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 ⇄

$34.08B13F报告持仓市值

50持仓明细

64.8%前十大权重

16.00有效持仓

5.2%预计换手率

+7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 40.7% (+2.1pp)

通信服务 29.7% (-0.4pp)

可选消费 18.6% (+0.0pp)

医疗保健 4.2% (-1.2pp)

金融服务 3.1% (-0.5pp)

工业 1.7% (+0.5pp)

基础材料 1.2% (-0.4pp)

房地产 0.8% (-0.2pp)

占已申报普通股权益价值的比例；（±pp）较上一季度。

持仓组合 · Q2 2025

#	证券	权重	价值	股份	Δ股份		持有
1	META Meta Platforms, Inc.	16.3%	$5.56B	7.53M	+0.9%	▲ Add	5
2	MSFT Microsoft Corporation	9.6%	$3.26B	6.55M	+5.0%	▲ Add	5
3	SE Sea Limited	7.5%	$2.57B	16.04M	0.0%	Held	5
4	AMZN Amazon.com, Inc.	6.9%	$2.34B	10.69M	+62.2%	▲ Add	5
5	GOOGL Alphabet Inc.	5.5%	$1.87B	10.63M	+3.1%	▲ Add	5
6	NVDA NVIDIA Corporation	5.4%	$1.85B	11.71M	+6.8%	▲ Add	5
7	TTWO Take-Two Interactive…	4.2%	$1.42B	5.84M	0.0%	Held	5
8	LLY Eli Lilly and Company	3.5%	$1.18B	1.51M	+13.2%	▲ Add	5
9	TSM Taiwan Semiconductor…	3.0%	$1.04B	4.58M	+7.9%	▲ Add	5
10	FLTR.L Flutter Entertainment plc	2.9%	$986.84M	3.45M	+2.2%	▲ Add	4
11	SPOT Spotify Technology S.A.	2.8%	$967.97M	1.26M	0.0%	Held	5
12	RDDT Reddit, Inc.	2.7%	$925.85M	6.15M	+89.2%	▲ Add	5
13	APO Apollo Global Management…	2.6%	$880.94M	6.21M	0.0%	Held	5
14	AVGO Broadcom Inc.	2.2%	$745.14M	2.70M	+19.0%	▲ Add	5
15	APP AppLovin Corporation	2.1%	$701.21M	2.00M	+20.1%	▲ Add	2
16	VEEV Veeva Systems Inc.	2.0%	$697.06M	2.42M	0.0%	Held	3
17	GEV GE Vernova Inc.	1.7%	$580.90M	1.10M	+4.0%	▲ Add	2
18	ZS Zscaler, Inc.	1.6%	$528.44M	1.68M	+0.2%	▲ Add	3
19	LRCX Lam Research Corporation	1.5%	$512.04M	5.26M	+18.9%	▲ Add	5
20	Z Zillow Group, Inc. Class C	1.5%	$505.16M	7.23M	+18.2%	▲ Add	2
21	CPAY Corpay, Inc.	1.5%	$498.28M	1.50M	+20.4%	▲ Add	5
22	GRAB Grab Holdings Limited	1.4%	$467.41M	92.92M	0.0%	Held	5
23	CHYM Chime Financial, Inc. Class…	1.3%	$430.37M	12.47M	新增	New	1
24	SHW The Sherwin-Williams Company	1.2%	$413.47M	1.20M	0.0%	Held	4
25	CPNG Coupang, Inc.	1.2%	$407.02M	13.59M	+1.9%	▲ Add	4
26	NOW ServiceNow, Inc.	0.9%	$308.42M	300.00K	-48.2%	▼ Trim	5
27	FWONA Formula One Group	0.8%	$280.27M	2.68M	0.0%	Held	5
28	XYZ Block, Inc.	0.8%	$267.95M	3.94M	+109.3%	▲ Add	2
29	CSGP CoStar Group, Inc.	0.8%	$260.91M	3.25M	0.0%	Held	3
30	CRWD CrowdStrike Holdings, Inc.	0.7%	$254.66M	500.00K	-44.4%	▼ Trim	5
31	WDAY Workday, Inc.	0.7%	$240.00M	1.00M	-46.8%	▼ Trim	5
32	AMAT Applied Materials, Inc.	0.5%	$163.88M	895.20K	0.0%	Held	5
33	PCOR Procore Technologies, Inc.	0.5%	$160.07M	2.34M	0.0%	Held	5
34	NU Nu Holdings Ltd.	0.4%	$151.37M	11.03M	0.0%	Held	5
35	ESTC Elastic N.V.	0.4%	$142.58M	1.69M	0.0%	Held	5
36	BULL Webull Corporation Class A…	0.4%	$140.22M	11.72M	新增	New	1
37	UNH UnitedHealth Group…	0.4%	$136.89M	438.80K	0.0%	Held	5
38	NVO Novo Nordisk A/S	0.3%	$87.59M	1.27M	0.0%	Held	5
39	RERE ATRENEW INC	0.1%	$32.54M	9.83M	-14.4%	▼ Trim	5
40	HNGE Hinge Health, Inc.	0.1%	$28.57M	552.01K	新增	New	1
41	ZKH ZKH GROUP LTD	0.1%	$24.55M	8.00M	-2.4%	▼ Trim	5
42	CRCL Circle Internet Group	0.1%	$22.66M	125.00K	新增	New	1
43	UBER Uber Technologies, Inc.	0.0%	$14.10M	151.18K	0.0%	Held	5
44	JD JD.com, Inc.	0.0%	$11.24M	344.31K	0.0%	Held	5
45	DASH DoorDash, Inc.	0.0%	$6.25M	25.34K	-98.8%	▼ Trim	5
46	ETOR eToro Group Ltd.	0.0%	$5.33M	80.00K	新增	New	1
47	PONY Pony AI Inc. American…	0.0%	$4.88M	370.00K	0.0%	Held	3
48	TFIN Triumph Financial, Inc.	0.0%	$2.41M	43.71K	新增	New	1
49	MNTN MNTN, Inc Class A	0.0%	$437,400	20.00K	新增	New	1

