Latticework
Chase Coleman

Chase Coleman's 2024Q4 portfolio

Chase Coleman (Tiger Global Management) held 27 positions as of Dec 31, 2024, with the largest position at 16.5% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but 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 Dec 31, 2024 (27)

  1. 1METAMeta Platforms Inc-class A
    % port
    16.5%
    -1.7pp vs prior Qnow 7.7%
  2. 2MSFTMicrosoft Corp
    % port
    8.5%
    -1.3pp vs prior Qnow 4.1%
  3. 3APOApollo Global Management Inc
    % port
    7.7%
    +1.1pp vs prior Qnow 1.6%
  4. 4GOOGLAlphabet Inc-cl A
    % port
    7.4%
    now 13.4%
  5. 5SESea Ltd-adr
    % port
    6.4%
    now 5.6%
  6. 6AMZNAmazon.com Inc
    % port
    5.3%
    +0.2pp vs prior Qnow 9.1%
  7. 7NVDANvidia Corp
    % port
    4.9%
    -0.1pp vs prior Qnow 9.2%
  8. 8TTWOTake-two Interactive Softwre
    % port
    4.1%
    +0.2pp vs prior Qnow 1.7%
  9. 9TSMTaiwan Semiconductor-sp Adr
    % port
    2.7%
    now 8.2%
  10. 10NOWServicenow Inc
    % port
    2.3%
    +0.1pp vs prior Qnow 0.7%
  11. 11SPOTSpotify Technology S A
    % port
    2.1%
    +2.1pp vs prior Qnow 3.4%
  12. 12AVGOBroadcom Inc
    % port
    1.6%
    +0.3pp vs prior Qnow 4.9%
  13. 13CPAYCorpay Inc
    % port
    1.6%
    now 2.2%
  14. 14DASHDoordash Inc - A
    % port
    1.4%
    now 0.0%
  15. 15SHWSherwin-williams Co/the
    % port
    1.3%
    +0.4pp vs prior Qnow 0.4%
  16. 16RDDTReddit Inc-cl A
    % port
    1.3%
    +1.1pp vs prior Qnow 1.5%
  17. 17LRCXLam Research Corp
    % port
    1.1%
    now 3.6%
  18. 18ZSZscaler Inc
    % port
    1.0%
  19. 19FWONKLiberty Media Corp-formula-c
    % port
    0.9%
    +0.1pp vs prior Q
  20. 20CSGPCostar Group Inc
    % port
    0.9%
    now 0.3%
  21. 21UNHUnitedhealth Group Inc
    % port
    0.8%
    -5.1pp vs prior Qnow 0.4%
  22. 22CPNGCoupang Inc
    % port
    0.7%
    +0.5pp vs prior Qnow 2.9%
  23. 23PCORProcore Technologies Inc
    % port
    0.7%
  24. 24UBERUber Technologies Inc
    % port
    0.6%
    -0.2pp vs prior Qnow 0.0%
  25. 25AMATApplied Materials Inc
    % port
    0.6%
    -0.2pp vs prior Qnow 2.5%
  26. 26NUNU Hldgs Ltd
    % port
    0.3%
    -0.7pp vs prior Qnow 0.7%
  27. 27REREAtrenew Inc
    % port
    0.1%

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.