Chase Coleman portfolio

Tiger Global Management · 13F for Q2 2026, filed Aug 14, 2026

Tiger Global Management, Chase Coleman's firm, reported 46 positions worth $24.0B as of Jun 30, 2026. The largest were Taiwan Semiconductor Manufacturing Co Ltd (9.7%), Amazon.com, Inc. (9.6%) and NVIDIA Corporation (9.3%). Against Q1 2026: 9 new, 6 added to, 19 reduced, 17 sold out.

The filing on sec.gov · Every fund · What a 13F shows

Reported value
$24.0Bas of Jun 30
Positions
469 new, 17 sold out
Largest position
TSM9.7% of the portfolio
Top 10 positions
67%of reported value

What Chase Coleman bought

Largest 8 of 15
PositionChangeValue
Cerebras Systems IncNew$663M
AMDAdvanced Micro Devices, Inc.New$392M
INTCIntel Corp+159.5%$365M
STXSeagate Technology Holdings plcNew$275M
VVisa Inc.New$274M
CPAYCorpay, Inc.+22.7%$133M
DHRDanaher CorpNew$86.9M
Space Exploration Techn CorpNew$64.1M

What Chase Coleman sold

Largest 8 of 36
PositionChangeValue
AVGOBroadcom Inc.−51.1%$692M
APPAppLovin CorpSold out$398M
TSMTaiwan Semiconductor Manufacturing Co Ltd−12.3%$327M
LRCXLam Research Corp−18.9%$319M
ZZillow Group, Inc.Sold out$305M
Sea Ltd-Adr−18.5%$274M
NFLXNetflix IncSold out$235M
ZSZscaler, Inc.Sold out$222M

Every position, largest first

46 positions, Q2 2026
#PositionPortfolioValueSharesChange
1TSMTaiwan Semiconductor Manufacturing Co Ltd9.72%$2.3B4,881,008−12.3%
2AMZNAmazon.com, Inc.9.62%$2.3B9,683,558−3.2%
3NVDANVIDIA Corporation9.34%$2.2B11,198,773−6.8%
4GOOGLAlphabet Inc.8.65%$2.1B5,805,687—
5METAMETA Platforms, Inc.6.63%$1.6B2,823,180−8.5%
6LRCXLam Research Corp5.72%$1.4B3,163,495−18.9%
7Sea Ltd-Adr5.02%$1.2B12,559,152−18.5%
8AMATApplied Materials Inc4.92%$1.2B1,632,210−1.5%
9GEVGE Vernova Inc.3.91%$937M797,511−18.0%
10MSFTMicrosoft Corporation3.53%$846M2,266,913−9.3%
11CPAYCorpay, Inc.2.99%$716M2,149,877+22.7%
12Cerebras Systems Inc2.76%$663M2,999,000New
13AVGOBroadcom Inc.2.76%$663M1,754,062−51.1%
14CPNGCoupang, Inc.2.64%$633M36,467,972+5.4%
15INTCIntel Corp2.48%$594M4,252,690+159.5%
16SPOTSpotify Technology S.A.2.24%$538M1,171,427−25.9%
17TTWOTake Two Interactive Software Inc1.89%$452M1,809,348−9.5%
18RDDTReddit, Inc.1.83%$439M2,528,819+1.1%
19AMDAdvanced Micro Devices, Inc.1.63%$392M674,727New
20XYZBlock, Inc.1.45%$348M4,576,007+14.4%
21APOApollo Global Management, Inc.1.34%$322M2,723,110−17.3%
22STXSeagate Technology Holdings plc1.15%$275M285,100New
23VVisa Inc.1.14%$274M798,697New
24MELIMercadolibre Inc1.08%$260M153,126+13.4%
25FWONKLiberty Media Corp0.90%$217M2,278,555−15.0%
21 more positions
#PositionPortfolioValueSharesChange
26NUNU Holdings Ltd.0.61%$147M11,032,555No change
27WLTHWealthfront Corp0.57%$136M15,156,877No change
28UNHUnitedhealth Group Inc0.52%$124M297,452−15.1%
29CHYMChime Financial, Inc.0.45%$108M5,284,045−52.3%
30EQPTEquipmentShare.com Inc0.38%$90.0M4,579,646No change
31SHWSherwin Williams Co0.37%$88.5M257,083No change
32DHRDanaher Corp0.36%$86.9M456,000New
33NOWServiceNow, Inc.0.36%$86.7M873,485−41.8%
34Space Exploration Techn Corp0.27%$64.1M375,000New
35BULLWebull Corp0.18%$43.8M6,724,137No change
36REREATRenew Inc.0.16%$38.0M9,831,218No change
37APLDApplied Digital Corp.0.14%$33.0M885,000New
38CIFRCipher Digital Inc.0.09%$22.7M927,000New
39CORZCore Scientific, Inc.0.09%$20.9M817,000New
40UBERUBER Technologies, Inc0.05%$10.9M151,178No change
41JDJD.com, Inc.0.02%$5.1M201,500−41.5%
42DASHDoorDash, Inc.0.02%$4.7M25,337No change
43PONYPONY AI Inc.0.01%$2.2M310,287−89.3%
44ARXAccelerant Holdings0.00%$879K75,000No change
45GEMIGemini Space Station, Inc.0.00%$298K70,000No change
46MNTNMNTN, Inc.0.00%$184K20,000No change

What a 13F shows

This is Tiger Global Management’s Form 13F for the quarter ended Jun 30, 2026, filed with the SEC on Aug 14, 2026 as TIGER GLOBAL MANAGEMENT LLC. A 13F lists long positions in US-listed securities on the quarter’s last day: shares, convertible bonds, puts and calls. It does not list short positions, cash, private holdings or most securities listed abroad, and a position may have changed since.

Options are shown as options, never added to the shares of the stock they are written on. A change is the share count against the fund's filing for Q1 2026; the estimated value of a change uses the price the filing's own figures imply. Where a count moved with a stock split, no change is shown.

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