TSM
TAIWAN SEMICONDUCTOR MANUFACTURING
Mkt Val
$2,331,022,991.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
9.72%
BACK TO GURUS
positionslive prices
13F • Q2 2026 • FILED AUGUST 14, 2026
Chase Coleman
Tiger Global Management
13F Value
Market value of everything the 13F reports: US-listed shares, options at their underlying value, convertible notes
$24.0B
+0.00%
Top Conviction
Largest position, as a share of the 13F value
TSM 9.7%
+0.00%
Positions
Companies and instruments in the filing; the 46 largest are listed below
46
Holdings As Of
Quarter end the 13F describes; filed with the SEC on August 14, 2026
June 30, 2026
AMZN
Amazon.com Inc
Mkt Val
$2,307,979,214.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
9.62%
NVDA
NVIDIA Corp
Mkt Val
$2,240,762,490.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
9.34%
GOOGL
Alphabet Inc
Mkt Val
$2,074,778,363.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
8.65%
META
Meta Platforms Inc
Mkt Val
$1,590,269,062.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
6.63%
LRCX
Lam Research Corp
Mkt Val
$1,370,837,288.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
5.72%
SE
Sea Ltd
Mkt Val
$1,203,543,536.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
5.02%
AMAT
Applied Materials Inc
Mkt Val
$1,180,087,830.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
4.92%
GEV
GE Vernova Inc
Mkt Val
$936,963,773.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
3.91%
MSFT
Microsoft Corp
Mkt Val
$845,603,887.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
3.53%
CPAY
Corpay Inc
Mkt Val
$716,489,508.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.99%
CBRS
Cerebras Systems Inc
Mkt Val
$662,779,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.76%
AVGO
Broadcom Inc
Mkt Val
$662,596,921.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.76%
CPNG
Coupang, Inc.
Mkt Val
$633,448,674.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.64%
INTC
Intel Corp
Mkt Val
$593,803,105.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.48%
SPOT
Spotify Technology S.A.
Mkt Val
$537,837,279.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.24%
TTWO
Take-Two Interactive Software Inc
Mkt Val
$452,300,813.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.89%
RDDT
Reddit Inc
Mkt Val
$438,952,402.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.83%
AMD
Advanced Micro Devices Inc
Mkt Val
$391,955,662.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.63%
XYZ
Block Inc
Mkt Val
$347,776,532.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.45%
APO
Apollo Global Management Inc
Mkt Val
$322,171,145.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.34%
STX
Seagate Technology Holdings PLC
Mkt Val
$275,121,500.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.15%
V
Visa Inc
Mkt Val
$274,024,954.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.14%
MELI
MercadoLibre Inc
Mkt Val
$259,914,541.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.08%
FWONK
Liberty Media Corp-Liberty Formula One
Mkt Val
$216,781,723.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.90%
NU
Nu Holdings Ltd.
Mkt Val
$147,394,937.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.61%
WLTH
Wealthfront Corp
Mkt Val
$135,502,480.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.57%
UNH
UnitedHealth Group Inc
Mkt Val
$123,629,974.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.52%
CHYM
Chime Financial Inc
Mkt Val
$108,217,240.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.45%
EQPT
EquipmentShare.com Inc
Mkt Val
$90,035,840.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.38%
SHW
Sherwin-Williams Co/The
Mkt Val
$88,518,819.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.37%
DHR
Danaher Corp
Mkt Val
$86,858,880.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.36%
NOW
ServiceNow Inc
Mkt Val
$86,719,591.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.36%
SPCX
Space Exploration Technologies Corp
Mkt Val
$64,072,500.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.27%
BULL
WEBULL CORP CLASS A
Mkt Val
$43,841,373.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.18%
RERE
ATRenew Inc.
Mkt Val
$38,046,814.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.16%
APLD
Applied Digital Corp
Mkt Val
$33,010,500.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.14%
CIFR
Cipher Digital Inc
Mkt Val
$22,711,500.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.09%
CORZ
Core Scientific Inc
Mkt Val
$20,907,030.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.09%
UBER
Uber Technologies Inc
Mkt Val
$10,909,004.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.05%
JD
JD.com, Inc.
Mkt Val
$5,134,220.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.02%
DASH
DoorDash Inc
Mkt Val
$4,675,437.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.02%
PONY
Pony AI Inc.
