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Chase Coleman: Tiger Global Management portfolio

From SEC 13F filings

Tiger Global Management's US stock holdings from its latest 13F filing.

Chase Coleman · Tiger Global Management

Portfolio value
$24.0 B
Holdings
46
Quarter end
Q2 2026
Filed
14 Aug 2026
Top 10 holdings
67.1%
New / sold out
9 / 17

Chase Coleman: what Tiger Global Management reported holding on 30 Jun 2026, compared with Q1 2026. The filing on the SEC website · All investors

Top holdings · Q2 2026

CompanyValue% of portfolio%SharesChange
Taiwan Semiconductor Manufacturing Company Ltd.$2.3 B9.7%4.9 M-12.3%
Amazon.com, Inc.$2.3 B9.6%9.7 M-3.2%
NVIDIA Corporation$2.2 B9.3%11.2 M-6.8%
Alphabet Inc. Class A$2.1 B8.7%5.8 M-45.4%
Meta Platforms, Inc. Class A$1.6 B6.6%2.8 M-8.5%
Lam Research Corporation$1.4 B5.7%3.2 M-18.9%
Sea Limited (ADR)$1.2 B5.0%12.6 M-18.5%
Applied Materials, Inc.$1.2 B4.9%1.6 M-1.5%
GE Vernova Inc.$937.0 M3.9%797.5 K-18.0%
Microsoft Corporation$845.6 M3.5%2.3 M-9.3%

New buys in Q2 2026

CompanyValue% of portfolio%SharesChange
Cerebras Systems Inc. Class A$662.8 M2.8%3 MNew
Advanced Micro Devices, Inc.$392.0 M1.6%674.7 KNew
Seagate Technology Holdings PLC (Ireland)$275.1 M1.1%285.1 KNew
Visa Inc.$274.0 M1.1%798.7 KNew
Danaher Corporation$86.9 M0.4%456 KNew
Space Exploration Technologies Corp. Class A$64.1 M0.3%375 KNew
Applied Digital Corporation$33.0 M0.1%885 KNew
Cipher Digital Inc.$22.7 M0.1%927 KNew
Core Scientific, Inc.$20.9 M0.1%817 KNew

Sold out in Q2 2026

CompanyValue before% before%Shares sold
Applovin Corporation Class A$398.0 M1.7%1 M
Zillow Group, Inc. Class C Capital Stock$304.9 M1.3%7.4 M
Netflix, Inc.$234.5 M1.0%2.4 M
Zscaler, Inc.$221.6 M1.0%1.6 M
Procore Technologies, Inc.$133.4 M0.6%2.3 M
Lumentum Holdings Inc.$96.1 M0.4%136.8 K
CoStar Group, Inc.$60.5 M0.3%1.5 M
Zillow Group, Inc. Class A$42.4 M0.2%1 M
Robinhood Ventures FD I$10.6 M<0.1%400 K
PayPay Corporation American Depository Shares$8.5 M<0.1%400 K
Figure Technology Solutions, Inc. Class A$6.8 M<0.1%200 K
Netskope, Inc. Class A$4.2 M<0.1%500 K
Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares$3.8 M<0.1%500 K
Bullish$3.6 M<0.1%100 K
eToro Group Ltd. Class A$2.4 M<0.1%80 K
Klarna Group plc$2.3 M<0.1%175 K
Figma, Inc. Class A$1.3 M<0.1%60 K

Biggest additions in Q2 2026

CompanyValue% of portfolio%SharesChange
Intel Corporation$593.8 M2.5%4.3 M+159.5%
Corpay, Inc.$716.5 M3.0%2.1 M+22.7%
Block, Inc. Class A$347.8 M1.5%4.6 M+14.4%
Coupang, Inc. Class A$633.4 M2.6%36.5 M+5.4%
MercadoLibre, Inc.$259.9 M1.1%153.1 K+13.4%
Reddit, Inc. Class A$439.0 M1.8%2.5 M+1.2%

