TIGER GLOBAL MANAGEMENT LLC
大師老虎環球
- SEC CIK
- 0001167483
- 主理人
- 蔡斯·柯爾曼
- 風格
- 成長、避險基金
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/14。SEC
- 持股檔數
- 46
- 較 2026 年第 1 季 −8
- 總值
- $239.82 億
- 較 2026 年第 1 季 +$11.36 億 (+5.0%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 4,881,008 | $23.31 億 | 9.72% | −684,066−12.3% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 9,683,558 | $23.08 億 | 9.62% | −316,442−3.2% | 減碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 11,198,773 | $22.41 億 | 9.34% | −812,979−6.8% | 減碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 5,805,687 | $20.75 億 | 8.65% | −4,825,715−45.4% | 減碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 2,823,180 | $15.9 億 | 6.63% | −263,684−8.5% | 減碼 | 查看 |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 3,163,495 | $13.71 億 | 5.72% | −736,944−18.9% | 減碼 | 查看 |
| SESEA LTD | SPONSORD ADS | 12,559,152 | $12.04 億 | 5.02% | −2,856,683−18.5% | 減碼 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 1,632,210 | $11.8 億 | 4.92% | −24,690−1.5% | 減碼 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 797,511 | $9.37 億 | 3.91% | −175,483−18.0% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 2,266,913 | $8.46 億 | 3.53% | −233,087−9.3% | 減碼 | 查看 |
| CPAYCORPAY INC | COM SHS | 2,149,877 | $7.16 億 | 2.99% | +397,731+22.7% | 加碼 | 查看 |
| CBRSCEREBRAS SYSTEMS INC | COM CL A | 2,999,000 | $6.63 億 | 2.76% | +2,999,000 | 新進 | 查看 |
| AVGOBROADCOM INC COM | Stock | 1,754,062 | $6.63 億 | 2.76% | −1,830,752−51.1% | 減碼 | 查看 |
| CPNGCOUPANG INC | CL A | 36,467,972 | $6.33 億 | 2.64% | +1,872,565+5.4% | 加碼 | 查看 |
| INTCINTEL CORP COM | Stock | 4,252,690 | $5.94 億 | 2.48% | +2,613,990+159.5% | 加碼 | 查看 |
| SPOTSPOTIFY TECHNOLOGY S A SHS | Stock | 1,171,427 | $5.38 億 | 2.24% | −409,334−25.9% | 減碼 | 查看 |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | COM | 1,809,348 | $4.52 億 | 1.89% | −190,652−9.5% | 減碼 | 查看 |
| RDDTREDDIT INC CL A | Stock | 2,528,819 | $4.39 億 | 1.83% | +28,819+1.2% | 加碼 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 674,727 | $3.92 億 | 1.63% | +674,727 | 新進 | 查看 |
| XYZBLOCK INC | CL A | 4,576,007 | $3.48 億 | 1.45% | +576,007+14.4% | 加碼 | 查看 |
| APOAPOLLO GLOBAL MGMT INC | COM | 2,723,110 | $3.22 億 | 1.34% | −570,224−17.3% | 減碼 | 查看 |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 285,100 | $2.75 億 | 1.15% | +285,100 | 新進 | 查看 |
| VVISA INC COM CL A | Stock | 798,697 | $2.74 億 | 1.14% | +798,697 | 新進 | 查看 |
| MELIMERCADOLIBRE INC | COM | 153,126 | $2.6 億 | 1.08% | +18,120+13.4% | 加碼 | 查看 |
| FWONKLIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 2,278,555 | $2.17 億 | 0.90% | −403,445−15.0% | 減碼 | 查看 |
| NUNU HLDGS LTD | ORD SHS CL A | 11,032,555 | $1.47 億 | 0.61% | 00.0% | 不變 | 查看 |
| WLTHWEALTHFRONT CORP | COM | 15,156,877 | $1.36 億 | 0.57% | 00.0% | 不變 | 查看 |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 297,452 | $1.24 億 | 0.52% | −52,993−15.1% | 減碼 | 查看 |
