Tiger Global Management LLC and Fidelity (FMR LLC): where the books meet
At Q2 2026, at least 31% of the two 13F books was the same, across 26 stocks both listed, against 4.7% at Q2 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.
- Q2 2013: 4.7%, 14 in both
- Q3 2013: 5.0%, 15 in both
- Q4 2013: 5.5%, 15 in both
- Q1 2014: 3.4%, 14 in both
- Q2 2014: 3.2%, 14 in both
- Q3 2014: 2.0%, 11 in both
- Q4 2014: 2.2%, 13 in both
- Q1 2015: 3.0%, 16 in both
- Q2 2015: 3.4%, 14 in both
- Q3 2015: 3.0%, 12 in both
- Q4 2015: 6.0%, 15 in both
- Q1 2016: 5.5%, 9 in both
- Q2 2016: 4.9%, 6 in both
- Q3 2016: 9.2%, 13 in both
- Q4 2016: 11%, 17 in both
- Q1 2017: 11%, 21 in both
- Q2 2017: 9.5%, 19 in both
- Q3 2017: 10%, 18 in both
- Q4 2017: 13%, 21 in both
- Q1 2018: 13%, 20 in both
- Q2 2018: 15%, 24 in both
- Q3 2018: 17%, 24 in both
- Q4 2018: 15%, 21 in both
- Q1 2019: 16%, 24 in both
- Q2 2019: 17%, 24 in both
- Q3 2019: 17%, 30 in both
- Q4 2019: 17%, 28 in both
- Q1 2020: 20%, 32 in both
- Q2 2020: 21%, 34 in both
- Q3 2020: 22%, 42 in both
- Q4 2020: 20%, 45 in both
- Q1 2021: 19%, 40 in both
- Q2 2021: 18%, 42 in both
- Q3 2021: 19%, 47 in both
- Q4 2021: 18%, 43 in both
- Q1 2022: 12%, 27 in both
- Q2 2022: 13%, 19 in both
- Q3 2022: 14%, 20 in both
- Q4 2022: 13%, 20 in both
- Q1 2023: 17%, 25 in both
- Q2 2023: 20%, 21 in both
- Q3 2023: 23%, 24 in both
- Q4 2023: 24%, 21 in both
- Q1 2024: 26%, 23 in both
- Q2 2024: 30%, 26 in both
- Q3 2024: 28%, 30 in both
- Q4 2024: 28%, 31 in both
- Q1 2025: 27%, 32 in both
- Q2 2025: 30%, 33 in both
- Q3 2025: 31%, 31 in both
- Q4 2025: 30%, 30 in both
- Q1 2026: 31%, 23 in both
- Q2 2026: 31%, 26 in both
Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.
What the overlap is made of, Q2 2026
Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.
| Stock | Tiger Global Management LLC | Fidelity (FMR LLC) |
|---|---|---|
| Nvidia Corporation(NVDA) | 9.3%Trimmed | 8.9%Added |
| Alphabet Inc(GOOGL) | 8.7%Trimmed | 3.9%Added |
| Amazon Com Inc(AMZN) | 9.6%Trimmed | 3.8%Added |
| Microsoft Corp(MSFT) | 3.5%Trimmed | 3.0%Trimmed |
| Broadcom Inc(AVGO) | 2.8%Trimmed | 2.4%Added |
| Facebook Inc(META) | 6.6%Trimmed | 2.3%Trimmed |
| Taiwan Semiconductor MFG LTD(TSM) | 9.7%Trimmed | 1.2%Trimmed |
| Ge Vernova Inc(GEV) | 3.9%Trimmed | 0.8%Trimmed |
| Advanced Micro Devices Inc(AMD) | 1.6%New | 0.6%Added |
| Visa Inc(V) | 1.1%New | 0.6%Trimmed |
| Lam Research Corp(LRCX) | 5.7%Trimmed | 0.6%Added |
| Intel Corp(INTC) | 2.5%Added | 0.6%Added |
| Unitedhealth Group Inc(UNH) | 0.5%Trimmed | 0.5%Added |
| Seagate Technology Hldngs PL(STX) | 1.1%New | 0.3%Trimmed |
| Applied Matls Inc(AMAT) | 4.9%Trimmed | 0.3%Added |
| Space Exploration Techn Corp(SPCX) | 0.3%New | 2.2%New |
| Danaher Corp Del(DHR) | 0.4%New | 0.2%Added |
| Apollo Global MGMT Inc(APO) | 1.3%Trimmed | 0.1%Added |
| Sherwin Williams Co(SHW) | 0.4%Held | 0.1%Added |
| Cerebras Systems Inc(CBRS) | 2.8%New | under 0.1%New |
and 6 smaller ones
Moved different ways in Q2 2026
Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.
- Nvidia Corporation(NVDA)Tiger Global Management LLC trimmed; Fidelity (FMR LLC) added
- Alphabet Inc(GOOGL)Tiger Global Management LLC trimmed; Fidelity (FMR LLC) added
- Amazon Com Inc(AMZN)Tiger Global Management LLC trimmed; Fidelity (FMR LLC) added
- Broadcom Inc(AVGO)Tiger Global Management LLC trimmed; Fidelity (FMR LLC) added
- Visa Inc(V)Tiger Global Management LLC started; Fidelity (FMR LLC) trimmed
- Lam Research Corp(LRCX)Tiger Global Management LLC trimmed; Fidelity (FMR LLC) added
- Unitedhealth Group Inc(UNH)Tiger Global Management LLC trimmed; Fidelity (FMR LLC) added
- Applovin Corp(APP)Tiger Global Management LLC sold out; Fidelity (FMR LLC) added
- Seagate Technology Hldngs PL(STX)Tiger Global Management LLC started; Fidelity (FMR LLC) trimmed
- Applied Matls Inc(AMAT)Tiger Global Management LLC trimmed; Fidelity (FMR LLC) added
- Apollo Global MGMT Inc(APO)Tiger Global Management LLC trimmed; Fidelity (FMR LLC) added
- Sea LTD(SE)Tiger Global Management LLC trimmed; Fidelity (FMR LLC) added
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