Latticework
Chase Coleman

Chase Coleman's 2024Q2 portfolio

Chase Coleman (Tiger Global Management) held 22 positions as of Jun 30, 2024, with the largest position at 17.4% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2024 (22)

  1. 1METAMeta Platforms Inc-class A
    % port
    17.4%
    -2.4pp vs prior Qnow 7.7%
  2. 2MSFTMicrosoft Corp
    % port
    11.0%
    -1.2pp vs prior Qnow 4.1%
  3. 3GOOGLAlphabet Inc-cl A
    % port
    8.7%
    +0.2pp vs prior Qnow 13.4%
  4. 4APOApollo Global Management Inc
    % port
    6.7%
    -0.8pp vs prior Qnow 1.6%
  5. 5AMZNAmazon.com Inc
    % port
    5.6%
    -0.6pp vs prior Qnow 9.1%
  6. 6NVDANvidia Corp
    % port
    5.5%
    +0.8pp vs prior Qnow 9.2%
  7. 7UNHUnitedhealth Group Inc
    % port
    5.5%
    now 0.4%
  8. 8SESea Ltd-adr
    % port
    5.3%
    +0.9pp vs prior Qnow 5.6%
  9. 9TTWOTake-two Interactive Softwre
    % port
    4.1%
    -0.5pp vs prior Qnow 1.7%
  10. 10TSMTaiwan Semiconductor-sp Adr
    % port
    2.5%
    +0.2pp vs prior Qnow 8.2%
  11. 11NOWServicenow Inc
    % port
    2.1%
    -0.3pp vs prior Qnow 0.7%
  12. 12AVGOBroadcom Inc
    % port
    1.4%
    now 4.9%
  13. 13CPAYCorpay Inc
    % port
    1.3%
    -1.0pp vs prior Qnow 2.2%
  14. 14DASHDoordash Inc - A
    % port
    1.1%
    -0.5pp vs prior Qnow 0.0%
  15. 15NUNU Hldgs Ltd
    % port
    1.1%
    -0.1pp vs prior Qnow 0.7%
  16. 16UBERUber Technologies Inc
    % port
    1.0%
    -0.3pp vs prior Qnow 0.0%
  17. 17AMATApplied Materials Inc
    % port
    1.0%
    now 2.5%
  18. 18FWONKLiberty Media Corp-formula-c
    % port
    0.8%
    now 1.0%
  19. 19PCORProcore Technologies Inc
    % port
    0.7%
    -0.3pp vs prior Qnow 0.6%
  20. 20RDDTReddit Inc-cl A
    % port
    0.1%
    now 1.5%
  21. 21REREAtrenew Inc
    % port
    0.1%
  22. 22JDJd.com Inc-adr
    % port
    0.1%
    -0.4pp vs prior Q

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.