1y return+15.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $121 against $127 in the S&P 500.2
TigerOak Management, L.L.C.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $45.6M | 12.8% | −3.9% |
| DGRWWisdomtree Tr | $27.8M | 7.8% | −1.8% |
| AAPLApple Inc | $27.5M | 7.7% | −1.4% |
| JEPIJ P Morgan Exchange Traded F | $21.8M | 6.1% | |
| SDYSpdr Series Trust | $18.9M | 5.3% | |
| MSFTMicrosoft Corp | $16.6M | 4.7% | |
| AMZNAmazon Com Inc | $14.9M | 4.2% | |
| GOOGLAlphabet Inc | $14.8M | 4.2% | −1.7% |
| RSPInvesco Exchange Traded Fd T | $9.8M | 2.8% | +1.9% |
| MUMicron Technology Inc | $7.6M | 2.1% | +8.3% |
| JPMJpmorgan Chase & Co | $7.5M | 2.1% | |
| RSPNInvesco Exchange Traded Fd T | $7.1M | 2.0% | −2.2% |
| GLDSpdr Gold Tr | $6.9M | 1.9% | −1.1% |
| GOOGAlphabet Inc | $6.8M | 1.9% | −5.2% |
| BKLNInvesco Exch Traded Fd Tr II | $6.5M | 1.8% | +1.2% |
| BRK/ABerkshire Hathaway Inc Del | $6.0M | 1.7% | |
| GSGoldman Sachs Group Inc | $4.5M | 1.3% | |
| ITAIshares Tr | $4.4M | 1.2% | +1.5% |
| KCESpdr Series Trust | $4.3M | 1.2% | +1.7% |
| BUGGlobal X Fds | $3.8M | 1.1% | +1.3% |
| JNJJohnson & Johnson | $3.4M | 1.0% | |
| SHYGIshares Tr | $2.8M | 0.8% | +38.1% |
| GSLCGoldman Sachs Etf Tr | $2.5M | 0.7% | |
| Linde PLCCUSIP G54950103 | $2.5M | 0.7% | |
| URIUnited Rentals Inc | $2.2M | 0.6% | −5.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2024 | +380.9% | $1.6M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $14.8M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $6.8M |
| GSGoldman Sachs Group Inc | December 31, 2024 | +76.6% | $4.5M |
| JNJJohnson & Johnson | December 31, 2024 | +75.6% | $3.4M |
| ITAIshares Tr | December 31, 2024 | +66.8% | $4.4M |
| MSMorgan Stanley | December 31, 2024 | +66.3% | $1.7M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $2.1M |
| URIUnited Rentals Inc | December 31, 2024 | +60.8% | $2.2M |
| GLDSpdr Gold Tr | December 31, 2024 | +52.1% | $6.9M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $754K
- ACESAlps Etf Tr was $289K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.1% | +14.8% |
| March 31, 2026 | −4.6% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +9.5% | +7.8% |
| June 30, 2025 | +10.7% | +10.5% |
| March 31, 2025 | −5.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: TigerOak Management, L.L.C. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2052586&type=13F-HR&dateb=&owner=include&count=40CIK 2052586
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2052586/000195175726001226/Filed August 11, 2026 · accession 0001951757-26-001226