Tiger Global Management LLC 13F 持仓 · 2026年Q2
老虎环球在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 46 只证券，申报市值合计 239.82 亿美元。前几大持仓：TSM（9.72%）、AMZN（9.62%）、NVDA（9.34%）。本季前 25 大持仓中：新建仓 4 只、增持 6 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.33B | 9.72% | 4.9M | 减持 |
| 2 | AMZN | AMAZON COM INC | $2.31B | 9.62% | 9.7M | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $2.24B | 9.34% | 11.2M | 减持 |
| 4 | GOOGL | ALPHABET INC | $2.07B | 8.65% | 5.8M | 减持 |
| 5 | META | META PLATFORMS INC | $1.59B | 6.63% | 2.8M | 减持 |
| 6 | LRCX | LAM RESEARCH CORP | $1.37B | 5.72% | 3.2M | 减持 |
| 7 | SE | SEA LTD | $1.20B | 5.02% | 12.6M | 减持 |
| 8 | AMAT | APPLIED MATLS INC | $1.18B | 4.92% | 1.6M | 减持 |
| 9 | GEV | GE VERNOVA INC | $937.0M | 3.91% | 797,511 | 减持 |
| 10 | MSFT | MICROSOFT CORP | $845.6M | 3.53% | 2.3M | 减持 |
| 11 | CPAY | CORPAY INC | $716.5M | 2.99% | 2.1M | 增持 |
| 12 | AVGO | BROADCOM INC | $662.6M | 2.76% | 1.8M | 减持 |
| 13 | CBRS | CEREBRAS SYSTEMS INC | $662.8M | 2.76% | 3.0M | 新建仓 |
| 14 | CPNG | COUPANG INC | $633.4M | 2.64% | 36.5M | 增持 |
| 15 | INTC | INTEL CORP | $593.8M | 2.48% | 4.3M | 增持 |
| 16 | SPOT | SPOTIFY TECHNOLOGY S A | $537.8M | 2.24% | 1.2M | 减持 |
| 17 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $452.3M | 1.89% | 1.8M | 减持 |
| 18 | RDDT | REDDIT INC | $439.0M | 1.83% | 2.5M | 增持 |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $392.0M | 1.63% | 674,727 | 新建仓 |
| 20 | XYZ | BLOCK INC | $347.8M | 1.45% | 4.6M | 增持 |
| 21 | APO | APOLLO GLOBAL MGMT INC | $322.2M | 1.34% | 2.7M | 减持 |
| 22 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $275.1M | 1.15% | 285,100 | 新建仓 |
| 23 | V | VISA INC | $274.0M | 1.14% | 798,697 | 新建仓 |
| 24 | MELI | MERCADOLIBRE INC | $259.9M | 1.08% | 153,126 | 增持 |
| 25 | FWONK | LIBERTY MEDIA CORP DEL | $216.8M | 0.90% | 2.3M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR