对比管理人
两个投资组合，一张地图——重叠部分、共同重仓，以及各自独有的持仓。
Wcm Investment Management, Llc ⇄ Tiger Global Management
14共同持仓
4.7%名称重叠（Jaccard 指数）
15+仅 Wcm…
15+仅 Tiger Global…
共同持仓 · Q2 2026
| 证券 | Wcm Investment… 权重 | Tiger Global… 权重 |
|---|---|---|
| TSM Taiwan Semiconductor… | 7.6% | 9.7% |
| AMZN Amazon.com, Inc. | 2.8% | 9.6% |
| NVDA NVIDIA Corporation | 1.7% | 9.3% |
| SE Sea Limited | 5.7% | 5.0% |
| STX Seagate Technology… | 9.3% | 1.1% |
| GOOGL Alphabet Inc. | 0.6% | 8.7% |
| META Meta Platforms, Inc. | 1.9% | 6.6% |
| MSFT Microsoft Corporation | 1.3% | 3.5% |
| SPOT Spotify Technology S.A. | 2.4% | 2.2% |
| CPNG Coupang, Inc. | 0.1% | 2.6% |
| V Visa Inc. | 1.3% | 1.1% |
| NU Nu Holdings Ltd. | 1.8% | 0.6% |
| TTWO Take-Two Interactive… | 0.0% | 1.9% |
| MELI MercadoLibre, Inc. | 0.0% | 1.1% |
独特地 Wcm Investment…
| ASML ASML Holding N.V. | 4.9% |
| PM Philip Morris… | 3.4% |
| APP AppLovin Corporation | 3.4% |
| LIN Linde plc | 3.0% |
| GLW Corning Inc | 2.8% |
| IBN ICICI Bank Limited | 2.7% |
| TEVA Teva Pharmaceutical… | 2.5% |
| CP Canadian Pacific… | 2.4% |
| ACGL Arch Capital Group… | 2.1% |
| ILMN Illumina, Inc. | 2.0% |
| WDC Western Digital… | 1.9% |
| FERG Ferguson plc | 1.8% |
| CAH Cardinal Health, Inc. | 1.8% |
| MDT Medtronic plc | 1.6% |
| WELL Welltower Inc. | 1.4% |
独特地 Tiger Global…
| 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% |
| INTC Intel Corp. | 2.5% |
| RDDT Reddit, Inc. | 1.8% |
| AMD Advanced Micro… | 1.6% |
| XYZ Block, Inc. | 1.4% |
| APO Apollo Global… | 1.3% |
| FWONA Formula One Group | 0.9% |
| WLTH Wealthfront… | 0.6% |
| UNH UnitedHealth Group… | 0.5% |
| CHYM Chime Financial, Inc.… | 0.5% |
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