Burns Matteson Capital Management, LLC TIGR UP FINTECH HLDG LTD SPONSORED ADS

Ownership history in Burns Matteson Capital Management, LLC  ·  5 quarters on record

AI Ownership Summary

Burns Matteson Capital Management, LLC reported UP FINTECH HLDG LTD SPONSORED ADS (TIGR) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.13% in 2025 Q3. The latest visible filing shows TIGR at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TIGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Burns Matteson Capital Management, LLC's position in UP FINTECH HLDG LTD SPONSORED ADS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TIGR was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Burns Matteson Capital Management, LLC held TIGR — position size vs. price
% of Fund (quarterly)    TIGR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 34,270 +3,242 +10.4% 0.11% $328K 2026-01-15 $9.25
2025 Q3 ADDED 31,028 +4,909 +18.8% 0.13% $331K 2025-10-16 $9.39
2025 Q2 ADDED 26,119 +7,799 +42.6% 0.12% $252K 2025-07-15 $10.26
2025 Q1 ADDED 18,320 +4,201 +29.8% 0.08% $157K 2025-05-02 $8.90
2024 Q4 INITIATED 14,119 0.05% $91K 2025-01-29 $6.82

FAQ About Burns Matteson Capital Management, LLC and TIGR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Burns Matteson Capital Management, LLC reported owning TIGR?

Burns Matteson Capital Management, LLC reported TIGR across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported TIGR position in Burns Matteson Capital Management, LLC's portfolio?

The largest reported portfolio weight for TIGR was 0.13% in 2025 Q3.

What is the latest reported TIGR position on this page?

The most recent filing on this page is 2025 Q4, when Burns Matteson Capital Management, LLC reported 34,270 shares, equal to 0.11% of portfolio, with an estimated market value of $328K.

What does the chart on this TIGR ownership page compare?

The chart compares Burns Matteson Capital Management, LLC's quarterly TIGR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Burns Matteson Capital Management, LLC time their TIGR position?

Based on 13F filing dates vs. subsequent TIGR price moves, Burns Matteson Capital Management, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on TIGR relative to SPY over the holding period was +17.3%.

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