Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Altimeter Capital ⇄ Tiger Global Management
11Shared positions
20.0%Name overlap (Jaccard)
9+Only Altimeter…
15+Only Tiger Global…
Shared holdings · Q2 2026
| Security | Altimeter Capital weight | Tiger Global… weight |
|---|---|---|
| NVDA NVIDIA Corporation | 19.2% | 9.3% |
| CBRS Cerebras Systems Inc. | 16.2% | 2.8% |
| TSM Taiwan Semiconductor… | 6.9% | 9.7% |
| AMZN Amazon.com, Inc. | 5.9% | 9.6% |
| META Meta Platforms, Inc. | 7.8% | 6.6% |
| GOOGL Alphabet Inc. | 0.6% | 8.7% |
| MSFT Microsoft Corporation | 4.8% | 3.5% |
| LRCX Lam Research Corporation | 1.7% | 5.7% |
| AMAT Applied Materials, Inc. | 1.9% | 4.9% |
| UBER Uber Technologies, Inc. | 5.4% | 0.0% |
| SPCX Space Exploration… | 3.1% | 0.3% |
Distinctively Altimeter Capital
| CRWV CoreWeave, Inc. Class… | 6.2% |
| ARM Arm Holdings plc… | 5.9% |
| SNOW Snowflake Inc. | 5.0% |
| QCOM QUALCOMM Incorporated | 3.5% |
| MU Micron Technology… | 2.5% |
| KLAC KLA Corporation | 1.8% |
| HOOD Robinhood Markets… | 0.9% |
| SNPS Synopsys, Inc. | 0.6% |
| GRAB Grab Holdings Limited | 0.0% |
Distinctively Tiger Global…
| SE Sea Limited | 5.0% |
| GEV GE Vernova Inc. | 3.9% |
| CPAY Corpay, Inc. | 3.0% |
| AVGO Broadcom Inc. | 2.8% |
| CPNG Coupang, Inc. | 2.6% |
| INTC Intel Corp. | 2.5% |
| SPOT Spotify Technology… | 2.2% |
| TTWO Take-Two Interactive… | 1.9% |
| RDDT Reddit, Inc. | 1.8% |
| AMD Advanced Micro… | 1.6% |
| XYZ Block, Inc. | 1.4% |
| APO Apollo Global… | 1.3% |
| STX Seagate Technology… | 1.1% |
| V Visa Inc. | 1.1% |
| MELI MercadoLibre, Inc. | 1.1% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology