Tiger Global Q2 builds positions in SpaceX and AMD, reduces holdings in Google, TSMC, NVIDIA, and others

Tiger Global Fund made significant adjustments in the second quarter, reducing its holdings in Broadcom by 51.1% to 1.8 million shares, Google A by 45.4% to 5.8 million Class A shares, TSMC by 12.3% to 4.9 million ADS, Microsoft by 9.3% to 2.3 million shares, Meta Platforms by 8.5% to 2.8 million Class A shares, NVIDIA by 6.8% to 11.2 million shares, and JD.com by 41.5% to 201,500 ADS.

Increased holdings in Intel to 4.3 million shares, established new positions in AMD with 674,000 shares and SpaceX with 375,000 shares, and completely exited Netflix.