管理人记录 · ✦ 精选
Tiger Global Management
Chase Coleman (Founder) · New York, NY · CIK 1167483 · EDGAR 文件 ↗
Growth/technology crossover investing.
$23.98B13F报告持仓市值
46持仓明细
67.1%前十大权重
17.70有效持仓
16.3%预计换手率
+9新增
−15清仓
13F报告持仓市值仅涵盖美国可报告的多头头寸——不含现金、债券、空头或非美国持仓，并非管理资产规模。
板块敞口
科技
52.4% (+8.2pp)
通信服务
20.3% (-9.3pp)
可选消费
18.4% (-0.3pp)
工业
4.6% (+0.5pp)
金融服务
3.1% (+0.7pp)
医疗保健
0.9% (+0.5pp)
基础材料
0.4% (+0.0pp)
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 2026
| # | 证券 | 权重 | 价值 | 股份 | Δ股份 | 持有 | |
|---|---|---|---|---|---|---|---|
| 1 | TSM Taiwan Semiconductor… | 9.7% | $2.33B | 4.88M | -12.3% | ▼ Trim | 9+ |
| 2 | AMZN Amazon.com, Inc. | 9.6% | $2.31B | 9.68M | -3.2% | ▼ Trim | 9+ |
| 3 | NVDA NVIDIA Corporation | 9.3% | $2.24B | 11.20M | -6.8% | ▼ Trim | 9+ |
| 4 | GOOGL Alphabet Inc. | 8.7% | $2.07B | 5.81M | -45.4% | ▼ Trim | 9+ |
| 5 | META Meta Platforms, Inc. | 6.6% | $1.59B | 2.82M | -8.5% | ▼ Trim | 9+ |
| 6 | LRCX Lam Research Corporation | 5.7% | $1.37B | 3.16M | -18.9% | ▼ Trim | 9+ |
| 7 | SE Sea Limited | 5.0% | $1.20B | 12.56M | -18.5% | ▼ Trim | 9+ |
| 8 | AMAT Applied Materials, Inc. | 4.9% | $1.18B | 1.63M | -1.5% | ▼ Trim | 9+ |
| 9 | GEV GE Vernova Inc. | 3.9% | $936.96M | 797.51K | -18.0% | ▼ Trim | 6 |
| 10 | MSFT Microsoft Corporation | 3.5% | $845.60M | 2.27M | -9.3% | ▼ Trim | 9+ |
| 11 | CPAY Corpay, Inc. | 3.0% | $716.49M | 2.15M | +22.7% | ▲ Add | 9+ |
| 12 | CBRS Cerebras Systems Inc. | 2.8% | $662.78M | 3.00M | 新增 | New | 1 |
| 13 | AVGO Broadcom Inc. | 2.8% | $662.60M | 1.75M | -51.1% | ▼ Trim | 9+ |
| 14 | CPNG Coupang, Inc. | 2.6% | $633.45M | 36.47M | +5.4% | ▲ Add | 8 |
| 15 | INTC Intel Corp. | 2.5% | $593.80M | 4.25M | +159.5% | ▲ Add | 2 |
| 16 | SPOT Spotify Technology S.A. | 2.2% | $537.84M | 1.17M | -25.9% | ▼ Trim | 9+ |
| 17 | TTWO Take-Two Interactive… | 1.9% | $452.30M | 1.81M | -9.5% | ▼ Trim | 9+ |
| 18 | RDDT Reddit, Inc. | 1.8% | $438.95M | 2.53M | +1.1% | ▲ Add | 9+ |
| 19 | AMD Advanced Micro Devices, Inc. | 1.6% | $391.96M | 674.73K | 新增 | New | 1 |
| 20 | XYZ Block, Inc. | 1.4% | $347.78M | 4.58M | +14.4% | ▲ Add | 6 |
| 21 | APO Apollo Global Management… | 1.3% | $322.17M | 2.72M | -17.3% | ▼ Trim | 9+ |
| 22 | STX Seagate Technology Holdings… | 1.1% | $275.12M | 285.10K | 新增 | New | 1 |
| 23 | V Visa Inc. | 1.1% | $274.02M | 798.70K | 新增 | New | 1 |
| 24 | MELI MercadoLibre, Inc. | 1.1% | $259.91M | 153.13K | +13.4% | ▲ Add | 2 |
| 25 | FWONA Formula One Group | 0.9% | $216.78M | 2.28M | -15.0% | ▼ Trim | 9+ |
| 26 | NU Nu Holdings Ltd. | 0.6% | $147.39M | 11.03M | 0.0% | Held | 9+ |
| 27 | WLTH Wealthfront Corporation | 0.6% | $135.50M | 15.16M | 0.0% | Held | 3 |
| 28 | UNH UnitedHealth Group… | 0.5% | $123.63M | 297.45K | -15.1% | ▼ Trim | 9+ |
| 29 | CHYM Chime Financial, Inc. Class… | 0.5% | $108.22M | 5.28M | -52.3% | ▼ Trim | 5 |
| 30 | EQPT EquipmentShare.com Inc. | 0.4% | $90.04M | 4.58M | 0.0% | Held | 2 |
