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TIGER GLOBAL MANAGEMENT LLC vs D1 Capital Partners L.P.

Shared holdings, divergences, and sector mix as of latest 13F filings.

Overlap
18.8%
Shared names
Overlap value
$10.7B
Combined exposure
TIGER GLOBAL MANAGEMENT LLC AUM
$24B
Q2 2026
D1 Capital Partners L.P. AUM
$34.8B
Q2 2026

Shared holdings

Positions both funds hold

StockTIGER GLOBAL MANAGEMENT LLCD1 Capital Partners L.P.TIGER GLOBAL MANAGEMENT LLC %D1 Capital Partners L.P. %
$2.1B$263.8M——
$2.3B$149.7M——
$322.2M$137.1M——
$662.8M$33.1M——
$633.4M$178.8M——
$86.9M$434.7M——
$4.7M$240.6M——
$1.6B$319.1M——
$259.9M$471M——
$439M$427.8M——
$1.2B$160.8M——
$88.5M$431.3M——
$64.1M$21.5B——
$147.4M$593.4M——
$275.1M$29.1M——
$537.8M$261.2M——

TIGER GLOBAL MANAGEMENT LLC only

Positions unique to this fund

StockValue%
RERE$38M—
AMD$392M—
APLD$33M—
AMAT$1.2B—
AVGO$662.6M—
CHYM$108.2M—
CIFR$22.7M—
CORZR$20.9M—
CPAY$716.5M—
EQPT$90M—
GEV$937M—
GEMI$298K—
INTC$593.8M—
JDCMF$5.1M—
LRCX$1.4B—
FWONB$216.8M—
MNTN$184K—
MSFT$845.6M—
NVDA$2.2B—
PYAIF$2.2M—
NOW$86.7M—
BSQKZ$347.8M—
TSMWF$2.3B—
TTWO$452.3M—
UBER$10.9M—

D1 Capital Partners L.P. only

Positions unique to this fund

StockValue%
AFRM$155.6M—
GOOGN$30M—
ADI$40.5M—
APP$344.8M—
BLDR$146.7M—
COF-PN$219.4M—
CVNA$248.8M—
CLH$393M—
CONE$187.7M—
CRWV$62.6M—
DIS$276.7M—
FERG$304.3M—
FLS$368.5M—
PURR$49.9M—
ISRG$228.3M—
KRC$393.4M—
LSCC$165.8M—
LCTX$204.8M—
LFUS$102.1M—
MAIR$48.8M—
CART$1.1B—
MLM$199M—
MPWR$117.6M—
Q$136.2M—
QNT$24.5M—

Sector mix

Portfolio allocation by GICS sector

Sector breakdown unavailable.