管理人记录 · ✦ 精选 · 已归档季度

Tiger Global Management

Chase Coleman (Founder) · New York, NY · CIK 1167483 · EDGAR 文件 ↗

Growth/technology crossover investing.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 差异 ⇄

$23.44B13F报告持仓市值

45持仓明细

71.8%前十大权重

13.80有效持仓

4.0%预计换手率

+3新增

−2清仓

申报的13F投资组合价值仅涵盖美国应申报多头仓位，不含现金、债券、空头仓位或非美国持仓，不等同于管理规模。

各季度报告持仓市值 Q2 2024 → Q2 2026

板块敞口

科技 38.0% (-3.9pp)

通信服务 27.9% (-0.3pp)

可选消费 15.3% (+4.2pp)

医疗保健 10.2% (-0.7pp)

金融服务 7.6% (-0.2pp)

基础材料 0.9%

公用事业 0.1% (+0.0pp)

占已申报普通股权益价值的比例；（±pp）较上一季度。

持仓组合 · Q3 2024

#	证券	权重	价值	股份	Δ股份		持有
1	META Meta Platforms, Inc.	18.2%	$4.27B	7.47M	0.0%	Held	2
2	MSFT Microsoft Corporation	9.8%	$2.30B	5.34M	0.0%	Held	2
3	GOOGL Alphabet Inc.	7.3%	$1.71B	10.31M	0.0%	Held	2
4	APO Apollo Global Management…	6.5%	$1.53B	12.29M	0.0%	Held	2
5	SE Sea Limited	6.5%	$1.51B	16.04M	0.0%	Held	2
6	UNH UnitedHealth Group…	5.9%	$1.38B	2.37M	+0.8%	▲ Add	2
7	AMZN Amazon.com, Inc.	5.1%	$1.20B	6.42M	+1.5%	▲ Add	2
8	NVDA NVIDIA Corporation	5.0%	$1.18B	9.68M	0.0%	Held	2
9	TTWO Take-Two Interactive…	3.8%	$897.55M	5.84M	+3.5%	▲ Add	2
10	LLY Eli Lilly and Company	3.7%	$859.18M	969.80K	+4.3%	▲ Add	2
11	FLTR.L Flutter Entertainment plc	3.4%	$801.39M	3.38M	新增	New	1
12	TSM Taiwan Semiconductor…	2.7%	$631.29M	3.63M	+18.4%	▲ Add	2
13	NOW ServiceNow, Inc.	2.2%	$518.44M	579.65K	0.0%	Held	2
14	WDAY Workday, Inc.	2.0%	$459.55M	1.88M	0.0%	Held	2
15	CPAY Corpay, Inc.	1.7%	$390.19M	1.25M	+19.2%	▲ Add	2
16	GRAB Grab Holdings Limited	1.5%	$353.11M	92.92M	0.0%	Held	2
17	AVGO Broadcom Inc.	1.4%	$318.35M	1.85M	+912.3%	▲ Add	2
18	QCOM QUALCOMM Incorporated	1.3%	$315.90M	1.86M	0.0%	Held	2
19	DASH DoorDash, Inc.	1.3%	$313.44M	2.20M	0.0%	Held	2
20	LRCX Lam Research Corporation	1.2%	$288.23M	353.18K	0.0%	Held	2
21	CRWD CrowdStrike Holdings, Inc.	1.1%	$252.42M	900.00K	0.0%	Held	2
22	NU Nu Holdings Ltd.	1.1%	$251.61M	18.43M	0.0%	Held	2
23	SHW The Sherwin-Williams Company	0.9%	$201.45M	527.80K	新增	New	1
24	UBER Uber Technologies, Inc.	0.8%	$195.26M	2.60M	-13.6%	▼ Trim	2
25	FWONA Formula One Group	0.8%	$190.25M	2.46M	+3.9%	▲ Add	2
26	AMAT Applied Materials, Inc.	0.8%	$180.88M	895.20K	0.0%	Held	2
27	NVO Novo Nordisk A/S	0.6%	$151.10M	1.27M	0.0%	Held	2
28	PCOR Procore Technologies, Inc.	0.6%	$144.39M	2.34M	0.0%	Held	2
29	ESTC Elastic N.V.	0.6%	$129.78M	1.69M	0.0%	Held	2
30	DDOG Datadog, Inc.	0.5%	$112.69M	979.40K	0.0%	Held	2
31	GTM ZoomInfo Technologies Inc.	0.4%	$96.59M	9.36M	0.0%	Held	2
32	TEAM Atlassian Corporation	0.3%	$63.61M	400.55K	0.0%	Held	2
33	CPNG Coupang, Inc.	0.2%	$48.95M	1.99M	新增	New	1
34	ARM Arm Holdings plc American…	0.2%	$42.90M	300.00K	0.0%	Held	2
35	RDDT Reddit, Inc.	0.1%	$32.96M	500.00K	0.0%	Held	2
36	RERE ATRENEW INC	0.1%	$31.92M	11.48M	0.0%	Held	2
37	ZKH ZKH GROUP LTD	0.1%	$30.24M	8.20M	0.0%	Held	2
38	OKLO Oklo Inc.	0.1%	$24.73M	3.06M	0.0%	Held	2
39	JD JD.com, Inc.	0.1%	$13.77M	344.31K	-58.1%	▼ Trim	2
40	RBRK Rubrik, Inc.	0.0%	$8.04M	250.00K	0.0%	Held	2
41	TOST Toast, Inc.	0.0%	$2.22M	78.52K	0.0%	Held	2
42	KVYO Klaviyo, Inc.	0.0%	$1.24M	35.00K	0.0%	Held	2
43	SPOT Spotify Technology S.A.	0.0%	$943,805	2.56K	0.0%	Held	2
44	DDL DINGDONG CAYMAN LTD	0.0%	$420,813	118.54K	0.0%	Held	2
45	STNE StoneCo Ltd.	0.0%	$155,253	13.79K	-98.0%	▼ Trim	2

