TigerOak Management, L.L.C.
Filing Date
Global Rank
#4,232
/ 8,586
▼ 8
Top Industry
Semiconductors
26.3%
3Y Alpha vs SPY
+0.5%
Period ended 3 months ago
Filed Apr 21, 2026 · 56d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+26.5%
SPY
+25.8%
Annualised alpha
+0.5%
Max drawdown
−21.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
98 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.0%
−0.2 pts
Top 5
54.6%
−2.7 pts
Top 10
67.2%
−1.7 pts
HHI
802
Diversified−50
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 47.7% | $94,132,972 |
| Financial Services | 11.5% | $22,689,913 |
| Consumer Cyclical | 10.1% | $19,926,636 |
| Unclassified | 8.7% | $17,092,746 |
| Communication Services | 6.8% | $13,389,492 |
| Healthcare | 4.6% | $9,008,482 |
| Industrials | 4.1% | $8,053,367 |
| Consumer Defensive | 2.2% | $4,261,891 |
| Basic Materials | 2.0% | $3,902,977 |
| Energy | 1.3% | $2,567,666 |
| Utilities | 0.6% | $1,159,142 |
| Real Estate | 0.5% | $1,007,694 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBRX | ImmunityBio, Inc. | +55,704 | 72,368 | $555,062 | |
| BMNR | Bitmine Immersion Technologies, Inc. | +9,818 | 32,795 | $648,685 | |
| ETH | Grayscale Ethereum Staking Mini ETF | +4,238 | 32,705 | $649,521 | |
| SLV | iShares Silver Trust | +2,750 | 6,532 | $445,090 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | +2,401 | 48,077 | $1,441,829 | |
| NFLX | Netflix Inc | +1,367 | 3,697 | $355,466 | |
| MO | Altria Group, Inc. | +718 | 15,278 | $1,008,195 | |
| PLTR | Palantir Technologies Inc. | +681 | 4,790 | $700,681 | |
| MSFT | Microsoft Corp | +603 | 44,837 | $16,597,312 | |
| JNJ | Johnson & Johnson | +391 | 13,444 | $3,286,251 | |
| CVX | Chevron Corp | +373 | 9,393 | $1,943,411 | |
| AVGO | Broadcom Inc. | +313 | 5,190 | $1,606,356 | |
| AMZN | Amazon Com Inc | +305 | 62,813 | $13,082,063 | |
| SNOW | Snowflake Inc. | +288 | 2,188 | $329,994 | |
| NEE | Nextera Energy Inc | +261 | 12,480 | $1,159,142 | |
| DELL | Dell Technologies Inc. | +220 | 2,672 | $438,555 | |
| CRWD | CrowdStrike Holdings, Inc. | +124 | 1,044 | $407,588 | |
| QQQ | Invesco Qqq Trust, Series 1 | +95 | 2,687 | $1,550,882 | |
| JPM | Jpmorgan Chase & Co | +48 | 22,675 | $6,670,078 | |
| MCD | Mcdonalds Corp | +44 | 6,032 | $1,874,685 | |
| V | Visa Inc. | +40 | 4,148 | $1,253,691 | |
| GS | Goldman Sachs Group Inc | +40 | 4,471 | $3,782,421 | |
| CME | Cme Group Inc. | +33 | 9,851 | $2,909,492 | |
| CSCO | Cisco Systems, Inc. | +26 | 3,357 | $260,469 | |
| XOM | Exxon Mobil Corp | +19 | 2,133 | $361,884 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc | −805 | 18,389 | $1,322,720 | |
| AAPL | Apple Inc. | −723 | 96,416 | $24,469,416 | |
| SBUX | Starbucks Corp | −705 | 5,317 | $476,350 | |
| NVDA | Nvidia Corp | −580 | 237,003 | $41,333,323 | |
| ADBE | Adobe Inc. | −577 | 3,173 | $771,292 | |
| UNH | Unitedhealth Group Inc | −404 | 841 | $227,566 | |
| GBTC | Grayscale Bitcoin Trust ETF | −300 | 36,132 | $1,906,324 | |
| GLD | Spdr Gold Trust | −296 | 18,998 | $8,174,649 | |
| DIS | Walt Disney Co | −227 | 5,798 | $558,811 | |
| AMT | American Tower Corp /Ma/ | −213 | 5,839 | $1,007,694 | |
| META | Meta Platforms, Inc. | −79 | 577 | $330,119 | |
| BRK-B | Berkshire Hathaway Inc | −66 | 1,767 | $846,746 | |
| SPY | Spdr S&P 500 ETF Trust | −53 | 2,895 | $1,882,734 | |
| GLW | Corning Inc /Ny | −50 | 2,850 | $387,514 | |
| AMD | Advanced Micro Devices Inc | −47 | 2,828 | $575,300 | |
| MU | Micron Technology Inc | −42 | 6,072 | $2,051,364 | |
| VRT | Vertiv Holdings Co | −41 | 2,363 | $592,120 | |
| ICE | Intercontinental Exchange, Inc. | −40 | 8,391 | $1,319,736 | |
| PEP | Pepsico Inc | −40 | 2,628 | $408,102 | |
| MDT | Medtronic plc | −40 | 4,165 | $360,897 | |
| KO | Coca Cola Co | −28 | 13,503 | $1,026,903 | |
| HD | Home Depot, Inc. | −24 | 3,681 | $1,210,644 | |
| CL | Colgate Palmolive Co | −18 | 9,032 | $769,797 | |
| URI | United Rentals, Inc. | −17 | 2,048 | $1,492,090 | |
| UNP | Union Pacific Corp | −17 | 3,155 | $765,466 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
