Tiger Global Management, a well-known growth hedge fund on Wall Street, filed its 13F report, showing that as of June 30, its total U.S. stock holdings were valued at approximately $23.982 billion, comprising 46 individual stocks. The fund reduced its holdings in ten of its top positions, including Google (Alphabet), with a reduction of approximately $1.72 billion in Google and approximately $690 million in Broadcom, while completely liquidating its position in AppLovin. At the same time, Tiger Global shifted its capital towards "second-tier players" in AI chips and AI infrastructure, initiating new positions in AI chip manufacturers Cerebras (approximately $660 million) and AMD (approximately $392 million), and increasing its stake in Intel (approximately $365 million). Additionally, the fund also initiated new positions in storage chip company Seagate Technology and payment giant Visa.