Trade Filings

管理人 A 管理人 B

Tiger Global Management ⇄ Schroder Investment Management Group

31共同持仓

2.7%名称重叠（Jaccard 指数）

15+仅 Tiger Global…

15+仅 Schroder…

证券	Tiger Global… 权重	Schroder Investment… 权重
NVDA NVIDIA Corporation	9.3%	6.5%
GOOGL Alphabet Inc.	8.7%	5.6%
AMZN Amazon.com, Inc.	9.6%	2.5%
TSM Taiwan Semiconductor…	9.7%	1.9%
META Meta Platforms, Inc.	6.6%	2.1%
MSFT Microsoft Corporation	3.5%	4.2%
LRCX Lam Research Corporation	5.7%	0.4%
AVGO Broadcom Inc.	2.8%	2.9%
SE Sea Limited	5.0%	0.5%
AMAT Applied Materials, Inc.	4.9%	0.3%
GEV GE Vernova Inc.	3.9%	0.5%
V Visa Inc.	1.1%	1.9%
CPAY Corpay, Inc.	3.0%	0.0%
INTC Intel Corp.	2.5%	0.2%
AMD Advanced Micro Devices…	1.6%	1.0%
CPNG Coupang, Inc.	2.6%	0.0%
SPOT Spotify Technology S.A.	2.2%	0.3%
TTWO Take-Two Interactive…	1.9%	0.0%
MELI MercadoLibre, Inc.	1.1%	0.8%
RDDT Reddit, Inc.	1.8%	0.0%
XYZ Block, Inc.	1.4%	0.0%
APO Apollo Global Management…	1.3%	0.0%
UNH UnitedHealth Group…	0.5%	0.8%
FWONA Formula One Group	0.9%	0.3%
NOW ServiceNow, Inc.	0.4%	0.2%
SHW The Sherwin-Williams…	0.4%	0.1%
DHR Danaher Corporation	0.4%	0.0%
UBER Uber Technologies, Inc.	0.0%	0.3%
DASH DoorDash, Inc.	0.0%	0.0%
JD JD.com, Inc.	0.0%	0.0%
PONY Pony AI Inc. American…	0.0%	0.0%

数据来源: 重叠度根据两位管理人已解析的普通股持仓实时计算，涵盖 Q2 2026. 仅含已申报多头——对冲头寸及非13F资产不可见。方法论