投资组合差异对比
Tiger Global Management
Q1 2026 ⇄ Q2 2026
+9已添加
−15清仓
26已调整规模
11未变动
已添加 (Q2 2026)
| 证券 | 价值 | 股份 |
|---|---|---|
| CBRS CEREBRAS SYSTEMS INC | $662.78M | 3.00M |
| AMD ADVANCED MICRO… | $391.96M | 674.73K |
| STX SEAGATE TECHNOLOGY… | $275.12M | 285.10K |
| V VISA INC | $274.02M | 798.70K |
| DHR DANAHER CORP DEL | $86.86M | 456.00K |
| SPCX SPACE EXPLORATION… | $64.07M | 375.00K |
| APLD APPLIED DIGITAL CORP | $33.01M | 885.00K |
| CIFR CIPHER DIGITAL INC | $22.71M | 927.00K |
| CORZ CORE SCIENTIFIC INC… | $20.91M | 817.00K |
清仓 (曾持有于 Q1 2026)
| 证券 | 彼时价值 | 彼时股份数 |
|---|---|---|
| APP APPLOVIN CORP | $398.00M | 1.00M |
| NFLX NETFLIX INC. | $234.51M | 2.44M |
| ZS ZSCALER INC | $221.63M | 1.58M |
| PCOR PROCORE TECHNOLOGIES… | $133.35M | 2.34M |
| LITE LUMENTUM HLDGS INC | $96.14M | 136.80K |
| CSGP COSTAR GROUP INC | $60.51M | 1.50M |
| Z ZILLOW GROUP INC | $42.37M | 1.02M |
| PAYP PAYPAY CORP | $8.54M | 400.00K |
| FIGR FIGURE TECHNOLOGY… | $6.79M | 200.00K |
| NTSK NETSKOPE INC | $4.25M | 500.00K |
| XNDU XANADU QUANTUM… | $3.83M | 500.00K |
| BLSH BULLISH | $3.57M | 100.00K |
| ETOR ETORO GROUP LTD | $2.40M | 80.00K |
| KLAR KLARNA GROUP PLC | $2.29M | 175.00K |
| FIG FIGMA INC | $1.27M | 60.00K |
已调整规模的持仓
| 证券 | Q1 2026 股份 | Q2 2026 股份 | 变动 |
|---|---|---|---|
| INTC INTEL CORP | 1.64M | 4.25M | +159.5% |
| PONY PONY AI INC | 2.90M | 310.29K | -89.3% |
| CHYM CHIME FINL INC | 11.08M | 5.28M | -52.3% |
| AVGO BROADCOM INC | 3.58M | 1.75M | -51.1% |
| GOOGL ALPHABET INC | 10.63M | 5.81M | -45.4% |
| NOW SERVICENOW INC | 1.50M | 873.49K | -41.8% |
| JD JD.COM INC | 344.31K | 201.50K | -41.5% |
| SPOT SPOTIFY TECHNOLOGY S A | 1.58M | 1.17M | -25.9% |
| CPAY CORPAY INC | 1.75M | 2.15M | +22.7% |
| LRCX LAM RESEARCH CORP | 3.90M | 3.16M | -18.9% |
| SE SEA LTD | 15.42M | 12.56M | -18.5% |
| GEV GE VERNOVA INC | 972.99K | 797.51K | -18.0% |
| APO APOLLO GLOBAL MGMT INC | 3.29M | 2.72M | -17.3% |
| UNH UNITEDHEALTH GROUP INC | 350.44K | 297.45K | -15.1% |
| FWONA LIBERTY MEDIA CORP DEL | 2.68M | 2.28M | -15.0% |
| XYZ BLOCK INC | 4.00M | 4.58M | +14.4% |
| MELI MERCADOLIBRE INC | 135.01K | 153.13K | +13.4% |
| TSM TAIWAN SEMICONDUCTOR… | 5.57M | 4.88M | -12.3% |
| TTWO TAKE-TWO INTERACTIVE… | 2.00M | 1.81M | -9.5% |
| MSFT MICROSOFT CORP | 2.50M | 2.27M | -9.3% |
| META META PLATFORMS INC | 3.09M | 2.82M | -8.5% |
| NVDA NVIDIA CORPORATION | 12.01M | 11.20M | -6.8% |
| CPNG COUPANG INC | 34.60M | 36.47M | +5.4% |
| AMZN AMAZON COM INC | 10.00M | 9.68M | -3.2% |
| AMAT APPLIED MATLS INC | 1.66M | 1.63M | -1.5% |
| RDDT REDDIT INC | 2.50M | 2.53M | +1.2% |
所选两个季度的原始持股数量对比（按申报原文；相隔较远季度之间的股票拆分未在此处调整——管理人页面的季度变动标签已进行拆分调整）。仅含已映射股票代码的普通股持仓。
数据来源: 两份快照均来源于该管理人已解析的 13F 信息表（最新已接受版本）。
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