Tiger Global Management 13-F: Raises stake in XYZ and NFLX; cuts META, NVDA, MSFT and exits MDB

Tiger Global Management's recent 13-F reveals a strategic shift, notably raising its stakes in Netflix and a few lesser-known stocks while significantly cutting positions in major tech names like Meta, NVIDIA, and Microsoft.

Newsquawk StaffPublished 17 Feb 2026, 19:29 UTCOn the live feed at 19:09 UTC — 1 more headline followed before this page went public

Newsquawk headlinesUTC

19:37

CRUDE WRAP: WTI (J6) SETTLES USD 0.49 LOWER AT 62.26/BBL; BRENT (J6) SETTLES USD 1.23 LOWER AT USD 67.42/BBL

19:29

Mondelez (MDLZ) CEO says rapid cocoa price drop in recent weeks creating mismatch between industry coverage and market prices

19:09

Tiger Global Management 13-F: Raises stake in XYZ and NFLX; cuts META, NVDA, MSFT and exits MDB

19:02

Ukrainian President Zelensky says Russia's position is absurd and may be an indication that Moscow is not ready for real peace, Sky News Arabia reports

18:50

Russia-Ukraine-US talks on Ukraine settlement in Geneva were tense, Ria citing sources reports; Geneva talks on Ukraine settlement lasted six hours, and to be continued on Wednesday

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New: Wealthfront (WLTH).
Raises: Circle Internet Group (CRCL), Coupang (CPNG), Hinge Health (HNGE), Block (XYZ), Netflix (NFLX), ServiceNow (NOW), Zillow (Z).
Cuts: Lam Research (LRCX), CoStar Group (CSGP), Zscaler (ZS), Microsoft (MSFT), Reddit (RDDT), Amazon (AMZN), Sherwin Williams (SHW), Broadcom (AVGO), NVIDIA (NVDA), Meta (META), TSMC (TSM), UnitedHealth (UNH), GE Vernova (GEV).
Exits: Via Transportation (VIA), MongoDB (MDB), Triumph Financial (TFIN)

Context

This trend underscores a possible pivot towards sectors or companies they believe hold more growth potential despite the risks associated with exiting solid performers like MongoDB. The implications suggest a cautious stance on high-flying tech stocks, potentially paving the way for increased volatility in those names.

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