Trade Filings

운용사 A 운용사 B

Tiger Global Management ⇄ Credit Agricole S A

35공통 포지션

3.1%종목 중복 (Jaccard)

11+Only Tiger Global…

15+Only Credit…

증권	Tiger Global… 비중	Credit Agricole S A 비중
NVDA NVIDIA Corporation	9.3%	8.7%
GOOGL Alphabet Inc.	8.7%	4.6%
AMZN Amazon.com, Inc.	9.6%	3.5%
TSM Taiwan Semiconductor…	9.7%	0.8%
MSFT Microsoft Corporation	3.5%	5.3%
META Meta Platforms, Inc.	6.6%	2.1%
AVGO Broadcom Inc.	2.8%	3.6%
LRCX Lam Research Corporation	5.7%	0.7%
AMAT Applied Materials, Inc.	4.9%	1.4%
SE Sea Limited	5.0%	0.1%
GEV GE Vernova Inc.	3.9%	0.4%
CPAY Corpay, Inc.	3.0%	0.0%
CBRS Cerebras Systems Inc.	2.8%	0.0%
INTC Intel Corp.	2.5%	0.3%
AMD Advanced Micro Devices…	1.6%	1.1%
SPOT Spotify Technology S.A.	2.2%	0.2%
TTWO Take-Two Interactive…	1.9%	0.1%
RDDT Reddit, Inc.	1.8%	0.0%
V Visa Inc.	1.1%	0.5%
XYZ Block, Inc.	1.4%	0.0%
UNH UnitedHealth Group…	0.5%	0.9%
APO Apollo Global Management…	1.3%	0.1%
STX Seagate Technology…	1.1%	0.2%
MELI MercadoLibre, Inc.	1.1%	0.1%
FWONA Formula One Group	0.9%	0.0%
NOW ServiceNow, Inc.	0.4%	0.3%
NU Nu Holdings Ltd.	0.6%	0.1%
DHR Danaher Corporation	0.4%	0.2%
UBER Uber Technologies, Inc.	0.0%	0.3%
SHW The Sherwin-Williams…	0.4%	0.0%
EQPT EquipmentShare.com Inc.	0.4%	0.0%
SPCX Space Exploration…	0.3%	0.0%
DASH DoorDash, Inc.	0.0%	0.1%
APLD Applied Digital Corp.	0.1%	0.0%
JD JD.com, Inc.	0.0%	0.0%

출처: 두 운용사의 파싱된 보통주 포지션을 기준으로 실시간 산출된 중복 보유 현황 (기준: Q2 2026. 보고된 롱 포지션만 해당 — 헤지 및 13F 외 자산은 표시되지 않습니다. 방법론