Wallsti
Macro Thu 08:30 Core PPI m/m 1.3%vs 0.3% hotter S&P fut -0.08%10y -3bp Thu 08:30 Core Retail Sales m/m 0.9%vs 0.6% stronger S&P fut -0.08%10y -3bp Thu 08:30 PPI m/m 1.3%vs 0.6% hotter S&P fut -0.08%10y -3bp Next

Tiger Global Chase Coleman

Holdings as of the end of Q1 2026, reported in its 13F filing on May 15, 2026; changes vs Q4 2025. Source

Reported value
$22.8B
at quarter-end prices
Positions
54
top 10 are 69% of it
Bought · Q1 2026
13
7 new, 6 added 20%+
Sold · Q1 2026
16
7 sold out, 9 cut 20%+

Holdings 54

#StockCompanySharesValueOf portfolio Shares vs Q4 2025
1 GOOGL ALPHABET INC 10,631,402 $3.1B 13.4% —
2 NVDA NVIDIA CORPORATION 12,011,752 $2.1B 9.2% +9%
3 AMZN AMAZON COM INC 10,000,000 $2.1B 9.1% —
4 TSM TAIWAN SEMICONDUCTOR MANUFAC 5,565,074 $1.9B 8.2% +49%
5 META META PLATFORMS INC 3,086,864 $1.8B 7.7% +12%
6 SE SEA LTD 15,415,835 $1.3B 5.6% —
7 AVGO BROADCOM INC 3,584,814 $1.1B 4.9% +25%
8 MSFT MICROSOFT CORP 2,500,000 $925.4M 4.1% -54%
9 GEV GE VERNOVA INC 972,994 $849.3M 3.7% —
10 LRCX LAM RESEARCH CORP 3,900,439 $833.4M 3.6% —
11 SPOT SPOTIFY TECHNOLOGY S A 1,580,761 $766.5M 3.4% +25%
12 CPNG COUPANG INC 34,595,407 $653.2M 2.9% +32%
13 AMAT APPLIED MATLS INC 1,656,900 $566.3M 2.5% +85%
14 CPAY CORPAY INC 1,752,146 $509.9M 2.2% —
15 APP APPLOVIN CORP 1,000,000 $398M 1.7% -23%
16 TTWO TAKE-TWO INTERACTIVE SOFTWAR 2,000,000 $395M 1.7% -66%
17 APO APOLLO GLOBAL MGMT INC 3,293,334 $366.9M 1.6% -47%
18 RDDT REDDIT INC 2,500,000 $336.6M 1.5% -35%
19 Z ZILLOW GROUP INC 7,368,957 $304.9M 1.3% +22%
20 XYZ BLOCK INC 4,000,000 $240.7M 1.1% -37%
21 NFLX NETFLIX INC. 2,439,000 $234.5M 1.0% —
22 MELI MERCADOLIBRE INC 135,006 $233.4M 1.0% new
23 FWONK LIBERTY MEDIA CORP DEL 2,682,000 $228M 1.00% —
24 ZS ZSCALER INC 1,579,766 $221.6M 0.97% —
25 CHYM CHIME FINL INC 11,081,780 $207.6M 0.91% -22%
26 — NU HLDGS LTD 11,032,555 $158.5M 0.69% —
27 NOW SERVICENOW INC 1,500,000 $156.8M 0.69% -29%
28 WLTH WEALTHFRONT CORP 15,156,877 $140.2M 0.61% —
29 PCOR PROCORE TECHNOLOGIES INC 2,339,500 $133.4M 0.58% —
30 LITE LUMENTUM HLDGS INC 136,800 $96.1M 0.42% new
31 UNH UNITEDHEALTH GROUP INC 350,445 $94.8M 0.42% -17%
32 EQPT EQUIPMENTSHARE COM INC 4,579,646 $93.3M 0.41% new
33 SHW SHERWIN WILLIAMS CO 257,083 $82.4M 0.36% —
34 INTC INTEL CORP 1,638,700 $72.3M 0.32% new
35 CSGP COSTAR GROUP INC 1,500,000 $60.5M 0.26% -34%
36 RERE ATRENEW INC 9,831,218 $46.1M 0.20% —
37 ZG ZILLOW GROUP INC 1,023,733 $42.4M 0.19% —
38 — WEBULL CORP 6,724,137 $32.3M 0.14% —
39 PONY PONY AI INC 2,900,000 $27.4M 0.12% —
40 UBER UBER TECHNOLOGIES INC 151,178 $10.9M 0.05% —
41 RVI ROBINHOOD VENTURES FD I 400,000 $10.6M 0.05% new
42 JD JD.COM INC 344,309 $10.2M 0.04% —
43 PAYP PAYPAY CORP 400,000 $8.5M 0.04% new
44 FIGR FIGURE TECHNOLOGY SOLUTIO 200,000 $6.8M 0.03% —
45 NTSK NETSKOPE INC 500,000 $4.2M 0.02% —
46 XNDU XANADU QUANTUM TECHNOLO LTD 500,000 $3.8M 0.02% new
47 DASH DOORDASH INC 25,337 $3.8M 0.02% —
48 BLSH BULLISH 100,000 $3.6M 0.02% —
49 ETOR ETORO GROUP LTD 80,000 $2.4M 0.01% —
50 KLAR KLARNA GROUP PLC 175,000 $2.3M 0.01% —

Sold out in Q1 2026 7

StockCompanyShares held in Q4 2025Value thenOf portfolio then
— FLUTTER ENTMT PLC 4,003,542 $860.9M 2.9%
VEEV VEEVA SYS INC 2,420,500 $540.3M 1.8%
— GRAB HOLDINGS LIMITED 92,923,788 $463.7M 1.6%
WDAY WORKDAY INC 1,000,000 $214.8M 0.72%
ESTC ELASTIC N V 1,690,700 $127.5M 0.43%
HNGE HINGE HEALTH INC 1,805,751 $83.9M 0.28%
CRCL CIRCLE INTERNET GROUP INC 500,000 $39.6M 0.13%

13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.