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Tiger Global buys Intel, exits Workday in Q1

Chase Coleman’s Tiger Global disclosed in an SEC filing its holdings as of March 31, 2026. The fund’s four new buys during the first quarter included, by size of position, MercadoLibre (MELI), Lumentum (LITE), EquipmentShare.com (EQPT), and Intel (INTC). Tiger exited a number of positions during the quarter, including by size of previous position Flutter (FLUT), Veeva (VEEV), Grab (GRAB), Workday (WDAY), and Elastic (ESTC). The fund increased its stake in several holdings, including by size of previous position TSMC (TSM), Applied Materials (AMAT), Broadcom (AVGO), Nvidia (NVDA), and Spotify (SPOT). The fund lowered its stake in a number of holdings, including by size of previous position Microsoft (MSFT), Take-Two (TTWO), Reddit (RDDT), Apollo (APO), and AppLovin (APP). Tiger Global’s top holdings as March 31, in order of size, were Alphabet Class A (GOOGL), Nvidia, Amazon (AMZN), TSMC, and Meta (META)

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