98 positions ·
$197,192,978 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 98 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVAX |
Novavax Inc
Healthcare
|
Held | 10,640 | $86,609 | 0.04% | |
| AMGN |
Amgen Inc
Healthcare
|
NEW | 576 | $202,665 | 0.10% | |
| ADI |
Analog Devices Inc
Technology
|
NEW | 641 | $203,927 | 0.10% | |
| B |
Barrick Mining Corp
Basic Materials
|
Held | 5,000 | $203,950 | 0.10% | |
| MMM |
3M Co
Industrials
|
Held | 1,430 | $207,678 | 0.11% | |
| FLEX |
Flex Ltd.
Technology
|
NEW | 3,202 | $209,602 | 0.11% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 469 | $217,236 | 0.11% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
NEW | 3,627 | $219,977 | 0.11% | |
| KLAC |
Kla Corp
Technology
|
NEW | 154 | $226,751 | 0.11% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Held | 3,541 | $227,403 | 0.12% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 841 | $227,566 | 0.12% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 1,789 | $230,387 | 0.12% | |
| NUE |
Nucor Corp
Basic Materials
|
NEW | 1,363 | $230,483 | 0.12% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Held | 4,167 | $234,643 | 0.12% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 1,655 | $243,467 | 0.12% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Reduced | 1,421 | $246,472 | 0.12% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 3,357 | $260,469 | 0.13% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 291 | $260,514 | 0.13% | |
| WMB |
Williams Companies, Inc.
Energy
|
Held | 3,605 | $262,371 | 0.13% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,627 | $326,483 | 0.17% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 2,188 | $329,994 | 0.17% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 577 | $330,119 | 0.17% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 2,806 | $337,533 | 0.17% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
Held | 315 | $344,405 | 0.17% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 3,697 | $355,466 | 0.18% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 4,165 | $360,897 | 0.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 2,133 | $361,884 | 0.18% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 633 | $382,578 | 0.19% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 2,850 | $387,514 | 0.20% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 564 | $399,571 | 0.20% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,044 | $407,588 | 0.21% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,628 | $408,102 | 0.21% | |
| ASML |
Asml Holding NV
Technology
|
Held | 324 | $427,948 | 0.22% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Held | 4,000 | $433,000 | 0.22% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 2,672 | $438,555 | 0.22% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 478 | $439,650 | 0.22% | |
| SLV |
iShares Silver Trust
|
Added | 6,532 | $445,090 | 0.23% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Held | 4,596 | $455,233 | 0.23% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 1,290 | $461,394 | 0.23% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 3,044 | $464,971 | 0.24% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 5,317 | $476,350 | 0.24% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,327 | $493,312 | 0.25% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,596 | $539,368 | 0.27% | |
| CR |
Crane Co
Industrials
|
Reduced | 3,157 | $539,847 | 0.27% | |
| IBRX |
ImmunityBio, Inc.
Healthcare
|
Added | 72,368 | $555,062 | 0.28% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 5,798 | $558,811 | 0.28% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,828 | $575,300 | 0.29% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 2,363 | $592,120 | 0.30% | |
| BMNR |
Bitmine Immersion Technologies, Inc.
Financial Services
|
Added | 32,795 | $648,685 | 0.33% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
Added | 32,705 | $649,521 | 0.33% |