Tiger Global Initiates Positions in SpaceX and AMD in Q2, Reduces Holdings in Google, TSMC, Nvidia, and Others

August 15th, Tiger Global Fund's large-scale portfolio reshuffle in the second quarter. Reductions:

Broadcom (AVGO.O) cut by 51.1% to 1.8 million shares;

Google A (GOOGL.O) cut by 45.4% to 5.8 million Class A shares;

Taiwan Semiconductor (TSM.N) cut by 12.3% to 4.9 million ADS;

Microsoft (MSFT.O) cut by 9.3% to 2.3 million shares;

Meta Platforms (META.O) cut by 8.5% to 2.8 million Class A shares;

NVIDIA (NVDA.O) cut by 6.8% to 11.2 million shares;

JD.com (JD.O) cut by 41.5% to 201.5 thousand ADS.

Increases, Intel (INTC.O) increased to 4.3 million shares;

New position in AMD (AMD.O) with 674 thousand shares;

New position in SpaceX (SPCX.O) with 375 thousand shares.

Sold out of Netflix (NFLX.O).