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Chase Coleman
Tiger Global Management
2026Q1 · filed May 15, 202654 positions · $22.85Btop-5 48%
2026Q1 brief
Chase Coleman's Tiger Global trimmed its way through mega-cap tech while rotating deeper into semiconductors and emerging-market e-commerce in Q1 2026. The most aggressive add was AMAT (+85% to 2.5%, ~$567M), signaling strong conviction in semiconductor capital equipment amid the AI infrastructure buildout. TSM also grew significantly (+49% to 8.2%, ~$1.88B), now the fourth-largest position and a clear AI/silicon supply chain theme alongside NVDA (9.2%) and AVGO (+25% to 4.9%). Offsetting this, MSFT was cut nearly in half (-54% to 4.1%) and TTWO slashed -66%, while full exits of FLUTTER (2.9%), VEEV (1.8%), and GRAB (1.6%) shed non-core names. New positions in MELI (1.0%) and CPNG (+32%) reinforce a LatAm/Asia consumer internet theme that complements the existing SE (5.6%) stake. The portfolio's center of gravity is now unmistakably AI infrastructure hardware + emerging-market digital consumer — a more concentrated thesis than prior filings. Watch whether AMAT approaches a top-5 weight next quarter, which would confirm semiconductor equipment as a primary Tiger Global conviction trade.
AI-generated. Not investment advice.
Holdings (54) · click any column to sort
| #↑ | Ticker | Issuer | % Port. | This Q | History | Value |
|---|---|---|---|---|---|---|
| 1 | GOOGL | 13.4% | $3.06B | |||
| 2 | NVDA | 9.2% | $2.09B | |||
| 3 | AMZN | 9.1% | $2.08B | |||
| 4 | TSM | 8.2% | $1.88B | |||
| 5 | META | 7.7% | $1.77B | |||
| 6 | SE | 5.6% | $1.28B | |||
| 7 | AVGO | 4.9% | $1.11B | |||
| 8 | MSFT | 4.1% | $925M | |||
| 9 | GEV | 3.7% | $849M | |||
| 10 | LRCX | 3.6% | $833M | |||
| 11 | SPOT | 3.4% | $767M | |||
| 12 | CPNG | 2.9% | $653M | |||
| 13 | AMAT | 2.5% | $566M | |||
| 14 | CPAY | 2.2% | $510M | |||
| 15 | APP | 1.7% | $398M | |||
| 16 | TTWO | 1.7% | $395M | |||
| 17 | APO | 1.6% | $367M | |||
| 18 | RDDT | 1.5% | $337M | |||
| 19 | Z | 1.3% | $305M | |||
| 20 | XYZ | 1.1% | $241M | |||
| 21 | NFLX | 1.0% | $235M | |||
| 22 | MELI | 1.0% | $233M | |||
| 23 | FWONK | 1.0% | $228M | |||
| 24 | ZS | 1.0% | $222M | |||
| 25 | CHYM | 0.9% | $208M | |||
| 26 | NU | 0.7% | $159M | |||
| 27 | NOW | 0.7% | $157M | |||
| 28 | WLTH | 0.6% | $140M | |||
| 29 | PCOR | 0.6% | $133M | |||
| 30 | LITE | 0.4% | $96M | |||
| 31 | UNH | 0.4% | $95M | |||
| 32 | EQPT | 0.4% | $93M | |||
| 33 | SHW | 0.4% | $82M | |||
| 34 | INTC | 0.3% | $72M | |||
| 35 | CSGP | 0.3% | $61M | |||
| 36 | RERE | 0.2% | $46M | |||
| 37 | ZG | 0.2% | $42M | |||
| 38 | G9572D103 | 0.1% | $32M | |||
| 39 | PONY | 0.1% | $27M | |||
| 40 | UBER | <0.1% | $11M | |||
| 41 | RVI | <0.1% | $11M | |||
| 42 | JD | <0.1% | $10M | |||
| 43 | PAYP | <0.1% | $9M | |||
| 44 | FIGR | <0.1% | $7M | |||
| 45 | NTSK | <0.1% | $4M | |||
| 46 | XNDU | <0.1% | $4M | |||
| 47 | DASH | <0.1% | $4M | |||
| 48 | G16910120 | <0.1% | $4M | |||
| 49 | G32089107 | <0.1% | $2M | |||
