Chase Coleman portfolio & holdings
Tiger Global Management
Historical clone performance and limitations
Chase Coleman (Tiger Global Management) discloses a $23.98B portfolio across 46 US-listed positions in the latest 13F filing (2026Q2, filed Aug 14, 2026). The largest holding is TSM at 9.7% of the book.
A material reported change · Q2 2026
Chase Coleman reduced reported GOOGL shares by 45.4%.
Holdings as of Jun 30, 2026 · filed Aug 14, 2026. Position at period end: 8.7% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
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Holdings (46) · click any column to sort
| #↑ | Ticker | Issuer | % Port. | This Q | History | Value |
|---|---|---|---|---|---|---|
| 1 | TSM | 9.7% | $2.33B | |||
| 2 | AMZN | 9.6% | $2.31B | |||
| 3 | NVDA | 9.3% | $2.24B | |||
| 4 | GOOGL | 8.7% | $2.07B | |||
| 5 | META | 6.6% | $1.59B | |||
| 6 | LRCX | 5.7% | $1.37B | |||
| 7 | SE | 5.0% | $1.20B | |||
| 8 | AMAT | 4.9% | $1.18B | |||
| 9 | GEV | 3.9% | $937M | |||
| 10 | MSFT | 3.5% | $846M | |||
| 11 | CPAY | 3.0% | $716M | |||
| 12 | CBRS | 2.8% | $663M | |||
| 13 | AVGO | 2.8% | $663M | |||
| 14 | CPNG | 2.6% | $633M | |||
| 15 | INTC | 2.5% | $594M | |||
| 16 | SPOT | 2.2% | $538M | |||
| 17 | TTWO | 1.9% | $452M | |||
| 18 | RDDT | 1.8% | $439M | |||
| 19 | AMD | 1.6% | $392M | |||
| 20 | XYZ | 1.4% | $348M | |||
| 21 | APO | 1.3% | $322M | |||
| 22 | G7997R103 | 1.1% | $275M | |||
| 23 | V | 1.1% | $274M | |||
| 24 | MELI | 1.1% | $260M | |||
| 25 | FWONK | 0.9% | $217M | |||
| 26 | NU | 0.6% | $147M | |||
| 27 | WLTH | 0.6% | $136M | |||
| 28 | UNH | 0.5% | $124M | |||
| 29 | CHYM | 0.5% | $108M | |||
| 30 | EQPT | 0.4% | $90M | |||
| 31 | SHW | 0.4% | $89M | |||
| 32 | DHR | 0.4% | $87M | |||
| 33 | NOW | 0.4% | $87M | |||
| 34 | SPCX | 0.3% | $64M | |||
| 35 | G9572D103 | 0.2% | $44M | |||
| 36 | RERE | 0.2% | $38M | |||
| 37 | APLD | 0.1% | $33M | |||
| 38 | CIFR | 0.1% | $23M | |||
| 39 | CORZ | 0.1% | $21M | |||
| 40 | UBER | <0.1% | $11M | |||
| 41 | JD | <0.1% | $5M | |||
| 42 | DASH | <0.1% | $5M | |||
| 43 | PONY | <0.1% | $2M | |||
| 44 | G00894108 | <0.1% | $879K | |||
| 45 | GEMI | <0.1% | $298K | |||
| 46 | MNTN | <0.1% | $184K |
- 1TSMport9.7%val$2.33BTaiwan Semiconductor-sp Adrthis Q hold·15q
- 2AMZNport9.6%val$2.31BAmazon.com Incthis Q hold·40q
- 3NVDAport9.3%val$2.24BNvidia Corpthis Q hold·14q
- port8.7%val$2.07BAlphabet Inc-cl Athis Q -45%·25q
- 5METAport6.6%val$1.59BMeta Platforms Inc-class Athis Q hold·39q
- 6LRCXport5.7%val$1.37BLam Research Corpthis Q hold·7q
- 7SEport5.0%val$1.20BSea Ltd-adrthis Q hold·34q
- 8AMATport4.9%val$1.18BApplied Materials Incthis Q hold·10q
- 9GEVport3.9%val$937MGE Vernova Incthis Q hold·6q
- 10MSFTport3.5%val$846MMicrosoft Corpthis Q hold·39q
- 11CPAYport3.0%val$716MCorpay Incthis Q +23%·10q
- 12CBRSport2.8%val$663MCerebras Systems Inc - Athis Q New·—1q
- 13AVGOport2.8%val$663MBroadcom Incthis Q -51%·11q
- 14CPNGport2.6%val$633MCoupang Incthis Q hold·12q
- 15INTCport2.5%val$594MIntel Corpthis Q +160%·2q
- 16SPOTport2.2%val$538MSpotify Technology S Athis Q -26%·33q
- 17TTWOport1.9%val$452MTake-two Interactive Softwrethis Q hold·15q
- 18RDDTport1.8%val$439MReddit Inc-cl Athis Q hold·10q
