TigerOak Management, L.L.C.
Filing Date
Global Rank
#3,896
/ 8,232
▲ 99
Top Industry
Semiconductors
26.3%
3Y Alpha vs SPY
+1.2%
Period ended 3 months ago
Filed Apr 21, 2026 · 55d
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
+25.2%
SPY
+23.4%
Annualised alpha
+1.2%
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 | |
| MDT | Medtronic plc | −40 | 4,165 | $360,897 | |
| PEP | Pepsico Inc | −40 | 2,628 | $408,102 | |
| ICE | Intercontinental Exchange, Inc. | −40 | 8,391 | $1,319,736 | |
| 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 | |
| UNP | Union Pacific Corp | −17 | 3,155 | $765,466 | |
| URI | United Rentals, Inc. | −17 | 2,048 | $1,492,090 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
4 positions ·
$13,389,492 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 42,235 | $12,145,096 | 90.71% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 5,798 | $558,811 | 4.17% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 3,697 | $355,466 | 2.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 577 | $330,119 | 2.47% |