Tiger Global cuts Broadcom 51.1%, trims Big Tech stakes in Q2

Tiger Global Management reshuffled its portfolio in the second quarter, cutting its Broadcom stake by 51.1% to 1.75 million shares and trimming Alphabet Class A to 5.81 million shares, Amazon to 9.68 million, TSMC ADS to 4.88 million, Microsoft to 2.27 million, Meta Platforms Class A to 2.82 million, Nvidia to 11.20 million and JD.com ADS to 201,500. The fund more than doubled Intel to 4.25 million shares from 1.64 million, opened a 674,727-share AMD position worth about $392 million and a 375,000-share SpaceX stake worth about $64.1 million as of June 30, and exited its 2.44 million-share Netflix holding, which had been valued at about $234.5 million at March 31. The 13-F filings offer a quarter-end snapshot of certain U.S.-listed equity holdings and do not reveal later trading, short positions or the fund's full portfolio.

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