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
CHYM Chime Financial, Inc.…	12.47M	n/a	新增	$430.37M	1.3%
BULL Webull Corporation…	11.72M	n/a	新增	$140.22M	0.4%
HNGE Hinge Health, Inc.	552.01K	n/a	新增	$28.57M	0.1%
CRCL Circle Internet Group	125.00K	n/a	新增	$22.66M	0.1%
ETOR eToro Group Ltd.	80.00K	n/a	新增	$5.33M	0.0%
TFIN Triumph Financial, Inc.	43.71K	n/a	新增	$2.41M	0.0%
MNTN MNTN, Inc Class A	20.00K	n/a	新增	$437,400	0.0%

证券	股份	上期	变动	价值	权重	连续记录
META Meta Platforms, Inc.	7.53M	7.47M	+0.9%	$5.56B	16.3%
MSFT Microsoft Corporation	6.55M	6.24M	+5.0%	$3.26B	9.6%	●●○○○○
AMZN Amazon.com, Inc.	10.69M	6.59M	+62.2%	$2.34B	6.9%	●●○○○○
GOOGL Alphabet Inc.	10.63M	10.31M	+3.1%	$1.87B	5.5%
NVDA NVIDIA Corporation	11.71M	10.97M	+6.8%	$1.85B	5.4%	●●○○○○
LLY Eli Lilly and Company	1.51M	1.33M	+13.2%	$1.18B	3.5%	●●●●○○
TSM Taiwan Semiconductor…	4.58M	4.24M	+7.9%	$1.04B	3.0%	●●○○○○
FLTR.L Flutter Entertainment…	3.45M	3.38M	+2.2%	$986.84M	2.9%
RDDT Reddit, Inc.	6.15M	3.25M	+89.2%	$925.85M	2.7%	●●●○○○
AVGO Broadcom Inc.	2.70M	2.27M	+19.0%	$745.14M	2.2%	●●○○○○
APP AppLovin Corporation	2.00M	1.67M	+20.1%	$701.21M	2.1%	●●○○○○
GEV GE Vernova Inc.	1.10M	1.06M	+4.0%	$580.90M	1.7%	●●○○○○
ZS Zscaler, Inc.	1.68M	1.68M	+0.2%	$528.44M	1.6%	●●●○○○
LRCX Lam Research Corporation	5.26M	4.42M	+18.9%	$512.04M	1.5%	●●●○○○
Z Zillow Group, Inc.…	7.23M	6.12M	+18.2%	$505.16M	1.5%	●●○○○○
CPAY Corpay, Inc.	1.50M	1.25M	+20.4%	$498.28M	1.5%
CPNG Coupang, Inc.	13.59M	13.33M	+1.9%	$407.02M	1.2%	●●●●○○
XYZ Block, Inc.	3.94M	1.88M	+109.3%	$267.95M	0.8%	●●○○○○

证券	股份	上期	变动	价值	权重
NOW ServiceNow, Inc.	300.00K	579.65K	-48.2%	$308.42M	0.9%
WDAY Workday, Inc.	1.00M	1.88M	-46.8%	$240.00M	0.7%
DASH DoorDash, Inc.	25.34K	2.20M	-98.8%	$6.25M	0.0%
CRWD CrowdStrike Holdings…	500.00K	900.00K	-44.4%	$254.66M	0.7%
RERE	9.83M	11.48M	-14.4%	$32.54M	0.1%
ZKH	8.00M	8.20M	-2.4%	$24.55M	0.1%

证券	股份	上期	变动	价值	权重	连续记录
PDD PDD Holdings Inc.	n/a	4.42M	退出	$522.60M	2.0%
TTAN ServiceTitan, Inc.	n/a	1.30M	退出	$123.78M	0.5%

持仓持有时长

70–1 季度

112–4 季度

315–8 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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