| 50 | G5279N105 | <0.1% | $2M | |||
| 51 | FIG | <0.1% | $1M | |||
| 52 | G00894108 | <0.1% | $1M | |||
| 53 | GEMI | <0.1% | $309K | |||
| 54 | MNTN | <0.1% | $176K |
Sort↑
- 1GOOGL13.4%$3.06BAlphabet Inc-cl Athis Q hold·24q
- 2NVDA9.2%$2.09BNvidia Corpthis Q hold·13q
- 3AMZN9.1%$2.08BAmazon.com Incthis Q hold·40q
- 4TSM8.2%$1.88BTaiwan Semiconductor-sp Adrthis Q +49%·14q
- 5META7.7%$1.77BMeta Platforms Inc-class Athis Q hold·38q
- 6SE5.6%$1.28BSea Ltd-adrthis Q hold·33q
- 7AVGO4.9%$1.11BBroadcom Incthis Q +25%·10q
- 8MSFT4.1%$925MMicrosoft Corpthis Q -54%·38q
- 9GEV3.7%$849MGE Vernova Incthis Q hold·5q
- 10LRCX3.6%$833MLam Research Corpthis Q hold·6q
- 11SPOT3.4%$767MSpotify Technology S Athis Q +25%·32q
- 12CPNG2.9%$653MCoupang Incthis Q +32%·11q
- 13AMAT2.5%$566MApplied Materials Incthis Q +85%·9q
- 14CPAY2.2%$510MCorpay Incthis Q hold·9q
- 15APP1.7%$398MApplovin Corp-class Athis Q -23%·10q
- 16TTWO1.7%$395MTake-two Interactive Softwrethis Q -66%·14q
- 17APO1.6%$367MApollo Global Management Incthis Q -47%·17q
- 18RDDT1.5%$337MReddit Inc-cl Athis Q -35%·9q
- 19Z1.3%$305MZillow Group Inc - Cthis Q +22%·6q
- 20XYZ1.1%$241MBlock Incthis Q -37%·16q
- 21NFLX1.0%$235MNetflix Incthis Q hold·23q
- 22MELI1.0%$233MMercadolibre Incthis Q New·10q
- 23FWONK1.0%$228MLiberty Media Corp-formula-cthis Q hold·9q
- 24ZS1.0%$222MZscaler Incthis Q hold·6q
- 25CHYM0.9%$208MChime Financial Inc-cl Athis Q -22%·4q
- 26NU0.7%$159MNU Hldgs Ltdthis Q hold·18q
- 27NOW0.7%$157MServicenow Incthis Q -29%·35q
- 28WLTH0.6%$140MWealthfront Corpthis Q hold·2q
- 29PCOR0.6%$133MProcore Technologies Incthis Q hold·16q
- 30LITE0.4%$96MLumentum Holdings Incthis Q New·—1q
- 31UNH0.4%$95MUnitedhealth Group Incthis Q hold·8q
- 32EQPT0.4%$93MEquipmentshare.com Inc-athis Q New·—1q
- 33SHW0.4%$82MSherwin-williams Co/thethis Q hold·7q
- 34INTC0.3%$72MIntel Corpthis Q New·—1q
- 35CSGP0.3%$61MCostar Group Incthis Q -34%·6q
- 36RERE0.2%$46MAtrenew Incthis Q hold·20q
- 37ZG0.2%$42MZillow Group Inc - Athis Q hold·5q
- 38G9572D1030.1%$32MWebull Corpthis Q hold·4q
- 39PONY0.1%$27MPony AI Incthis Q hold·6q
- 40UBER<0.1%$11MUber Technologies Incthis Q hold·28q
- 41RVI<0.1%$11MRobinhood Ventures Fund Ithis Q New·—1q
- 42JD<0.1%$10MJd.com Inc-adrthis Q hold·40q
- 43PAYP<0.1%$9MPaypay Corpthis Q New·—1q
- 44FIGR<0.1%$7MFigure Technology Solut-cl Athis Q hold·3q
- 45NTSK<0.1%$4MNetskope Inc-cl Athis Q hold·3q
- 46XNDU<0.1%$4MXanadu Quantum Technolo-cl Bthis Q New·—1q
- 47DASH<0.1%$4MDoordash Inc - Athis Q hold·19q
- 48G16910120<0.1%$4MBullishthis Q hold·3q
- 49G32089107<0.1%$2MEtoro Group Ltdthis Q hold·4q
- 50G5279N105<0.1%$2MKlarna Group Plcthis Q hold·3q
- 51FIG<0.1%$1MFigma Inc-cl Athis Q hold·3q
- 52G00894108<0.1%$1MAccelerant Holdingsthis Q hold·3q
- 53GEMI<0.1%$309KGemini Space Station Inc-athis Q hold·3q
- 54MNTN<0.1%$176KMntn Inc-athis Q hold·4q
All activity (2026Q1)
| Ticker | Issuer | Move | % Port. | Δ Shares | Value |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | TRIM | 4.1% | -54% | $925M |
| TSM | Taiwan Semiconductor-sp Adr | ADD | 8.2% | +49% | $1.88B |
