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Dos carteras, un mapa — la superposición, la convicción compartida y lo que cada una tiene que la otra no.
Appaloosa ⇄ Tiger Global Management
9Posiciones compartidas
14.5%Superposición de nombres (Jaccard)
15+Solo Appaloosa
15+Solo Tiger Global…
Posiciones compartidas · Q2 2026
| Valor | Appaloosa ponderación | Tiger Global… ponderación |
|---|---|---|
| AMZN Amazon.com, Inc. | 15.9% | 9.6% |
| TSM Taiwan Semiconductor… | 10.5% | 9.7% |
| NVDA NVIDIA Corporation | 4.1% | 9.3% |
| META Meta Platforms, Inc. | 5.1% | 6.6% |
| LRCX Lam Research Corporation | 2.2% | 5.7% |
| UBER Uber Technologies, Inc. | 7.4% | 0.0% |
| AVGO Broadcom Inc. | 0.8% | 2.8% |
| AMD Advanced Micro Devices… | 1.5% | 1.6% |
| SPCX Space Exploration… | 0.5% | 0.3% |
De forma distintiva Appaloosa
| MU Micron Technology… | 15.1% |
| GOOG Alphabet Inc. | 8.7% |
| EWY iShares MSCI South… | 6.6% |
| VST Vistra Corp. | 4.7% |
| NRG NRG Energy, Inc. | 3.4% |
| BABA Alibaba Group Holding… | 2.6% |
| BA The Boeing Company | 2.3% |
| BIDU Baidu, Inc. | 2.0% |
| AAL American Airlines… | 1.8% |
| CRWV CoreWeave, Inc. Class… | 1.4% |
| ASML ASML Holding N.V. | 1.3% |
| QCOM QUALCOMM Incorporated | 0.6% |
| ET Energy Transfer LP | 0.4% |
| MPLX MPLX Lp | 0.4% |
| WHR Whirlpool Corporation | 0.4% |
De forma distintiva Tiger Global…
| GOOGL Alphabet Inc. | 8.7% |
| SE Sea Limited | 5.0% |
| AMAT Applied Materials… | 4.9% |
| GEV GE Vernova Inc. | 3.9% |
| MSFT Microsoft Corporation | 3.5% |
| CPAY Corpay, Inc. | 3.0% |
| CBRS Cerebras Systems 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% |
| XYZ Block, Inc. | 1.4% |
| APO Apollo Global… | 1.3% |
| STX Seagate Technology… | 1.1% |
Procedencia: Solapamiento calculado en tiempo real a partir de las posiciones en acciones ordinarias declaradas por ambos gestores para Q2 2026. Solo posiciones largas declaradas — las coberturas y los activos no incluidos en el 13F son invisibles. Metodología