149,877 +397,731 $509.9M $716.5M $206.6M +22.7%
DECREASE META PLATFORMS INC 3,086,864 → 2,823,180 -263,684 $1.77B $1.59B $-175.8M -8.5%
DECREASE NVIDIA CORPORATION 12,011,752 → 11,198,773 -812,979 $2.09B $2.24B $145.9M -6.8%
EXIT — PROCORE TECHNOLOGIES INC 2,339,500 → 0 -2,339,500 $133.4M $0 $-133.4M -100.0%
INCREASE BLOCK INC 4,000,000 → 4,576,007 +576,007 $240.7M $347.8M $107.1M +14.4%
INCREASE REDDIT INC 2,500,000 → 2,528,819 +28,819 $336.6M $439.0M $102.3M +1.2%
DECREASE CHIME FINL INC 11,081,780 → 5,284,045 -5,797,735 $207.6M $108.2M $-99.3M -52.3%
EXIT — LUMENTUM HLDGS INC 136,800 → 0 -136,800 $96.1M $0 $-96.1M -100.0%
DECREASE GE VERNOVA INC 972,994 → 797,511 -175,483 $849.3M $937.0M $87.6M -18.0%
NEW DANAHER CORP DEL 0 → 456,000 +456,000 $0 $86.9M $86.9M —
DECREASE MICROSOFT CORP 2,500,000 → 2,266,913 -233,087 $925.4M $845.6M $-79.8M -9.3%
DECREASE SEA LTD 15,415,835 → 12,559,152 -2,856,683 $1.28B $1.20B $-73.0M -18.5%
DECREASE SERVICENOW INC 1,500,000 → 873,485 -626,515 $156.8M $86.7M $-70.1M -41.8%
NEW — SPACE EXPLORATION TECHN CORP 0 → 375,000 +375,000 $0 $64.1M $64.1M —
EXIT — COSTAR GROUP INC 1,500,000 → 0 -1,500,000 $60.5M $0 $-60.5M -100.0%
DECREASE TAKE-TWO INTERACTIVE SOFTWAR 2,000,000 → 1,809,348 -190,652 $395.0M $452.3M $57.3M -9.5%
DECREASE APOLLO GLOBAL MGMT INC 3,293,334 → 2,723,110 -570,224 $366.9M $322.2M $-44.8M -17.3%
EXIT — ZILLOW GROUP INC 1,023,733 → 0 -1,023,733 $42.4M $0 $-42.4M -100.0%
NEW APPLIED DIGITAL CORP 0 → 885,000 +885,000 $0 $33.0M $33.0M —
DECREASE UNITEDHEALTH GROUP INC 350,445 → 297,452 -52,993 $94.8M $123.6M $28.8M -15.1%
INCREASE MERCADOLIBRE INC 135,006 → 153,126 +18,120 $233.4M $259.9M $26.5M +13.4%
DECREASE PONY AI INC 2,900,000 → 310,287 -2,589,713 $27.4M $2.2M $-25.2M -89.3%
NEW CIPHER DIGITAL INC 0 → 927,000 +927,000 $0 $22.7M $22.7M —
NEW CORE SCIENTIFIC INC NEW 0 → 817,000 +817,000 $0 $20.9M $20.9M —
INCREASE COUPANG INC 34,595,407 → 36,467,972 +1,872,565 $653.2M $633.4M $-19.7M +5.4%
DECREASE LIBERTY MEDIA CORP DEL 2,682,000 → 2,278,555 -403,445 $228.0M $216.8M $-11.2M -15.0%
EXIT — ROBINHOOD VENTURES FD I 400,000 → 0 -400,000 $10.6M $0 $-10.6M -100.0%
EXIT — PAYPAY CORP 400,000 → 0 -400,000 $8.5M $0 $-8.5M -100.0%
EXIT — FIGURE TECHNOLOGY SOLUTIO 200,000 → 0 -200,000 $6.8M $0 $-6.8M -100.0%
DECREASE JD.COM INC 344,309 → 201,500 -142,809 $10.2M $5.1M $-5.0M -41.5%
EXIT — NETSKOPE INC 500,000 → 0 -500,000 $4.2M $0 $-4.2M -100.0%
EXIT — XANADU QUANTUM TECHNOLO LTD 500,000 → 0 -500,000 $3.8M $0 $-3.8M -100.0%
EXIT — BULLISH 100,000 → 0 -100,000 $3.6M $0 $-3.6M -100.0%
EXIT — ETORO GROUP LTD 80,000 → 0 -80,000 $2.4M $0 $-2.4M -100.0%
EXIT — KLARNA GROUP PLC 175,000 → 0 -175,000 $2.3M $0 $-2.3M -100.0%
EXIT — FIGMA INC 60,000 → 0 -60,000 $1.3M $0 $-1.3M -100.0%

