Latest SEC 13F-HR equity holdings for 37 tracked fund managers. Positions are aggregated by ticker and weighted by reported market value.
Whales walkthrough
Consensus holdings, institutional buys and sells, Alpha Monitor, and full manager 13F tables — conviction vs. crowding in one place.
Names held by the most tracked funds · 13F 2026-06-30
| Ticker | Company | # Funds |
|---|---|---|
| GOOG | Alphabet, Inc. | 23 |
| AMZN | Amazon.com, Inc. | 18 |
| META | Meta Platforms, Inc. | 18 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd | 17 |
| BRK-B | Berkshire Hathaway, Inc. | 16 |
| MSFT | Microsoft Corporation | 16 |
| V | Visa, Inc. | 14 |
| AAPL | Apple, Inc. | 13 |
| COF | Capital One Financial Corp. | 13 |
| STT | State Street SPDR S&P Health Care Equipment ETF | 13 |
Aggregate portfolio weight increase across all whales (quarter over quarter)
Aggregate portfolio weight decrease across all whales (quarter over quarter)
Total reported 13F dollar value parked across all tracked funds
Top 5 whale portfolio weight increases (last two quarters) cross-referenced with Graham intrinsic value. Only names with >20% margin of safety and a completed valuation.
Tiger Global Management LLC · Report period 2026-06-30 · 46 positions
Portfolio Holdings
| Ticker | Company | Shares | Value ($) | Weight (%) |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.88M | ||
| AMZN | AMAZON COM INC | 9.68M | ||
| NVDA | NVIDIA CORPORATION | 11.20M | ||
| GOOG | ALPHABET INC | 5.81M | ||
| META | META PLATFORMS INC | 2.82M | ||
| LRCX | LAM RESEARCH CORP | 3.16M | ||
| SE | SEA LTD | 12.56M | ||
| APPLIEDMAT | APPLIED MATLS INC | 1.63M | ||
| GEV | GE VERNOVA INC | 797.5K | ||
| MSFT | MICROSOFT CORP | 2.27M | ||
| CPAY | CORPAY INC | 2.15M | ||
| CBRS | CEREBRAS SYSTEMS INC | 3.00M | ||
| AVGO | BROADCOM INC | 1.75M | ||
| CPNG | COUPANG INC | 36.47M | ||
| INTC | INTEL CORP | 4.25M | ||
| SPOT | SPOTIFY TECHNOLOGY S A | 1.17M | ||
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 1.81M | ||
| RDDT | REDDIT INC | 2.53M | ||
| AMD | ADVANCED MICRO DEVICES INC | 674.7K | ||
| XYZ | BLOCK INC | 4.58M | ||
| APOLLOGLOB | APOLLO GLOBAL MGMT INC | 2.72M | ||
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 285.1K | ||
| V | VISA INC | 798.7K | ||
| MELI | MERCADOLIBRE INC | 153.1K | ||
| FWONA | LIBERTY MEDIA CORP DEL | 2.28M | ||
| NU | NU HLDGS LTD | 11.03M | ||
| WLTH | WEALTHFRONT CORP | 15.16M | ||
| UNH | UNITEDHEALTH GROUP INC | 297.5K | ||
| CHIMEFINLI | CHIME FINL INC | 5.28M | ||
| EQPT | EQUIPMENTSHARE COM INC | 4.58M | ||
| SHW | SHERWIN WILLIAMS CO | 257.1K | ||
| DHR | DANAHER CORP DEL | 456.0K | ||
| NOW | SERVICENOW INC | 873.5K | ||
| SPCX | SPACE EXPLORATION TECHN CORP | 375.0K | ||
| BULL | WEBULL CORP | 6.72M | ||
| RERE | ATRENEW INC | 9.83M | ||
| APLD | APPLIED DIGITAL CORP | 885.0K | ||
| CIFR | CIPHER DIGITAL INC | 927.0K | ||
| CORESCIENT | CORE SCIENTIFIC INC NEW | 817.0K | ||
| UBER | UBER TECHNOLOGIES INC | 151.2K | ||
| JDCMF | JD.COM INC | 201.5K | ||
| DASH | DOORDASH INC | 25.3K | ||
| PONY | PONY AI INC | 310.3K | ||
| ARX | ACCELERANT HOLDINGS | 75.0K | ||
| GEMI | GEMINI SPACE STA INC | 70.0K | ||
| MNTN | MNTN INC | 20.0K |
| Ticker | Company | Last Value ($) |
|---|---|---|
| APP | APPLOVIN CORP | |
| ZG | ZILLOW GROUP INC | |
| NFLX | NETFLIX INC. | |
| ZS | ZSCALER INC | |
| PCOR | PROCORE TECHNOLOGIES INC | |
| LUMENTUMHL | LUMENTUM HLDGS INC | |
| CSGP | COSTAR GROUP INC | |
| ROBINHOODV | ROBINHOOD VENTURES FD I | |
| PAYP | PAYPAY CORP | |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | |
| NTSK | NETSKOPE INC | |
| XNDU | XANADU QUANTUM TECHNOLO LTD | |
| BLSH | BULLISH | |
| ETOR | ETORO GROUP LTD | |
| KLAR | KLARNA GROUP PLC | |
| FIG | FIGMA INC |