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 ⇄

$32.36B13F报告持仓市值

56持仓明细

64.4%前十大权重

19.00有效持仓

12.4%预计换手率

+10新增

−4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 48.5% (+7.8pp)

通信服务 23.5% (-6.2pp)

可选消费 20.9% (+2.3pp)

金融服务 3.2% (+0.1pp)

工业 2.2% (+0.5pp)

房地产 0.8% (+0.0pp)

医疗保健 0.6% (-3.6pp)

基础材料 0.4% (-0.8pp)

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 2025

#	证券	权重	价值	股份	Δ股份		持有
1	MSFT Microsoft Corporation	10.5%	$3.39B	6.55M	0.0%	Held	6
2	SE Sea Limited	8.9%	$2.87B	16.04M	0.0%	Held	6
3	GOOGL Alphabet Inc.	8.0%	$2.58B	10.63M	0.0%	Held	6
4	AMZN Amazon.com, Inc.	7.5%	$2.42B	11.04M	+3.4%	▲ Add	6
5	NVDA NVIDIA Corporation	6.8%	$2.18B	11.71M	0.0%	Held	6
6	META Meta Platforms, Inc.	6.4%	$2.07B	2.82M	-62.6%	▼ Trim	6
7	TTWO Take-Two Interactive…	4.7%	$1.51B	5.84M	0.0%	Held	6
8	APP AppLovin Corporation	4.4%	$1.44B	2.00M	0.0%	Held	3
9	TSM Taiwan Semiconductor…	4.0%	$1.28B	4.58M	0.0%	Held	6
10	RDDT Reddit, Inc.	3.3%	$1.07B	4.67M	-24.0%	▼ Trim	6
11	AVGO Broadcom Inc.	2.9%	$953.31M	2.89M	+6.9%	▲ Add	6
12	FLTR.L Flutter Entertainment plc	2.9%	$929.18M	3.66M	+5.9%	▲ Add	5
13	SPOT Spotify Technology S.A.	2.7%	$880.50M	1.26M	0.0%	Held	6
14	APO Apollo Global Management…	2.6%	$827.54M	6.21M	0.0%	Held	6
15	VEEV Veeva Systems Inc.	2.2%	$721.09M	2.42M	0.0%	Held	4
16	GEV GE Vernova Inc.	2.2%	$709.96M	1.15M	+5.2%	▲ Add	3
17	LRCX Lam Research Corporation	2.2%	$704.36M	5.26M	0.0%	Held	6
18	GRAB Grab Holdings Limited	1.7%	$559.40M	92.92M	0.0%	Held	6
19	CPAY Corpay, Inc.	1.6%	$510.20M	1.77M	+17.9%	▲ Add	6
20	CPNG Coupang, Inc.	1.6%	$509.97M	15.84M	+16.6%	▲ Add	5
21	ZS Zscaler, Inc.	1.6%	$504.41M	1.68M	0.0%	Held	4
22	Z Zillow Group, Inc. Class C	1.4%	$447.02M	5.83M	-19.4%	▼ Trim	3
23	XYZ Block, Inc.	1.0%	$319.67M	4.42M	+12.1%	▲ Add	3
24	FWONA Formula One Group	0.9%	$280.13M	2.68M	0.0%	Held	6
25	NOW ServiceNow, Inc.	0.9%	$276.08M	300.00K	0.0%	Held	6
26	CSGP CoStar Group, Inc.	0.8%	$273.79M	3.25M	0.0%	Held	4
27	CHYM Chime Financial, Inc. Class…	0.8%	$251.54M	12.47M	0.0%	Held	2
28	NFLX Netflix, Inc.	0.7%	$242.06M	201.90K	新增	New	1
29	WDAY Workday, Inc.	0.7%	$240.73M	1.00M	0.0%	Held	6
30	AMAT Applied Materials, Inc.	0.6%	$183.28M	895.20K	0.0%	Held	6
31	NU Nu Holdings Ltd.	0.5%	$176.63M	11.03M	0.0%	Held	6
32	BULL Webull Corporation Class A…	0.5%	$173.40M	11.72M	0.0%	Held	2
33	PCOR Procore Technologies, Inc.	0.5%	$170.60M	2.34M	0.0%	Held	6
34	UNH UnitedHealth Group…	0.5%	$151.52M	438.80K	0.0%	Held	6
35	ESTC Elastic N.V.	0.4%	$142.85M	1.69M	0.0%	Held	6
36	SHW The Sherwin-Williams Company	0.4%	$113.98M	329.18K	-72.7%	▼ Trim	5
37	MDB MongoDB, Inc.	0.3%	$105.84M	341.00K	新增	New	1
38	RERE ATRENEW INC	0.1%	$45.22M	9.83M	0.0%	Held	6
39	HNGE Hinge Health, Inc.	0.1%	$27.09M	552.01K	0.0%	Held	2
40	CRCL Circle Internet Group	0.1%	$16.57M	125.00K	0.0%	Held	2
41	UBER Uber Technologies, Inc.	0.0%	$14.81M	151.18K	0.0%	Held	6
42	JD JD.com, Inc.	0.0%	$12.04M	344.31K	0.0%	Held	6
43	NTSK Netskope, Inc. Class A…	0.0%	$11.37M	500.00K	新增	New	1
44	PONY Pony AI Inc. American…	0.0%	$8.32M	370.00K	0.0%	Held	4
45	FIGR Figure Technology…	0.0%	$7.27M	200.00K	新增	New	1
46	DASH DoorDash, Inc.	0.0%	$6.89M	25.34K	0.0%	Held	6
47	KLAR Klarna Group plc	0.0%	$6.41M	175.00K	新增	New	1
48	BLSH Bullish	0.0%	$6.36M	100.00K	新增	New	1
49	ETOR eToro Group Ltd.	0.0%	$3.30M	80.00K	0.0%	Held	2
50	FIG Figma, Inc.	0.0%	$3.11M	60.00K	新增	New	1
51	TFIN Triumph Financial, Inc.	0.0%	$2.19M	43.71K	0.0%	Held	2
52	GEMI GEMINI SPACE STA INC	0.0%	$1.68M	70.00K	新增	New	1
53	ARX Accelerant Holdings	0.0%	$1.12M	75.00K	新增	New	1
54	VIA VIA TRANSN INC	0.0%	$721,200	15.00K	新增	New	1
55	MNTN MNTN, Inc Class A	0.0%	$371,000	20.00K	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
NFLX Netflix, Inc.	201.90K	n/a	新增	$242.06M	0.7%
MDB MongoDB, Inc.	341.00K	n/a	新增	$105.84M	0.3%
NTSK Netskope, Inc. Class A…	500.00K	n/a	新增	$11.37M	0.0%
FIGR Figure Technology…	200.00K	n/a	新增	$7.27M	0.0%
KLAR Klarna Group plc	175.00K	n/a	新增	$6.41M	0.0%
BLSH Bullish	100.00K	n/a	新增	$6.36M	0.0%
FIG Figma, Inc.	60.00K	n/a	新增	$3.11M	0.0%
GEMI	70.00K	n/a	新增	$1.68M	0.0%
ARX Accelerant Holdings	75.00K	n/a	新增	$1.12M	0.0%
VIA	15.00K	n/a	新增	$721,200	0.0%