- 19AMDport1.6%val$392MAdvanced Micro Devicesthis Q New·—1q
- 20XYZport1.4%val$348MBlock Incthis Q hold·16q
- 21APOport1.3%val$322MApollo Global Management Incthis Q hold·18q
- 22G7997R103port1.1%val$275MSeagate Technology Hldngs PLthis Q New·—1q
- 23Vport1.1%val$274MVisa Inc-class A Sharesthis Q New·28q
- 24MELIport1.1%val$260MMercadolibre Incthis Q hold·11q
- 25FWONKport0.9%val$217MLiberty Media Corp-formula-cthis Q hold·10q
- 26NUport0.6%val$147MNU Hldgs Ltdthis Q hold·19q
- 27WLTHport0.6%val$136MWealthfront Corpthis Q hold·3q
- 28UNHport0.5%val$124MUnitedhealth Group Incthis Q hold·9q
- 29CHYMport0.5%val$108MChime Financial Inc-cl Athis Q -52%·5q
- 30EQPTport0.4%val$90MEquipmentshare.com Inc-athis Q hold·2q
- 31SHWport0.4%val$89MSherwin-williams Co/thethis Q hold·8q
- 32DHRport0.4%val$87MDanaher Corpthis Q New·—1q
- 33NOWport0.4%val$87MServicenow Incthis Q -42%·36q
- 34SPCXport0.3%val$64MSpace Exploration Techn-cl Athis Q New·—1q
- 35G9572D103port0.2%val$44MWebull Corpthis Q hold·5q
- 36REREport0.2%val$38MAtrenew Incthis Q hold·21q
- 37APLDport0.1%val$33MApplied Digital Corpthis Q New·—1q
- 38CIFRport0.1%val$23MCipher Digital Incthis Q New·—1q
- 39CORZport0.1%val$21MCore Scientific Incthis Q New·—1q
- 40UBERport<0.1%val$11MUber Technologies Incthis Q hold·29q
- 41JDport<0.1%val$5MJd.com Inc-adrthis Q -41%·40q
- 42DASHport<0.1%val$5MDoordash Inc - Athis Q hold·20q
- 43PONYport<0.1%val$2MPony AI Incthis Q -89%·7q
- 44G00894108port<0.1%val$879KAccelerant Holdingsthis Q hold·4q
- 45GEMIport<0.1%val$298KGemini Space Station Inc-athis Q hold·4q
- 46MNTNport<0.1%val$184KMntn Inc-athis Q hold·5q
2026Q2 moves, by size (35)(expand ↓)
| Ticker | Issuer | Move | % Port. | Δ Shares | Value |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc-cl A | TRIM | 8.7% | -45% | $2.07B |
| AVGO | Broadcom Inc | TRIM | 2.8% | -51% | $663M |
| SPOT | Spotify Technology S A | TRIM | 2.2% | -26% | $538M |
| CPAY | Corpay Inc | ADD | 3.0% | +23% | $716M |
| CBRS | Cerebras Systems Inc - A | NEW | 2.8% | +100% | $663M |
| INTC | Intel Corp | ADD | 2.5% | +160% | $594M |
| APP | Applovin Corp-class A | EXIT | 1.7% | -100% | $0 |
| AMD | Advanced Micro Devices | NEW | 1.6% | +100% | $392M |
| Z | Zillow Group Inc - C | EXIT | 1.3% | -100% | $0 |
| G7997R103 | Seagate Technology Hldngs PL | NEW | 1.1% | +100% | $275M |
| V | Visa Inc-class A Shares | NEW | 1.1% | +100% | $274M |
| NFLX | Netflix Inc | EXIT | 1.0% | -100% | $0 |
| ZS | Zscaler Inc | EXIT | 1.0% | -100% | $0 |
| CHYM | Chime Financial Inc-cl A | TRIM | 0.5% | -52% | $108M |
| NOW | Servicenow Inc | TRIM | 0.4% | -42% | $87M |
| PCOR | Procore Technologies Inc | EXIT | 0.6% | -100% | $0 |
| LITE | Lumentum Holdings Inc | EXIT | 0.4% | -100% | $0 |
| DHR | Danaher Corp | NEW | 0.4% | +100% | $87M |
| SPCX | Space Exploration Techn-cl A | NEW | 0.3% | +100% | $64M |
| CSGP | Costar Group Inc | EXIT | 0.3% | -100% | $0 |
| ZG | Zillow Group Inc - A | EXIT | 0.2% | -100% | $0 |
| APLD | Applied Digital Corp | NEW | 0.1% | +100% | $33M |
| PONY | Pony AI Inc | TRIM | <0.1% | -89% | $2M |
| CIFR | Cipher Digital Inc | NEW | 0.1% | +100% | $23M |
| CORZ | Core Scientific Inc | NEW | 0.1% | +100% | $21M |
