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Tiger Global's 2026 Q2 13F ran an aggressive rotation across the AI stack: GOOGL −45.4% shares to $2.07B, AVGO −51.1% to $663M, and INTC +159.5% shares to $594M. New: CBRS (Cerebras Systems) $663M, AMD $392M, STX $275M, plus small pilots in SPCX / APLD / CIFR / CORZ / DHR / V. 19 tail positions exited including APP ($398M in Q1), Z ($305M), NFLX ($235M) and ZS ($222M). AI-related holdings total $17.7B across 20 names (74% of AUM).
| Ticker | Company | Value | Shares | % of book | |
|---|---|---|---|---|---|
| CBRS | Cerebras Systems Inc | AI silicon | $662.8M | 3M shares | 2.8% |
| AMD | Advanced Micro Devices | AI silicon | $392M | 674.7K shares | 1.6% |
| STX | Seagate Technology | storage | $275.1M | 285.1K shares | 1.1% |
| SPCX | Space Exploration Technologies Class A | AI infrastructure | $64.1M | 375K shares | 0.3% |
| Ticker | Name | Note |
|---|---|---|
| APP | AppLovin | consumer adtech out ($398M in Q1) |
| Z | Zillow Class C | consumer real estate out ($305M) |
| NFLX | Netflix | consumer streaming out ($235M) |
| ZS | Zscaler | SaaS security out ($222M) |
| NU | Nu Holdings | LATAM fintech out ($159M) |
| PCOR | Procore | vertical SaaS out ($133M) |
| Ticker | Q2 value | Change | Direction |
|---|---|---|---|
| INTC | $594M | +159.5% | ADD |
| CPAY | $720M | +22.7% | ADD |
| GOOGL | $2.1B | -45.4% | TRIM |
| AVGO | $663M | -51.1% | TRIM |
| TSM | $2.3B | -12.3% | TRIM |
| LRCX | $1.4B | -18.9% | TRIM |
| SE | $1.2B | -18.5% | TRIM |
| SPOT | $538M | -25.9% | TRIM |
Coleman's Q2 pattern was consolidation across mega-cap tech (GOOGL, AVGO, META, MSFT, NVDA, TSM all trimmed) and re-deployment toward AI-silicon specialists — the CBRS build-out and INTC double-up are the flagship trades. Small pilots in APLD/CIFR/CORZ and SPCX signal directional interest in AI data-center power and private AI infrastructure. The 19-name tail cleanup reads as removing legacy consumer-internet exposure that no longer fits the AI-infra thesis.
Figures are computed from the latest 13F-HR filing (period 2026-06-30); the filing is authoritative.