TG
Tiger Global disclosed new in LUMENTUM HLDGS INC
Tiger Global filed a 13F change in LUMENTUM HLDGS INC (55024U109) on 2026-05-15, covering period end 2026-03-31.
Action
New
Capital
$96,137,568 current disclosed value
Institutional 13F Signals1 evidence source
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
61 changes from Tiger Global, filed 2026-05-15 for period end 2026-03-31.
$22.8B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
594918104 MICROSOFT CORP | Reduced | -$1.7B | $925.4M | 7.55% |
874054109 TAKE-TWO INTERACTIVE SOFTWAR | Reduced | -$1.1B | $395.0M | 4.82% |
G3643J108 FLUTTER ENTMT PLC | Sold out | -$860.9M | $0 | 3.77% |
874039100 TAIWAN SEMICONDUCTOR MANUFAC | Increased | $748.6M | $1.9B | 3.28% |
81141R100 SEA LTD | Reduced | -$690.0M | $1.3B | 3.02% |
75734B100 REDDIT INC | Reduced | -$547.0M | $336.6M | 2.39% |
922475108 VEEVA SYS INC | Sold out | -$540.3M | $0 | 2.37% |
03769M106 APOLLO GLOBAL MGMT INC | Reduced | -$531.9M | $366.9M | 2.33% |
03831W108 APPLOVIN CORP | Reduced | -$473.2M | $398.0M | 2.07% |
G4124C109 GRAB HOLDINGS LIMITED | Sold out | -$463.7M | $0 | 2.03% |
38222105 APPLIED MATLS INC | Increased | $336.3M | $566.3M | 1.47% |
02079K305 ALPHABET INC | Reduced | -$270.5M | $3.1B | 1.18% |
58733R102 MERCADOLIBRE INC | New | $233.4M | $233.4M | 1.02% |
23135106 AMAZON COM INC | Reduced | -$228.1M | $2.1B | 1.00% |
98138H101 WORKDAY INC | Sold out | -$214.8M | $0 | 0.94% |
36828A101 GE VERNOVA INC | Increased | $213.4M | $849.3M | 0.93% |
852234103 BLOCK INC | Reduced | -$173.6M | $240.7M | 0.76% |
81762P102 SERVICENOW INC | Reduced | -$169.0M | $156.8M | 0.74% |
512807306 LAM RESEARCH CORP | Increased | $165.7M | $833.4M | 0.73% |
16935C109 CHIME FINL INC | Reduced | -$149.7M | $207.6M | 0.66% |
98980G102 ZSCALER INC | Reduced | -$133.7M | $221.6M | 0.59% |
N14506104 ELASTIC N V | Sold out | -$127.5M | $0 | 0.56% |
11135F101 BROADCOM INC | Increased | $114.3M | $1.1B | 0.50% |
98954M200 ZILLOW GROUP INC | Reduced | -$108.3M | $304.9M | 0.47% |
55024U109 LUMENTUM HLDGS INC | New | $96.1M | $96.1M | 0.42% |
29445S100 EQUIPMENTSHARE COM INC | New | $93.3M | $93.3M | 0.41% |
22160N109 COSTAR GROUP INC | Reduced | -$91.4M | $60.5M | 0.40% |
433313103 HINGE HEALTH INC | Sold out | -$83.9M | $0 | 0.37% |
458140100 INTEL CORP | New | $72.3M | $72.3M | 0.32% |
947002101 WEALTHFRONT CORP | Reduced | -$65.8M | $140.2M | 0.29% |
30303M102 META PLATFORMS INC | Reduced | -$49.6M | $1.8B | 0.22% |
91324P102 UNITEDHEALTH GROUP INC | Reduced | -$43.9M | $94.8M | 0.19% |
67066G104 NVIDIA CORPORATION | Increased | $41.2M | $2.1B | 0.18% |
172573107 CIRCLE INTERNET GROUP INC | Sold out | -$39.6M | $0 | 0.17% |
74275K108 PROCORE TECHNOLOGIES INC | Reduced | -$36.8M | $133.4M | 0.16% |
531229755 LIBERTY MEDIA CORP DEL | Reduced | -$36.2M | $228.0M | 0.16% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $34.0M | $766.5M | 0.15% |
22266T109 COUPANG INC | Increased | $33.5M | $653.2M | 0.15% |
98954M101 ZILLOW GROUP INC | Reduced | -$27.5M | $42.4M | 0.12% |
G6683N103 NU HLDGS LTD | Reduced | -$26.1M | $158.5M | 0.11% |
G9572D103 WEBULL CORP | Reduced | -$20.0M | $32.3M | 0.09% |
219948106 CORPAY INC | Reduced | -$17.4M | $509.9M | 0.08% |
732908108 PONY AI INC | Reduced | -$14.7M | $27.4M | 0.06% |
770701100 ROBINHOOD VENTURES FD I | New | $10.6M | $10.6M | 0.05% |
70450C101 PAYPAY CORP | New | $8.5M | $8.5M | 0.04% |
00138L108 ATRENEW INC | Reduced | -$6.0M | $46.1M | 0.03% |
64110L106 NETFLIX INC. | Increased | $5.8M | $234.5M | 0.03% |
64119N608 NETSKOPE INC | Reduced | -$4.5M | $4.2M | 0.02% |
98390R102 XANADU QUANTUM TECHNOLO LTD | New | $3.8M | $3.8M | 0.02% |
G5279N105 KLARNA GROUP PLC | Reduced | -$2.8M | $2.3M | 0.01% |
25809K105 DOORDASH INC | Reduced | -$1.9M | $3.8M | 0.01% |
90353T100 UBER TECHNOLOGIES INC | Reduced | -$1.5M | $10.9M | 0.01% |
349381103 FIGURE TECHNOLOGY SOLUTIO | Reduced | -$1.4M | $6.8M | 0.01% |
316841105 FIGMA INC | Reduced | -$973,800 | $1.3M | 0.00% |
824348106 SHERWIN WILLIAMS CO | Reduced | -$894,648 | $82.4M | 0.00% |
G32089107 ETORO GROUP LTD | Reduced | -$408,000 | $2.4M | 0.00% |
36866J105 GEMINI SPACE STA INC | Reduced | -$385,000 | $309,400 | 0.00% |
47215P106 JD.COM INC | Increased | $299,549 | $10.2M | 0.00% |
G00894108 ACCELERANT HOLDINGS | Reduced | -$224,250 | $1.0M | 0.00% |
G16910120 BULLISH | Reduced | -$214,000 | $3.6M | 0.00% |
55318A108 MNTN INC | Reduced | -$62,800 | $176,000 | 0.00% |