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CIK: 0002052586
Total reported value
$356.0M
$356.0M
117 檔
39.8%
The Q3 2025 SEC filing reveals that TigerOak Management, L.L.C. held a total portfolio value of $356.0M, covering 117 public equity positions.
In Q3 2025, TigerOak Management, L.L.C. displayed an active expansion posture, initiating 10 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 14.00% | -0.22% | -1.77% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 8.37% | -0.38% | +0.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.83% | +0.02% | -1.47% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.16% | -0.55% | +0.37% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 6.64% | -0.71% | +0.85% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 5.46% | -0.39% | -0.04% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.19% | +0.08% | +1.02% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.25% | +0.34% | +0.31% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.61% | +0.02% | +1.63% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.21% | -0.01% | -0.09% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 2.16% | -0.63% | +0.31% | |
| 12 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.07% | -0.06% | -0.77% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.87% | -0.13% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | +0.08% | +0.08% | |
| 15 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.47% | -0.20% | +39.77% | |
| 16 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 1.36% | -0.04% | +0.86% | |
| 17 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.22% | +0.01% | -5.38% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.09% | +0.09% | +0.94% | |
| 19 | BUG | Global X Cybersecurity ETF | ETF-Other | 1.06% | +0.29% | +0.84% | |
| 20 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.02% | -0.14% | — | |
| 21 | CME | Cme Group Inc | Stock-Financials | 0.84% | -0.32% | -1.41% | |
| 22 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.78% | +0.01% | — | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.07% | +1.78% | |
| 24 | LIN | Linde plc | Stock-Materials | 0.71% | -0.06% | -0.19% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 0.64% | -0.06% | +1.09% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | +0.02% | -2.90% | |
| 27 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.63% | -0.14% | +449.75% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 0.63% | -0.09% | -3.74% | |
| 29 | URI | United Rentals Inc | Stock-Industrials | 0.61% | +0.15% | +1.42% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.13% | +2.17% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.56% | -0.09% | — | |
| 32 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.51% | -0.09% | -0.00% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.05% | — | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | +0.08% | +18.25% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.02% | — | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.44% | -0.13% | — | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.44% | -0.08% | -4.76% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | — | +2.88% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.17% | +2.52% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.39% | +0.06% | — | |
| 41 | AMT | American Tower CORP | Stock-Real Estate | 0.36% | -0.05% | +2.41% | |
| 42 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.36% | -0.01% | +14.15% | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.35% | -0.03% | — | |
| 44 | MU | Micron Technology Inc | Stock-Tech | 0.34% | +1.48% | -1.93% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.33% | -0.03% | — | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.30% | -0.12% | — | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.29% | -0.01% | +7.54% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.29% | -0.07% | +3.21% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.04% | -6.76% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.29% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.8% | -1.77% | Trim |
| 2 | MSFT | Microsoft CORP | +0.8% | +0.37% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | +0.31% | Add |
| 4 | BTC | Grayscale Bitcoin Mini ETF | +0.5% | +449.75% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +0.08% | Trim |
| 6 | GS | Goldman Sachs Group Inc | +0.3% | +0.94% | Add |
| 7 | BKLN | Invesco Senior Loan ETF | +0.3% | +39.77% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | +18.25% | Add |
| 9 | ETHE | Grayscale Ethereum Staking E | +0.2% | -0.00% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -0.09% | Add |
| 11 | ORCL | Oracle CORP | +0.2% | +48.36% | Add |
| 12 | URI | United Rentals Inc | +0.1% | +1.42% | Add |
| 13 | ITA | Ishares U.s. Aerospace & Def | +0.1% | -5.38% | Trim |
| 14 | MU | Micron Technology Inc | +0.1% | -1.93% | Trim |
| 15 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | — | Unchanged |
| 16 | MO | Altria Group Inc | +0.1% | +7.54% | Add |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | -12.02% | Trim |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | Add |
| 19 | MS | Morgan Stanley | 0% | — | Unchanged |
| 20 | UBER | Uber Technologies Inc | 0% | -3.74% | Trim |
| 21 | GLD | Spdr Gold Shares | — | +0.31% | Add |
| 22 | BLK | Blackrock Inc | — | +1.09% | Add |
| 23 | TJX | Tjx Companies Inc | 0% | — | Trim |
| 24 | KCE | Ss Spdr S&p Cap Mkts ETF | 0% | +0.86% | Trim |
| 25 | GSLC | Goldman Activebeta US Lc ETF | 0% | — | Trim |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.90% | Trim |
| 27 | JNJ | Johnson & Johnson | -0.1% | +1.78% | Add |
| 28 | RSP | Invesco S&p 500 Equal Weight | -0.1% | +1.63% | Add |
| 29 | BUG | Global X Cybersecurity ETF | -0.2% | +0.84% | Add |
| 30 | AMZN | Amazon.com Inc | -0.2% | +1.02% | Add |
| 31 | RSPN | Invesco S&p 500 Equal Weight | -0.2% | -0.77% | Trim |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | -0.6% | — | Unchanged |
| 33 | AAPL | Apple Inc | -0.7% | -1.47% | Trim |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | -0.7% | +0.51% | Add |
| 35 | UNH | Unitedhealth Group Inc | -0.8% | -48.65% | Trim |
| 36 | SDY | Ss Spdr S&p Dividend ETF | -1% | -0.04% | Add |
| 37 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 38 | ETH | Grayscale Ethereum Staking M | — | NEW | New buy |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | NEW | New buy |
| 40 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 41 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 42 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 43 | NEM | Newmont CORP | — | NEW | New buy |
| 44 | MPWR | Monolithic Power Systems Inc | — | NEW | New buy |
| 45 | CAT | Caterpillar Inc | — | NEW | New buy |
| 46 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 47 | GLW | Corning Inc | — | NEW | New buy |
| 48 | DELL | Dell Technologies -c | — | NEW | New buy |
| 49 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 50 | CVS | Cvs Health CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, TigerOak Management, L.L.C. reported a total U.S. public equity portfolio value of $356.0M across 117 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, DGRW, AAPL) accounted for 39.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
ETH
市值: $676.8K
Top Position Liquidated / Trimmed
PFE
前期市值: $722.1K
During Q3 2025, TigerOak Management, L.L.C.'s top holdings by market value included NVDA (14.0%)、DGRW (8.4%)、AAPL (7.8%). The largest single position, NVDA, represented 14.0% of total portfolio value.
In Q3 2025, TigerOak Management, L.L.C. made 47 total portfolio adjustments, initiating 10 new buys, adding to 19 positions, trimming 14 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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