Tiger Global Management - 8-Quarter 13F Trend (2024Q2 - 2026Q1)
CIK: 0001167483 Style: growth/tech long Value unit detected: dollars
Backfill executed 2026-05-17 as part of /investing:smart-money-watch v0 scaffold. Data: SEC EDGAR 13F-HR filings. Coverage: 8 most recent filed quarters.
Portfolio value trajectory
| Quarter | Total value | # Positions | New | Exits | Filing date |
|---|---|---|---|---|---|
| 2024Q2 | $21.63B | 44 | 5 | 2 | 2024-08-14 |
| 2024Q3 | $23.44B | 45 | 3 | 2 | 2024-11-14 |
| 2024Q4 | $26.46B | 49 | 8 | 4 | 2025-02-14 |
| 2025Q1 | $26.59B | 45 | 5 | 9 | 2025-05-15 |
| 2025Q2 | $34.08B | 50 | 7 | 2 | 2025-08-14 |
| 2025Q3 | $32.36B | 56 | 10 | 4 | 2025-11-14 |
| 2025Q4 | $29.71B | 54 | 1 | 3 | 2026-02-17 |
| 2026Q1 | $22.85B | 54 | 7 | 7 | 2026-05-15 |
Persistent top-10 positions (appear in 4+ of 8 quarters)
| Issuer | Quarters held in top-10 | Peak value | Latest value |
|---|---|---|---|
| META PLATFORMS INC | 8/8 | $5.56B | $1.77B |
| MICROSOFT CORP | 8/8 | $3.39B | $925.4M |
| ALPHABET INC | 8/8 | $3.33B | $3.06B |
| SEA LTD | 8/8 | $2.87B | $1.28B |
| AMAZON COM INC | 8/8 | $2.42B | $2.08B |
| NVIDIA CORPORATION | 8/8 | $2.18B | $2.09B |
| APOLLO GLOBAL MGMT INC | 5/8 | $2.03B | $898.9M |
| TAIWAN SEMICONDUCTOR MFG LTD | 4/8 | $1.88B | $1.88B |
| TAKE-TWO INTERACTIVE SOFTWAR | 7/8 | $1.51B | $1.50B |
| ELI LILLY & CO | 5/8 | $1.18B | $1.18B |
Notable additions (>$50M new positions or >20% adds in top-10)
- 2024Q2: NEW UNITEDHEALTH GROUP INC @ $1.20B
- 2024Q2: NEW QUALCOMM INC @ $370.0M
- 2024Q2: NEW APPLIED MATLS INC @ $211.3M
- 2024Q2: +900% NVIDIA CORPORATION (to $1.20B)
- 2024Q3: NEW FLUTTER ENTMT PLC @ $801.4M
- 2024Q3: NEW SHERWIN WILLIAMS CO @ $201.4M
- 2024Q3: +912% BROADCOM INC (to $318.3M)
- 2024Q4: NEW LAM RESEARCH CORP @ $285.9M
- 2024Q4: NEW ZSCALER INC @ $261.6M
- 2024Q4: NEW PDD HOLDINGS INC @ $255.0M
- 2024Q4: NEW COSTAR GROUP INC @ $232.3M
- 2024Q4: NEW SERVICETITAN INC @ $133.9M
- 2024Q4: +49157% SPOTIFY TECHNOLOGY S A (to $564.4M)
- 2024Q4: +90% SHERWIN WILLIAMS CO (to $341.4M)
- 2024Q4: +306% REDDIT INC (to $331.9M)
- 2024Q4: +307% COUPANG INC (to $178.5M)
- 2025Q1: NEW APPLOVIN CORP @ $442.0M
- 2025Q1: NEW ZILLOW GROUP INC @ $357.5M
- 2025Q1: NEW GE VERNOVA INC @ $322.2M
- 2025Q1: NEW BLOCK INC @ $102.4M
- 2025Q1: NEW ZILLOW GROUP INC @ $60.4M
- 2025Q1: +540% VEEVA SYS INC (to $560.7M)
- 2025Q1: +68% PDD HOLDINGS INC (to $522.6M)
- 2025Q1: +60% REDDIT INC (to $340.9M)
- 2025Q1: +64% COUPANG INC (to $292.3M)
- 2025Q2: NEW CHIME FINL INC @ $430.4M
