老虎环球Q3狂砍Meta(META.US)持仓超60% 建仓奈飞(NFLX.US)清仓CrowdStrike(CRWD.US)

智通财经11-17

智通财经APP获悉，根据美国证券交易委员会(SEC)披露，老虎环球基金(TIGER GLOBAL)递交了截至2025年9月30日的第三季度持仓报告(13F)。统计数据显示，老虎环球第三季度持仓总市值达324亿美元，上一季度总市值为341亿美元。该机构在第三季度的持仓组合中新增了10只个股，增持了7只个股;同时，减持5只个股，清仓4只个股。其中，老虎环球的前十大持仓标的占总市值的64.36%。在前...

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href=http://www.zhitongcaijing.com/content/detail/1370113.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，老虎环球基金(TIGER GLOBAL)递交了截至2025年9月30日的第三季度持仓报告(13F)。统计数据显示，老虎环球第三季度持仓总市值达324亿美元，上一季度总市值为341亿美元。该机构在第三季度的持仓组合中新增了10只个股，增持了7只个股;同时，减持5只个股，清仓4只个股。其中，老虎环球的前十大持仓标的占总市值的64.36%。在前...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1370113.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0964807845.USD","symbol_name":"ALLIANZ INCOME & GROWTH \"A\" (USD) 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GLOBAL)递交了截至2025年9月30日的第三季度持仓报告(13F)。统计数据显示，老虎环球第三季度持仓总市值达324亿美元，上一季度总市值为341亿美元。该机构在第三季度的持仓组合中新增了10只个股，增持了7只个股;同时，减持5只个股，清仓4只个股。其中，老虎环球的前十大持仓标的占总市值的64.36%。在前五大重仓股中，微软(MSFT.US)位列第一，持仓约655.14万股，持仓市值约为33.93亿美元，占投资组合比例为10.49%，持仓数量无变化。Sea(SE.US)位列第二，持仓约1604.13万股，持仓市值约为28.67亿美元，占投资组合比例为8.86%，持仓数量无变化。谷歌(GOOGL.US)位列第三，持仓约1063.14万股，持仓市值约为25.84亿美元，占投资组合比例为7.99%，持仓数量无变化。亚马逊(AMZN.US)位列第四，持仓约1104.34万股，持仓市值约为24.25亿美元，占投资组合比例为7.49%，持仓数量较上季度增加3.35%。英伟达(NVDA.US)位列第五，持仓约1170.98万股，持仓市值约为21.85亿美元，占投资组合比例为6.75%，持仓数量无变化。值得一提的是，Meta从第二季度持仓的头号重仓股跌至第六。老虎环球在第三季度减持Meta 471万股，大砍持仓62.58%。老虎环球Q3建仓了奈飞(NFLX.US)、先买后付公司 Klarna (KLAR.US)、MongoDB(MDB.US)等个股，新增20.2万股奈飞股票，持仓占比为0.75%。同时，该基金清仓了CrowdStrike(CRWD.US)、震坤行(ZKH.US)，并同时清仓减肥药双雄礼来(LLY.US)和诺和诺德(NVO.US)，售出151万股礼来股票及127万股诺和诺德股票。第三季度，老虎环球分别增持亚马逊、博通35.8万股、18.6万股，持仓分别上升3.35%、6.9%。除大幅减持Meta外，该基金Q3还分别减持了Reddit(RDDT.US)、Zillow(Z.US)148万股、118万股，持仓分别下降24.01%、19.01%。从持仓比例变化来看，前五大买入标的分别是：博通、奈飞、亚马逊、GE Vernova(GEV.US)、Coupang(CPNG.US)。前五大卖出标的包括：Meta、礼来、Sherwin-Williams(SHW.US)、CrowdStrike、诺和诺德。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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