Tiger Global 13-F: New stake in INTC, Cuts MSFT, Exits WDAY
- New: MercadoLibre (MELI), Lumentum (LITE), EquipmentShare.com (EQPT), Intel (INTC)
- Raises: TSMC (TSM), Applied Materials (AMAT), Broadcom (AVGO), Nvidia (NVDA), Spotify (SPOT)
- Cuts: Microsoft (MSFT), Take-Two (TTWO), Reddit (RDDT), Apollo (APO), AppLovin (APP)
- Exits: Flutter (FLUT), Veeva (VEEV), Grab (GRAB), Workday (WDAY), Elastic (ESTC)
- Top: Alphabet Class A (GOOGL), Nvidia (NVDA), Amazon (AMZN), TSMC (TSM), Meta (META)
Context
Tiger Global's 13-F reveals strategic adjustments, adding a new stake in Intel (INTC) while cutting its position in Microsoft (MSFT) and completely exiting Workday (WDAY). This shift indicates a possible reassessment of growth opportunities within the semiconductor sector, particularly as it embraces players like Intel, while pulling back from high-profile tech names. Such moves can signal broader market sentiment on tech valuations and sector rotations.
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