Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Viking Global Investors ⇄ Tiger Global Management
10Shared positions
8.1%Name overlap (Jaccard)
15+Only Viking Global…
15+Only Tiger Global…
Shared holdings · Q2 2026
| Security | Viking Global… weight | Tiger Global… weight |
|---|---|---|
| TSM Taiwan Semiconductor… | 4.3% | 9.7% |
| AMZN Amazon.com, Inc. | 2.5% | 9.6% |
| META Meta Platforms, Inc. | 3.0% | 6.6% |
| V Visa Inc. | 6.3% | 1.1% |
| SE Sea Limited | 1.5% | 5.0% |
| MSFT Microsoft Corporation | 1.6% | 3.5% |
| SHW The Sherwin-Williams… | 3.8% | 0.4% |
| RDDT Reddit, Inc. | 0.8% | 1.8% |
| TTWO Take-Two Interactive… | 0.7% | 1.9% |
| SPCX Space Exploration… | 0.6% | 0.3% |
Distinctively Viking Global…
| APD Air Products and… | 4.0% |
| FTV Fortive Corporation | 3.5% |
| SCHW The Charles Schwab… | 2.8% |
| TMO Thermo Fisher… | 2.8% |
| JPM JPMorgan Chase & Co. | 2.7% |
| LII Lennox International… | 2.6% |
| RACE Ferrari N.V. | 2.3% |
| CVNA Carvana Co. | 2.3% |
| MCD McDonald's Corporation | 2.2% |
| BBIO BridgeBio Pharma, Inc. | 2.1% |
| BA The Boeing Company | 2.0% |
| MAA Mid-America Apartment… | 2.0% |
| DIS The Walt Disney… | 2.0% |
| FDX FedEx Corporation | 1.9% |
| MSCI MSCI Inc. | 1.9% |
Distinctively Tiger Global…
| NVDA NVIDIA Corporation | 9.3% |
| GOOGL Alphabet Inc. | 8.7% |
| LRCX Lam Research… | 5.7% |
| AMAT Applied Materials… | 4.9% |
| GEV GE Vernova Inc. | 3.9% |
| CPAY Corpay, Inc. | 3.0% |
| CBRS Cerebras Systems Inc. | 2.8% |
| AVGO Broadcom Inc. | 2.8% |
| CPNG Coupang, Inc. | 2.6% |
| INTC Intel Corp. | 2.5% |
| SPOT Spotify Technology… | 2.2% |
| AMD Advanced Micro… | 1.6% |
| XYZ Block, Inc. | 1.4% |
| APO Apollo Global… | 1.3% |
| STX Seagate Technology… | 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