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 ⇄

$26.46B13F报告持仓市值

49持仓明细

67.9%前十大权重

15.60有效持仓

6.5%预计换手率

+7新增

−3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% (+0.0pp)

通信服务 29.7% (+1.8pp)

可选消费 16.8% (+1.5pp)

金融服务 8.0% (+0.4pp)

医疗保健 5.1% (-5.1pp)

基础材料 1.3% (+0.4pp)

房地产 0.9%

公用事业 0.2% (+0.1pp)

工业 0.0%

占已申报普通股权益价值的比例；（±pp）较上一季度。

持仓组合 · Q4 2024

#	证券	权重	价值	股份	Δ股份		持有
1	META Meta Platforms, Inc.	16.5%	$4.37B	7.47M	0.0%	Held	3
2	MSFT Microsoft Corporation	8.5%	$2.25B	5.34M	0.0%	Held	3
3	APO Apollo Global Management…	7.7%	$2.03B	12.27M	-0.1%	▼ Trim	3
4	GOOGL Alphabet Inc.	7.4%	$1.95B	10.31M	0.0%	Held	3
5	SE Sea Limited	6.4%	$1.70B	16.04M	0.0%	Held	3
6	AMZN Amazon.com, Inc.	5.3%	$1.41B	6.42M	0.0%	Held	3
7	NVDA NVIDIA Corporation	4.9%	$1.30B	9.68M	0.0%	Held	3
8	TTWO Take-Two Interactive…	4.1%	$1.07B	5.84M	0.0%	Held	3
9	LLY Eli Lilly and Company	3.8%	$1.01B	1.31M	+35.1%	▲ Add	3
10	FLTR.L Flutter Entertainment plc	3.3%	$872.89M	3.38M	0.0%	Held	2
11	TSM Taiwan Semiconductor…	2.7%	$717.87M	3.63M	0.0%	Held	3
12	NOW ServiceNow, Inc.	2.3%	$614.50M	579.65K	0.0%	Held	3
13	SPOT Spotify Technology S.A.	2.1%	$564.35M	1.26M	+49156.6%	▲ Add	3
14	WDAY Workday, Inc.	1.8%	$485.16M	1.88M	0.0%	Held	3
15	GRAB Grab Holdings Limited	1.7%	$438.60M	92.92M	0.0%	Held	3
16	AVGO Broadcom Inc.	1.6%	$427.86M	1.85M	0.0%	Held	3
17	CPAY Corpay, Inc.	1.6%	$422.21M	1.25M	0.0%	Held	3
18	DASH DoorDash, Inc.	1.4%	$368.38M	2.20M	0.0%	Held	3
19	SHW The Sherwin-Williams Company	1.3%	$341.39M	1.00M	+90.3%	▲ Add	2
20	RDDT Reddit, Inc.	1.3%	$331.95M	2.03M	+306.2%	▲ Add	3
21	CRWD CrowdStrike Holdings, Inc.	1.2%	$307.94M	900.00K	0.0%	Held	3
22	LRCX Lam Research Corporation	1.1%	$285.86M	3.96M	+1020.6%	▲ Add	3
23	QCOM QUALCOMM Incorporated	1.1%	$285.38M	1.86M	0.0%	Held	3
24	ZS Zscaler, Inc.	1.0%	$261.59M	1.45M	新增	New	1
25	PDD PDD Holdings Inc.	1.0%	$254.96M	2.63M	新增	New	1
26	FWONA Formula One Group	0.9%	$248.51M	2.68M	+9.2%	▲ Add	3
27	CSGP CoStar Group, Inc.	0.9%	$232.32M	3.25M	新增	New	1
28	UNH UnitedHealth Group…	0.8%	$221.97M	438.80K	-81.5%	▼ Trim	3
29	CPNG Coupang, Inc.	0.7%	$178.48M	8.12M	+307.2%	▲ Add	2
30	PCOR Procore Technologies, Inc.	0.7%	$175.30M	2.34M	0.0%	Held	3
31	ESTC Elastic N.V.	0.6%	$167.51M	1.69M	0.0%	Held	3
32	UBER Uber Technologies, Inc.	0.6%	$156.70M	2.60M	0.0%	Held	3
33	AMAT Applied Materials, Inc.	0.6%	$145.59M	895.20K	0.0%	Held	3
34	DDOG Datadog, Inc.	0.5%	$139.95M	979.40K	0.0%	Held	3
35	TTAN ServiceTitan, Inc.	0.5%	$133.87M	1.30M	新增	New	1
36	NVO Novo Nordisk A/S	0.4%	$109.16M	1.27M	0.0%	Held	3
37	TEAM Atlassian Corporation	0.4%	$97.48M	400.55K	0.0%	Held	3
38	NU Nu Holdings Ltd.	0.3%	$91.98M	8.88M	-51.8%	▼ Trim	3
39	VEEV Veeva Systems Inc.	0.3%	$79.47M	378.00K	新增	New	1
40	OKLO Oklo Inc.	0.2%	$64.90M	3.06M	0.0%	Held	3
41	ARM Arm Holdings plc American…	0.1%	$37.01M	300.00K	0.0%	Held	3
42	RERE ATRENEW INC	0.1%	$33.07M	11.48M	0.0%	Held	3
43	ZKH ZKH GROUP LTD	0.1%	$28.77M	8.20M	0.0%	Held	3
44	RBRK Rubrik, Inc.	0.1%	$16.34M	250.00K	0.0%	Held	3
45	JD JD.com, Inc.	0.0%	$11.94M	344.31K	0.0%	Held	3
46	PONY Pony AI Inc. American…	0.0%	$5.31M	370.00K	新增	New	1
47	SARO StandardAero, Inc.	0.0%	$3.96M	160.00K	新增	New	1
48	KVYO Klaviyo, Inc.	0.0%	$1.44M	35.00K	0.0%	Held	3
49	DDL DINGDONG CAYMAN LTD	0.0%	$388,808	118.54K	0.0%	Held	3

