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 ⇄

$29.71B13F报告持仓市值

54持仓明细

62.8%前十大权重

19.10有效持仓

5.3%预计换手率

+1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 46.9% (-1.6pp)

通信服务 26.1% (+2.6pp)

可选消费 19.4% (-1.5pp)

金融服务 3.8% (+0.6pp)

工业 2.1% (-0.1pp)

医疗保健 0.8% (+0.2pp)

房地产 0.5% (-0.3pp)

基础材料 0.3% (-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 · Q4 2025

#	证券	权重	价值	股份	Δ股份		持有
1	GOOGL Alphabet Inc.	11.2%	$3.33B	10.63M	0.0%	Held	7
2	MSFT Microsoft Corporation	8.9%	$2.65B	5.48M	-16.4%	▼ Trim	7
3	AMZN Amazon.com, Inc.	7.8%	$2.31B	10.01M	-9.3%	▼ Trim	7
4	NVDA NVIDIA Corporation	6.9%	$2.05B	11.01M	-6.0%	▼ Trim	7
5	SE Sea Limited	6.6%	$1.97B	15.42M	-3.9%	▼ Trim	7
6	META Meta Platforms, Inc.	6.1%	$1.82B	2.75M	-2.4%	▼ Trim	7
7	TTWO Take-Two Interactive…	5.0%	$1.50B	5.84M	0.0%	Held	7
8	TSM Taiwan Semiconductor…	3.8%	$1.13B	3.73M	-18.6%	▼ Trim	7
9	AVGO Broadcom Inc.	3.3%	$995.25M	2.88M	-0.5%	▼ Trim	7
10	APO Apollo Global Management…	3.0%	$898.89M	6.21M	0.0%	Held	7
11	RDDT Reddit, Inc.	3.0%	$883.60M	3.84M	-17.7%	▼ Trim	7
12	APP AppLovin Corporation	2.9%	$871.24M	1.29M	-35.5%	▼ Trim	4
13	FLTR.L Flutter Entertainment plc	2.9%	$860.92M	4.00M	+9.4%	▲ Add	6
14	SPOT Spotify Technology S.A.	2.5%	$732.54M	1.26M	0.0%	Held	7
15	LRCX Lam Research Corporation	2.2%	$667.68M	3.90M	-25.9%	▼ Trim	7
16	GEV GE Vernova Inc.	2.1%	$635.92M	972.99K	-15.7%	▼ Trim	4
17	CPNG Coupang, Inc.	2.1%	$619.64M	26.27M	+65.8%	▲ Add	6
18	VEEV Veeva Systems Inc.	1.8%	$540.33M	2.42M	0.0%	Held	5
19	CPAY Corpay, Inc.	1.8%	$527.27M	1.75M	-1.1%	▼ Trim	7
20	Z Zillow Group, Inc. Class C	1.6%	$483.05M	7.08M	+21.5%	▲ Add	4
21	GRAB Grab Holdings Limited	1.6%	$463.69M	92.92M	0.0%	Held	7
22	XYZ Block, Inc.	1.4%	$414.29M	6.36M	+43.9%	▲ Add	4
23	CHYM Chime Financial, Inc. Class…	1.2%	$357.23M	14.19M	+13.8%	▲ Add	3
24	ZS Zscaler, Inc.	1.2%	$355.32M	1.58M	-6.2%	▼ Trim	5
25	NOW ServiceNow, Inc.	1.1%	$325.82M	2.13M	+41.8% ✂	▲ Add	7
26	FWONA Formula One Group	0.9%	$264.20M	2.68M	0.0%	Held	7
27	AMAT Applied Materials, Inc.	0.8%	$230.06M	895.20K	0.0%	Held	7
28	NFLX Netflix, Inc.	0.8%	$228.68M	2.44M	+20.8% ✂	▲ Add	2
29	WDAY Workday, Inc.	0.7%	$214.78M	1.00M	0.0%	Held	7
30	WLTH Wealthfront Corporation	0.7%	$205.98M	15.16M	新增	New	1
31	NU Nu Holdings Ltd.	0.6%	$184.68M	11.03M	0.0%	Held	7
32	PCOR Procore Technologies, Inc.	0.6%	$170.18M	2.34M	0.0%	Held	7
33	CSGP CoStar Group, Inc.	0.5%	$151.90M	2.26M	-30.4%	▼ Trim	5
34	UNH UnitedHealth Group…	0.5%	$138.71M	420.20K	-4.2%	▼ Trim	7
35	ESTC Elastic N.V.	0.4%	$127.55M	1.69M	0.0%	Held	7
36	HNGE Hinge Health, Inc.	0.3%	$83.88M	1.81M	+227.1%	▲ Add	3
37	SHW The Sherwin-Williams Company	0.3%	$83.30M	257.08K	-21.9%	▼ Trim	6
38	BULL Webull Corporation Class A…	0.2%	$52.25M	6.72M	-42.6%	▼ Trim	3
39	RERE ATRENEW INC	0.2%	$52.11M	9.83M	0.0%	Held	7
40	PONY Pony AI Inc. American…	0.1%	$42.05M	2.90M	+683.8%	▲ Add	5
41	CRCL Circle Internet Group	0.1%	$39.65M	500.00K	+300.0%	▲ Add	3
42	UBER Uber Technologies, Inc.	0.0%	$12.35M	151.18K	0.0%	Held	7
43	JD JD.com, Inc.	0.0%	$9.88M	344.31K	0.0%	Held	7
44	NTSK Netskope, Inc. Class A…	0.0%	$8.77M	500.00K	0.0%	Held	2
45	FIGR Figure Technology…	0.0%	$8.17M	200.00K	0.0%	Held	2
46	DASH DoorDash, Inc.	0.0%	$5.74M	25.34K	0.0%	Held	7
47	KLAR Klarna Group plc	0.0%	$5.06M	175.00K	0.0%	Held	2
48	BLSH Bullish	0.0%	$3.79M	100.00K	0.0%	Held	2
49	ETOR eToro Group Ltd.	0.0%	$2.81M	80.00K	0.0%	Held	3
50	FIG Figma, Inc.	0.0%	$2.24M	60.00K	0.0%	Held	2
51	ARX Accelerant Holdings	0.0%	$1.23M	75.00K	0.0%	Held	2
52	GEMI GEMINI SPACE STA INC	0.0%	$694,400	70.00K	0.0%	Held	2
53	MNTN MNTN, Inc Class A	0.0%	$238,800	20.00K	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	连续记录
WLTH Wealthfront Corporation	15.16M	n/a	新增	$205.98M	0.7%