仅含普通股（SH）持仓；期权行显示于"期权"标签页，且不作净额处理。✂ = 变动基于拆股调整后的前期持股数计算。"持有 N+ 季度"= 在我们的数据窗口内每季度均有持仓，实际持有时间可能更长。

证券	股份	上期	变动	价值	权重
FLTR.L Flutter Entertainment…	3.38M	n/a	新增	$801.39M	3.4%
SHW The Sherwin-Williams…	527.80K	n/a	新增	$201.45M	0.9%
CPNG Coupang, Inc.	1.99M	n/a	新增	$48.95M	0.2%

证券	股份	上期	变动	价值	权重
UNH UnitedHealth Group…	2.37M	2.35M	+0.8%	$1.38B	5.9%
AMZN Amazon.com, Inc.	6.42M	6.32M	+1.5%	$1.20B	5.1%
TTWO Take-Two Interactive…	5.84M	5.64M	+3.5%	$897.55M	3.8%
LLY Eli Lilly and Company	969.80K	930.00K	+4.3%	$859.18M	3.7%
TSM Taiwan Semiconductor…	3.63M	3.07M	+18.4%	$631.29M	2.7%
CPAY Corpay, Inc.	1.25M	1.05M	+19.2%	$390.19M	1.7%
AVGO Broadcom Inc.	1.85M	182.30K	+912.3%	$318.35M	1.4%
FWONA Formula One Group	2.46M	2.36M	+3.9%	$190.25M	0.8%

证券	股份	上期	变动	价值	权重
UBER Uber Technologies, Inc.	2.60M	3.01M	-13.6%	$195.26M	0.8%
JD JD.com, Inc.	344.31K	822.72K	-58.1%	$13.77M	0.1%
STNE StoneCo Ltd.	13.79K	682.00K	-98.0%	$155,253	0.0%

证券	股份	上期	变动	价值	权重	连续记录
DXCM DexCom, Inc.	n/a	1.15M	退出	$130.71M	0.6%
ALAB Astera Labs, Inc.…	n/a	70.00K	退出	$4.24M	0.0%

持仓持有时长

30–1 季度

422–4 季度

当前各持仓在我们数据窗口内已连续报告的季度数。

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