返回 13F 数据
2026 年第 1 季度

Tiger Global

TIGER GLOBAL MANAGEMENT LLC,CIK 0001167483。本页展示最近四个季度趋势、持仓结构、季度操作明细和完整的 SEC 原始 CUSIP 持仓表。

SEC 原始 XML

公司级持仓

54

合并同一家公司的多个 CUSIP 行。

前十大权重

69.49%

相对均衡

新增与增持

15

新增仓位 2.27%

清仓与减持

18

周转率 25.93%

最大减仓

根据本季度公司级变化计算的规则型指标。

趋势与持仓结构

最近四个季度总市值

持仓数量趋势

季度操作数量

前十大持仓权重

主题与行业分布

科技57.61%
未分类41.02%
金融0.91%
医疗健康0.42%
中国资产0.04%

最近四个季度摘要

季度提交日期报告编号原始行公司数总市值Top10
2026 年第 1 季度2026/05/150000919574-26-0033625454US$22,845,413,82969.49%
2025 年第 4 季度2026/02/170000919574-26-0011435454US$29,714,313,27062.75%
2025 年第 3 季度2025/11/140000919574-25-0069315656US$32,359,754,15864.36%
2025 年第 2 季度2025/08/140000919574-25-0048705050US$34,081,542,84564.76%

