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 ⇄

$26.59B13F报告持仓市值

45持仓明细

62.7%前十大权重

16.90有效持仓

11.9%预计换手率

+4新增

−9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 38.6% (+0.6pp)

通信服务 30.1% (+0.4pp)

可选消费 18.6% (+1.8pp)

医疗保健 5.4% (+0.3pp)

金融服务 3.6% (-4.4pp)

基础材料 1.6% (+0.3pp)

工业 1.2% (+1.2pp)

房地产 1.0% (+0.1pp)

占已申报普通股权益价值的比例；（±pp）较上一季度。

持仓组合 · Q1 2025

#	证券	权重	价值	股份	Δ股份		持有
1	META Meta Platforms, Inc.	16.2%	$4.30B	7.47M	0.0%	Held	4
2	MSFT Microsoft Corporation	8.8%	$2.34B	6.24M	+16.8%	▲ Add	4
3	SE Sea Limited	7.9%	$2.09B	16.04M	0.0%	Held	4
4	GOOGL Alphabet Inc.	6.0%	$1.59B	10.31M	0.0%	Held	4
5	AMZN Amazon.com, Inc.	4.7%	$1.25B	6.59M	+2.7%	▲ Add	4
6	TTWO Take-Two Interactive…	4.6%	$1.21B	5.84M	0.0%	Held	4
7	NVDA NVIDIA Corporation	4.5%	$1.19B	10.97M	+13.3%	▲ Add	4
8	LLY Eli Lilly and Company	4.1%	$1.10B	1.33M	+1.9%	▲ Add	4
9	APO Apollo Global Management…	3.2%	$850.33M	6.21M	-49.4%	▼ Trim	4
10	FLTR.L Flutter Entertainment plc	2.8%	$748.26M	3.38M	0.0%	Held	3
11	TSM Taiwan Semiconductor…	2.6%	$704.08M	4.24M	+16.7%	▲ Add	4
12	SPOT Spotify Technology S.A.	2.6%	$693.84M	1.26M	0.0%	Held	4
13	VEEV Veeva Systems Inc.	2.1%	$560.66M	2.42M	+540.3%	▲ Add	2
14	PDD PDD Holdings Inc.	2.0%	$522.60M	4.42M	+68.0%	▲ Add	2
15	NOW ServiceNow, Inc.	1.7%	$461.49M	579.65K	0.0%	Held	4
16	APP AppLovin Corporation	1.7%	$442.03M	1.67M	新增	New	1
17	WDAY Workday, Inc.	1.7%	$439.09M	1.88M	0.0%	Held	4
18	CPAY Corpay, Inc.	1.6%	$435.06M	1.25M	0.0%	Held	4
19	GRAB Grab Holdings Limited	1.6%	$420.94M	92.92M	0.0%	Held	4
20	SHW The Sherwin-Williams Company	1.6%	$420.49M	1.20M	+19.9%	▲ Add	3
21	Z Zillow Group, Inc. Class C	1.6%	$417.89M	6.12M	新增	New	1
22	DASH DoorDash, Inc.	1.5%	$401.37M	2.20M	0.0%	Held	4
23	AVGO Broadcom Inc.	1.4%	$380.32M	2.27M	+23.1%	▲ Add	4
24	RDDT Reddit, Inc.	1.3%	$340.88M	3.25M	+60.0%	▲ Add	4
25	ZS Zscaler, Inc.	1.3%	$333.15M	1.68M	+15.8%	▲ Add	2
26	GEV GE Vernova Inc.	1.2%	$322.16M	1.06M	新增	New	1
27	LRCX Lam Research Corporation	1.2%	$321.68M	4.42M	+11.8%	▲ Add	4
28	CRWD CrowdStrike Holdings, Inc.	1.2%	$317.32M	900.00K	0.0%	Held	4
29	CPNG Coupang, Inc.	1.1%	$292.29M	13.33M	+64.1%	▲ Add	3
30	CSGP CoStar Group, Inc.	1.0%	$257.11M	3.25M	0.0%	Held	2
31	FWONA Formula One Group	0.9%	$241.41M	2.68M	0.0%	Held	4
32	UNH UnitedHealth Group…	0.9%	$229.82M	438.80K	0.0%	Held	4
33	PCOR Procore Technologies, Inc.	0.6%	$154.45M	2.34M	0.0%	Held	4
34	ESTC Elastic N.V.	0.6%	$150.64M	1.69M	0.0%	Held	4
35	AMAT Applied Materials, Inc.	0.5%	$129.91M	895.20K	0.0%	Held	4
36	TTAN ServiceTitan, Inc.	0.5%	$123.78M	1.30M	0.0%	Held	2
37	NU Nu Holdings Ltd.	0.4%	$112.97M	11.03M	+24.3%	▲ Add	4
38	XYZ Block, Inc.	0.4%	$102.40M	1.88M	新增	New	1
39	NVO Novo Nordisk A/S	0.3%	$88.12M	1.27M	0.0%	Held	4
40	RERE ATRENEW INC	0.1%	$33.75M	11.48M	0.0%	Held	4
41	ZKH ZKH GROUP LTD	0.1%	$27.45M	8.20M	0.0%	Held	4
42	JD JD.com, Inc.	0.1%	$14.16M	344.31K	0.0%	Held	4
43	UBER Uber Technologies, Inc.	0.0%	$11.01M	151.18K	-94.2%	▼ Trim	4
44	PONY Pony AI Inc. American…	0.0%	$3.26M	370.00K	0.0%	Held	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
APP AppLovin Corporation	1.67M	n/a	新增	$442.03M	1.7%
Z Zillow Group, Inc.…	6.12M	n/a	新增	$417.89M	1.6%
GEV GE Vernova Inc.	1.06M	n/a	新增	$322.16M	1.2%
XYZ Block, Inc.	1.88M	n/a	新增	$102.40M	0.4%

