Chase Coleman
Tiger Global Management
Chase Coleman (Tiger Global Management) discloses a $22.85B portfolio across 54 US-listed positions in the latest 13F filing (2026Q1, filed May 15, 2026). The largest holding is GOOGL at 13.4% of the book. The biggest move of the quarter: added 49% to the TSM share count (position now $1.88B). Latticework's clone backtest puts this 13F book at -2.3%/yr vs SPY over 12.0 years.
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.
2026Q1 brief
Chase Coleman's Tiger Global repositioned aggressively around the AI infrastructure theme this quarter, with the most decisive move being a 49% add to TSM (now 8.2% of the $22.9B book, ~$1.9B), paired with an 85% surge in AMAT to 2.5% — a clear bet on semiconductor capital equipment and foundry capacity as AI buildout accelerates. AVGO was added 25% to 4.9%, further concentrating the AI-silicon exposure. On the other side, MSFT was cut 54% to 4.1%, a notable reduction in the hyperscaler that most AI bulls have held firm on, possibly reflecting valuation discipline or a preference for infrastructure over software. Tiger exited six positions entirely — FLUT, VEEV, GRAB, WDAY, and two others — suggesting a deliberate narrowing away from enterprise SaaS and consumer fintech toward hardware, semiconductors, and emerging-market e-commerce (CPNG +32%, MELI newly initiated at 1.0%). The top-5 now represents 47.6% of the book across GOOGL, NVDA, AMZN, TSM, and META — a cohesive mega-cap AI portfolio. Watch next quarter whether AMAT and TSM continue to scale into top-five positions, confirming a structural overweight to AI hardware over software.
AI-generated. Not investment advice.
In the news
all news →- Tiger Global Portfolio: Chase Coleman’s Top Holdings (2026)Hedge Fund Alpha ·
- Solid August Leaves Chase Coleman Up 45 Percent This YearInstitutional Investor ·
- Feroz DewanForbes ·
- Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock24/7 Wall St. ·
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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 |
- port13.4%val$3.06BAlphabet Inc-cl Athis Q hold·24q
- 2NVDAport9.2%val$2.09BNvidia Corpthis Q hold·13q
- 3AMZNport9.1%val$2.08BAmazon.com Incthis Q hold·40q
- 4TSMport8.2%val$1.88BTaiwan Semiconductor-sp Adrthis Q +49%·14q
- 5METAport7.7%val$1.77BMeta Platforms Inc-class Athis Q hold·38q
- 6SEport5.6%val$1.28BSea Ltd-adrthis Q hold·33q
- 7AVGOport4.9%val$1.11BBroadcom Incthis Q +25%·10q
- 8MSFTport4.1%val$925MMicrosoft Corpthis Q -54%·38q
- 9GEVport3.7%val$849MGE Vernova Incthis Q hold·5q
- 10LRCXport3.6%val$833MLam Research Corpthis Q hold·6q
- 11SPOTport3.4%val$767MSpotify Technology S Athis Q +25%·32q
- 12CPNGport2.9%val$653MCoupang Incthis Q +32%·11q
- 13AMATport2.5%val$566MApplied Materials Incthis Q +85%·9q
- 14CPAYport2.2%val$510MCorpay Incthis Q hold·9q
- 15APPport1.7%val$398MApplovin Corp-class Athis Q -23%·10q
- 16TTWOport1.7%val$395MTake-two Interactive Softwrethis Q -66%·14q
- 17APOport1.6%val$367MApollo Global Management Incthis Q -47%·17q
- 18RDDTport1.5%val$337MReddit Inc-cl Athis Q -35%·9q
- 19Zport1.3%val$305MZillow Group Inc - Cthis Q +22%·6q
- 20XYZport1.1%val$241MBlock Incthis Q -37%·16q
- 21NFLXport1.0%val$235MNetflix Incthis Q hold·23q
- 22MELIport1.0%val$233MMercadolibre Incthis Q New·10q
- 23FWONKport1.0%val$228MLiberty Media Corp-formula-cthis Q hold·9q
- 24ZSport1.0%val$222MZscaler Incthis Q hold·6q
- 25CHYMport0.9%val$208MChime Financial Inc-cl Athis Q -22%·4q
- 26NUport0.7%val$159MNU Hldgs Ltdthis Q hold·18q
- 27NOWport0.7%val$157MServicenow Incthis Q -29%·35q
- 28WLTHport0.6%val$140MWealthfront Corpthis Q hold·2q
- 29PCORport0.6%val$133MProcore Technologies Incthis Q hold·16q
- 30LITEport0.4%val$96MLumentum Holdings Incthis Q New·—1q
- 31UNHport0.4%val$95MUnitedhealth Group Incthis Q hold·8q
- 32EQPTport0.4%val$93MEquipmentshare.com Inc-athis Q New·—1q
- 33SHWport0.4%val$82MSherwin-williams Co/thethis Q hold·7q
- 34INTCport0.3%val$72MIntel Corpthis Q New·—1q
- 35CSGPport0.3%val$61MCostar Group Incthis Q -34%·6q
- 36REREport0.2%val$46MAtrenew Incthis Q hold·20q
- 37ZGport0.2%val$42MZillow Group Inc - Athis Q hold·5q
- 38G9572D103port0.1%val$32MWebull Corpthis Q hold·4q
- 39PONYport0.1%val$27MPony AI Incthis Q hold·6q
- 40UBERport<0.1%val$11MUber Technologies Incthis Q hold·28q
- 41RVIport<0.1%val$11MRobinhood Ventures Fund Ithis Q New·—1q
- 42JDport<0.1%val$10MJd.com Inc-adrthis Q hold·40q
- 43PAYPport<0.1%val$9MPaypay Corpthis Q New·—1q
- 44FIGRport<0.1%val$7MFigure Technology Solut-cl Athis Q hold·3q
- 45NTSKport<0.1%val$4MNetskope Inc-cl Athis Q hold·3q
- 46XNDUport<0.1%val$4MXanadu Quantum Technolo-cl Bthis Q New·—1q
- 47DASHport<0.1%val$4MDoordash Inc - Athis Q hold·19q
- 48G16910120port<0.1%val$4MBullishthis Q hold·3q
- 49G32089107port<0.1%val$2MEtoro Group Ltdthis Q hold·4q
- 50G5279N105port<0.1%val$2MKlarna Group Plcthis Q hold·3q
- 51FIGport<0.1%val$1MFigma Inc-cl Athis Q hold·3q
- 52G00894108port<0.1%val$1MAccelerant Holdingsthis Q hold·3q
- 53GEMIport<0.1%val$309KGemini Space Station Inc-athis Q hold·3q
- 54MNTNport<0.1%val$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
Frequently asked questions
- What stocks does Chase Coleman own?
- As of 2026Q1, Chase Coleman's 13F discloses 54 positions worth $22.85B. The top five holdings: GOOGL (13.4%), NVDA (9.2%), AMZN (9.1%), TSM (8.2%), META (7.7%). 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 2026Q1, the filing shows 7 new positions and 6 additions to existing holdings. The largest positions touched by buying: TSM, AVGO, SPOT, CPNG, AMAT.
- How big is Chase Coleman's portfolio?
- $22.85B across 54 positions per the latest 13F (filed May 15, 2026). The top five holdings account for 48% of the disclosed book.
Explore more
Long US equity 13F-HR filings only — no shorts, no derivatives. SEC filings at EDGAR (CIK 0001167483). Not investment advice.