季度操作筛选表

公司CUSIP变化当前股数股数变化股数变化百分比当前市值市值变化仓位变化主题
Microsoft Corp.
MSFT
594918104
减持
2,500,000-2,977,747-54.36%US$925,425,000-US$1,723,723,004-4.86%
科技
TAKE-TWO INTERACTIVE SOFTWAR
874054109
874054109
减持
2,000,000-3,839,256-65.75%US$395,000,000-US$1,100,024,714-3.30%
未分类
FLUTTER ENTMT PLC
G3643J108
G3643J108
清仓
0-4,003,542-100.00%US$0-US$860,921,672-2.90%
未分类
TAIWAN SEMICONDUCTOR MANUFAC
874039100
874039100
增持
5,565,074+1,839,600+49.38%US$1,880,716,758+US$748,582,464+4.42%
科技
SEA LTD
81141R100
81141R100
持平
15,415,8350+0.00%US$1,276,585,296-US$690,012,775-1.03%
未分类
REDDIT INC
75734B100
75734B100
减持
2,500,000-1,343,915-34.96%US$336,625,000-US$546,975,741-1.50%
未分类
VEEVA SYS INC
922475108
922475108
清仓
0-2,420,500-100.00%US$0-US$540,328,215-1.82%
未分类
APOLLO GLOBAL MGMT INC
03769M106
03769M106
减持
3,293,334-2,916,162-46.96%US$366,943,274-US$531,943,367-1.42%
未分类
APPLOVIN CORP
03831W108
03831W108
减持
1,000,000-292,984-22.66%US$398,000,000-US$473,238,479-1.19%
未分类
GRAB HOLDINGS LIMITED
G4124C109
G4124C109
清仓
0-92,923,788-100.00%US$0-US$463,689,702-1.56%
未分类
APPLIED MATLS INC
038222105
038222105
增持
1,656,900+761,700+85.09%US$566,311,851+US$336,254,403+1.70%
未分类
Alphabet Inc.
GOOG / GOOGL
02079K305
持平
10,631,4020+0.00%US$3,057,165,959-US$270,462,867+2.18%
科技
MERCADOLIBRE INC
58733R102
58733R102
新增
135,006+135,006n/aUS$233,428,074+US$233,428,074+1.02%
未分类
AMAZON COM INC
023135106
023135106
减持
10,000,000-11,379-0.11%US$2,082,700,000-US$228,126,501+1.34%
科技
WORKDAY INC
98138H101
98138H101
清仓
0-1,000,000-100.00%US$0-US$214,780,000-0.72%
未分类
GE VERNOVA INC
36828A101
36828A101
持平
972,9940+0.00%US$849,326,463+US$213,406,774+1.58%
未分类
BLOCK INC
852234103
852234103
减持
4,000,000-2,364,840-37.15%US$240,720,000-US$173,567,436-0.34%
未分类
SERVICENOW INC
81762P102
81762P102
减持
1,500,000-626,890-29.47%US$156,825,000-US$168,993,279-0.41%
未分类
LAM RESEARCH CORP
512807306
512807306
持平
3,900,4390+0.00%US$833,367,797+US$165,690,649+1.40%
未分类
CHIME FINL INC
16935C109
16935C109
减持
11,081,780-3,110,719-21.92%US$207,561,740-US$149,663,459-0.29%
金融
ZSCALER INC
98980G102
98980G102
持平
1,579,7660+0.00%US$221,625,372-US$133,695,597-0.23%
未分类
ELASTIC N V
N14506104
N14506104
清仓
0-1,690,700-100.00%US$0-US$127,546,408-0.43%
未分类
BROADCOM INC
11135F101
11135F101
增持
3,584,814+709,200+24.66%US$1,109,535,781+US$114,285,776+1.51%
科技
ZILLOW GROUP INC
98954M200
98954M200
增持
7,368,957+1,312,000+21.66%US$304,927,441-US$108,278,166-0.06%
未分类
LUMENTUM HLDGS INC
55024U109
55024U109
新增
136,800+136,800n/aUS$96,137,568+US$96,137,568+0.42%
未分类
EQUIPMENTSHARE COM INC
29445S100
29445S100
新增
4,579,646+4,579,646n/aUS$93,287,389+US$93,287,389+0.41%
未分类
COSTAR GROUP INC
22160N109
22160N109
减持
1,500,000-759,109-33.60%US$60,510,000-US$91,392,489-0.25%
未分类
HINGE HEALTH INC
433313103
433313103
清仓
0-1,805,751-100.00%US$0-US$83,877,134-0.28%
医疗健康
INTEL CORP
458140100
458140100
新增
1,638,700+1,638,700n/aUS$72,315,831+US$72,315,831+0.32%
未分类
WEALTHFRONT CORP
947002101
947002101
持平
