Managed by Philippe Laffont
Tiger Cub focused on technology, media, and telecom. Crossover investor between public equities and late-stage venture.
| # | Company | Shares | Value | Weight | Change |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 8.63M | $2.62B | 6.56% | NEW |
| 2 | MSFTMICROSOFT CORP | 5.17M | $2.50B | 6.26% | NEW |
| 3 | METAMETA PLATFORMS INC | 3.78M | $2.50B | 6.25% | NEW |
| 4 | AMZNAMAZON COM INC | 9.93M | $2.29B | 5.74% | NEW |
| 5 | GEVGE VERNOVA INC | 3.37M | $2.20B | 5.51% | NEW |
| 6 | GOOGLALPHABET INC | 6.84M | $2.14B | 5.36% | NEW |
| 7 | CEGCONSTELLATION ENERGY CORP | 5.91M | $2.09B | 5.22% | NEW |
| 8 | AVGOBROADCOM INC | 5.51M | $1.91B | 4.77% | NEW |
| 9 | NVDANVIDIA CORPORATION | 9.20M | $1.72B | 4.29% | NEW |
| 10 | LRCXLAM RESEARCH CORP | 9.81M | $1.68B | 4.20% | NEW |
| 11 | AMATAPPLIED MATLS INC | 5.98M | $1.54B | 3.85% | NEW |
| 12 | G29183103EATON CORP PLC | 4.72M | $1.50B | 3.76% | NEW |
| 13 | APPAPPLOVIN CORP | 2.19M | $1.47B | 3.69% | NEW |
| 14 | L8681T102SPOTIFY TECHNOLOGY S A | 2.45M | $1.42B | 3.56% | NEW |
| 15 | RDDTREDDIT INC | 5.55M | $1.28B | 3.19% | NEW |
| 16 | NFLXNETFLIX INC | 10.86M | $1.02B | 2.55% | NEW |
| 17 | DASHDOORDASH INC | 4.37M | $988.67M | 2.47% | NEW |
| 18 | ORCLORACLE CORP | 4.44M | $865.40M | 2.17% | NEW |
| 19 | CVNACARVANA CO | 1.96M | $826.41M | 2.07% | NEW |
| 20 | SNPSSYNOPSYS INC | 1.66M | $778.09M | 1.95% | NEW |
| 21 | G6683N103NU HLDGS LTD | 45.75M | $765.86M | 1.92% | NEW |
| 22 | TSLATESLA INC | 1.64M | $738.17M | 1.85% | NEW |
| 23 | GOOGALPHABET INC | 2.00M | $627.77M | 1.57% | NEW |
| 24 | NTRANATERA INC | 2.63M | $603.27M | 1.51% | NEW |
| 25 | SNOWSNOWFLAKE INC | 2.48M | $544.22M | 1.36% | NEW |
| 26 | ISRGINTUITIVE SURGICAL INC | 807K | $457.19M | 1.14% | NEW |
| 27 | ADBEADOBE INC | 874K | $305.94M | 0.77% | NEW |
| 28 | FCNCAFIRST CTZNS BANCSHARES INC D | 139K | $299.39M | 0.75% | NEW |
| 29 | AMDADVANCED MICRO DEVICES INC | 1.24M | $265.35M | 0.66% | NEW |
| 30 | CAICARIS LIFE SCIENCES INC | 9.82M | $264.94M | 0.66% | NEW |
| 31 | CHYMCHIME FINL INC | 10.07M | $253.51M | 0.63% | NEW |
| 32 | ARMARM HOLDINGS PLC | 2.30M | $251.41M | 0.63% | NEW |
| 33 | MRVLMARVELL TECHNOLOGY INC | 2.08M | $176.68M | 0.44% | NEW |
| 34 | MTZMASTEC INC | 678K | $147.36M | 0.37% | NEW |
| 35 | VRTVERTIV HOLDINGS CO | 829K | $134.30M | 0.34% | NEW |
| 36 | RKTROCKET COS INC | 6.75M | $130.62M | 0.33% | NEW |
| 37 | PYPLPAYPAL HLDGS INC | 1.70M | $99.10M | 0.25% | NEW |
| 38 | AXONAXON ENTERPRISE INC | 155K | $88.25M | 0.22% | NEW |
| 39 | INFYINFOSYS LTD | 4.57M | $81.52M | 0.20% | NEW |
| 40 | CHRWC H ROBINSON WORLDWIDE INC | 341K | $54.82M | 0.14% | NEW |
| 41 | EXPDEXPEDITORS INTL WASH INC | 366K | $54.54M | 0.14% | NEW |
| 42 | GNRCGENERAC HLDGS INC | 369K | $50.35M | 0.13% | NEW |
| 43 | SFMSPROUTS FMRS MKT INC | 602K | $47.95M | 0.12% | NEW |
| 44 | QSQUANTUMSCAPE CORP | 3.69M | $38.50M | 0.10% | NEW |
| 45 | CHACHAGEE HLDGS LTD | 3.17M | $36.91M | 0.09% | NEW |
| 46 | SPGIS&P GLOBAL INC | 63K | $33.16M | 0.08% | NEW |
| 47 | MCOMOODYS CORP | 64K | $32.83M | 0.08% | NEW |
| 48 | MPTMEDICAL PPTYS TRUST INC | 4.53M | $22.63M | 0.06% | NEW |
| 49 | NAVNNAVAN INC | 599K | $10.24M | 0.03% | NEW |
| 50 | MRNAMODERNA INC | 200K | $5.90M | 0.01% | NEW |
| 51 | IBITISHARES BITCOIN TRUST ETF | 67K | $3.34M | 0.01% | NEW |
| 52 | G9572D103WEBULL CORP | 74K | $577.6K | 0.00% | NEW |
Data from SEC Form 13F-HR filings. 13Fs are filed 45 days after quarter-end and only show long US equity positions. Short positions, options, and intra-quarter trading are NOT shown. Research only – not investment advice.