Today’s change check

13F MTM book: $22.00B (-3.68% vs prior snapshot) | Notable MTM movers: LRCX -11.8%, SPOT +11.1%, GEV -10.6%, AMAT -8.2%, AMD -8.1%, INTC -8.0%, META -7.0%

Mark-to-market movers (≥2%)

TickerNameChangeMTM
LAM RESEARCH CORP -11.76% $825.1M → $728.1M (Δ $-97.0M)
SPOTIFY TECHNOLOGY S A +11.10% $615.4M → $683.7M (Δ $68.3M)
GE VERNOVA INC -10.64% $738.4M → $659.9M (Δ $-78.6M)
APPLIED DIGITAL CORP -9.01% $18.6M → $16.9M (Δ $-1.7M)
CIPHER DIGITAL INC -8.87% $8.5M → $7.7M (Δ $-750.9K)
APPLIED MATLS INC -8.16% $667.5M → $613.0M (Δ $-54.5M)
ADVANCED MICRO DEVICES INC -8.10% $372.9M → $342.7M (Δ $-30.2M)
INTEL CORP -8.04% $395.3M → $363.6M (Δ $-31.8M)
SEAGATE TECHNOLOGY HLDNGS PL -7.86% $198.7M → $183.1M (Δ $-15.6M)
CEREBRAS SYSTEMS INC -7.66% $353.8M → $326.7M (Δ $-27.1M)
CORE SCIENTIFIC INC NEW -7.37% $11.6M → $10.8M (Δ $-857.9K)
META PLATFORMS INC -6.98% $1.97B → $1.83B (Δ $-137.4M)
AMAZON COM INC -4.57% $2.54B → $2.42B (Δ $-116.1M)
TAIWAN SEMICONDUCTOR MANUFAC -4.52% $2.11B → $2.01B (Δ $-95.4M)
NVIDIA CORPORATION -4.40% $2.49B → $2.38B (Δ $-109.3M)

Structural changes (daily snapshot diffs) — see QoQ trades card above for full quarter filing changes

No structural position changes (expected between quarterly 13F filings).