15,156,8770+0.00%US$140,201,112-US$65,780,846-0.08%
未分类
META PLATFORMS INC
30303M102
30303M102
增持
3,086,864+336,249+12.22%US$1,766,087,500-US$49,565,955+1.62%
科技
UNITEDHEALTH GROUP INC
91324P102
91324P102
减持
350,445-69,760-16.60%US$94,826,913-US$43,886,960-0.05%
医疗健康
NVIDIA Corp.
NVDA
67066G104
增持
12,011,752+1,000,000+9.08%US$2,094,849,549+US$41,157,801+2.26%
科技
CIRCLE INTERNET GROUP INC
172573107
172573107
清仓
0-500,000-100.00%US$0-US$39,650,000-0.13%
未分类
PROCORE TECHNOLOGIES INC
74275K108
74275K108
持平
2,339,5000+0.00%US$133,351,500-US$36,823,730+0.01%
未分类
LIBERTY MEDIA CORP DEL
531229755
531229755
持平
2,682,0000+0.00%US$228,023,640-US$36,180,180+0.11%
未分类
SPOTIFY TECHNOLOGY S A
L8681T102
L8681T102
增持
1,580,761+319,300+25.31%US$766,526,817+US$33,983,800+0.89%
未分类
COUPANG INC
22266T109
22266T109
增持
34,595,407+8,328,148+31.71%US$653,161,284+US$33,516,644+0.77%
未分类
ZILLOW GROUP INC
98954M101
98954M101
持平
1,023,7330+0.00%US$42,372,309-US$27,476,994-0.05%
未分类
NU HLDGS LTD
G6683N103
G6683N103
持平
11,032,5550+0.00%US$158,537,818-US$26,147,152+0.07%
未分类
WEBULL CORP
G9572D103
G9572D103
持平
6,724,1370+0.00%US$32,275,858-US$19,970,686-0.03%
未分类
CORPAY INC
219948106
219948106
持平
1,752,1460+0.00%US$509,856,965-US$17,416,331+0.46%
未分类
PONY AI INC
732908108
732908108
持平
2,900,0000+0.00%US$27,376,000-US$14,674,000-0.02%
未分类
ROBINHOOD VENTURES FD I
770701100
770701100
新增
400,000+400,000n/aUS$10,616,000+US$10,616,000+0.05%
未分类
PAYPAY CORP
70450C101
70450C101
新增
400,000+400,000n/aUS$8,536,000+US$8,536,000+0.04%
未分类
ATRENEW INC
00138L108
00138L108
持平
9,831,2180+0.00%US$46,108,412-US$5,997,043+0.03%
未分类
NETFLIX INC.
64110L106
64110L106
持平
2,439,0000+0.00%US$234,509,850+US$5,829,210+0.26%
科技
NETSKOPE INC
64119N608
64119N608
持平
500,0000+0.00%US$4,245,000-US$4,525,000-0.01%
未分类
XANADU QUANTUM TECHNOLO LTD
98390R102
98390R102
新增
500,000+500,000n/aUS$3,830,000+US$3,830,000+0.02%
未分类
KLARNA GROUP PLC
G5279N105
G5279N105
持平
175,0000+0.00%US$2,290,750-US$2,768,500-0.01%
未分类
DOORDASH INC
25809K105
25809K105
持平
25,3370+0.00%US$3,804,351-US$1,933,973-0.00%
未分类
UBER TECHNOLOGIES INC
90353T100
90353T100
持平
151,1780+0.00%US$10,874,234-US$1,478,520+0.01%
科技
FIGURE TECHNOLOGY SOLUTIO
349381103
349381103
持平
200,0000+0.00%US$6,790,000-US$1,378,000+0.00%
未分类
FIGMA INC
316841105
316841105
持平
60,0000+0.00%US$1,268,400-US$973,800-0.00%
未分类
SHERWIN WILLIAMS CO
824348106
824348106
持平
257,0830+0.00%US$82,407,956-US$894,648+0.08%
未分类
ETORO GROUP LTD
G32089107
G32089107
持平
80,0000+0.00%US$2,402,400-US$408,000+0.00%
未分类
GEMINI SPACE STA INC
36866J105
36866J105
持平
70,0000+0.00%US$309,400-US$385,000-0.00%
未分类
JD.COM INC
47215P106
47215P106
持平
344,3090+0.00%US$10,181,217+US$299,549+0.01%
中国资产
ACCELERANT HOLDINGS
G00894108
G00894108
持平
75,0000+0.00%US$1,002,000-US$224,250+0.00%
未分类
BULLISH
G16910120
G16910120
持平
100,0000+0.00%US$3,573,000-US$214,000+0.00%
未分类
MNTN INC
55318A108
55318A108
持平
20,0000+0.00%US$176,000-US$62,800-0.00%
未分类
已显示 61 条,当前季度总变化 61 条。仓位占比为该机构当季 13F 总市值中的比例。

