Episode Details

Tiger Global Management, led by Chase Coleman, made significant portfolio adjustments in Q1 2026, investing in Intel and Robinhood while divesting from Circle Internet Group, Workday, Microsoft, and Apollo Global Management. Intel stands out as a key investment, with Tiger acquiring over $72 million worth of shares. The firm also boosted stakes in Taiwan Semiconductor and Applied Materials. Their largest move was a $233 million investment in Mercadolibre, reflecting their faith in global tech growth. These filings provide a snapshot of institutional investors holdings as of March 31st, but do not reflect post-quarter developments.

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