체이스 콜먼
타이거 매니지먼트 출신으로, 테크 성장주에 집중하는 타이거 글로벌을 창업했습니다.
Sorotan 2026년 2분기 Per kepemilikan 2026년 6월 말 · Diajukan 2026.8.14
$663M 규모로 새로 편입했습니다. 바로 포트폴리오 12위입니다.
직전 분기 $398M 보유분을 전량 정리했습니다.
주식수를 159.5% 늘렸습니다. 현재 비중 2.5%입니다.
Estimasi modal diturunkan dari jumlah saham di akhir kuartal. Ini bukan harga eksekusi sebenarnya, dan transaksi yang dibuka dan ditutup dalam satu kuartal tidak terlihat. Imbal hasil hanya dari harga, tanpa dividen.
| # | Saham | Bobot | Nilai | Jumlah Saham | vs kuartal sebelumnya | Est. modal | Est. imbal hasil |
|---|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC TSM | 9.7% | $2.3B | 488.1만주 | ▼ -12.3% | $194.96ⓘ | +123% |
| 2 | AMAZON COM INC AMZN | 9.6% | $2.3B | 968.4만주 | ▼ -3.2% | $155.85ⓘ | +62% |
| 3 | NVIDIA CORPORATION NVDA | 9.3% | $2.2B | 1119.9만주 | ▼ -6.8% | $64.07ⓘ | +249% |
| 4 | ALPHABET INC GOOG | 8.7% | $2.1B | 580.6만주 | ▼ -45.4% | $132.15ⓘ | +148% |
| 5 | META PLATFORMS INC META | 6.6% | $1.6B | 282.3만주 | ▼ -8.5% | $220.04ⓘ | +197% |
| 6 | LAM RESEARCH CORP LRCX | 5.7% | $1.4B | 316.3만주 | ▼ -18.9% | $63.23ⓘ | +400% |
| 7 | SEA LTD SE | 5.0% | $1.2B | 1255.9만주 | ▼ -18.5% | $53.53ⓘ | +103% |
| 8 | APPLIED MATLS INC AMAT | 4.9% | $1.2B | 163.2만주 | ▼ -1.5% | $270.81ⓘ | +73% |
| 9 | GE VERNOVA INC GEV | 3.9% | $937M | 79.8만주 | ▼ -18.0% | $357.03ⓘ | +166% |
| 10 | MICROSOFT CORP MSFT | 3.5% | $846M | 226.7만주 | ▼ -9.3% | $206.94ⓘ | +138% |
| 11 |  CORPAY INC CPAY | 3.0% | $716M | 215.0만주 | ▲ +22.7% | $303.71ⓘ | +34% |
| 12 | CEREBRAS SYSTEMS INC CBRS | 2.8% | $663M | 299.9만주 | BARU | $241.95ⓘ | -19% |
| 13 | BROADCOM INC AVGO | 2.8% | $663M | 175.4만주 | ▼ -51.1% | $181.54ⓘ | +101% |
| 14 |  COUPANG INC CPNG | 2.6% | $633M | 3646.8만주 | ▲ +5.4% | $23.86ⓘ | -38% |
| 15 | INTEL CORP INTC | 2.5% | $594M | 425.3만주 | ▲ +159.5% | $80.44ⓘ | +32% |
| 16 | SPOTIFY TECHNOLOGY S A SPOT | 2.2% | $538M | 117.1만주 | ▼ -25.9% | $454.85ⓘ | +15% |
| 17 | TAKE-TWO INTERACTIVE SOFTWAR TTWO | 1.9% | $452M | 180.9만주 | ▼ -9.5% | $126.40ⓘ | +67% |
| 18 | REDDIT INC RDDT | 1.8% | $439M | 252.9만주 | ▲ +1.2% | $122.20ⓘ | +20% |
| 19 | ADVANCED MICRO DEVICES INC AMD | 1.6% | $392M | 67.5만주 | BARU | $402.68ⓘ | +29% |
| 20 | BLOCK INC XYZ | 1.4% | $348M | 457.6만주 | ▲ +14.4% | $66.15ⓘ | +20% |
| 21 | APOLLO GLOBAL MGMT INC APO | 1.3% | $322M | 272.3만주 | ▼ -17.3% | $66.90ⓘ | +96% |
| 22 | SEAGATE TECHNOLOGY HLDNGS PL STX | 1.1% | $275M | 28.5만주 | BARU | $777.54ⓘ | +14% |
| 23 | VISA INC V | 1.1% | $274M | 79.9만주 | BARU | $322.66ⓘTeramati sebagian | +14% |
| 24 | MERCADOLIBRE INC MELI | 1.1% | $260M | 15.3만주 | ▲ +13.4% | $1,887.69ⓘ | -1% |
| 25 |  LIBERTY MEDIA CORP DEL FWONK | 0.9% | $217M | 227.9만주 | ▼ -15.0% | $69.42ⓘ | +39% |
| 26 | NU HLDGS LTD NU | 0.6% | $147M | 1103.3만주 | — | $10.55ⓘ | +42% |
| 27 |  WEALTHFRONT CORP WLTH | 0.6% | $136M | 1515.7만주 | — | $13.19ⓘ | -28% |
| 28 | UNITEDHEALTH GROUP INC UNH | 0.5% | $124M | 29.7만주 | ▼ -15.1% | $487.29ⓘ | -19% |
| 29 |  CHIME FINL INC CHYM | 0.5% | $108M | 528.4만주 | ▼ -52.3% | $32.87ⓘ | +5% |
| 30 |  EQUIPMENTSHARE COM INC EQPT | 0.4% | $90M | 458.0만주 | — | $28.53ⓘ | -34% |
Seluruh posisi dilepas (17)
| APPLOVIN CORP APP | Kepemilikan kuartal lalu $398M | TUTUP · Pelepasan Penuh |
 ZILLOW GROUP INC Z | Kepemilikan kuartal lalu $305M | TUTUP · Pelepasan Penuh |
| NETFLIX INC. NFLX | Kepemilikan kuartal lalu $235M | TUTUP · Pelepasan Penuh |
 ZSCALER INC ZS | Kepemilikan kuartal lalu $222M | TUTUP · Pelepasan Penuh |
 PROCORE TECHNOLOGIES INC PCOR | Kepemilikan kuartal lalu $133M | TUTUP · Pelepasan Penuh |
| LUMENTUM HLDGS INC LITE | Kepemilikan kuartal lalu $96M | TUTUP · Pelepasan Penuh |
 COSTAR GROUP INC CSGP | Kepemilikan kuartal lalu $61M | TUTUP · Pelepasan Penuh |
 ZILLOW GROUP INC ZG | Kepemilikan kuartal lalu $42M | TUTUP · Pelepasan Penuh |
Penyangkalan: Perubahan jumlah saham dibandingkan pengungkapan kuartal sebelumnya · 13F adalah data tertunda yang dilaporkan dalam 45 hari setelah akhir kuartal dan dapat berbeda dari kepemilikan saat ini · Hanya mencakup posisi long saham tercatat di AS (harga beli tidak dipublikasikan) · Sumber SEC EDGAR · Konten ini hanya untuk referensi dan bukan merupakan rekomendasi investasi. Seluruh tanggung jawab investasi sepenuhnya berada pada investor.