证券	股份	上期	变动	价值	权重	连续记录
MSFT Microsoft Corporation	6.24M	5.34M	+16.8%	$2.34B	8.8%
AMZN Amazon.com, Inc.	6.59M	6.42M	+2.7%	$1.25B	4.7%
NVDA NVIDIA Corporation	10.97M	9.68M	+13.3%	$1.19B	4.5%
LLY Eli Lilly and Company	1.33M	1.31M	+1.9%	$1.10B	4.1%	●●●○○○
TSM Taiwan Semiconductor…	4.24M	3.63M	+16.7%	$704.08M	2.6%
VEEV Veeva Systems Inc.	2.42M	378.00K	+540.3%	$560.66M	2.1%	●●○○○○
PDD PDD Holdings Inc.	4.42M	2.63M	+68.0%	$522.60M	2.0%	●●○○○○
AVGO Broadcom Inc.	2.27M	1.85M	+23.1%	$380.32M	1.4%
SHW The Sherwin-Williams…	1.20M	1.00M	+19.9%	$420.49M	1.6%	●●●○○○
RDDT Reddit, Inc.	3.25M	2.03M	+60.0%	$340.88M	1.3%	●●○○○○
ZS Zscaler, Inc.	1.68M	1.45M	+15.8%	$333.15M	1.3%	●●○○○○
LRCX Lam Research Corporation	4.42M	3.96M	+11.8%	$321.68M	1.2%	●●○○○○
CPNG Coupang, Inc.	13.33M	8.12M	+64.1%	$292.29M	1.1%	●●●○○○
NU Nu Holdings Ltd.	11.03M	8.88M	+24.3%	$112.97M	0.4%

证券	股份	上期	变动	价值	权重	连续记录
APO Apollo Global…	6.21M	12.27M	-49.4%	$850.33M	3.2%	●●○○○○
UBER Uber Technologies, Inc.	151.18K	2.60M	-94.2%	$11.01M	0.0%

证券	股份	上期	变动	价值	权重
QCOM QUALCOMM Incorporated	n/a	1.86M	退出	$285.38M	1.1%
DDOG Datadog, Inc.	n/a	979.40K	退出	$139.95M	0.5%
TEAM Atlassian Corporation	n/a	400.55K	退出	$97.48M	0.4%
OKLO Oklo Inc.	n/a	3.06M	退出	$64.90M	0.2%
ARM Arm Holdings plc…	n/a	300.00K	退出	$37.01M	0.1%
RBRK Rubrik, Inc.	n/a	250.00K	退出	$16.34M	0.1%
SARO StandardAero, Inc.	n/a	160.00K	退出	$3.96M	0.0%
KVYO Klaviyo, Inc.	n/a	35.00K	退出	$1.44M	0.0%
DDL	n/a	118.54K	退出	$388,808	0.0%

持仓持有时长

40–1 季度

402–4 季度

当前各持仓在我们数据窗口内已连续报告的季度数。

相似管理人

管理人	共同持仓	名称重叠	加权相似度
Coatue Management	18	19.4%	0.6914	对比 ⇄
American Century Companies Inc	43	1.5%	0.69	对比 ⇄
Schroder Investment Management Group	31	2.7%	0.6757	对比 ⇄
Fidelity (FMR)	45	0.9%	0.6735	对比 ⇄
Nomura Asset Management International…	33	2.6%	0.6674	对比 ⇄
Jennison Associates Llc	28	4.9%	0.6397	对比 ⇄
Credit Agricole S A	35	3.1%	0.6382	对比 ⇄
Royal London Asset Management Ltd	32	4.6%	0.6221	对比 ⇄