完整原始持仓表

排名公司CUSIP标准化公司市值股数权重变化主题来源
1
ALPHABET INC
CAP STK CL A
02079K305Alphabet Inc.
alphabet
US$3,057,165,95910,631,40213.38%
持平
+0.00%
科技
2026/05/15
0000919574-26-003362
2
NVIDIA CORPORATION
COM
67066G104NVIDIA Corp.
nvidia
US$2,094,849,54912,011,7529.17%
增持
+9.08%
科技
2026/05/15
0000919574-26-003362
3
AMAZON COM INC
COM
023135106AMAZON COM INC
023135106
US$2,082,700,00010,000,0009.12%
减持
-0.11%
科技
2026/05/15
0000919574-26-003362
4
TAIWAN SEMICONDUCTOR MANUFAC
SPONSORED ADS
874039100TAIWAN SEMICONDUCTOR MANUFAC
874039100
US$1,880,716,7585,565,0748.23%
增持
+49.38%
科技
2026/05/15
0000919574-26-003362
5
META PLATFORMS INC
CL A
30303M102META PLATFORMS INC
30303M102
US$1,766,087,5003,086,8647.73%
增持
+12.22%
科技
2026/05/15
0000919574-26-003362
6
SEA LTD
SPONSORD ADS
81141R100SEA LTD
81141R100
US$1,276,585,29615,415,8355.59%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
7
BROADCOM INC
COM
11135F101BROADCOM INC
11135F101
US$1,109,535,7813,584,8144.86%
增持
+24.66%
科技
2026/05/15
0000919574-26-003362
8
MICROSOFT CORP
COM
594918104Microsoft Corp.
microsoft
US$925,425,0002,500,0004.05%
减持
-54.36%
科技
2026/05/15
0000919574-26-003362
9
GE VERNOVA INC
COM
36828A101GE VERNOVA INC
36828A101
US$849,326,463972,9943.72%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
10
LAM RESEARCH CORP
COM NEW
512807306LAM RESEARCH CORP
512807306
US$833,367,7973,900,4393.65%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
11
SPOTIFY TECHNOLOGY S A
SHS
L8681T102SPOTIFY TECHNOLOGY S A
L8681T102
US$766,526,8171,580,7613.36%
增持
+25.31%
未分类
2026/05/15
0000919574-26-003362
12
COUPANG INC
CL A
22266T109COUPANG INC
22266T109
US$653,161,28434,595,4072.86%
增持
+31.71%
未分类
2026/05/15
0000919574-26-003362
13
APPLIED MATLS INC
COM
038222105APPLIED MATLS INC
038222105
US$566,311,8511,656,9002.48%
增持
+85.09%
未分类
2026/05/15
0000919574-26-003362
14
CORPAY INC
COM SHS
219948106CORPAY INC
219948106
US$509,856,9651,752,1462.23%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
15
APPLOVIN CORP
COM CL A
03831W108APPLOVIN CORP
03831W108
US$398,000,0001,000,0001.74%
减持
-22.66%
未分类
2026/05/15
0000919574-26-003362
16
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109TAKE-TWO INTERACTIVE SOFTWAR
874054109
US$395,000,0002,000,0001.73%
减持
-65.75%
未分类
2026/05/15
0000919574-26-003362
17
APOLLO GLOBAL MGMT INC
COM
03769M106APOLLO GLOBAL MGMT INC
03769M106
US$366,943,2743,293,3341.61%
减持
-46.96%
未分类
2026/05/15
0000919574-26-003362
18
REDDIT INC
CL A
75734B100REDDIT INC
75734B100
US$336,625,0002,500,0001.47%
减持
-34.96%
未分类
2026/05/15
0000919574-26-003362
19
ZILLOW GROUP INC
CL C CAP STK
98954M200ZILLOW GROUP INC
98954M200
US$304,927,4417,368,9571.33%
增持
+21.66%
未分类
2026/05/15
0000919574-26-003362
20
BLOCK INC
CL A
852234103BLOCK INC
852234103
US$240,720,0004,000,0001.05%
减持
-37.15%
未分类
2026/05/15
0000919574-26-003362
21
NETFLIX INC.
COM
64110L106NETFLIX INC.
64110L106
US$234,509,8502,439,0001.03%
持平
+0.00%
科技
2026/05/15
0000919574-26-003362
22
MERCADOLIBRE INC
COM
58733R102MERCADOLIBRE INC
58733R102
US$233,428,074135,0061.02%
新增
n/a
未分类
2026/05/15
0000919574-26-003362
23
LIBERTY MEDIA CORP DEL
COM LBTY ONE S C
531229755LIBERTY MEDIA CORP DEL
531229755
US$228,023,6402,682,0001.00%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
24
ZSCALER INC
COM
98980G102ZSCALER INC
98980G102
US$221,625,3721,579,7660.97%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
25
CHIME FINL INC
COM SHS CL A
16935C109CHIME FINL INC
16935C109
US$207,561,74011,081,7800.91%
减持
-21.92%
金融
2026/05/15
0000919574-26-003362
26
NU HLDGS LTD
ORD SHS CL A
G6683N103NU HLDGS LTD
G6683N103
US$158,537,81811,032,5550.69%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
27
SERVICENOW INC
COM
81762P102SERVICENOW INC
81762P102
US$156,825,0001,500,0000.69%
减持
-29.47%
未分类
2026/05/15
0000919574-26-003362
28
