巨匠一覧
チェイス・コールマン
Tiger Global Management · テック・グロース
タイガー・カブ筆頭 — 上場・未上場テック成長株
運用規模 (13F申告)
$24.0B
保有銘柄数
46 銘柄
基準四半期
2026 Q2
開示日
2026-08-14
今四半期の変動
新規9
CBRSAMDSeagate Technology Hldngs PlVDHRSPCXAPLDCIFRCORZ
買増6
CPAY+22.7%CPNG+5.4%INTC+159.5%RDDT+1.1%XYZ+14.4%MELI+13.4%
縮小20
TSM-12.3%AMZN-3.2%NVDA-6.8%GOOGL-45.4%META-8.5%LRCX-18.9%SE-18.5%AMAT-1.5%GEV-18.0%MSFT-9.3%AVGO-51.1%Spotify Technology S A-25.9%
全売却15
APPZNFLXZSPCORLITECSGPZGRVIPAYPFIGRNTSK
保有銘柄46
| # | 銘柄 | 構成比 | 評価額 |
|---|---|---|---|
| 1 | TSM縮小 -12.3%Taiwan Semiconductor Manufac | 9.72% | $2.3B |
| 2 | AMZN縮小 -3.2%Amazon Com Inc | 9.62% | $2.3B |
| 3 | NVDA縮小 -6.8%Nvidia Corporation | 9.34% | $2.2B |
| 4 | GOOGL縮小 -45.4%Alphabet Inc | 8.65% | $2.1B |
| 5 | META縮小 -8.5%Meta Platforms Inc | 6.63% | $1.6B |
| 6 | LRCX縮小 -18.9%Lam Research Corp | 5.72% | $1.4B |
| 7 | SE縮小 -18.5%Sea Ltd | 5.02% | $1.2B |
| 8 | AMAT縮小 -1.5%Applied Matls Inc | 4.92% | $1.2B |
| 9 | GEV縮小 -18.0%Ge Vernova Inc | 3.91% | $937.0M |
| 10 | MSFT縮小 -9.3%Microsoft Corp | 3.53% | $845.6M |
| 11 | CPAY買増 +22.7%Corpay Inc | 2.99% | $716.5M |
| 12 | CBRS新規Cerebras Systems Inc | 2.76% | $662.8M |
| 13 | AVGO縮小 -51.1%Broadcom Inc | 2.76% | $662.6M |
| 14 | CPNG買増 +5.4%Coupang Inc | 2.64% | $633.4M |
| 15 | INTC買増 +159.5%Intel Corp | 2.48% | $593.8M |