| CHYMCHIME FINL INC | COM SHS CL A | 5,284,045 | $1.08 億 | 0.45% | −5,797,735−52.3% | 減碼 | 查看 |
| EQPTEQUIPMENTSHARE COM INC | COM CL A | 4,579,646 | $9,003.58 萬 | 0.38% | 00.0% | 不變 | 查看 |
| SHWSHERWIN WILLIAMS CO | COM | 257,083 | $8,851.88 萬 | 0.37% | 00.0% | 不變 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 456,000 | $8,685.89 萬 | 0.36% | +456,000 | 新進 | 查看 |
| NOWSERVICENOW INC COM | Stock | 873,485 | $8,671.96 萬 | 0.36% | −626,515−41.8% | 減碼 | 查看 |
| SPCXSPACE EXPLORATION TECHN CORP | CLASS A COM STK | 375,000 | $6,407.25 萬 | 0.27% | +375,000 | 新進 | 查看 |
| BULLWEBULL CORP | ORD SHS | 6,724,137 | $4,384.14 萬 | 0.18% | 00.0% | 不變 | 查看 |
| REREATRENEW INC | SPONSORED ADS | 9,831,218 | $3,804.68 萬 | 0.16% | 00.0% | 不變 | 查看 |
| APLDAPPLIED DIGITAL CORP | COM NEW | 885,000 | $3,301.05 萬 | 0.14% | +885,000 | 新進 | 查看 |
| CIFRCIPHER DIGITAL INC | COM | 927,000 | $2,271.15 萬 | 0.09% | +927,000 | 新進 | 查看 |
| CORZCORE SCIENTIFIC INC NEW | COM | 817,000 | $2,090.7 萬 | 0.09% | +817,000 | 新進 | 查看 |
| UBERUBER TECHNOLOGIES INC COM | Stock | 151,178 | $1,090.9 萬 | 0.05% | 00.0% | 不變 | 查看 |
| JDJD.COM INC | SPON ADS CL A | 201,500 | $513.42 萬 | 0.02% | −142,809−41.5% | 減碼 | 查看 |
| DASHDOORDASH INC CL A | Stock | 25,337 | $467.54 萬 | 0.02% | 00.0% | 不變 | 查看 |
| PONYPONY AI INC | SPONSORED ADS | 310,287 | $215.65 萬 | 0.01% | −2,589,713−89.3% | 減碼 | 查看 |
| ARXACCELERANT HOLDINGS | CL A | 75,000 | $87.9 萬 | 0.00% | 00.0% | 不變 | 查看 |
| GEMIGEMINI SPACE STA INC | CL A COM | 70,000 | $29.82 萬 | 0.00% | 00.0% | 不變 | 查看 |
| MNTNMNTN INC | CL A | 20,000 | $18.4 萬 | 0.00% | 00.0% | 不變 | 查看 |
2026 年第 1 季 之後清倉（17 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| APPAPPLOVIN CORP | COM CL A | 1,000,000 | $3.98 億 | 1.74% |
| ZZILLOW GROUP INC | CL C CAP STK | 7,368,957 | $3.05 億 | 1.33% |
| NFLXNETFLIX INC. COM | Stock | 2,439,000 | $2.35 億 | 1.03% |
| ZSZSCALER INC COM | Stock | 1,579,766 | $2.22 億 | 0.97% |
| PCORPROCORE TECHNOLOGIES INC | COM | 2,339,500 | $1.33 億 | 0.58% |
| LITELUMENTUM HLDGS INC | COM | 136,800 | $9,613.76 萬 | 0.42% |
| CSGPCOSTAR GROUP INC | COM | 1,500,000 | $6,051 萬 | 0.26% |
| ZGZILLOW GROUP INC | CL A | 1,023,733 | $4,237.23 萬 | 0.19% |
| RVIROBINHOOD VENTURES FD I | COM SHS | 400,000 | $1,061.6 萬 | 0.05% |
| PAYPPAYPAY CORP | SPONSORED ADS | 400,000 | $853.6 萬 | 0.04% |
| FIGRFIGURE TECHNOLOGY SOLUTIO COM CL A | Stock | 200,000 | $679 萬 | 0.03% |
| NTSKNETSKOPE INC | CL A | 500,000 | $424.5 萬 | 0.02% |
| XNDUXANADU QUANTUM TECHNOLO LTD | SUB VTG B | 500,000 | $383 萬 | 0.02% |
| BLSHBULLISH | ORD SHS | 100,000 | $357.3 萬 | 0.02% |
| ETORETORO GROUP LTD | SHS CL A | 80,000 | $240.24 萬 | 0.01% |
| KLARKLARNA GROUP PLC SHS | Stock | 175,000 | $229.08 萬 | 0.01% |
| FIGFIGMA INC CLASS A COM STK | Stock | 60,000 | $126.84 萬 | 0.01% |