证券	股份	上期	变动	价值	权重	连续记录
FLTR.L Flutter Entertainment…	4.00M	3.66M	+9.4%	$860.92M	2.9%	●●●○○○
CPNG Coupang, Inc.	26.27M	15.84M	+65.8%	$619.64M	2.1%	●●●●●●
Z Zillow Group, Inc.…	7.08M	5.83M	+21.5%	$483.05M	1.6%
XYZ Block, Inc.	6.36M	4.42M	+43.9%	$414.29M	1.4%	●●●●○○
CHYM Chime Financial, Inc.…	14.19M	12.47M	+13.8%	$357.23M	1.2%
NOW ServiceNow, Inc.	2.13M	300.00K	+41.8% ✂	$325.82M	1.1%
NFLX Netflix, Inc.	2.44M	201.90K	+20.8% ✂	$228.68M	0.8%	●●○○○○
HNGE Hinge Health, Inc.	1.81M	552.01K	+227.1%	$83.88M	0.3%
PONY Pony AI Inc. American…	2.90M	370.00K	+683.8%	$42.05M	0.1%
CRCL Circle Internet Group	500.00K	125.00K	+300.0%	$39.65M	0.1%

证券	股份	上期	变动	价值	权重	连续记录
MSFT Microsoft Corporation	5.48M	6.55M	-16.4%	$2.65B	8.9%
SE Sea Limited	15.42M	16.04M	-3.9%	$1.97B	6.6%
AMZN Amazon.com, Inc.	10.01M	11.04M	-9.3%	$2.31B	7.8%
NVDA NVIDIA Corporation	11.01M	11.71M	-6.0%	$2.05B	6.9%
META Meta Platforms, Inc.	2.75M	2.82M	-2.4%	$1.82B	6.1%	●●○○○○
APP AppLovin Corporation	1.29M	2.00M	-35.5%	$871.24M	2.9%
TSM Taiwan Semiconductor…	3.73M	4.58M	-18.6%	$1.13B	3.8%
RDDT Reddit, Inc.	3.84M	4.67M	-17.7%	$883.60M	3.0%	●●○○○○
AVGO Broadcom Inc.	2.88M	2.89M	-0.5%	$995.25M	3.3%
GEV GE Vernova Inc.	972.99K	1.15M	-15.7%	$635.92M	2.1%
LRCX Lam Research Corporation	3.90M	5.26M	-25.9%	$667.68M	2.2%
CPAY Corpay, Inc.	1.75M	1.77M	-1.1%	$527.27M	1.8%
ZS Zscaler, Inc.	1.58M	1.68M	-6.2%	$355.32M	1.2%
CSGP CoStar Group, Inc.	2.26M	3.25M	-30.4%	$151.90M	0.5%
BULL Webull Corporation…	6.72M	11.72M	-42.6%	$52.25M	0.2%
UNH UnitedHealth Group…	420.20K	438.80K	-4.2%	$138.71M	0.5%
SHW The Sherwin-Williams…	257.08K	329.18K	-21.9%	$83.30M	0.3%	●●○○○○

证券	股份	上期	变动	价值	权重
MDB MongoDB, Inc.	n/a	341.00K	退出	$105.84M	0.3%
TFIN Triumph Financial, Inc.	n/a	43.71K	退出	$2.19M	0.0%
VIA	n/a	15.00K	退出	$721,200	0.0%

持仓持有时长

10–1 季度

182–4 季度

345–8 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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