老虎环球一季度清仓高通(QCOM.O)、Arm(ARM.O)；增持拼多多(PDD.O)178万股、英伟达(NVDA.O)128万股、台积电(TSM.N)60万股；521万股建仓线上房地产公司Zillow。

Core Viewpoint - Tiger Global has made significant changes to its investment portfolio in the first quarter, including divesting from Qualcomm and Arm while increasing its stakes in Pinduoduo, Nvidia, TSMC, and initiating a position in Zillow [1] Group 1: Divestments - Tiger Global completely exited its positions in Qualcomm (QCOM.O) and Arm (ARM.O) during the first quarter [1] Group 2: Increased Holdings - The company increased its holdings in Pinduoduo (PDD.O) by 1.78 million shares [1] - Tiger Global added 1.28 million shares of Nvidia (NVDA.O) to its portfolio [1] - The firm also raised its stake in TSMC (TSM.N) by 600,000 shares [1] Group 3: New Investments - Tiger Global initiated a position in Zillow, acquiring 5.21 million shares [1]