| 31 | SHW The Sherwin-Williams Company | 0.4% | $88.52M | 257.08K | 0.0% | Held | 8 |
| 32 | DHR Danaher Corporation | 0.4% | $86.86M | 456.00K | 新增 | New | 1 |
| 33 | NOW ServiceNow, Inc. | 0.4% | $86.72M | 873.49K | -41.8% | ▼ Trim | 9+ |
| 34 | SPCX Space Exploration… | 0.3% | $64.07M | 375.00K | 新增 | New | 1 |
| 35 | BULL Webull Corporation Class A… | 0.2% | $43.84M | 6.72M | 0.0% | Held | 5 |
| 36 | RERE ATRENEW INC | 0.2% | $38.05M | 9.83M | 0.0% | Held | 9+ |
| 37 | APLD Applied Digital Corp. | 0.1% | $33.01M | 885.00K | 新增 | New | 1 |
| 38 | CIFR Cipher Mining Inc. | 0.1% | $22.71M | 927.00K | 新增 | New | 1 |
| 39 | CORZ Core Scientific, Inc. | 0.1% | $20.91M | 817.00K | 新增 | New | 1 |
| 40 | UBER Uber Technologies, Inc. | 0.0% | $10.91M | 151.18K | 0.0% | Held | 9+ |
| 41 | JD JD.com, Inc. | 0.0% | $5.13M | 201.50K | -41.5% | ▼ Trim | 9+ |
| 42 | DASH DoorDash, Inc. | 0.0% | $4.68M | 25.34K | 0.0% | Held | 9+ |
| 43 | PONY Pony AI Inc. American… | 0.0% | $2.16M | 310.29K | -89.3% | ▼ Trim | 7 |
| 44 | ARX Accelerant Holdings | 0.0% | $879,000 | 75.00K | 0.0% | Held | 4 |
| 45 | GEMI GEMINI SPACE STA INC | 0.0% | $298,200 | 70.00K | 0.0% | Held | 4 |
| 46 | MNTN MNTN, Inc Class A | 0.0% | $184,000 | 20.00K | 0.0% | Held | 5 |
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 |
|---|---|---|---|---|---|---|
| CBRS Cerebras Systems Inc. | 3.00M | — | 新增 | $662.78M | 2.8% | |
| AMD Advanced Micro Devices… | 674.73K | — | 新增 | $391.96M | 1.6% | |
| STX Seagate Technology… | 285.10K | — | 新增 | $275.12M | 1.1% | |
| V Visa Inc. | 798.70K | — | 新增 | $274.02M | 1.1% | |
| DHR Danaher Corporation | 456.00K | — | 新增 | $86.86M | 0.4% | |
| SPCX Space Exploration… | 375.00K | — | 新增 | $64.07M | 0.3% | |
| APLD Applied Digital Corp. | 885.00K | — | 新增 | $33.01M | 0.1% | |
| CIFR Cipher Mining Inc. | 927.00K | — | 新增 | $22.71M | 0.1% | |
| CORZ Core Scientific, Inc. | 817.00K | — | 新增 | $20.91M | 0.1% |
| 证券 | 股份 | 上期 | 变动 | 价值 | 权重 | 连续记录 |
|---|---|---|---|---|---|---|
| CPAY Corpay, Inc. | 2.15M | 1.75M | +22.7% | $716.49M | 3.0% | |
| CPNG Coupang, Inc. | 36.47M | 34.60M | +5.4% | $633.45M | 2.6% | ●●●●●● |
| INTC Intel Corp. | 4.25M | 1.64M | +159.5% | $593.80M | 2.5% | ●●○○○○ |
| RDDT Reddit, Inc. | 2.53M | 2.50M | +1.1% | $438.95M | 1.8% | |
| XYZ Block, Inc. | 4.58M | 4.00M | +14.4% | $347.78M | 1.4% | |
| MELI MercadoLibre, Inc. | 153.13K | 135.01K | +13.4% | $259.91M | 1.1% | ●●○○○○ |
| 证券 | 股份 | 上期 | 变动 | 价值 | 权重 | 连续记录 |
|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | 5.81M | 10.63M | -45.4% | $2.07B | 8.7% | |
| TSM Taiwan Semiconductor… | 4.88M | 5.57M | -12.3% | $2.33B | 9.7% | |
| AMZN Amazon.com, Inc. | 9.68M | 10.00M | -3.2% | $2.31B | 9.6% | ●●●○○○ |
| NVDA NVIDIA Corporation | 11.20M | 12.01M | -6.8% | $2.24B | 9.3% | |
| META Meta Platforms, Inc. | 2.82M | 3.09M | -8.5% | $1.59B | 6.6% | |
| LRCX Lam Research Corporation | 3.16M | 3.90M | -18.9% | $1.37B | 5.7% | |
| SE Sea Limited | 12.56M | 15.42M | -18.5% | $1.20B | 5.0% | |
