PROVIDENCE, Rhode Island, May 15, 2026 (Reuters) – Tiger
Global Management, the $78 billion hedge fund launched and
overseen by Chase Coleman III, a former disciple of legendary
hedge fund manager Julian Robertson, said it initiated new
positions in an array of stocks including Intel and
Robinhood Markets during the first quarter of 2026,
according to a filing with the U.S. Securities and Exchange
Commission on Friday.
Tiger’s other portfolio changes included liquidating its
holdings of several companies that included Circle Internet
Group and Workday, while reducing its holdings
of Microsoft and Apollo Global Management.
These 13-F filings with the SEC offer a glimpse into the
portfolios of large institutional investors, from hedge funds to
pension funds and endowments. These asset managers are required
to submit a snapshot of their portfolios to the SEC within 45
days of the end of each quarter. The filings do not reflect any
changes the firms may have made to positions following March 31.
Tiger was far from alone in initiating a new position in
Intel during the quarter. The chipmaker’s stock has soared
nearly 200% so far this year, and more than 2,000 institutional
investors began adding it to their portfolios during the first
quarter, according to a Reuters review of more than 6,000 13-F
filings submitted to the SEC so far. Their ranks include
Northern Trust, Neuberger Berman and MetLife Asset
Management.
Tiger’s 1.6-million-share stake in Intel was worth $72.3
million as of March 31, while its 400,000-share position in
Robinhood was valued at $10.6 million. The largest of Tiger’s
portfolio additions was a stake in Mercadolibre worth
$233.4 million.
The hedge fund also boosted its holdings of other major
semiconductor firms. Its stake in Taiwan Semiconductor
Manufacturing rose by 49% in the period, giving its
holdings a value of $1.88 billion as of March 31. It reported an
85% jump in the size of its stake in Applied Materials,
giving its 895,200-share holding a value of $533 million as of
March 31.
(Suzanne McGee in Providence, Rhode Island, additional
reporting by Akash Sriram in Bengaluru; Editing by David
Gregorio)
Corporate News Funds Electronics Retail Travel & Leisure Banking Technology 
Intel 
Robinhood Markets 
Workday 
Microsoft 
Apollo Global Management 
Northern Trust Corp 
Mercadolibre 
Applied Materials 
NVIDIA 
Flutter Entertainment 
Coupang Inc 
Spotify Technology Sa 
Applovin Corp 
Grab Holdings Limited 
Circle Internet Group Inc.