Chase Coleman

Net selling

Tiger Global Management Llc — managed by Chase Coleman; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR

Portfolio value$22.85B（−23%）

Holdings54

Reporting quarterQ1 2026

Top holdingAlphabet Inc

Portfolio overview

Tiger Global Management Llc's most recent 13F filing, for the quarter ended 2026-03-31, reports 54 positions worth $22.85B. The top 5 holdings represent 48% of that value, a moderately concentrated portfolio.

The single largest position is Alphabet Inc at 13.4% of the portfolio, followed by Nvidia Corporation at 9.2% and Amazon Com Inc at 9.1%.

Against the prior quarter, Chase Coleman opened 7 new positions, exited 7, added to 8, and trimmed 11. The largest new buy was Mercadolibre Inc. The most notable sale was the full exit from Grab Holdings Limited.

Across all 8 quarters on file, Alphabet Inc has appeared in every filing, as has Nvidia Corporation. Alphabet Inc currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

High-conviction

Coupang IncCPNGAdding · 7q

Added for 7 straight quarters.

Nvidia CorporationNVDABig new buy

Big add last quarter — 9.2% of the book.

Taiwan Semiconductor ManufacTSMBig new buy

Big add last quarter — 8.2% of the book.

Strike-zone picks

None of Chase Coleman's tracked holdings are in the strike zone right now.

Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.

Next · is it cheap

Chase Coleman has no positions in the strike zone right now.

Browse the whole market by value band

Holdings

Security	Value	Valuation	Holders	Shares	Weight (prev→now)
Alphabet IncGOOGL	$3.06B	Above value	34	10,631,402	11.2% → 13.4%
Nvidia CorporationNVDA	$2.09B	Above value	17	12,011,752	6.9% → 9.2% ▲
Amazon Com IncAMZN	$2.08B	Above value	31	10,000,000	7.8% → 9.1% ▼
Taiwan Semiconductor ManufacTSM	$1.88B	—	21	5,565,074	3.8% → 8.2% ▲
Meta Platforms IncMETA	$1.77B	Above value	27	3,086,864	6.1% → 7.7% ▲
Sea LtdSE	$1.28B	—	7	15,415,835	6.6% → 5.6%
Broadcom IncAVGO	$1.11B	Above value	11	3,584,814	3.3% → 4.9% ▲
Microsoft CorpMSFT	$925.4M	Above value	32	2,500,000	8.9% → 4.1% ▼
Ge Vernova IncGEV	$849.3M	Above value	4	972,994	2.1% → 3.7%
Lam Research CorpLRCX	$833.4M	Above value	6	3,900,439	2.2% → 3.6%
Spotify Technology S ASPOT	$766.5M	—	9	1,580,761	2.5% → 3.4% ▲
Coupang IncCPNG	$653.2M	—	9	34,595,407	2.1% → 2.9% ▲
Applied Matls IncAMAT	$566.3M	Above value	9	1,656,900	0.8% → 2.5% ▲
Corpay IncCPAY	$509.9M	Above value	2	1,752,146	1.8% → 2.2%
Applovin CorpAPP	$398.0M	Above value	4	1,000,000	2.9% → 1.7% ▼
Take-Two Interactive SoftwarTTWO	$395.0M	—	1	2,000,000	5.0% → 1.7% ▼
Apollo Global Mgmt IncAPO	$366.9M	Above value	5	3,293,334	3.0% → 1.6% ▼
Reddit IncRDDT	$336.6M	—	3	2,500,000	3.0% → 1.5% ▼
Zillow Group IncZ	$304.9M	Above value	2	7,368,957	1.4% → 1.3% ▲
Block IncXYZ	$240.7M	Above value	2	4,000,000	1.4% → 1.1% ▼
Netflix IncNFLX	$234.5M	Above value	9	2,439,000	0.8% → 1.0%
Mercadolibre IncMELI	$233.4M	Within band	10	135,006	New · 1.0%
Liberty Media CorpFWONK	$228.0M	—	4	2,682,000	0.9% → 1.0%
Zscaler IncZS	$221.6M	—	2	1,579,766	1.2% → 1.0%
Chime Finl IncCHYM	$207.6M	—	3	11,081,780	1.2% → 0.9% ▼

