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체이스 콜먼 (타이거 글로벌) 포트폴리오

체이스 콜먼 (타이거 글로벌)

AS OF2026년 2분기 기준

테크 성장주에 집중하는 타이거 컵스의 대표주자

※ 오류 발견 시 즉시 반영 및 교정하고 있습니다.

분기 리밸런싱 추적

이번 분기에 샀어요
1
CEREBRAS SYSTEMS INC (Class A)
보유비중 2.76%
+2.76%p
$662,779,000
2
INTEL CORP
보유비중 2.48%
+2.16%p
$364,991,424
3
ADVANCED MICRO DEVICES INC
보유비중 1.63%
+1.63%p
$391,955,662
4
SEAGATE TECHNOLOGY HLDNGS PL (ORD SHS)
보유비중 1.15%
+1.15%p
$275,121,500
5
VISA INC (Class A)
보유비중 1.14%
+1.14%p
$274,024,954
이번 분기에 팔았어요
1
ALPHABET INC (Class A)
보유비중 8.65%
-4.73%p
$1,724,565,769
2
BROADCOM INC
보유비중 2.76%
-2.09%p
$691,566,569
3
APPLOVIN CORP (Class A)
보유비중 0.00%
-1.74%p
$398,000,000
4
ZILLOW GROUP INC (Class C)
보유비중 0.00%
-1.33%p
$304,927,441
5
SPOTIFY TECHNOLOGY S A (SHS)
보유비중 2.24%
-1.11%p
$187,937,520

주요 보유 현황

#종목명비중주식수량 (변동)평가금액
1TAIWAN SEMICONDUCTOR MANUFAC (SPONSORED ADS)9.72%
4,881,008
▼ 684,066
$2,331,022,991
2AMAZON COM INC9.62%
9,683,558
▼ 316,442
$2,307,979,214
3NVIDIA CORPORATION9.34%
11,198,773
▼ 812,979
$2,240,762,490
4ALPHABET INC (Class A)8.65%
5,805,687
▼ 4,825,715
$2,074,778,363
5META PLATFORMS INC (Class A)6.63%
2,823,180
▼ 263,684
$1,590,269,062
6LAM RESEARCH CORP (COM NEW)5.72%
3,163,495
▼ 736,944
$1,370,837,288
7SEA LTD (SPONSORD ADS)5.02%
12,559,152
▼ 2,856,683
$1,203,543,536
8APPLIED MATLS INC4.92%
1,632,210
▼ 24,690
$1,180,087,830
9GE VERNOVA INC3.91%
797,511
▼ 175,483
$936,963,773
10MICROSOFT CORP3.53%
2,266,913
▼ 233,087
$845,603,887

분기별 수량 변동

종목명25년 3Q25년 4Q26년 1Q26년 2Q
TAIWAN SEMICONDUCTOR MANUFAC (SPONSORED ADS)4,578,3743,725,4745,565,0744,881,008
AMAZON COM INC11,043,44110,011,37910,000,0009,683,558
NVIDIA CORPORATION11,709,75211,011,75212,011,75211,198,773
ALPHABET INC (Class A)10,631,40210,631,40210,631,4025,805,687
META PLATFORMS INC (Class A)2,819,0012,750,6153,086,8642,823,180
LAM RESEARCH CORP (COM NEW)5,260,3283,900,4393,900,4393,163,495
SEA LTD (SPONSORD ADS)16,041,33515,415,83515,415,83512,559,152
APPLIED MATLS INC895,200895,2001,656,9001,632,210
GE VERNOVA INC1,154,594972,994972,994797,511
MICROSOFT CORP6,551,3685,477,7472,500,0002,266,913
CORPAY INC (COM SHS)1,771,1461,752,1461,752,1462,149,877
CEREBRAS SYSTEMS INC (Class A)---
2,999,000
신규 편입
BROADCOM INC2,889,6142,875,6143,584,8141,754,062
COUPANG INC (Class A)15,837,57926,267,25934,595,40736,467,972
INTEL CORP--1,638,7004,252,690
SPOTIFY TECHNOLOGY S A (SHS)1,261,4611,261,4611,580,7611,171,427
TAKE-TWO INTERACTIVE SOFTWAR5,839,2565,839,2562,000,0001,809,348
REDDIT INC (Class A)4,672,5153,843,9152,500,0002,528,819
ADVANCED MICRO DEVICES INC---
674,727
신규 편입
BLOCK INC (Class A)4,423,3126,364,8404,000,0004,576,007
APOLLO GLOBAL MGMT INC6,209,4966,209,4963,293,3342,723,110
SEAGATE TECHNOLOGY HLDNGS PL (ORD SHS)---
285,100
신규 편입
VISA INC (Class A)---
798,697
신규 편입
MLB1MERCADOLIBRE INC--135,006153,126
LIBERTY MEDIA CORP DEL (COM LBTY ONE S C)2,682,0002,682,0002,682,0002,278,555
NU HLDGS LTD (Class A)11,032,55511,032,55511,032,55511,032,555
WEALTHFRONT CORP-15,156,87715,156,87715,156,877
UNITEDHEALTH GROUP INC438,800420,205350,445297,452
CHIME FINL INC (Class A)12,470,76814,192,49911,081,7805,284,045
EQUIPMENTSHARE COM INC (Class A)--4,579,6464,579,646
SHERWIN WILLIAMS CO329,175257,083257,083257,083
DANAHER CORP DEL---
456,000
신규 편입
SERVICENOW INC300,0002,126,8901,500,000873,485
SPACE EXPLORATION TECHN CORP (Class A)---
375,000
신규 편입
WEBULL CORP (ORD SHS)11,724,1376,724,1376,724,1376,724,137
ATRENEW INC (SPONSORED ADS)9,831,2189,831,2189,831,2189,831,218
APPLIED DIGITAL CORP (COM NEW)---
885,000
신규 편입
CIPHER DIGITAL INC---
927,000
신규 편입
CORE SCIENTIFIC INC NEW---
817,000
신규 편입
UBER TECHNOLOGIES INC151,178151,178151,178151,178
JD.COM INC (Class A)344,309344,309344,309201,500
DOORDASH INC (Class A)25,33725,33725,33725,337
PONY AI INC (SPONSORED ADS)370,0002,900,0002,900,000310,287
ACCELERANT HOLDINGS (Class A)75,00075,00075,00075,000
GEMINI SPACE STA INC (Class A)70,00070,00070,00070,000
MNTN INC (Class A)20,00020,00020,00020,000

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