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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

57 changes from Tiger Global, filed 2026-02-17 for period end 2025-12-31.

$29.7B portfolio value
StockActionChangeCurrentPortfolio Impact
81141R100
SEA LTD
Reduced-$900.5M$2.0B3.03%
594918104
MICROSOFT CORP
Reduced-$744.1M$2.6B2.50%
02079K305
ALPHABET INC
Increased$743.1M$3.3B2.50%
03831W108
APPLOVIN CORP
Reduced-$568.0M$871.2M1.91%
30303M102
META PLATFORMS INC
Reduced-$254.6M$1.8B0.86%
947002101
WEALTHFRONT CORP
New$206.0M$206.0M0.69%
75734B100
REDDIT INC
Reduced-$191.0M$883.6M0.64%
922475108
VEEVA SYS INC
Reduced-$180.8M$540.3M0.61%
98980G102
ZSCALER INC
Reduced-$149.1M$355.3M0.50%
L8681T102
SPOTIFY TECHNOLOGY S A
Reduced-$148.0M$732.5M0.50%
874039100
TAIWAN SEMICONDUCTOR MFG LTD
Reduced-$146.6M$1.1B0.49%
67066G104
NVIDIA CORPORATION
Reduced-$131.1M$2.1B0.44%
22160N109
COSTAR GROUP INC
Reduced-$121.9M$151.9M0.41%
G9572D103
WEBULL CORP
Reduced-$121.2M$52.2M0.41%
23135106
AMAZON COM INC
Reduced-$114.0M$2.3B0.38%
22266T109
COUPANG INC
Increased$109.7M$619.6M0.37%
60937P106
MONGODB INC
Sold out-$105.8M$00.36%
16935C109
CHIME FINL INC
Increased$105.7M$357.2M0.36%
G4124C109
GRAB HOLDINGS LIMITED
Reduced-$95.7M$463.7M0.32%
852234103
BLOCK INC
Increased$94.6M$414.3M0.32%
36828A101
GE VERNOVA INC
Reduced-$74.0M$635.9M0.25%
03769M106
APOLLO GLOBAL MGMT INC
Increased$71.3M$898.9M0.24%
G3643J108
FLUTTER ENTMT PLC
Reduced-$68.3M$860.9M0.23%
433313103
HINGE HEALTH INC
Increased$56.8M$83.9M0.19%
81762P102
SERVICENOW INC
Increased$49.7M$325.8M0.17%
38222105
APPLIED MATLS INC
Increased$46.8M$230.1M0.16%
11135F101
BROADCOM INC
Increased$41.9M$995.3M0.14%
512807306
LAM RESEARCH CORP
Reduced-$36.7M$667.7M0.12%
732908108
PONY AI INC
Increased$33.7M$42.0M0.11%
824348106
SHERWIN WILLIAMS CO
Reduced-$30.7M$83.3M0.10%
98138H101
WORKDAY INC
Reduced-$25.9M$214.8M0.09%
98954M200
ZILLOW GROUP INC
Increased$24.5M$413.2M0.08%
172573107
CIRCLE INTERNET GROUP INC
Increased$23.1M$39.6M0.08%
219948106
CORPAY INC
Increased$17.1M$527.3M0.06%
531229755
LIBERTY MEDIA CORP DEL
Reduced-$15.9M$264.2M0.05%
N14506104
ELASTIC N V
Reduced-$15.3M$127.5M0.05%
874054109
TAKE-TWO INTERACTIVE SOFTWAR
Reduced-$13.6M$1.5B0.05%
64110L106
NETFLIX INC
Reduced-$13.4M$228.7M0.05%
91324P102
UNITEDHEALTH GROUP INC
Reduced-$12.8M$138.7M0.04%
98954M101
ZILLOW GROUP INC
Increased$11.6M$69.8M0.04%
G6683N103
NU HLDGS LTD
Increased$8.1M$184.7M0.03%
00138L108
ATRENEW INC
Increased$6.9M$52.1M0.02%
64119N608
NETSKOPE INC
Reduced-$2.6M$8.8M0.01%
G16910120
BULLISH
Reduced-$2.6M$3.8M0.01%
90353T100
UBER TECHNOLOGIES INC
Reduced-$2.5M$12.4M0.01%
8.9679E+304
TRIUMPH FINANCIAL INC
Sold out-$2.2M$00.01%
47215P106
JD.COM INC
Reduced-$2.2M$9.9M0.01%
G5279N105
KLARNA GROUP PLC
Reduced-$1.4M$5.1M0.00%
25809K105
DOORDASH INC
Reduced-$1.2M$5.7M0.00%
36866J105
GEMINI SPACE STA INC
Reduced-$982,800$694,4000.00%
349381103
FIGURE TECHNOLOGY SOLUTIO
Increased$894,000$8.2M0.00%
316841105
FIGMA INC
Reduced-$870,000$2.2M0.00%
92556W104
VIA TRANSN INC
Sold out-$721,200$00.00%
G32089107
ETORO GROUP LTD
Reduced-$491,200$2.8M0.00%
74275K108
PROCORE TECHNOLOGIES INC
Reduced-$421,110$170.2M0.00%
55318A108
MNTN INC
Reduced-$132,200$238,8000.00%
G00894108
ACCELERANT HOLDINGS
Increased$109,500$1.2M0.00%

Evidence

Related Cards

LP
Sold out30303M102

Steve Mandel

Lone Pine Capital filed a 13F change in META PLATFORMS INC (30303M102) on 2026-02-17, covering period end 2025-12-31.

LP

Steve Mandel

Lone Pine Capital filed a 13F change in ASML HOLDING N V (N07059210) on 2026-02-17, covering period end 2025-12-31.

LP

Steve Mandel

Lone Pine Capital filed a 13F change in DOORDASH INC (25809K105) on 2026-02-17, covering period end 2025-12-31.

Tiger Global disclosed reduced in SEA LTD | TradingNote AI