Tiger Global Management cut its holdings in Microsoft, Nvidia, and Meta during the quarter.

The entities involved

• Microsoft →

  American multinational technology corporation

  • Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Mon 17:31
  • Cloud giants, including Microsoft, Amazon, Anthropic, OpenAI, and Google, are benefiting from overall AI market growth while navigating corporate cost containment and future market competition.Mon 16:50
• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34
• Meta →

  American technology company

  • The enterprise platform launch is facing market share pressure, leading to Mark Zuckerberg defending Meta's strategic direction.Mon 17:55
  • Meta is launching a new commercial wing specifically focused on AI deployment.Mon 17:55

Related events

• Big tech companies, including Meta, Google, and Microsoft, are holding cash reserves and purchasing large quantities of GPUs.Aug 30
• Investors are shifting capital from ServiceNow and Salesforce into Nvidia, with both companies being listed among Nvidia's top-10 holdings.Jul 8
• Nvidia earnings drove the tech sector rally.Aug 27
• Nvidia filed required reports with the SEC regarding institutional holdings on June 16, 2026.Jun 16
• Nvidia's market value nears Apple's record, leading to a race for the most valuable company title.Jun 8