Alphabet IncGOOGL
Value$3.06BValuationAbove valueHolders34Weight (prev→now)11.2% → 13.4%
Nvidia CorporationNVDA
Value$2.09BValuationAbove valueHolders17Weight (prev→now)6.9% → 9.2% ▲
Amazon Com IncAMZN
Value$2.08BValuationAbove valueHolders31Weight (prev→now)7.8% → 9.1% ▼
Taiwan Semiconductor ManufacTSM
Value$1.88BValuation—Holders21Weight (prev→now)3.8% → 8.2% ▲
Meta Platforms IncMETA
Value$1.77BValuationAbove valueHolders27Weight (prev→now)6.1% → 7.7% ▲
Sea LtdSE
Value$1.28BValuation—Holders7Weight (prev→now)6.6% → 5.6%
Broadcom IncAVGO
Value$1.11BValuationAbove valueHolders11Weight (prev→now)3.3% → 4.9% ▲
Microsoft CorpMSFT
Value$925.4MValuationAbove valueHolders32Weight (prev→now)8.9% → 4.1% ▼
Ge Vernova IncGEV
Value$849.3MValuationAbove valueHolders4Weight (prev→now)2.1% → 3.7%
Lam Research CorpLRCX
Value$833.4MValuationAbove valueHolders6Weight (prev→now)2.2% → 3.6%
Spotify Technology S ASPOT
Value$766.5MValuation—Holders9Weight (prev→now)2.5% → 3.4% ▲
Coupang IncCPNG
Value$653.2MValuation—Holders9Weight (prev→now)2.1% → 2.9% ▲
Applied Matls IncAMAT
Value$566.3MValuationAbove valueHolders9Weight (prev→now)0.8% → 2.5% ▲
Corpay IncCPAY
Value$509.9MValuationAbove valueHolders2Weight (prev→now)1.8% → 2.2%
Applovin CorpAPP
Value$398.0MValuationAbove valueHolders4Weight (prev→now)2.9% → 1.7% ▼
Take-Two Interactive SoftwarTTWO
Value$395.0MValuation—Holders1Weight (prev→now)5.0% → 1.7% ▼
Apollo Global Mgmt IncAPO
Value$366.9MValuationAbove valueHolders5Weight (prev→now)3.0% → 1.6% ▼
Reddit IncRDDT
Value$336.6MValuation—Holders3Weight (prev→now)3.0% → 1.5% ▼
Zillow Group IncZ
Value$304.9MValuationAbove valueHolders2Weight (prev→now)1.4% → 1.3% ▲
Block IncXYZ
Value$240.7MValuationAbove valueHolders2Weight (prev→now)1.4% → 1.1% ▼
Netflix IncNFLX
Value$234.5MValuationAbove valueHolders9Weight (prev→now)0.8% → 1.0%
Mercadolibre IncMELI
Value$233.4MValuationWithin bandHolders10Weight (prev→now)New · 1.0%
Liberty Media CorpFWONK
Value$228.0MValuation—Holders4Weight (prev→now)0.9% → 1.0%
Zscaler IncZS
Value$221.6MValuation—Holders2Weight (prev→now)1.2% → 1.0%
Chime Finl IncCHYM
Value$207.6MValuation—Holders3Weight (prev→now)1.2% → 0.9% ▼

Showing top 25 of 54 positions

Exited this quarter (7)Flutter Entmt Plc、Veeva Sys Inc、Grab Holdings Limited、Workday Inc、Elastic N V、Hinge Health Inc、Circle Internet Group Inc

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15

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