Chase Coleman (Tiger Global Management) portfolio and holdings
Chase ColemanGrowth investors
Known for investing in fast-growing internet and software companies, often before they go public.
This quarter's moves (Q2 2026)
In Q2 2026 (Apr–Jun), Tiger Global Management opened 9 new positions (Cerebras Systems Inc., Advanced Micro Devices, Inc., Seagate Technology Holdings plc, and others) and sold out of 17 (AppLovin Corporation, Zillow Group, Inc. Class C, Netflix, Inc., and others).
By value, the biggest additions were Intel Corp., Corpay, Inc., Block, Inc., and others, and the biggest reductions were Alphabet Inc., Broadcom Inc., Taiwan Semiconductor Manufacturing Company Limited, and others.
The largest holding is Taiwan Semiconductor Manufacturing Company Limited at 9.7% of the portfolio; the top five make up 44.0%.
Profile
Founded in 2001 by Chase Coleman, who trained at the legendary hedge fund Tiger Management. It is also known for investing in fast-growing companies before they go public.
Track record
- Made big gains from early investments in Facebook (now Meta) and Chinese internet companies
- Its flagship fund reportedly suffered heavy losses in 2022 when growth stocks plunged
Based on public statements by the investor or firm and news reports.
By sector
Holdings
Values use quarter-end prices. Changes compare with the previous quarter (end of Mar 2026).
| # | Stock | Value | Weight | Shares | Change | Change % | % of shares out |
|---|---|---|---|---|---|---|---|
| 1 | TSMTaiwan Semiconductor Manufacturing Company Limited | $2.3B | 9.72% | 4,881,008 | Reduced−684,066 | −12.3% | 0.09% |
| 2 | AMZNAmazon.com, Inc. | $2.3B | 9.62% | 9,683,558 | Reduced−316,442 | −3.2% | 0.09% |
| 3 | NVDANVIDIA Corporation | $2.2B | 9.34% | 11,198,773 | Reduced−812,979 | −6.8% | 0.05% |
| 4 | GOOGLAlphabet Inc. | $2.1B | 8.65% | 5,805,687 | Reduced−4,825,715 | −45.4% | 0.05% |
| 5 | METAMeta Platforms, Inc. | $1.6B | 6.63% | 2,823,180 | Reduced−263,684 | −8.5% | 0.11% |
| 6 | LRCXLam Research Corporation | $1.4B | 5.72% | 3,163,495 | Reduced−736,944 | −18.9% | 0.25% |
| 7 | SESea Limited | $1.2B | 5.02% | 12,559,152 | Reduced−2,856,683 | −18.5% | 2.05% |
| 8 | AMATApplied Materials, Inc. | $1.2B | 4.92% | 1,632,210 | Reduced−24,690 | −1.5% | 0.21% |
| 9 | GEVGE Vernova Inc. | $937M | 3.91% | 797,511 | Reduced−175,483 | −18.0% | 0.30% |
| 10 | MSFTMicrosoft Corporation | $846M | 3.53% | 2,266,913 | Reduced−233,087 | −9.3% | 0.03% |
| 11 | CPAYCorpay, Inc. | $716M | 2.99% | 2,149,877 | Added+397,731 | +22.7% | 3.27% |
| 12 | CBRSCerebras Systems Inc. | $663M | 2.76% | 2,999,000 | New | 1.32% | |
| 13 | AVGOBroadcom Inc. | $663M | 2.76% | 1,754,062 | Reduced−1,830,752 | −51.1% | 0.04% |
| 14 | CPNGCoupang, Inc. | $633M | 2.64% | 36,467,972 | Added+1,872,565 | +5.4% | 2.03% |
| 15 | INTCIntel Corp. | $594M | 2.48% | 4,252,690 | Added+2,613,990 | +159.5% | 0.08% |
| 16 | SPOTSpotify Technology S.A. | $538M | 2.24% | 1,171,427 | Reduced−409,334 | −25.9% | 0.57% |
| 17 | TTWOTake-Two Interactive Software, Inc. | $452M | 1.89% | 1,809,348 | Reduced−190,652 | −9.5% | 0.97% |
| 18 | RDDTReddit, Inc. | $439M | 1.83% | 2,528,819 | Added+28,819 | +1.2% | 1.31% |
| 19 | AMDAdvanced Micro Devices, Inc. | $392M | 1.63% | 674,727 | New | 0.04% | |
| 20 | XYZBlock, Inc. | $348M | 1.45% | 4,576,007 | Added+576,007 | +14.4% | 0.85% |
| 21 | APOApollo Global Management, Inc. | $322M | 1.34% | 2,723,110 | Reduced−570,224 | −17.3% | 0.46% |
| 22 | STXSeagate Technology Holdings plc | $275M | 1.15% | 285,100 | New | 0.12% | |
| 23 | VVisa Inc. | $274M | 1.14% | 798,697 | New | 0.04% | |
| 24 | MELIMercadoLibre, Inc. | $260M | 1.08% | 153,126 | Added+18,120 | +13.4% | 0.30% |
| 25 | FWONKLiberty Media Corporation | $217M | 0.90% | 2,278,555 | Reduced−403,445 | −15.0% | 0.91% |
| 26 | NUNu Holdings Ltd. | $147M | 0.61% | 11,032,555 | — | — | 0.23% |
