Tiger Global Management LLC and T. Rowe Price Associates Inc: where the books meet
At Q2 2026, at least 30% of the two 13F books was the same, across 30 stocks both listed, against 6.5% 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: 6.5%, 15 in both
- Q3 2013: 6.4%, 15 in both
- Q4 2013: 6.9%, 16 in both
- Q1 2014: 4.2%, 17 in both
- Q2 2014: 4.6%, 18 in both
- Q3 2014: 2.7%, 15 in both
- Q4 2014: 3.3%, 16 in both
- Q1 2015: 5.1%, 18 in both
- Q2 2015: 6.0%, 14 in both
- Q3 2015: 4.3%, 10 in both
- Q4 2015: 7.4%, 16 in both
- Q1 2016: 7.2%, 9 in both
- Q2 2016: 7.2%, 8 in both
- Q3 2016: 12%, 14 in both
- Q4 2016: 13%, 16 in both
- Q1 2017: 14%, 17 in both
- Q2 2017: 13%, 16 in both
- Q3 2017: 14%, 16 in both
- Q4 2017: 16%, 19 in both
- Q1 2018: 16%, 19 in both
- Q2 2018: 17%, 21 in both
- Q3 2018: 17%, 22 in both
- Q4 2018: 15%, 23 in both
- Q1 2019: 17%, 25 in both
- Q2 2019: 17%, 26 in both
- Q3 2019: 17%, 28 in both
- Q4 2019: 19%, 30 in both
- Q1 2020: 21%, 31 in both
- Q2 2020: 24%, 32 in both
- Q3 2020: 24%, 34 in both
- Q4 2020: 22%, 43 in both
- Q1 2021: 21%, 42 in both
- Q2 2021: 21%, 47 in both
- Q3 2021: 22%, 48 in both
- Q4 2021: 20%, 48 in both
- Q1 2022: 15%, 35 in both
- Q2 2022: 16%, 30 in both
- Q3 2022: 16%, 29 in both
- Q4 2022: 17%, 30 in both
- Q1 2023: 20%, 34 in both
- Q2 2023: 23%, 27 in both
- Q3 2023: 24%, 31 in both
- Q4 2023: 24%, 26 in both
- Q1 2024: 26%, 26 in both
- Q2 2024: 30%, 28 in both
- Q3 2024: 28%, 28 in both
- Q4 2024: 29%, 33 in both
- Q1 2025: 27%, 34 in both
- Q2 2025: 30%, 32 in both
- Q3 2025: 31%, 30 in both
- Q4 2025: 30%, 29 in both
- Q1 2026: 28%, 32 in both
- Q2 2026: 30%, 30 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 | T. Rowe Price Associates Inc |
|---|---|---|
| Nvidia Corporation(NVDA) | 9.3%Trimmed | 7.4%Trimmed |
| Alphabet Inc(GOOGL) | 8.7%Trimmed | 3.6%Added |
| Microsoft Corp(MSFT) | 3.5%Trimmed | 3.3%Trimmed |
| Broadcom Inc(AVGO) | 2.8%Trimmed | 3.1%Trimmed |
| Amazon Com Inc(AMZN) | 9.6%Trimmed | 2.6%Trimmed |
| Facebook Inc(META) | 6.6%Trimmed | 1.7%Trimmed |
| Advanced Micro Devices Inc(AMD) | 1.6%New | 2.1%Added |
| Visa Inc(V) | 1.1%New | 1.2%Trimmed |
| Lam Research Corp(LRCX) | 5.7%Trimmed | 1.1%Added |
| Applied Matls Inc(AMAT) | 4.9%Trimmed | 0.9%Added |
| Intel Corp(INTC) | 2.5%Added | 0.7%Added |
| Taiwan Semiconductor MFG LTD(TSM) | 9.7%Trimmed | 0.5%Added |
| Unitedhealth Group Inc(UNH) | 0.5%Trimmed | 1.0%Added |
| Sea LTD(SE) | 5.0%Trimmed | 0.3%Added |
| Ge Vernova Inc(GEV) | 3.9%Trimmed | 0.3%Trimmed |
| Square Inc(XYZ) | 1.5%Added | 0.3%Trimmed |
| Danaher Corp(DHR) | 0.4%New | 0.2%Trimmed |
| Mercadolibre Inc(MELI) | 1.1%Added | 0.2%Trimmed |
| 84615q103(SPCX) | 0.3%New | 0.2%New |
| Spotify Technology S A(SPOT) | 2.2%Trimmed | 0.2%Trimmed |
and 10 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.
- Alphabet Inc(GOOGL)Tiger Global Management LLC trimmed; T. Rowe Price Associates Inc added
- Visa Inc(V)Tiger Global Management LLC started; T. Rowe Price Associates Inc trimmed
- Lam Research Corp(LRCX)Tiger Global Management LLC trimmed; T. Rowe Price Associates Inc added
- Unitedhealth Group Inc(UNH)Tiger Global Management LLC trimmed; T. Rowe Price Associates Inc added
- Applied Matls Inc(AMAT)Tiger Global Management LLC trimmed; T. Rowe Price Associates Inc added
- Taiwan Semiconductor MFG LTD(TSM)Tiger Global Management LLC trimmed; T. Rowe Price Associates Inc added
- Sea LTD(SE)Tiger Global Management LLC trimmed; T. Rowe Price Associates Inc added
- Square Inc(XYZ)Tiger Global Management LLC added; T. Rowe Price Associates Inc trimmed
- Danaher Corp(DHR)Tiger Global Management LLC started; T. Rowe Price Associates Inc trimmed
- Mercadolibre Inc(MELI)Tiger Global Management LLC added; T. Rowe Price Associates Inc trimmed
- Take-two Interactive Softwar(TTWO)Tiger Global Management LLC trimmed; T. Rowe Price Associates Inc added
- Figma Inc(FIG)Tiger Global Management LLC sold out; T. Rowe Price Associates Inc added
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