| TTWO | Take-two Interactive Softwre | TRIM | 1.7% | -66% | $395M |
| AVGO | Broadcom Inc | ADD | 4.9% | +25% | $1.11B |
| SPOT | Spotify Technology S A | ADD | 3.4% | +25% | $767M |
| APO | Apollo Global Management Inc | TRIM | 1.6% | -47% | $367M |
| RDDT | Reddit Inc-cl A | TRIM | 1.5% | -35% | $337M |
| APP | Applovin Corp-class A | TRIM | 1.7% | -23% | $398M |
| FLUT | Flutter Entmt Plc | EXIT | 2.9% | -100% | $0 |
| CPNG | Coupang Inc | ADD | 2.9% | +32% | $653M |
| AMAT | Applied Materials Inc | ADD | 2.5% | +85% | $566M |
| VEEV | Veeva Systems Inc-class A | EXIT | 1.8% | -100% | $0 |
| G4124C109 | Grab Holdings Limited | EXIT | 1.6% | -100% | $0 |
| XYZ | Block Inc | TRIM | 1.1% | -37% | $241M |
| Z | Zillow Group Inc - C | ADD | 1.3% | +22% | $305M |
| CHYM | Chime Financial Inc-cl A | TRIM | 0.9% | -22% | $208M |
| NOW | Servicenow Inc | TRIM | 0.7% | -29% | $157M |
| MELI | Mercadolibre Inc | NEW | 1.0% | +100% | $233M |
| WDAY | Workday Inc-class A | EXIT | 0.7% | -100% | $0 |
| CSGP | Costar Group Inc | TRIM | 0.3% | -34% | $61M |
| N14506104 | Elastic N V | EXIT | 0.4% | -100% | $0 |
| LITE | Lumentum Holdings Inc | NEW | 0.4% | +100% | $96M |
| EQPT | Equipmentshare.com Inc-a | NEW | 0.4% | +100% | $93M |
| INTC | Intel Corp | NEW | 0.3% | +100% | $72M |
| HNGE | Hinge Health Inc-a | EXIT | 0.3% | -100% | $0 |
| CRCL | Circle Internet Group Inc | EXIT | 0.1% | -100% | $0 |
| RVI | Robinhood Ventures Fund I | NEW | <0.1% | +100% | $11M |
| PAYP | Paypay Corp | NEW | <0.1% | +100% | $9M |
| XNDU | Xanadu Quantum Technolo-cl B | NEW | <0.1% | +100% | $4M |
- TRIMMSFT4.1%Microsoft CorpΔ -54%·$925M
- ADDTSM8.2%Taiwan Semiconductor-sp AdrΔ +49%·$1.88B
- TRIMTTWO1.7%Take-two Interactive SoftwreΔ -66%·$395M
- ADDAVGO4.9%Broadcom IncΔ +25%·$1.11B
- ADDSPOT3.4%Spotify Technology S AΔ +25%·$767M
- TRIMAPO1.6%Apollo Global Management IncΔ -47%·$367M
- TRIMRDDT1.5%Reddit Inc-cl AΔ -35%·$337M
- TRIMAPP1.7%Applovin Corp-class AΔ -23%·$398M
- EXITFLUT2.9%Flutter Entmt PlcΔ -100%·$0
- ADDCPNG2.9%Coupang IncΔ +32%·$653M
- ADDAMAT2.5%Applied Materials IncΔ +85%·$566M
- EXITVEEV1.8%Veeva Systems Inc-class AΔ -100%·$0
- EXITG4124C1091.6%Grab Holdings LimitedΔ -100%·$0
- TRIMXYZ1.1%Block IncΔ -37%·$241M
- ADDZ1.3%Zillow Group Inc - CΔ +22%·$305M
- TRIMCHYM0.9%Chime Financial Inc-cl AΔ -22%·$208M
- TRIMNOW0.7%Servicenow IncΔ -29%·$157M
- NEWMELI1.0%Mercadolibre IncΔ +100%·$233M
- EXITWDAY0.7%Workday Inc-class AΔ -100%·$0
- TRIMCSGP0.3%Costar Group IncΔ -34%·$61M
- EXITN145061040.4%Elastic N VΔ -100%·$0
- NEWLITE0.4%Lumentum Holdings IncΔ +100%·$96M
- NEWEQPT0.4%Equipmentshare.com Inc-aΔ +100%·$93M
- NEWINTC0.3%Intel CorpΔ +100%·$72M
- EXITHNGE0.3%Hinge Health Inc-aΔ -100%·$0
- EXITCRCL0.1%Circle Internet Group IncΔ -100%·$0
- NEWRVI<0.1%Robinhood Ventures Fund IΔ +100%·$11M
- NEWPAYP<0.1%Paypay CorpΔ +100%·$9M
- NEWXNDU<0.1%Xanadu Quantum Technolo-cl BΔ +100%·$4M
Long US equity 13F-HR filings only — no shorts, no derivatives. SEC filings at EDGAR (CIK 0001167483). Not investment advice.