TIGER GLOBAL MANAGEMENT LLC
New York NY · SEC CIK 0001167483
$228.45亿2026Q1 申报市值
54持仓数
69.5%前十大占比 · 第一大 13.4%
7 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TSM 加仓+$6.22亿
AMAT 加仓+$2.60亿
MELI 新建仓+$2.33亿
AVGO 加仓+$2.20亿
META 加仓+$1.92亿
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$11.02亿
FLUT 清仓-$8.61亿
TTWO 减仓-$7.58亿
VEEV 清仓-$5.40亿
GRAB 清仓-$4.64亿
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $30.57亿 | 13.38% | 10,631,402 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $20.95亿 | 9.17% | 12,011,752 | 1,000,000 | 9.1% | $1.74亿 | 加仓 |
| AMZN | AMAZON COM INC | $20.83亿 | 9.12% | 10,000,000 | -11,379 | -0.1% | -$236.99万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $18.81亿 | 8.23% | 5,565,074 | 1,839,600 | 49.4% | $6.22亿 | 加仓 |
| META | META PLATFORMS INC | $17.66亿 | 7.73% | 3,086,864 | 336,249 | 12.2% | $1.92亿 | 加仓 |
| SE | SEA LTD | $12.77亿 | 5.59% | 15,415,835 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $11.10亿 | 4.86% | 3,584,814 | 709,200 | 24.7% | $2.20亿 | 加仓 |
| MSFT | MICROSOFT CORP | $9.25亿 | 4.05% | 2,500,000 | -2,977,747 | -54.4% | -$11.02亿 | 减仓 |
| GEV | GE VERNOVA INC | $8.49亿 | 3.72% | 972,994 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $8.33亿 | 3.65% | 3,900,439 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $7.67亿 | 3.36% | 1,580,761 | 319,300 | 25.3% | $1.55亿 | 加仓 |
| CPNG | COUPANG INC | $6.53亿 | 2.86% | 34,595,407 | 8,328,148 | 31.7% | $1.57亿 | 加仓 |
| AMAT | APPLIED MATLS INC | $5.66亿 | 2.48% | 1,656,900 | 761,700 | 85.1% | $2.60亿 | 加仓 |
| CPAY | CORPAY INC | $5.10亿 | 2.23% | 1,752,146 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $3.98亿 | 1.74% | 1,000,000 | -292,984 | -22.7% | -$1.17亿 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3.95亿 | 1.73% | 2,000,000 | -3,839,256 | -65.7% | -$7.58亿 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $3.67亿 | 1.61% | 3,293,334 | -2,916,162 | -47.0% | -$3.25亿 | 减仓 |
| RDDT | REDDIT INC | $3.37亿 | 1.47% | 2,500,000 | -1,343,915 | -35.0% | -$1.81亿 | 减仓 |
| Z | ZILLOW GROUP INC | $3.05亿 | 1.33% | 7,368,957 | 1,312,000 | 21.7% | $5,429.06万 | 加仓 |
| XYZ | BLOCK INC | $2.41亿 | 1.05% | 4,000,000 | -2,364,840 | -37.2% | -$1.42亿 | 减仓 |
| NFLX | NETFLIX INC. | $2.35亿 | 1.03% | 2,439,000 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $2.33亿 | 1.02% | 135,006 | 135,006 | — | $2.33亿 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $2.28亿 | 1.00% | 2,682,000 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $2.22亿 | 0.97% | 1,579,766 | 0 | 0.0% | — | 不变 |
| CHYM | CHIME FINL INC | $2.08亿 | 0.91% | 11,081,780 | -3,110,719 | -21.9% | -$5,826.38万 | 减仓 |
| NU | NU HLDGS LTD | $1.59亿 | 0.69% | 11,032,555 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1.57亿 | 0.69% | 1,500,000 | -626,890 | -29.5% | -$6,554.13万 | 减仓 |
| WLTH | WEALTHFRONT CORP | $1.40亿 | 0.61% | 15,156,877 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $1.33亿 | 0.58% | 2,339,500 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $9,613.76万 | 0.42% | 136,800 | 136,800 | — | $9,613.76万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $9,482.69万 | 0.42% | 350,445 | -69,760 | -16.6% | -$1,887.64万 | 减仓 |
| EQPT | EQUIPMENTSHARE COM INC | $9,328.74万 | 0.41% | 4,579,646 | 4,579,646 | — | $9,328.74万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $8,240.80万 | 0.36% | 257,083 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $7,231.58万 | 0.32% | 1,638,700 | 1,638,700 | — | $7,231.58万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $6,051.00万 | 0.26% | 1,500,000 | -759,109 | -33.6% | -$3,062.25万 | 减仓 |
| RERE | ATRENEW INC | $4,610.84万 | 0.20% | 9,831,218 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP INC | $4,237.23万 | 0.19% | 1,023,733 | 0 | 0.0% | — | 不变 |
| BULL | WEBULL CORP | $3,227.59万 | 0.14% | 6,724,137 | 0 | 0.0% | — | 不变 |
| PONY | PONY AI INC | $2,737.60万 | 0.12% | 2,900,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1,087.42万 | 0.05% | 151,178 | 0 | 0.0% | — | 不变 |
| — | ROBINHOOD VENTURES FD I | $1,061.60万 | 0.05% | 400,000 | 400,000 | — | $1,061.60万 | 新建仓 |
| JD | JD.COM INC | $1,018.12万 | 0.04% | 344,309 | 0 | 0.0% | — | 不变 |
| PAYP | PAYPAY CORP | $853.60万 | 0.04% | 400,000 | 400,000 | — | $853.60万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $679.00万 | 0.03% | 200,000 | 0 | 0.0% | — | 不变 |
| NTSK | NETSKOPE INC | $424.50万 | 0.02% | 500,000 | 0 | 0.0% | — | 不变 |
| XNDU | XANADU QUANTUM TECHNOLO LTD | $383.00万 | 0.02% | 500,000 | 500,000 | — | $383.00万 | 新建仓 |
| DASH | DOORDASH INC | $380.44万 | 0.02% | 25,337 | 0 | 0.0% | — | 不变 |
| BLSH | BULLISH | $357.30万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| ETOR | ETORO GROUP LTD | $240.24万 | 0.01% | 80,000 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC | $229.07万 | 0.01% | 175,000 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $126.84万 | 0.01% | 60,000 | 0 | 0.0% | — | 不变 |
| ARX | ACCELERANT HOLDINGS | $100.20万 | 0.00% | 75,000 | 0 | 0.0% | — | 不变 |
| — | GEMINI SPACE STA INC | $30.94万 | 0.00% | 70,000 | 0 | 0.0% | — | 不变 |
| MNTN | MNTN INC | $17.60万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -4,003,542 | -100.0% | -$8.61亿 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -2,420,500 | -100.0% | -$5.40亿 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -92,923,788 | -100.0% | -$4.64亿 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$2.15亿 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -1,690,700 | -100.0% | -$1.28亿 | 清仓 |
| HNGE | HINGE HEALTH INC | $0 | 0.00% | 0 | -1,805,751 | -100.0% | -$8,387.71万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -500,000 | -100.0% | -$3,965.00万 | 清仓 |