Mkt Val
$2,156,495.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.01%
ARX
Accelerant Holdings
Mkt Val
$879,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.00%
GEMI
Gemini Space Station Inc
Mkt Val
$298,200.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.00%
MNTN
MNTN Inc
Mkt Val
$184,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.00%
ASSET | QTY | AVG | LAST | DAY % | MKT VAL | WEIGHT | P&L | RETURN | |
|---|---|---|---|---|---|---|---|---|---|
TS TSMTAIWAN SEMICONDUCTOR MANUFACTURING | 2,331,022,991 | $1.00 | $1.00 | 0.00% | $2,331,022,991.00 | 9.72% | +$0.00 | +0.00% | |
AM AMZNAmazon.com Inc | 2,307,979,214 | $1.00 | $1.00 | 0.00% | $2,307,979,214.00 | 9.62% | +$0.00 | +0.00% | |
NV NVDANVIDIA Corp | 2,240,762,490 | $1.00 | $1.00 | 0.00% | $2,240,762,490.00 | 9.34% | +$0.00 | +0.00% | |
GO GOOGLAlphabet Inc | 2,074,778,363 | $1.00 | $1.00 | 0.00% | $2,074,778,363.00 | 8.65% | +$0.00 | +0.00% | |
ME METAMeta Platforms Inc | 1,590,269,062 | $1.00 | $1.00 | 0.00% | $1,590,269,062.00 | 6.63% | +$0.00 | +0.00% | |
LR LRCXLam Research Corp | 1,370,837,288 | $1.00 | $1.00 | 0.00% | $1,370,837,288.00 | 5.72% | +$0.00 | +0.00% | |
SE SESea Ltd | 1,203,543,536 | $1.00 | $1.00 | 0.00% | $1,203,543,536.00 | 5.02% | +$0.00 | +0.00% | |
AM AMATApplied Materials Inc | 1,180,087,830 | $1.00 | $1.00 | 0.00% | $1,180,087,830.00 | 4.92% | +$0.00 | +0.00% | |
GE GEVGE Vernova Inc | 936,963,773 | $1.00 | $1.00 | 0.00% | $936,963,773.00 | 3.91% | +$0.00 | +0.00% | |
MS MSFTMicrosoft Corp | 845,603,887 | $1.00 | $1.00 | 0.00% | $845,603,887.00 | 3.53% | +$0.00 | +0.00% | |
CP CPAYCorpay Inc | 716,489,508 | $1.00 | $1.00 | 0.00% | $716,489,508.00 | 2.99% | +$0.00 | +0.00% | |
CB CBRSCerebras Systems Inc | 662,779,000 | $1.00 | $1.00 | 0.00% | $662,779,000.00 | 2.76% | +$0.00 | +0.00% | |
AV AVGOBroadcom Inc | 662,596,921 | $1.00 | $1.00 | 0.00% | $662,596,921.00 | 2.76% | +$0.00 | +0.00% | |
CP CPNGCoupang, Inc. | 633,448,674 | $1.00 | $1.00 | 0.00% | $633,448,674.00 | 2.64% | +$0.00 | +0.00% | |
IN INTCIntel Corp | 593,803,105 | $1.00 | $1.00 | 0.00% | $593,803,105.00 | 2.48% | +$0.00 | +0.00% | |
SP SPOTSpotify Technology S.A. | 537,837,279 | $1.00 | $1.00 | 0.00% | $537,837,279.00 | 2.24% | +$0.00 | +0.00% | |
TT TTWOTake-Two Interactive Software Inc | 452,300,813 | $1.00 | $1.00 | 0.00% | $452,300,813.00 | 1.89% | +$0.00 | +0.00% | |
RD RDDTReddit Inc | 438,952,402 | $1.00 | $1.00 | 0.00% | $438,952,402.00 | 1.83% | +$0.00 | +0.00% | |
AM AMDAdvanced Micro Devices Inc | 391,955,662 | $1.00 | $1.00 | 0.00% | $391,955,662.00 | 1.63% | +$0.00 | +0.00% | |
XY XYZBlock Inc | 347,776,532 | $1.00 | $1.00 | 0.00% | $347,776,532.00 | 1.45% | +$0.00 | +0.00% | |
AP APOApollo Global Management Inc | 322,171,145 | $1.00 | $1.00 | 0.00% | $322,171,145.00 | 1.34% | +$0.00 | +0.00% | |
ST STXSeagate Technology Holdings PLC | 275,121,500 | $1.00 | $1.00 | 0.00% | $275,121,500.00 | 1.15% | +$0.00 | +0.00% | |
V VVisa Inc | 274,024,954 | $1.00 | $1.00 | 0.00% | $274,024,954.00 | 1.14% | +$0.00 | +0.00% | |