Top 50 positions

QoQ vs prior 13F: ▲ increased · ▼ decreased · ● new · ═ unchanged
# Ticker Name Shares Price MTM value Weight 13F value CUSIP
1 ▼ AMAZON COM INC 9,683,558 $250.38 $2.42B 11.02% $2.31B 023135106
2 ▼ NVIDIA CORPORATION 11,198,773 $212.21 $2.38B 10.80% $2.24B 67066G104
3 ▼ TAIWAN SEMICONDUCTOR MANUFAC 4,881,008 $412.35 $2.01B 9.15% $2.33B 874039100
4 ▼ ALPHABET INC 5,805,687 $324.22 $1.88B 8.56% $2.07B 02079K305
5 ▼ META PLATFORMS INC 2,823,180 $648.85 $1.83B 8.33% $1.59B 30303M102
6 ▼ MICROSOFT CORP 2,266,913 $521.08 $1.18B 5.37% $845.6M 594918104
7 ▼ SEA LTD 12,559,152 $75.69 $950.6M 4.32% $1.20B 81141R100
8 ▲ CORPAY INC 2,149,877 $415.01 $892.2M 4.06% $716.5M 219948106
9 ▼ LAM RESEARCH CORP 3,163,495 $230.15 $728.1M 3.31% $1.37B 512807306
10 ▼ SPOTIFY TECHNOLOGY S A 1,171,427 $583.66 $683.7M 3.11% $537.8M L8681T102
11 ▼ GE VERNOVA INC 797,511 $827.42 $659.9M 3.00% $937.0M 36828A101
12 ▼ APPLIED MATLS INC 1,632,210 $375.58 $613.0M 2.79% $1.18B 038222105
13 ▼ BROADCOM INC 1,754,062 $323.24 $567.0M 2.58% $662.6M 11135F101
14 ▲ COUPANG INC 36,467,972 $13.99 $510.2M 2.32% $633.4M 22266T109
15 ▲ REDDIT INC 2,528,819 $150.26 $380.0M 1.73% $439.0M 75734B100
16 ▼ TAKE-TWO INTERACTIVE SOFTWAR 1,809,348 $207.81 $376.0M 1.71% $452.3M 874054109
17 ▲ INTEL CORP 4,252,690 $85.49 $363.6M 1.65% $593.8M 458140100
18 ▲ BLOCK INC 4,576,007 $79.02 $361.6M 1.64% $347.8M 852234103
19 ● ADVANCED MICRO DEVICES INC 674,727 $507.93 $342.7M 1.56% $392.0M 007903107
20 ● VISA INC 798,697 $414.34 $330.9M 1.50% $274.0M 92826C839
21 ● CEREBRAS SYSTEMS INC 2,999,000 $108.94 $326.7M 1.48% $662.8M 15675D103
22 ▼ APOLLO GLOBAL MGMT INC 2,723,110 $114.83 $312.7M 1.42% $322.2M 03769M106
23 ▲ MERCADOLIBRE INC 153,126 $1.8K $279.4M 1.27% $259.9M 58733R102
24 ▼ LIBERTY MEDIA CORP DEL 2,278,555 $91.15 $207.7M 0.94% $216.8M 531229755
25 ● SEAGATE TECHNOLOGY HLDNGS PL 285,100 $642.14 $183.1M 0.83% $275.1M G7997R103
26 ═ WEALTHFRONT CORP 15,156,877 $11.20 $169.8M 0.77% $135.5M 947002101
27 ═ NU HLDGS LTD 11,032,555 $14.73 $162.5M 0.74% $147.4M G6683N103
28 ▼ CHIME FINL INC 5,284,045 $30.16 $159.4M 0.72% $108.2M 16935C109
29 ▼ SERVICENOW INC 873,485 $157.00 $137.1M 0.62% $86.7M 81762P102
30 ▼ UNITEDHEALTH GROUP INC 297,452 $424.98 $126.4M 0.57% $123.6M 91324P102
31 ● DANAHER CORP DEL 456,000 $229.75 $104.8M 0.48% $86.9M 235851102
32 ═ SHERWIN WILLIAMS CO 257,083 $345.63 $88.9M 0.40% $88.5M 824348106
33 ═ EQUIPMENTSHARE COM INC 4,579,646 $16.33 $74.8M 0.34% $90.0M 29445S100
34 ● Private SPACE EXPLORATION TECHN CORP 375,000 — $64.1M 0.29% $64.1M 84615Q103
35 ═ WEBULL CORP 6,724,137 $5.91 $39.7M 0.18% $43.8M G9572D103
36 ═ ATRENEW INC 9,831,218 $3.77 $37.1M 0.17% $38.0M 00138L108
37 ● APPLIED DIGITAL CORP 885,000 $19.09 $16.9M 0.08% $33.0M 038169207
38 ● CORE SCIENTIFIC INC NEW 817,000 $13.20 $10.8M 0.05% $20.9M 21874A106
39 ═ UBER TECHNOLOGIES INC 151,178 $69.07 $10.4M 0.05% $10.9M 90353T100
40 ● CIPHER DIGITAL INC 927,000 $8.32 $7.7M 0.04% $22.7M 17253J106
41 ▼ JD.COM INC 201,500 $25.68 $5.2M 0.02% $5.1M 47215P106
42 ═ DOORDASH INC 25,337 $185.94 $4.7M 0.02% $4.7M 25809K105
43 ▼ PONY AI INC 310,287 $5.02 $1.6M 0.01% $2.2M 732908108
44 ═ ACCELERANT HOLDINGS 75,000 $19.76 $1.5M 0.01% $879.0K G00894108
45 ═ GEMINI SPACE STA INC 70,000 $3.17 $221.9K 0.00% $298.2K 36866J105
46 ═ MNTN INC 20,000 $9.86 $197.2K 0.00% $184.0K 55318A108

Full equity book (46 lines)

