Wallsti
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Tiger Global Chase Coleman

Holdings as of the end of Q2 2026, reported in its 13F filing on Aug 14, 2026; changes vs Q1 2026. Source

Reported value
$24B
at quarter-end prices
Positions
46
top 10 are 67% of it
Bought · Q2 2026
11
9 new, 2 added 20%+
Sold · Q2 2026
24
17 sold out, 7 cut 20%+

Holdings 46

#StockCompanySharesValueOf portfolio Shares vs Q1 2026
1 TSM TAIWAN SEMICONDUCTOR MANUFAC 4,881,008 $2.3B 9.7% -12%
2 AMZN AMAZON COM INC 9,683,558 $2.3B 9.6% -3%
3 NVDA NVIDIA CORPORATION 11,198,773 $2.2B 9.3% -7%
4 GOOGL ALPHABET INC 5,805,687 $2.1B 8.7% -45%
5 META META PLATFORMS INC 2,823,180 $1.6B 6.6% -9%
6 LRCX LAM RESEARCH CORP 3,163,495 $1.4B 5.7% -19%
7 SE SEA LTD 12,559,152 $1.2B 5.0% -19%
8 AMAT APPLIED MATLS INC 1,632,210 $1.2B 4.9% -1%
9 GEV GE VERNOVA INC 797,511 $937M 3.9% -18%
10 MSFT MICROSOFT CORP 2,266,913 $845.6M 3.5% -9%
11 CPAY CORPAY INC 2,149,877 $716.5M 3.0% +23%
12 CBRS CEREBRAS SYSTEMS INC 2,999,000 $662.8M 2.8% new
13 AVGO BROADCOM INC 1,754,062 $662.6M 2.8% -51%
14 CPNG COUPANG INC 36,467,972 $633.4M 2.6% +5%
15 INTC INTEL CORP 4,252,690 $593.8M 2.5% +160%
16 SPOT SPOTIFY TECHNOLOGY S A 1,171,427 $537.8M 2.2% -26%
17 TTWO TAKE-TWO INTERACTIVE SOFTWAR 1,809,348 $452.3M 1.9% -10%
18 RDDT REDDIT INC 2,528,819 $439M 1.8% +1%
19 AMD ADVANCED MICRO DEVICES INC 674,727 $392M 1.6% new
20 XYZ BLOCK INC 4,576,007 $347.8M 1.5% +14%
21 APO APOLLO GLOBAL MGMT INC 2,723,110 $322.2M 1.3% -17%
22 — SEAGATE TECHNOLOGY HLDNGS PL 285,100 $275.1M 1.1% new
23 V VISA INC 798,697 $274M 1.1% new
24 MELI MERCADOLIBRE INC 153,126 $259.9M 1.1% +13%
25 FWONK LIBERTY MEDIA CORP DEL 2,278,555 $216.8M 0.90% -15%
26 — NU HLDGS LTD 11,032,555 $147.4M 0.61% —
27 WLTH WEALTHFRONT CORP 15,156,877 $135.5M 0.57% —
28 UNH UNITEDHEALTH GROUP INC 297,452 $123.6M 0.52% -15%
29 CHYM CHIME FINL INC 5,284,045 $108.2M 0.45% -52%
30 EQPT EQUIPMENTSHARE COM INC 4,579,646 $90M 0.38% —
31 SHW SHERWIN WILLIAMS CO 257,083 $88.5M 0.37% —
32 DHR DANAHER CORP DEL 456,000 $86.9M 0.36% new
33 NOW SERVICENOW INC 873,485 $86.7M 0.36% -42%
34 SPCX SPACE EXPLORATION TECHN CORP 375,000 $64.1M 0.27% new
35 — WEBULL CORP 6,724,137 $43.8M 0.18% —
36 RERE ATRENEW INC 9,831,218 $38M 0.16% —
37 APLD APPLIED DIGITAL CORP 885,000 $33M 0.14% new
38 CIFR CIPHER DIGITAL INC 927,000 $22.7M 0.09% new
39 CORZ CORE SCIENTIFIC INC NEW 817,000 $20.9M 0.09% new
40 UBER UBER TECHNOLOGIES INC 151,178 $10.9M 0.05% —
41 JD JD.COM INC 201,500 $5.1M 0.02% -41%
42 DASH DOORDASH INC 25,337 $4.7M 0.02% —
43 PONY PONY AI INC 310,287 $2.2M 0.01% -89%
44 ARX ACCELERANT HOLDINGS 75,000 $879K 0.00% —
45 GEMI GEMINI SPACE STA INC 70,000 $298.2K 0.00% —
46 MNTN MNTN INC 20,000 $184K 0.00% —

Sold out in Q2 2026 17

StockCompanyShares held in Q1 2026Value thenOf portfolio then
APP APPLOVIN CORP 1,000,000 $398M 1.7%
Z ZILLOW GROUP INC 7,368,957 $304.9M 1.3%
NFLX NETFLIX INC. 2,439,000 $234.5M 1.0%
ZS ZSCALER INC 1,579,766 $221.6M 0.97%
PCOR PROCORE TECHNOLOGIES INC 2,339,500 $133.4M 0.58%
LITE LUMENTUM HLDGS INC 136,800 $96.1M 0.42%
CSGP COSTAR GROUP INC 1,500,000 $60.5M 0.26%
ZG ZILLOW GROUP INC 1,023,733 $42.4M 0.19%
RVI ROBINHOOD VENTURES FD I 400,000 $10.6M 0.05%
PAYP PAYPAY CORP 400,000 $8.5M 0.04%
FIGR FIGURE TECHNOLOGY SOLUTIO 200,000 $6.8M 0.03%
NTSK NETSKOPE INC 500,000 $4.2M 0.02%
XNDU XANADU QUANTUM TECHNOLO LTD 500,000 $3.8M 0.02%
BLSH BULLISH 100,000 $3.6M 0.02%
ETOR ETORO GROUP LTD 80,000 $2.4M 0.01%

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.