| RVI | Robinhood Ventures Fund I | EXIT | <0.1% | -100% | $0 |
| JD | Jd.com Inc-adr | TRIM | <0.1% | -41% | $5M |
| PAYP | Paypay Corp | EXIT | <0.1% | -100% | $0 |
| FIGR | Figure Technology Solut-cl A | EXIT | <0.1% | -100% | $0 |
| NTSK | Netskope Inc-cl A | EXIT | <0.1% | -100% | $0 |
| XNDU | Xanadu Quantum Technolo-cl B | EXIT | <0.1% | -100% | $0 |
| G16910120 | Bullish | EXIT | <0.1% | -100% | $0 |
| G32089107 | Etoro Group Ltd | EXIT | <0.1% | -100% | $0 |
| G5279N105 | Klarna Group Plc | EXIT | <0.1% | -100% | $0 |
| FIG | Figma Inc-cl A | EXIT | <0.1% | -100% | $0 |
- TRIMGOOGL8.7%Alphabet Inc-cl AΔ -45%·$2.07B
- TRIMAVGO2.8%Broadcom IncΔ -51%·$663M
- TRIMSPOT2.2%Spotify Technology S AΔ -26%·$538M
- ADDCPAY3.0%Corpay IncΔ +23%·$716M
- NEWCBRS2.8%Cerebras Systems Inc - AΔ +100%·$663M
- ADDINTC2.5%Intel CorpΔ +160%·$594M
- EXITAPP1.7%Applovin Corp-class AΔ -100%·$0
- NEWAMD1.6%Advanced Micro DevicesΔ +100%·$392M
- EXITZ1.3%Zillow Group Inc - CΔ -100%·$0
- NEWG7997R1031.1%Seagate Technology Hldngs PLΔ +100%·$275M
- NEWV1.1%Visa Inc-class A SharesΔ +100%·$274M
- EXITNFLX1.0%Netflix IncΔ -100%·$0
- EXITZS1.0%Zscaler IncΔ -100%·$0
- TRIMCHYM0.5%Chime Financial Inc-cl AΔ -52%·$108M
- TRIMNOW0.4%Servicenow IncΔ -42%·$87M
- EXITPCOR0.6%Procore Technologies IncΔ -100%·$0
- EXITLITE0.4%Lumentum Holdings IncΔ -100%·$0
- NEWDHR0.4%Danaher CorpΔ +100%·$87M
- NEWSPCX0.3%Space Exploration Techn-cl AΔ +100%·$64M
- EXITCSGP0.3%Costar Group IncΔ -100%·$0
- EXITZG0.2%Zillow Group Inc - AΔ -100%·$0
- NEWAPLD0.1%Applied Digital CorpΔ +100%·$33M
- TRIMPONY<0.1%Pony AI IncΔ -89%·$2M
- NEWCIFR0.1%Cipher Digital IncΔ +100%·$23M
- NEWCORZ0.1%Core Scientific IncΔ +100%·$21M
- EXITRVI<0.1%Robinhood Ventures Fund IΔ -100%·$0
- TRIMJD<0.1%Jd.com Inc-adrΔ -41%·$5M
- EXITPAYP<0.1%Paypay CorpΔ -100%·$0
- EXITFIGR<0.1%Figure Technology Solut-cl AΔ -100%·$0
- EXITNTSK<0.1%Netskope Inc-cl AΔ -100%·$0
- EXITXNDU<0.1%Xanadu Quantum Technolo-cl BΔ -100%·$0
- EXITG16910120<0.1%BullishΔ -100%·$0
- EXITG32089107<0.1%Etoro Group LtdΔ -100%·$0
- EXITG5279N105<0.1%Klarna Group PlcΔ -100%·$0
- EXITFIG<0.1%Figma Inc-cl AΔ -100%·$0
About Chase Coleman
Chase Coleman founded Tiger Global Management in 2001 after training under Julian Robertson at Tiger Management, making him one of the more prominent "Tiger Cubs" whose careers trace directly to Robertson's analyst program. Tiger Global runs two distinct strategies — a long/short public equity hedge fund and a private venture/growth-equity fund — and the 13F captures only the long side of the public book, which means the short portfolio, a historically meaningful source of alpha (and, during 2022's growth-equity drawdown, a meaningful source of loss), is entirely invisible to outside observers. The current 13F shows 54 positions with nearly half the disclosed long book concentrated in five mega-cap technology and semiconductor names — GOOGL, NVDA, AMZN, TSM, and META — reflecting a style best described as growth-at-scale rather than classic value. Readers should weight the filing accordingly: Tiger Global's reported returns have been driven as much by private marks and short-side positioning as by the public longs that appear here.