| 27 | WLTHWealthfront Corporation | $136M | 0.57% | 15,156,877 | — | — | 9.70% |
| 28 | UNHUnitedHealth Group Incorporated | $124M | 0.52% | 297,452 | Reduced−52,993 | −15.1% | 0.03% |
| 29 | CHYMChime Financial, Inc. Class A Common Stock | $108M | 0.45% | 5,284,045 | Reduced−5,797,735 | −52.3% | 1.40% |
| 30 | EQPTEquipmentShare.com Inc. | $90M | 0.38% | 4,579,646 | — | — | 1.81% |
| 31 | SHWThe Sherwin-Williams Company | $88.5M | 0.37% | 257,083 | — | — | 0.11% |
| 32 | DHRDanaher Corporation | $86.9M | 0.36% | 456,000 | New | 0.06% | |
| 33 | NOWServiceNow, Inc. | $86.7M | 0.36% | 873,485 | Reduced−626,515 | −41.8% | 0.08% |
| 34 | SPCXSpace Exploration Technologies Corp. | $64.1M | 0.27% | 375,000 | New | 0.00% | |
| 35 | BULLWebull Corporation Class A Ordinary Shares | $43.8M | 0.18% | 6,724,137 | — | — | 1.40% |
| 36 | REREATRenew Inc. | $38M | 0.16% | 9,831,218 | — | — | 2.96% |
| 37 | APLDApplied Digital Corp. | $33M | 0.14% | 885,000 | New | 0.29% | |
| 38 | CIFRCipher Mining Inc. | $22.7M | 0.09% | 927,000 | New | 0.20% | |
| 39 | CORZCore Scientific, Inc. | $20.9M | 0.09% | 817,000 | New | 0.25% | |
| 40 | UBERUber Technologies, Inc. | $10.9M | 0.05% | 151,178 | — | — | 0.01% |
| 41 | JDJD.com, Inc. | $5.1M | 0.02% | 201,500 | Reduced−142,809 | −41.5% | 0.01% |
| 42 | DASHDoorDash, Inc. | $4.7M | 0.02% | 25,337 | — | — | 0.01% |
| 43 | PONYPony AI Inc. American Depositary Shares | $2.2M | 0.01% | 310,287 | Reduced−2,589,713 | −89.3% | 0.08% |
| 44 | ARXAccelerant Holdings | $879K | 0.00% | 75,000 | — | — | 0.03% |
| 45 | GEMIGemini Space Station, Inc. | $298K | 0.00% | 70,000 | — | — | 0.06% |
| 46 | MNTNMNTN, Inc Class A | $184K | 0.00% | 20,000 | — | — | 0.03% |
Sold out
Held at the end of Mar 2026 but not at the end of Jun 2026. Value and shares are as of the previous quarter.
| Stock | Previous value | Shares |
|---|---|---|
| APPAppLovin Corporation | $398M | 1,000,000 |
| ZZillow Group, Inc. Class C | $305M | 7,368,957 |
| NFLXNetflix, Inc. | $235M | 2,439,000 |
| ZSZscaler, Inc. | $222M | 1,579,766 |
| PCORProcore Technologies, Inc. | $133M | 2,339,500 |
| LITELumentum Holdings Inc. | $96.1M | 136,800 |
| CSGPCoStar Group, Inc. | $60.5M | 1,500,000 |
| ZGZillow Group, Inc. Class A | $42.4M | 1,023,733 |
| —Robinhood Ventures Fd I | $10.6M | 400,000 |
| PAYPPayPay Corporation | $8.5M | 400,000 |
| FIGRFigure Technology Solutions, Inc. Class A Common Stock | $6.8M | 200,000 |
| NTSKNetskope, Inc. Class A Common Stock | $4.2M | 500,000 |
| XNDUXanadu Quantum Technologies Limited | $3.8M | 500,000 |
| BLSHBullish | $3.6M | 100,000 |
| ETOReToro Group Ltd. | $2.4M | 80,000 |
| —Klarna Group Plc | $2.3M | 175,000 |
| FIGFigma, Inc. | $1.3M | 60,000 |
13F portfolio value over time
Total value of the holdings reported on Form 13F at each quarter end.
FAQ
What is Chase Coleman's largest holding?
In the 13F as of the end of Jun 2026, the largest holding is Taiwan Semiconductor Manufacturing Company Limited, worth $2.3B or 9.7% of the portfolio.
What did Chase Coleman buy recently?
New positions in Q2 2026 (Apr–Jun): Cerebras Systems Inc., Advanced Micro Devices, Inc., Seagate Technology Holdings plc, Visa Inc., Danaher Corporation, and others.
What did Chase Coleman sell?
Positions sold out in Q2 2026 (Apr–Jun): AppLovin Corporation, Zillow Group, Inc. Class C, Netflix, Inc., Zscaler, Inc., Procore Technologies, Inc., and others.
How many stocks are held, and how large is the portfolio?
As of the end of Jun 2026, 46 holdings worth $24B in total (U.S.-listed securities reported on Form 13F).
When will the next holdings be disclosed?
Form 13F is due within 45 days of each quarter end. The next one is due around Nov 14, 2026, and this page updates automatically once it is filed.
Source: Form 13F filed with the U.S. Securities and Exchange Commission. This is not a recommendation to buy or sell any security.