| AMAT Applied Materials, Inc. | 1.63M | 1.66M | -1.5% | $1.18B | 4.9% | |
| AVGO Broadcom Inc. | 1.75M | 3.58M | -51.1% | $662.60M | 2.8% | |
| GEV GE Vernova Inc. | 797.51K | 972.99K | -18.0% | $936.96M | 3.9% | |
| MSFT Microsoft Corporation | 2.27M | 2.50M | -9.3% | $845.60M | 3.5% | ●●●○○○ |
| SPOT Spotify Technology S.A. | 1.17M | 1.58M | -25.9% | $537.84M | 2.2% | |
| TTWO Take-Two Interactive… | 1.81M | 2.00M | -9.5% | $452.30M | 1.9% | ●●○○○○ |
| APO Apollo Global… | 2.72M | 3.29M | -17.3% | $322.17M | 1.3% | ●●○○○○ |
| FWONA Formula One Group | 2.28M | 2.68M | -15.0% | $216.78M | 0.9% | |
| CHYM Chime Financial, Inc.… | 5.28M | 11.08M | -52.3% | $108.22M | 0.5% | ●●○○○○ |
| NOW ServiceNow, Inc. | 873.49K | 1.50M | -41.8% | $86.72M | 0.4% | ●●○○○○ |
| UNH UnitedHealth Group… | 297.45K | 350.44K | -15.1% | $123.63M | 0.5% | ●●●○○○ |
| PONY Pony AI Inc. American… | 310.29K | 2.90M | -89.3% | $2.16M | 0.0% | |
| JD JD.com, Inc. | 201.50K | 344.31K | -41.5% | $5.13M | 0.0% |
| 证券 | 股份 | 上期 | 变动 | 价值 | 权重 | 连续记录 |
|---|---|---|---|---|---|---|
| APP AppLovin Corporation | — | 1.00M | 退出 | $398.00M | 1.7% | |
| Z Zillow Group, Inc.… | — | 8.39M | 退出 | $347.30M | 1.5% | |
| NFLX Netflix, Inc. | — | 2.44M | 退出 | $234.51M | 1.0% | |
| ZS Zscaler, Inc. | — | 1.58M | 退出 | $221.63M | 1.0% | |
| PCOR Procore Technologies… | — | 2.34M | 退出 | $133.35M | 0.6% | |
| LITE Lumentum Holdings Inc. | — | 136.80K | 退出 | $96.14M | 0.4% | |
| CSGP CoStar Group, Inc. | — | 1.50M | 退出 | $60.51M | 0.3% | |
| PAYP PayPay Corporation | — | 400.00K | 退出 | $8.54M | 0.0% | |
| FIGR Figure Technology… | — | 200.00K | 退出 | $6.79M | 0.0% | |
| NTSK Netskope, Inc. Class A… | — | 500.00K | 退出 | $4.25M | 0.0% | |
| XNDU | — | 500.00K | 退出 | $3.83M | 0.0% | |
| BLSH Bullish | — | 100.00K | 退出 | $3.57M | 0.0% | |
| ETOR eToro Group Ltd. | — | 80.00K | 退出 | $2.40M | 0.0% | |
| KLAR Klarna Group plc | — | 175.00K | 退出 | $2.29M | 0.0% | |
| FIG Figma, Inc. | — | 60.00K | 退出 | $1.27M | 0.0% |
持仓持有时长
90–1 季度
62–4 季度
85–8 季度
239+ 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% | 0.6675 | 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 ⇄ |
仅反映已申报多头仓位的相似度——对冲头寸及非 13F 资产不可见。 方法论
申报记录
Aug 14 2026
13F-HR · 期间 Q2 2026
$23.98B · 46 持仓 · 查看 SEC 原始申报文件 ↗
May 15 2026
13F-HR · 期间 Q1 2026
$22.85B · 54 持仓 · 查看 SEC 原始申报文件 ↗
Feb 17 2026
13F-HR · 期间 Q4 2025
$29.71B · 54 持仓 · 查看 SEC 原始申报文件 ↗
Nov 14 2025
13F-HR · 期间 Q3 2025
$32.36B · 56 持仓 · 查看 SEC 原始申报文件 ↗
Aug 14 2025
13F-HR · 期间 Q2 2025
$34.08B · 50 持仓 · 查看 SEC 原始申报文件 ↗
May 15 2025
13F-HR · 期间 Q1 2025
$26.59B · 45 持仓 · 查看 SEC 原始申报文件 ↗
Feb 14 2025
13F-HR · 期间 Q4 2024
$26.46B · 49 持仓 · 查看 SEC 原始申报文件 ↗
Nov 14 2024
13F-HR · 期间 Q3 2024
$23.44B · 45 持仓 · 查看 SEC 原始申报文件 ↗
Aug 14 2024
13F-HR · 期间 Q2 2024
$21.63B · 44 持仓 · 查看 SEC 原始申报文件 ↗
数据来源: 本管理人 13F 信息表（SEC EDGAR）中解析的全部持仓；数值按申报原值列示，单位为美元整数。变动比较各季度最新已接受版本（含修正案），股份数量已按拆股调整。
报告期: Q2 2026 · 最新申报文件 Aug 14, 2026 ·
变动方法论