- 2025Q2: NEW WEBULL CORP @ $140.2M
- 2025Q2: +62% AMAZON COM INC (to $2.34B)
- 2025Q2: +89% REDDIT INC (to $925.9M)
- 2025Q2: +109% BLOCK INC (to $267.9M)
Notable exits / trims (top-10 exits or >50% trim from $100M+ position)
- 2024Q2: EXIT MAPLEBEAR INC (was $65.6M)
- 2024Q3: EXIT DEXCOM INC (was $130.7M)
- 2024Q4: EXIT LAM RESEARCH CORP (was $288.2M)
- 2024Q4: EXIT ZOOMINFO TECHNOLOGIES INC (was $96.6M)
- 2024Q4: -81% UNITEDHEALTH GROUP INC (to $222.0M)
- 2025Q1: EXIT QUALCOMM INC (was $285.4M)
- 2025Q1: EXIT DATADOG INC (was $139.9M)
- 2025Q1: EXIT ATLASSIAN CORPORATION (was $97.5M)
- 2025Q1: EXIT OKLO INC (was $64.9M)
- 2025Q2: EXIT PDD HOLDINGS INC (was $522.6M)
- 2025Q2: EXIT SERVICETITAN INC (was $123.8M)
- 2025Q3: EXIT ELI LILLY & CO (was $1.18B)
- 2025Q3: EXIT CROWDSTRIKE HLDGS INC (was $254.7M)
- 2025Q3: EXIT NOVO-NORDISK A S (was $87.6M)
- 2025Q3: -63% META PLATFORMS INC (to $2.07B)
- 2025Q3: -73% SHERWIN WILLIAMS CO (to $114.0M)
- 2025Q4: EXIT MONGODB INC (was $105.8M)
- 2026Q1: EXIT FLUTTER ENTMT PLC (was $860.9M)
- 2026Q1: EXIT VEEVA SYS INC (was $540.3M)
- 2026Q1: EXIT GRAB HOLDINGS LIMITED (was $463.7M)
- 2026Q1: EXIT WORKDAY INC (was $214.8M)
- 2026Q1: EXIT ELASTIC N V (was $127.5M)
- 2026Q1: -54% MICROSOFT CORP (to $925.4M)
- 2026Q1: -66% TAKE-TWO INTERACTIVE SOFTWAR (to $395.0M)
RDCO thesis exposure (across all observed quarters)
- memory: none
- power: GE VERNOVA INC
- space: none
- longevity: ELI LILLY & CO
- elon-verse: none
- ai-infra-chips: BROADCOM INC, NVIDIA CORPORATION, TAIWAN SEMICONDUCTOR MFG LTD
- hyperscalers: ALPHABET INC, AMAZON COM INC, META PLATFORMS INC, MICROSOFT CORP
Latest quarter (2026Q1) top 10
| Rank | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC | $3.06B | 10,631,402 |
| 2 | NVIDIA CORPORATION | $2.09B | 12,011,752 |
| 3 | AMAZON COM INC | $2.08B | 10,000,000 |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | $1.88B | 5,565,074 |
| 5 | META PLATFORMS INC | $1.77B | 3,086,864 |
| 6 | SEA LTD | $1.28B | 15,415,835 |
| 7 | BROADCOM INC | $1.11B | 3,584,814 |
| 8 | MICROSOFT CORP | $925.4M | 2,500,000 |
| 9 | GE VERNOVA INC | $849.3M | 972,994 |
| 10 | LAM RESEARCH CORP | $833.4M | 3,900,439 |
Source
SEC EDGAR 13F-HR filings, CIK 0001167483. Pulled via ~/.claude/scripts/edgar-13f.py backfill 0001167483 --quarters 8 on 2026-05-17.
Related
- [[01-projects/investing/anchors/smart-money/2026-05-17-aggregate-2yr-backfill-summary.md]]
- [[.claude/skills/investing-smart-money-watch/SKILL.md]]
- [[01-projects/investing/README.md]]