证券	股份	上期	变动	价值	权重	连续记录
AMZN Amazon.com, Inc.	11.04M	10.69M	+3.4%	$2.42B	7.5%	●●●○○○
FLTR.L Flutter Entertainment…	3.66M	3.45M	+5.9%	$929.18M	2.9%	●●○○○○
AVGO Broadcom Inc.	2.89M	2.70M	+6.9%	$953.31M	2.9%	●●●○○○
GEV GE Vernova Inc.	1.15M	1.10M	+5.2%	$709.96M	2.2%	●●●○○○
CPAY Corpay, Inc.	1.77M	1.50M	+17.9%	$510.20M	1.6%	●●○○○○
CPNG Coupang, Inc.	15.84M	13.59M	+16.6%	$509.97M	1.6%	●●●●●○
XYZ Block, Inc.	4.42M	3.94M	+12.1%	$319.67M	1.0%	●●●○○○

证券	股份	上期	变动	价值	权重
META Meta Platforms, Inc.	2.82M	7.53M	-62.6%	$2.07B	6.4%
RDDT Reddit, Inc.	4.67M	6.15M	-24.0%	$1.07B	3.3%
Z Zillow Group, Inc.…	5.83M	7.23M	-19.4%	$447.02M	1.4%
SHW The Sherwin-Williams…	329.18K	1.20M	-72.7%	$113.98M	0.4%

证券	股份	上期	变动	价值	权重
LLY Eli Lilly and Company	n/a	1.51M	退出	$1.18B	3.5%
CRWD CrowdStrike Holdings…	n/a	500.00K	退出	$254.66M	0.7%
NVO Novo Nordisk A/S	n/a	1.27M	退出	$87.59M	0.3%
ZKH	n/a	8.00M	退出	$24.55M	0.1%

持仓持有时长

100–1 季度

152–4 季度

305–8 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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