ME MELIMercadoLibre Inc | 259,914,541 | $1.00 | $1.00 | 0.00% | $259,914,541.00 | 1.08% | +$0.00 | +0.00% | |
FW FWONKLiberty Media Corp-Liberty Formula One | 216,781,723 | $1.00 | $1.00 | 0.00% | $216,781,723.00 | 0.90% | +$0.00 | +0.00% | |
NU NUNu Holdings Ltd. | 147,394,937 | $1.00 | $1.00 | 0.00% | $147,394,937.00 | 0.61% | +$0.00 | +0.00% | |
WL WLTHWealthfront Corp | 135,502,480 | $1.00 | $1.00 | 0.00% | $135,502,480.00 | 0.57% | +$0.00 | +0.00% | |
UN UNHUnitedHealth Group Inc | 123,629,974 | $1.00 | $1.00 | 0.00% | $123,629,974.00 | 0.52% | +$0.00 | +0.00% | |
CH CHYMChime Financial Inc | 108,217,240 | $1.00 | $1.00 | 0.00% | $108,217,240.00 | 0.45% | +$0.00 | +0.00% | |
EQ EQPTEquipmentShare.com Inc | 90,035,840 | $1.00 | $1.00 | 0.00% | $90,035,840.00 | 0.38% | +$0.00 | +0.00% | |
SH SHWSherwin-Williams Co/The | 88,518,819 | $1.00 | $1.00 | 0.00% | $88,518,819.00 | 0.37% | +$0.00 | +0.00% | |
DH DHRDanaher Corp | 86,858,880 | $1.00 | $1.00 | 0.00% | $86,858,880.00 | 0.36% | +$0.00 | +0.00% | |
NO NOWServiceNow Inc | 86,719,591 | $1.00 | $1.00 | 0.00% | $86,719,591.00 | 0.36% | +$0.00 | +0.00% | |
SP SPCXSpace Exploration Technologies Corp | 64,072,500 | $1.00 | $1.00 | 0.00% | $64,072,500.00 | 0.27% | +$0.00 | +0.00% | |
BU BULLWEBULL CORP CLASS A | 43,841,373 | $1.00 | $1.00 | 0.00% | $43,841,373.00 | 0.18% | +$0.00 | +0.00% | |
RE REREATRenew Inc. | 38,046,814 | $1.00 | $1.00 | 0.00% | $38,046,814.00 | 0.16% | +$0.00 | +0.00% | |
AP APLDApplied Digital Corp | 33,010,500 | $1.00 | $1.00 | 0.00% | $33,010,500.00 | 0.14% | +$0.00 | +0.00% | |
CI CIFRCipher Digital Inc | 22,711,500 | $1.00 | $1.00 | 0.00% | $22,711,500.00 | 0.09% | +$0.00 | +0.00% | |
CO CORZCore Scientific Inc | 20,907,030 | $1.00 | $1.00 | 0.00% | $20,907,030.00 | 0.09% | +$0.00 | +0.00% | |
UB UBERUber Technologies Inc | 10,909,004 | $1.00 | $1.00 | 0.00% | $10,909,004.00 | 0.05% | +$0.00 | +0.00% | |
JD JDJD.com, Inc. | 5,134,220 | $1.00 | $1.00 | 0.00% | $5,134,220.00 | 0.02% | +$0.00 | +0.00% | |
DA DASHDoorDash Inc | 4,675,437 | $1.00 | $1.00 | 0.00% | $4,675,437.00 | 0.02% | +$0.00 | +0.00% | |
PO PONYPony AI Inc. | 2,156,495 | $1.00 | $1.00 | 0.00% | $2,156,495.00 | 0.01% | +$0.00 | +0.00% | |
AR ARXAccelerant Holdings | 879,000 | $1.00 | $1.00 | 0.00% | $879,000.00 | 0.00% | +$0.00 | +0.00% | |
GE GEMIGemini Space Station Inc | 298,200 | $1.00 | $1.00 | 0.00% | $298,200.00 | 0.00% | +$0.00 | +0.00% | |
MN MNTNMNTN Inc | 184,000 | $1.00 | $1.00 | 0.00% | $184,000.00 | 0.00% | +$0.00 | +0.00% |
46 positions·46 in profit0 in loss·sorted by MKT VAL· ↑↓ move · enter open · o holding
since purchase +$0.00 (+0.00%)market value $23,981,506,027.00
Source: TIGER GLOBAL MANAGEMENT LLC's Form 13F for Q2 2026. A 13F lists long positions in US-listed securities only, valued at the quarter's close; cash, short sales and foreign shares are not in it. Lines without a ticker are kept as filed. Weights are shares of everything the 13F reports, options included at their underlying's value as filed, so a large put or call can outweigh every stock line.