Key Points
Tiger Global Management, led by billionaire Chase Coleman, significantly shifted its investment strategies by initiating a new stake in Advanced Micro Devices (AMD) while reducing its holdings in Nvidia (NASDAQ: NVDA). As of June 30, the fund’s position in AMD is now valued at nearly $400 million, accounting for approximately 1.6% of its portfolio, whereas Nvidia still represents 9.3% with a value of $2.2 billion.
In the first half of 2026, AMD’s stock rose over 110%, contrasting with Nvidia’s 12% increase. However, despite AMD’s market performance, Nvidia remains cheaper when considering future earnings projections, suggesting better value for investors looking to buy. The fund’s recent actions may indicate a strategic realignment as it prepares for the upcoming quarterly reporting period in mid-November.
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