Chase Coleman portfolio
Updated November 15, 2026
Chase Coleman (Tiger Global) — One of Julian Robertson's “Tiger cubs”, focused on fast-growing internet and software companies.
According to the latest 13F report that Tiger Global filed with the SEC (Q2 2026, filed August 14, 2026), its US stock portfolio is worth about $24.0B across 46 holdings. The largest positions are Taiwan Semiconductor-sp ADRTSM, Amazon.com IncAMZN, Nvidia CorpNVDA, and the top 10 make up 67% of the portfolio.
| # | Stock | Weight | Value | Change this quarter |
|---|---|---|---|---|
| 1 | Taiwan Semiconductor-sp ADRTSM | 9.7% | $2.3B | Trimmed +12% |
| 2 | Amazon.com IncAMZN | 9.6% | $2.3B | Trimmed +3% |
| 3 | Nvidia CorpNVDA | 9.3% | $2.2B | Trimmed +7% |
| 4 | Alphabet Inc-cl AGOOGL | 8.7% | $2.1B | Trimmed +45% |
| 5 | Meta Platforms Inc-class AMETA | 6.6% | $1.6B | Trimmed +9% |
| 6 | LAM Research CorpLRCX | 5.7% | $1.4B | Trimmed +19% |
| 7 | SEA Ltd-adrSE | 5.0% | $1.2B | Trimmed +19% |
| 8 | Applied Materials IncAMAT | 4.9% | $1.2B | Trimmed +1% |
| 9 | GE Vernova IncGEV | 3.9% | $937M | Trimmed +18% |
| 10 | Microsoft CorpMSFT | 3.5% | $846M | Trimmed +9% |
| 11 | Corpay IncCPAY | 3.0% | $716M | Added +23% |
| 12 | Cerebras Systems Inc - ACBRS | 2.8% | $663M | New buy |
| 13 | Broadcom IncAVGO | 2.8% | $663M | Trimmed +51% |
| 14 | Coupang IncCPNG | 2.6% | $633M | Added +5% |
| 15 | Intel CorpINTC | 2.5% | $594M | Added +160% |
| 16 | Spotify Technology S ASPOT | 2.2% | $538M | Trimmed +26% |
| 17 | Take-two Interactive SoftwreTTWO | 1.9% | $452M | Trimmed +10% |
| 18 | Reddit Inc-cl ARDDT | 1.8% | $439M | Added +1% |
| 19 | Advanced Micro DevicesAMD | 1.6% | $392M | New buy |
| 20 | Block IncXYZ | 1.5% | $348M | Added +14% |
| 21 | Apollo Global Management IncAPO | 1.3% | $322M | Trimmed +17% |
| 22 | Seagate Technology Hldngs PLSTX | 1.1% | $275M | New buy |
| 23 | Visa Inc-class A SharesV | 1.1% | $274M | New buy |
| 24 | Mercadolibre IncMELI | 1.1% | $260M | Added +13% |
| 25 | Liberty Media Corp-cFWONK | 0.9% | $217M | Trimmed +15% |
| 26 | NU Hldgs LTDNU | 0.6% | $147M | — |
| 27 | Wealthfront CorpWLTH | 0.6% | $136M | — |
| 28 | Unitedhealth Group IncUNH | 0.5% | $124M | Trimmed +15% |
| 29 | Chime Financial Inc-cl ACHYM | 0.5% | $108M | Trimmed +52% |
| 30 | Equipmentshare.com Inc-aEQPT | 0.4% | $90M | — |
| 31 | Sherwin-williams Co/theSHW | 0.4% | $89M | — |
| 32 | Danaher CorpDHR | 0.4% | $87M | New buy |
| 33 | Servicenow IncNOW | 0.4% | $87M | Trimmed +42% |
| 34 | Space Exploration Techn-cl ASPCX | 0.3% | $64M | New buy |
| 35 | Webull CorpBULL | 0.2% | $44M | — |
| 36 | Atrenew IncRERE | 0.2% | $38M | — |
| 37 | Applied Digital CorpAPLD | 0.1% | $33M | New buy |
| 38 | Cipher Digital IncCIFR | 0.1% | $23M | New buy |
| 39 | Core Scientific IncCORZ | 0.1% | $21M | New buy |
| 40 | Uber Technologies IncUBER | 0.0% | $11M | — |
Positions sold out
Applovin Corp-class AAPP, Zillow Group Inc - CZ, Netflix IncNFLX, Zscaler IncZS, Procore Technologies IncPCOR, Lumentum Holdings IncLITE, Costar Group IncCSGP, Zillow Group Inc - AZG, Robinhood Ventures Fund IRVI, Paypay CorpPAYP, Figure Technology Solut-cl AFIGR, Netskope Inc-cl ANTSK, Xanadu Quantum Technolo-cl BXNDU, BullishBLSH, Etoro Group LTDETOR
Frequently asked questions
What does Chase Coleman own now?
According to the latest 13F (Q2 2026), the largest holdings are Taiwan Semiconductor-sp ADRTSM, Amazon.com IncAMZN, Nvidia CorpNVDA. The full list is in the table above.
What is a 13F report?
US investment managers with more than $100 million in US stocks must list their holdings with the SEC within 45 days after each quarter ends.
Why is the data delayed?
Because 13F reports arrive up to 45 days after the quarter ends, the manager may have traded since then.
Should I copy this portfolio?
Knowing what great investors buy is a good source of ideas, but because of the delay and different goals, copying blindly is not recommended.
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