WEALTHFRONT CORP
COM
947002101WEALTHFRONT CORP
947002101
US$140,201,11215,156,8770.61%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
29
PROCORE TECHNOLOGIES INC
COM
74275K108PROCORE TECHNOLOGIES INC
74275K108
US$133,351,5002,339,5000.58%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
30
LUMENTUM HLDGS INC
COM
55024U109LUMENTUM HLDGS INC
55024U109
US$96,137,568136,8000.42%
新增
n/a
未分类
2026/05/15
0000919574-26-003362
31
UNITEDHEALTH GROUP INC
COM
91324P102UNITEDHEALTH GROUP INC
91324P102
US$94,826,913350,4450.42%
减持
-16.60%
医疗健康
2026/05/15
0000919574-26-003362
32
EQUIPMENTSHARE COM INC
COM CL A
29445S100EQUIPMENTSHARE COM INC
29445S100
US$93,287,3894,579,6460.41%
新增
n/a
未分类
2026/05/15
0000919574-26-003362
33
SHERWIN WILLIAMS CO
COM
824348106SHERWIN WILLIAMS CO
824348106
US$82,407,956257,0830.36%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
34
INTEL CORP
COM
458140100INTEL CORP
458140100
US$72,315,8311,638,7000.32%
新增
n/a
未分类
2026/05/15
0000919574-26-003362
35
COSTAR GROUP INC
COM
22160N109COSTAR GROUP INC
22160N109
US$60,510,0001,500,0000.26%
减持
-33.60%
未分类
2026/05/15
0000919574-26-003362
36
ATRENEW INC
SPONSORED ADS
00138L108ATRENEW INC
00138L108
US$46,108,4129,831,2180.20%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
37
ZILLOW GROUP INC
CL A
98954M101ZILLOW GROUP INC
98954M101
US$42,372,3091,023,7330.19%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
38
WEBULL CORP
ORD SHS
G9572D103WEBULL CORP
G9572D103
US$32,275,8586,724,1370.14%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
39
PONY AI INC
SPONSORED ADS
732908108PONY AI INC
732908108
US$27,376,0002,900,0000.12%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
40
UBER TECHNOLOGIES INC
COM
90353T100UBER TECHNOLOGIES INC
90353T100
US$10,874,234151,1780.05%
持平
+0.00%
科技
2026/05/15
0000919574-26-003362
41
ROBINHOOD VENTURES FD I
COM SHS
770701100ROBINHOOD VENTURES FD I
770701100
US$10,616,000400,0000.05%
新增
n/a
未分类
2026/05/15
0000919574-26-003362
42
JD.COM INC
SPON ADS CL A
47215P106JD.COM INC
47215P106
US$10,181,217344,3090.04%
持平
+0.00%
中国资产
2026/05/15
0000919574-26-003362
43
PAYPAY CORP
SPONSORED ADS
70450C101PAYPAY CORP
70450C101
US$8,536,000400,0000.04%
新增
n/a
未分类
2026/05/15
0000919574-26-003362
44
FIGURE TECHNOLOGY SOLUTIO
COM CL A
349381103FIGURE TECHNOLOGY SOLUTIO
349381103
US$6,790,000200,0000.03%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
45
NETSKOPE INC
CL A
64119N608NETSKOPE INC
64119N608
US$4,245,000500,0000.02%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
46
XANADU QUANTUM TECHNOLO LTD
SUB VTG B
98390R102XANADU QUANTUM TECHNOLO LTD
98390R102
US$3,830,000500,0000.02%
新增
n/a
未分类
2026/05/15
0000919574-26-003362
47
DOORDASH INC
CL A
25809K105DOORDASH INC
25809K105
US$3,804,35125,3370.02%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
48
BULLISH
ORD SHS
G16910120BULLISH
G16910120
US$3,573,000100,0000.02%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
49
ETORO GROUP LTD
SHS CL A
G32089107ETORO GROUP LTD
G32089107
US$2,402,40080,0000.01%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
50
KLARNA GROUP PLC
SHS
G5279N105KLARNA GROUP PLC
G5279N105
US$2,290,750175,0000.01%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
51
FIGMA INC
CLASS A COM STK
316841105FIGMA INC
316841105
US$1,268,40060,0000.01%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
52
ACCELERANT HOLDINGS
CL A
G00894108ACCELERANT HOLDINGS
G00894108
US$1,002,00075,0000.00%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
53
GEMINI SPACE STA INC
CL A COM
36866J105GEMINI SPACE STA INC
36866J105
US$309,40070,0000.00%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
54
MNTN INC
CL A
55318A108MNTN INC
55318A108
US$176,00020,0000.00%
持平
+0.00%
未分类
2026/05/15
0000919574-26-003362
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