TigerOak Management, L.L.C. — 13F Holdings & Portfolio

CIK 2052586 · latest 13F-HR filed 2026-08-11

TigerOak Management, L.L.C. manages $356.0M in 13F-reported U.S. long-equity assets across 139 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (12.80%), DGRW (7.82%), AAPL (7.73%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 2, added to 68, and trimmed 28.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
25 MUSIC SQUARE EAST
SUITE 200
NASHVILLE, TN 37203
Phone
(505) 361-2223
Filing Manager
TigerOak Management, L.L.C.
NASHVILLE, TN
Signatory
Joshalyn Baca
Chief Compliance Officer
Loading holdings…
AUM

$356.0M

Long-equity book

Holdings

139

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+15 / −2 / ↑68 / ↓28

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$5.5M +270.1%
  • NVIDIA CORPORATION$4.2M +10.2%
  • APPLE INC$3.1M +12.5%
  • ALPHABET INC$2.7M +22.1%
  • AMAZON COM INC$1.9M +14.2%
Show all 68

Top Trims

  • SPDR GOLD TR-$1.3M -15.4%
  • CME GROUP INC-$786.7K -27.0%
  • CHEVRON CORPORATION-$363.9K -18.7%
  • GRAYSCALE BITCOIN MINI TR ET-$335.2K -23.3%
  • DANAHER CORP DEL-$311.7K -33.5%
Show all 28

New Positions

  • SPACE EXPLORATION TECHN CORP$1.6M
  • SYMBOTIC INC$388.4K
  • HONEYWELL INTL INC$363.6K
  • HONEYWELL AEROSPACE INC$359.3K
  • ARISTA NETWORKS INC$356.9K
Show all 15

Exited Positions

  • HONEYWELL INTL INC$753.8K
  • ALPS ETF TR$288.9K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $45.6M 12.80% 227,718 SH
2 WISDOMTREE TR DGRW 97717X669 $27.8M 7.82% 291,189 SH
3 APPLE INC AAPL 037833100 $27.5M 7.73% 95,112 SH
4 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $21.8M 6.13% 386,664 SH
5 SPDR SERIES TRUST SDY 78464A763 $18.9M 5.31% 124,183 SH
6 MICROSOFT CORP MSFT 594918104 $16.6M 4.68% 44,620 SH
7 AMAZON COM INC AMZN 023135106 $14.9M 4.20% 62,683 SH
8 ALPHABET INC GOOGL 02079K305 $14.8M 4.17% 41,507 SH
9 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $9.8M 2.76% 46,152 SH
10 MICRON TECHNOLOGY INC MU 595112103 $7.6M 2.13% 6,578 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $7.5M 2.09% 22,761 SH
12 INVESCO EXCHANGE TRADED FD T RSPN 46137V324 $7.1M 1.99% 110,743 SH
13 SPDR GOLD TR GLD 78463V107 $6.9M 1.94% 18,780 SH
14 ALPHABET INC GOOG 02079K107 $6.8M 1.92% 19,328 SH
15 INVESCO EXCH TRADED FD TR II BKLN 46138G508 $6.5M 1.83% 319,165 SH
16 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $6.0M 1.68% 8 SH
17 GOLDMAN SACHS GROUP INC GS 38141G104 $4.5M 1.28% 4,492 SH
18 ISHARES TR ITA 464288760 $4.4M 1.23% 18,136 SH
19 SPDR SERIES TRUST KCE 78464A771 $4.3M 1.19% 28,881 SH
20 GLOBAL X FDS BUG 37954Y384 $3.8M 1.07% 100,071 SH
21 JOHNSON & JOHNSON JNJ 478160104 $3.4M 0.97% 13,577 SH
22 ISHARES TR SHYG 46434V407 $2.8M 0.78% 65,092 SH
23 GOLDMAN SACHS ETF TR GSLC 381430503 $2.5M 0.72% 17,949 SH
24 LINDE PLC LIN G54950103 $2.5M 0.69% 4,756 SH
25 UNITED RENTALS INC URI 911363109 $2.2M 0.62% 1,933 SH
26 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.2M 0.61% 2,890 SH
27 CME GROUP INC CME 12572Q105 $2.1M 0.60% 9,613 SH
28 BROADCOM INC AVGO 11135F101 $2.1M 0.59% 5,520 SH
29 INVESCO QQQ TR QQQ 46090E103 $1.9M 0.54% 2,605 SH
30 TJX COS INC NEW TJX 872540109 $1.9M 0.53% 12,375 SH
31 MARVELL TECHNOLOGY INC MRVL 573874104 $1.7M 0.47% 5,657 SH
32 MORGAN STANLEY MS 617446448 $1.7M 0.47% 8,053 SH
33 BLACKROCK INC BLK 09290D101 $1.7M 0.47% 1,736 SH
34 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $1.6M 0.46% 36,131 SH
35 MCDONALDS CORP MCD 580135101 $1.6M 0.46% 6,042 SH
36 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $1.6M 0.46% 9,511 SH
37 ADVANCED MICRO DEVICES INC AMD 007903107 $1.6M 0.45% 2,744 SH
38 CHEVRON CORPORATION CVX 166764100 $1.6M 0.44% 9,529 SH
39 VISA INC V 92826C839 $1.4M 0.39% 4,064 SH
40 CHUBB LIMITED CB H1467J104 $1.3M 0.38% 3,961 SH
41 WISDOMTREE TR DLN 97717W307 $1.3M 0.36% 13,325 SH
42 HOME DEPOT INC HD 437076102 $1.3M 0.36% 3,595 SH
43 UBER TECHNOLOGIES INC UBER 90353T100 $1.2M 0.33% 16,088 SH
44 VERTIV HOLDINGS CO VRT 92537N108 $1.1M 0.32% 3,382 SH
45 DELL TECHNOLOGIES INC DELL 24703L202 $1.1M 0.32% 2,617 SH
46 GRAYSCALE BITCOIN MINI TR ET BTC 389930207 $1.1M 0.31% 42,643 SH
47 ALTRIA GROUP INC MO 02209S103 $1.1M 0.31% 15,328 SH
48 COCA COLA CO KO 191216100 $1.1M 0.31% 13,501 SH
49 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $1.1M 0.31% 17,846 SH
50 NEXTERA ENERGY INC NEE 65339F101 $1.1M 0.30% 12,345 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $356.0M 139 0001951757-26-001226
2026-03-31 2026-04-21 $317.5M 126 0001951757-26-000683
2025-12-31 2026-01-21 $327.9M 122 0001951757-26-000235