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Tiger Global Management
成长与科技，上市与非上市并举，规模可观。
每一块扇形是一笔持仓，大小按它在组合中的占比，颜色按它的评级——因此偏绿的圆环意味着资金落在成长且创造现金的生意上，不论具体是哪些名字。
每一笔持仓都经过本站每家公司都要过的同样五项成长与现金创造检验。它描述的是基金经理持有什么——而不是现在买入是否明智。
| TSM | Taiwan Semiconductor Manufacturing Company Limited | 9.7% | US$2.3B | 4,881,008 | A+ | US$450.61 | 64.01 |
| AMZN | AMAZON COM INC | 9.6% | US$2.3B | 9,683,558 | D | US$249.67 | 20.09 |
| NVDA | NVIDIA CORP | 9.6% | US$2.3B | — | A+ | US$225.07 | 28.45 |
| GOOGL | Alphabet Inc. | 8.7% | US$2.1B | 5,805,687 | C+ | US$343.92 | 17.27 |
| META | Meta Platforms, Inc. | 6.6% | US$1.6B | 2,823,180 | B+ | US$751.66 | 28.32 |
| LRCX | LAM RESEARCH CORPORATION | 5.7% | US$1.4B | 3,163,495 | B+ | US$315.21 | 54.72 |
| SE | Sea Limited | 5.0% | US$1.2B | 12,559,152 | A | US$99.55 | 39.50 |
| AMAT | APPLIED MATERIALS INC /DE | 4.9% | US$1.2B | 1,632,210 | C+ | US$485.00 | 41.85 |
| GEV | GE Vernova Inc. | 3.9% | US$937M | 797,511 | A+ | US$957.63 | 27.49 |
| MSFT | MICROSOFT CORPORATION | 3.5% | US$845.6M | 2,266,913 | B+ | US$516.17 | 28.74 |
| CPAY | Corpay, Inc | 3.0% | US$716.5M | 2,149,877 | B+ | US$398.11 | 24.23 |
| CBRS | Cerebras Systems Inc. | 2.8% | US$662.8M | 2,999,000 | 未评级 | US$206.75 | — |
| AVGO | Broadcom Inc. | 2.8% | US$662.6M | 1,754,062 | A+ | US$352.81 | 45.00 |
| CPNG | COUPANG, INC. | 2.6% | US$633.4M | 36,467,972 | C- | US$13.88 | — |
| INTC | INTEL CORP | 2.5% | US$593.8M | 4,252,690 | A- | US$123.00 | — |
| SPOT | Spotify Technology S.A. | 2.2% | US$537.8M | 1,171,427 | A+ | US$510.01 | 42.65 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE, INC. | 1.9% | US$452.3M | 1,809,348 | B | US$201.44 | — |
| RDDT | Reddit, Inc. | 1.8% | US$439M | 2,528,819 | A+ | US$149.84 | 34.85 |
| AMD | ADVANCED MICRO DEVICES INC | 1.6% | US$392M | 674,727 | A+ | US$630.63 | 162.12 |
| XYZ | Block, Inc. | 1.5% | US$347.8M | 4,576,007 | A | US$76.42 | 136.46 |
| APO | APOLLO GLOBAL MANAGEMENT, INC. | 1.3% | US$322.2M | 2,723,110 | C | US$121.69 | 44.58 |
| STX | Seagate Technology Holdings plc | 1.1% | US$275.1M | 285,100 | A+ | US$916.83 | 65.91 |
| V | VISA INC. | 1.1% | US$274M | 798,697 | B+ | US$367.38 | — |
| MELI | MercadoLibre, Inc. | 1.1% | US$259.9M | 153,126 | A | US$1,752.61 | 47.66 |
| FWONA | LIBERTY MEDIA CORPORATION | 0.9% | US$216.8M | 2,278,555 | C | US$86.46 | — |
| NU | Nu Holdings Ltd. | 0.6% | US$147.4M | 11,032,555 | A+ | US$13.59 | 33.69 |
| WLTH | Wealthfront Corporation | 0.6% | US$135.5M | 15,156,877 | F- | US$10.18 | — |
| UNH | UnitedHealth Group Incorporated | 0.5% | US$123.6M | 297,452 | B | US$376.59 | 24.22 |
| PTC | PTC Inc. | 0.5% | US$108.2M | 5,284,045 | A+ | US$138.12 | 13.44 |
| EQPT | EquipmentShare.com Inc | 0.4% | US$90M | 4,579,646 | D- | US$17.35 | 34.70 |
| SHW | THE SHERWIN-WILLIAMS COMPANY | 0.4% | US$88.5M | 257,083 | A+ | US$329.10 | 30.33 |
| DHR | DANAHER CORPORATION | 0.4% | US$86.9M | 456,000 | C+ | US$224.49 | 39.87 |
| NOW | ServiceNow, Inc. | 0.4% | US$86.7M | 873,485 | A | US$135.62 | 101.76 |
| BULL | Webull Corporation | 0.2% | US$43.8M | 6,724,137 | A | US$7.19 | 115.23 |
| RERE | ATRenew Inc. | 0.2% | US$38M | 9,831,218 | 未评级 | US$3.94 | 12.77 |
| APLD | APPLIED DIGITAL CORPORATION | 0.1% | US$33M | 885,000 | D- | US$26.25 | — |
| CIFR | Cipher Digital Inc. | 0.1% | US$22.7M | 927,000 | F- | US$17.73 | — |
| CORZ | Core Scientific, Inc./tx | 0.1% | US$20.9M | 817,000 | F | US$17.34 | — |
| UBER | Uber Technologies, Inc | 0.0% | US$10.9M | 151,178 | A+ | US$69.62 | 15.23 |
| JD | JD.com, Inc. | 0.0% | US$5.1M | 201,500 | C | US$26.51 | 13.79 |
| DASH | DOORDASH, INC. | 0.0% | US$4.7M | 25,337 | A | US$193.36 | 101.24 |
| PONY | Pony AI Inc. | 0.0% | US$2.2M | 310,287 | D- | US$6.89 | — |
| ARX | ACCELERANT HOLDINGS | 0.0% | US$879K | 75,000 | D- | US$19.75 | — |
| GEMI | Gemini Space Station, Inc. | 0.0% | US$298.2K | 70,000 | D- | US$5.54 | — |
| MNTN | MNTN, Inc. | 0.0% | US$184K | 20,000 | A+ | US$11.01 | 10.01 |
基本面来自 SEC 申报文件，价格来自最近一次行情更新。可按任意列排序；没有数值的公司在两个方向都排在末尾。
来自管理人的季度 13F 表格。它涵盖在美国上市并做多持有的股票，不包括空头头寸、债券、现金、期权以及任何在海外上市的资产——因此这是投资组合的一部分，而不是全部。该表格须在季度结束后 45 天内提交，所以你读到时这些持仓可能已经变了。 阅读申报文件.
评级和基本面数据是我们自己根据 SEC 申报文件计算的。这里没有任何内容构成推荐，而跟随一份已披露的持仓，意味着按基金经理没有付过的价格买入。