체이스 콜먼
Tiger Global 테크 성장 延遲 45 日公告
타이거 매니지먼트 출신으로, 테크 성장주에 집중하는 타이거 글로벌을 창업했습니다.
投資組合 $24.0B 약 32조 원
持倉標的 46檔
最大權重 TSM 9.7%
資料日期 2026년 6월 말 2026년 2분기 · 公告日期 2026.8.14
2026년 2분기 重點摘要 以 2026년 6월 말 持有為準 · 2026.8.14 申報
NEW · 新進買入 
세레브라스 시스템즈 CBRS
세레브라스 시스템즈 CBRS $663M 규모로 새로 편입했습니다. 바로 포트폴리오 12위입니다.
EXIT · 全數出清 앱러빈 APP
직전 분기 $398M 보유분을 전량 정리했습니다.
ADD · 增持 인텔 INTC
주식수를 159.5% 늘렸습니다. 현재 비중 2.5%입니다.
新建 9 新增 6 縮減 20 清倉 17
估算成本價由季末持股數量變化反推得出，並非實際成交價，季度內完成的買賣無法體現。報酬率為不含股息的股價口徑。
| # | 標的 | 權重 | 市值 | 持股數 | 與上季相比 | 估算成本價 | 估算報酬率 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MANUFAC | 9.7% | $2.3B | 488.1만주 | ▼ -12.3% | $194.96ⓘ | +108% |
| 2 | AMZN AMAZON COM INC | 9.6% | $2.3B | 968.4만주 | ▼ -3.2% | $155.85ⓘ | +61% |
| 3 | NVDA NVIDIA CORPORATION | 9.3% | $2.2B | 1119.9만주 | ▼ -6.8% | $64.07ⓘ | +223% |
| 4 | GOOG ALPHABET INC | 8.7% | $2.1B | 580.6만주 | ▼ -45.4% | $132.15ⓘ | +111% |
| 5 | META META PLATFORMS INC | 6.6% | $1.6B | 282.3만주 | ▼ -8.5% | $220.04ⓘ | +182% |
| 6 | LRCX LAM RESEARCH CORP | 5.7% | $1.4B | 316.3만주 | ▼ -18.9% | $63.23ⓘ | +265% |
| 7 | SE SEA LTD | 5.0% | $1.2B | 1255.9만주 | ▼ -18.5% | $53.53ⓘ | +43% |
| 8 | AMAT APPLIED MATLS INC | 4.9% | $1.2B | 163.2만주 | ▼ -1.5% | $270.81ⓘ | +41% |
| 9 | GEV GE VERNOVA INC | 3.9% | $937M | 79.8만주 | ▼ -18.0% | $357.03ⓘ | +157% |
| 10 | MSFT MICROSOFT CORP | 3.5% | $846M | 226.7만주 | ▼ -9.3% | $206.94ⓘ | +152% |
| 11 |  CPAY CORPAY INC | 3.0% | $716M | 215.0만주 | ▲ +22.7% | $303.71ⓘ | +34% |
| 12 | CBRS CEREBRAS SYSTEMS INC | 2.8% | $663M | 299.9만주 | NEW 新增 | $241.95ⓘ | -60% |
| 13 | AVGO BROADCOM INC | 2.8% | $663M | 175.4만주 | ▼ -51.1% | $181.54ⓘ | +83% |
| 14 |  CPNG COUPANG INC | 2.6% | $633M | 3646.8만주 | ▲ +5.4% | $23.86ⓘ | -36% |
| 15 | INTC INTEL CORP | 2.5% | $594M | 425.3만주 | ▲ +159.5% | $80.44ⓘ | -25% |
| 16 | SPOT SPOTIFY TECHNOLOGY S A | 2.2% | $538M | 117.1만주 | ▼ -25.9% | $454.85ⓘ | +32% |
| 17 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | 1.9% | $452M | 180.9만주 | ▼ -9.5% | $126.40ⓘ | +54% |
| 18 |  RDDT REDDIT INC | 1.8% | $439M | 252.9만주 | ▲ +1.2% | $122.20ⓘ | -21% |
| 19 | AMD ADVANCED MICRO DEVICES INC | 1.6% | $392M | 67.5만주 | NEW 新增 | $402.68ⓘ | +20% |
| 20 | XYZ BLOCK INC | 1.4% | $348M | 457.6만주 | ▲ +14.4% | $66.15ⓘ | +15% |
| 21 | APO APOLLO GLOBAL MGMT INC | 1.3% | $322M | 272.3만주 | ▼ -17.3% | $66.90ⓘ | +70% |
| 22 | STX SEAGATE TECHNOLOGY HLDNGS PL | 1.1% | $275M | 28.5만주 | NEW 新增 | $777.54ⓘ | -22% |
| 23 | V VISA INC | 1.1% | $274M | 79.9만주 | NEW 新增 | $322.66ⓘ僅部分觀測 | +30% |
| 24 | MELI MERCADOLIBRE INC | 1.1% | $260M | 15.3만주 | ▲ +13.4% | $1,887.69ⓘ | -12% |
| 25 |  FWONK LIBERTY MEDIA CORP DEL | 0.9% | $217M | 227.9만주 | ▼ -15.0% | $69.42ⓘ | +38% |
| 26 | NU NU HLDGS LTD | 0.6% | $147M | 1103.3만주 | — | $10.55ⓘ | +10% |
| 27 |  WLTH WEALTHFRONT CORP | 0.6% | $136M | 1515.7만주 | — | $13.19ⓘ | -21% |
| 28 | UNH UNITEDHEALTH GROUP INC | 0.5% | $124M | 29.7만주 | ▼ -15.1% | $487.29ⓘ | -17% |
| 29 |  CHYM CHIME FINL INC | 0.5% | $108M | 528.4만주 | ▼ -52.3% | $32.87ⓘ | -14% |
| 30 |  EQPT EQUIPMENTSHARE COM INC | 0.4% | $90M | 458.0만주 | — | $28.53ⓘ | -44% |
本季全數出清 (17)
| APP APPLOVIN CORP | 前一季持有 $398M | EXIT · 全數出清 |
 Z ZILLOW GROUP INC | 前一季持有 $305M | EXIT · 全數出清 |
| NFLX NETFLIX INC. | 前一季持有 $235M | EXIT · 全數出清 |
| ZS ZSCALER INC | 前一季持有 $222M | EXIT · 全數出清 |
 PCOR PROCORE TECHNOLOGIES INC | 前一季持有 $133M | EXIT · 全數出清 |
| LITE LUMENTUM HLDGS INC | 前一季持有 $96M | EXIT · 全數出清 |
 CSGP COSTAR GROUP INC | 前一季持有 $61M | EXIT · 全數出清 |
 ZG ZILLOW GROUP INC | 前一季持有 $42M | EXIT · 全數出清 |
免責聲明： 持股增減以最近一季的申報資料為準 · 13F 於季度結束後 45 天內申報,屬延遲資料,可能與目前實際持有狀況不同 · 僅包含美國上市的長倉部位(不公開買進價格) · 資料來源 SEC EDGAR · 本內容僅供參考，不構成投資建議。所有投資責任由投資人自行承擔。