2026Q2 brief
Chase Coleman's Tiger Global deployed $23.98B across 46 positions in Q2 2026 with a notable pivot deeper into semiconductors and hardware, even as it dramatically cut its mega-cap internet exposure. Most striking is the 159.5% add to INTC (now 2.5% of the book) — a contrarian bet on Intel's turnaround that few super-investors are making — paired with a new position in AMD (1.6%) and initiation of Seagate Technology (1.1%), rounding out a broad chip hardware thesis alongside top holding NVDA (9.3%) and existing positions in LRCX (5.7%) and AMAT (4.9%). The counterbalance is a sharp 45.4% trim in GOOGL (now 8.7%) and 51.1% cut in AVGO (2.8%), while exiting APP, NFLX, and ZS entirely. New positions in CBRS (2.8%) and CPAY add (+22.7%, now 3.0%) suggest Tiger is hunting in fintech infrastructure. The semiconductor hardware overweight — now spanning five names in the top 10 — is the clearest thematic statement of the quarter. Watch whether the INTC position grows further, as that would confirm Tiger is moving from a trade to a full thesis.
AI-generated. Not investment advice.
Filing history
Chase Coleman's disclosed 13F portfolio value and position count by quarter — the trajectory across every SEC filing.
| Quarter | Positions | Portfolio value |
|---|---|---|
| Q2 2026 — what changed → | 46 | $23.98B |
| Q1 2026 — what changed → | 54 | $22.85B |
| Q4 2025 — what changed → | 54 | $29.71B |
| Q3 2025 — what changed → | 56 | $32.36B |
| Q2 2025 — what changed → | 50 | $34.08B |
| Q1 2025 — what changed → | 45 | $26.59B |
| Q4 2024 holdings | 49 | $26.46B |
| Q3 2024 holdings | 45 | $23.44B |
| Q2 2024 holdings | 44 | $21.63B |
| Q1 2024 holdings | 41 | $18.30B |
| Q4 2023 holdings | 39 | $14.05B |
| Q3 2023 holdings | 48 | $13.56B |
Values as disclosed at each quarter end. Older filings on EDGAR.
Manager evidence
19 material decisions, preserved in sequence.
See what Chase Coleman bought, added, trimmed, or exited across eight quarters—plus disclosure lag, SEC sources, and observed outcomes versus SPY. No guru grade.
Open Chase Coleman's decision evidence →Frequently asked questions
- What stocks does Chase Coleman own?
- As of 2026Q2, Chase Coleman's 13F discloses 46 positions worth $23.98B. The top five holdings: TSM (9.7%), AMZN (9.6%), NVDA (9.3%), GOOGL (8.7%), META (6.6%). 13F filings cover long US-listed equities only — cash, bonds, shorts, and non-US positions are not disclosed.
- What did Chase Coleman buy this quarter?
- In 2026Q2, the filing shows 9 new positions and 2 additions to existing holdings. The largest positions touched by buying: CPAY, CBRS, INTC, AMD, V.
- How big is Chase Coleman's portfolio?
- $23.98B across 46 positions per the latest 13F (filed Aug 14, 2026). The top five holdings account for 44% of the disclosed book.
Similar portfolios
Long US equity 13F-HR filings only — no shorts, no derivatives. SEC filings at EDGAR (CIK 0001167483). Not investment advice.