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
ZS Zscaler, Inc.	1.45M	n/a	新增	$261.59M	1.0%
PDD PDD Holdings Inc.	2.63M	n/a	新增	$254.96M	1.0%
CSGP CoStar Group, Inc.	3.25M	n/a	新增	$232.32M	0.9%
TTAN ServiceTitan, Inc.	1.30M	n/a	新增	$133.87M	0.5%
VEEV Veeva Systems Inc.	378.00K	n/a	新增	$79.47M	0.3%
PONY Pony AI Inc. American…	370.00K	n/a	新增	$5.31M	0.0%
SARO StandardAero, Inc.	160.00K	n/a	新增	$3.96M	0.0%

证券	股份	上期	变动	价值	权重	连续记录
LLY Eli Lilly and Company	1.31M	969.80K	+35.1%	$1.01B	3.8%	●●○○○○
SPOT Spotify Technology S.A.	1.26M	2.56K	+49156.6%	$564.35M	2.1%
SHW The Sherwin-Williams…	1.00M	527.80K	+90.3%	$341.39M	1.3%	●●○○○○
RDDT Reddit, Inc.	2.03M	500.00K	+306.2%	$331.95M	1.3%
LRCX Lam Research Corporation	3.96M	353.18K	+1020.6%	$285.86M	1.1%
FWONA Formula One Group	2.68M	2.46M	+9.2%	$248.51M	0.9%	●●○○○○
CPNG Coupang, Inc.	8.12M	1.99M	+307.2%	$178.48M	0.7%	●●○○○○

证券	股份	上期	变动	价值	权重
APO Apollo Global…	12.27M	12.29M	-0.1%	$2.03B	7.7%
UNH UnitedHealth Group…	438.80K	2.37M	-81.5%	$221.97M	0.8%
NU Nu Holdings Ltd.	8.88M	18.43M	-51.8%	$91.98M	0.3%

证券	股份	上期	变动	价值	权重
GTM ZoomInfo Technologies…	n/a	9.36M	退出	$96.59M	0.4%
TOST Toast, Inc.	n/a	78.52K	退出	$2.22M	0.0%
STNE StoneCo Ltd.	n/a	13.79K	退出	$155,253	0.0%

持仓持有时长

70–1 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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