# Ticker Name Shares Price MTM value Weight 13F value CUSIP
1 ▼ AMAZON COM INC 9,683,558 $250.38 $2.42B 11.02% $2.31B 023135106
2 ▼ NVIDIA CORPORATION 11,198,773 $212.21 $2.38B 10.80% $2.24B 67066G104
3 ▼ TAIWAN SEMICONDUCTOR MANUFAC 4,881,008 $412.35 $2.01B 9.15% $2.33B 874039100
4 ▼ ALPHABET INC 5,805,687 $324.22 $1.88B 8.56% $2.07B 02079K305
5 ▼ META PLATFORMS INC 2,823,180 $648.85 $1.83B 8.33% $1.59B 30303M102
6 ▼ MICROSOFT CORP 2,266,913 $521.08 $1.18B 5.37% $845.6M 594918104
7 ▼ SEA LTD 12,559,152 $75.69 $950.6M 4.32% $1.20B 81141R100
8 ▲ CORPAY INC 2,149,877 $415.01 $892.2M 4.06% $716.5M 219948106
9 ▼ LAM RESEARCH CORP 3,163,495 $230.15 $728.1M 3.31% $1.37B 512807306
10 ▼ SPOTIFY TECHNOLOGY S A 1,171,427 $583.66 $683.7M 3.11% $537.8M L8681T102
11 ▼ GE VERNOVA INC 797,511 $827.42 $659.9M 3.00% $937.0M 36828A101
12 ▼ APPLIED MATLS INC 1,632,210 $375.58 $613.0M 2.79% $1.18B 038222105
13 ▼ BROADCOM INC 1,754,062 $323.24 $567.0M 2.58% $662.6M 11135F101
14 ▲ COUPANG INC 36,467,972 $13.99 $510.2M 2.32% $633.4M 22266T109
15 ▲ REDDIT INC 2,528,819 $150.26 $380.0M 1.73% $439.0M 75734B100
16 ▼ TAKE-TWO INTERACTIVE SOFTWAR 1,809,348 $207.81 $376.0M 1.71% $452.3M 874054109
17 ▲ INTEL CORP 4,252,690 $85.49 $363.6M 1.65% $593.8M 458140100
18 ▲ BLOCK INC 4,576,007 $79.02 $361.6M 1.64% $347.8M 852234103
19 ● ADVANCED MICRO DEVICES INC 674,727 $507.93 $342.7M 1.56% $392.0M 007903107
20 ● VISA INC 798,697 $414.34 $330.9M 1.50% $274.0M 92826C839
21 ● CEREBRAS SYSTEMS INC 2,999,000 $108.94 $326.7M 1.48% $662.8M 15675D103
22 ▼ APOLLO GLOBAL MGMT INC 2,723,110 $114.83 $312.7M 1.42% $322.2M 03769M106
23 ▲ MERCADOLIBRE INC 153,126 $1.8K $279.4M 1.27% $259.9M 58733R102
24 ▼ LIBERTY MEDIA CORP DEL 2,278,555 $91.15 $207.7M 0.94% $216.8M 531229755
25 ● SEAGATE TECHNOLOGY HLDNGS PL 285,100 $642.14 $183.1M 0.83% $275.1M G7997R103
26 ═ WEALTHFRONT CORP 15,156,877 $11.20 $169.8M 0.77% $135.5M 947002101
27 ═ NU HLDGS LTD 11,032,555 $14.73 $162.5M 0.74% $147.4M G6683N103
28 ▼ CHIME FINL INC 5,284,045 $30.16 $159.4M 0.72% $108.2M 16935C109
29 ▼ SERVICENOW INC 873,485 $157.00 $137.1M 0.62% $86.7M 81762P102
30 ▼ UNITEDHEALTH GROUP INC 297,452 $424.98 $126.4M 0.57% $123.6M 91324P102
31 ● DANAHER CORP DEL 456,000 $229.75 $104.8M 0.48% $86.9M 235851102
32 ═ SHERWIN WILLIAMS CO 257,083 $345.63 $88.9M 0.40% $88.5M 824348106
33 ═ EQUIPMENTSHARE COM INC 4,579,646 $16.33 $74.8M 0.34% $90.0M 29445S100
34 ● Private SPACE EXPLORATION TECHN CORP 375,000 — $64.1M 0.29% $64.1M 84615Q103
35 ═ WEBULL CORP 6,724,137 $5.91 $39.7M 0.18% $43.8M G9572D103
36 ═ ATRENEW INC 9,831,218 $3.77 $37.1M 0.17% $38.0M 00138L108
37 ● APPLIED DIGITAL CORP 885,000 $19.09 $16.9M 0.08% $33.0M 038169207
38 ● CORE SCIENTIFIC INC NEW 817,000 $13.20 $10.8M 0.05% $20.9M 21874A106
39 ═ UBER TECHNOLOGIES INC 151,178 $69.07 $10.4M 0.05% $10.9M 90353T100
40 ● CIPHER DIGITAL INC 927,000 $8.32 $7.7M 0.04% $22.7M 17253J106
41 ▼ JD.COM INC 201,500 $25.68 $5.2M 0.02% $5.1M 47215P106
42 ═ DOORDASH INC 25,337 $185.94 $4.7M 0.02% $4.7M 25809K105
43 ▼ PONY AI INC 310,287 $5.02 $1.6M 0.01% $2.2M 732908108
44 ═ ACCELERANT HOLDINGS 75,000 $19.76 $1.5M 0.01% $879.0K G00894108
45 ═ GEMINI SPACE STA INC 70,000 $3.17 $221.9K 0.00% $298.2K 36866J105
46 ═ MNTN INC 20,000 $9.86 $197.2K 0.00% $184.0K 55318A108