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Tiger Global 13-F: New stake in INTC, Cuts MSFT, Exits WDAY

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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)

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