Biggest cuts in Q2 2026

CompanyValue% of portfolio%SharesChange
Alphabet Inc. Class A$2.1 B8.7%5.8 M-45.4%
Broadcom Inc.$662.6 M2.8%1.8 M-51.1%
Taiwan Semiconductor Manufacturing Company Ltd.$2.3 B9.7%4.9 M-12.3%
Lam Research Corporation$1.4 B5.7%3.2 M-18.9%
Sea Limited (ADR)$1.2 B5.0%12.6 M-18.5%
GE Vernova Inc.$937.0 M3.9%797.5 K-18.0%
Spotify Technology S.A.$537.8 M2.2%1.2 M-25.9%
NVIDIA Corporation$2.2 B9.3%11.2 M-6.8%
Meta Platforms, Inc. Class A$1.6 B6.6%2.8 M-8.5%
Chime Financial, Inc. Class A$108.2 M0.5%5.3 M-52.3%

All holdings · 46

CompanyValue% of portfolio%SharesChange
Taiwan Semiconductor Manufacturing Company Ltd.$2.3 B9.7%4.9 M-12.3%
Amazon.com, Inc.$2.3 B9.6%9.7 M-3.2%
NVIDIA Corporation$2.2 B9.3%11.2 M-6.8%
Alphabet Inc. Class A$2.1 B8.7%5.8 M-45.4%
Meta Platforms, Inc. Class A$1.6 B6.6%2.8 M-8.5%
Lam Research Corporation$1.4 B5.7%3.2 M-18.9%
Sea Limited (ADR)$1.2 B5.0%12.6 M-18.5%
Applied Materials, Inc.$1.2 B4.9%1.6 M-1.5%
GE Vernova Inc.$937.0 M3.9%797.5 K-18.0%
Microsoft Corporation$845.6 M3.5%2.3 M-9.3%
Corpay, Inc.$716.5 M3.0%2.1 M+22.7%
Cerebras Systems Inc. Class A$662.8 M2.8%3 MNew
Broadcom Inc.$662.6 M2.8%1.8 M-51.1%
Coupang, Inc. Class A$633.4 M2.6%36.5 M+5.4%
Intel Corporation$593.8 M2.5%4.3 M+159.5%
Spotify Technology S.A.$537.8 M2.2%1.2 M-25.9%
Take-Two Interactive Software, Inc.$452.3 M1.9%1.8 M-9.5%
Reddit, Inc. Class A$439.0 M1.8%2.5 M+1.2%
Advanced Micro Devices, Inc.$392.0 M1.6%674.7 KNew
Block, Inc. Class A$347.8 M1.5%4.6 M+14.4%
Apollo Global Management, Inc. (New)$322.2 M1.3%2.7 M-17.3%
Seagate Technology Holdings PLC (Ireland)$275.1 M1.1%285.1 KNew
Visa Inc.$274.0 M1.1%798.7 KNew
MercadoLibre, Inc.$259.9 M1.1%153.1 K+13.4%
Liberty Media Corporation Series A$216.8 M0.9%2.3 M-15.0%
Nu Holdings Ltd. Class A$147.4 M0.6%11 MNo change
Wealthfront Corporation$135.5 M0.6%15.2 MNo change
UnitedHealth Group Incorporated (DE)$123.6 M0.5%297.5 K-15.1%
Chime Financial, Inc. Class A$108.2 M0.5%5.3 M-52.3%
EquipmentShare.com Inc Class A$90.0 M0.4%4.6 MNo change
Sherwin-Williams Company$88.5 M0.4%257.1 KNo change
Danaher Corporation$86.9 M0.4%456 KNew
ServiceNow, Inc.$86.7 M0.4%873.5 K-41.8%
Space Exploration Technologies Corp. Class A$64.1 M0.3%375 KNew
Webull Corporation Class A$43.8 M0.2%6.7 MNo change
ATRenew Inc. (ADR)$38.0 M0.2%9.8 MNo change
Applied Digital Corporation$33.0 M0.1%885 KNew
Cipher Digital Inc.$22.7 M0.1%927 KNew
Core Scientific, Inc.$20.9 M0.1%817 KNew
Uber Technologies, Inc.$10.9 M<0.1%151.2 KNo change
JD.com, Inc. (ADR)$5.1 M<0.1%201.5 K-41.5%
DoorDash, Inc.$4.7 M<0.1%25.3 KNo change
Pony AI Inc. (ADR)$2.2 M<0.1%310.3 K-89.3%
Accelerant Holdings Class A$879.0 K<0.1%75 KNo change
Gemini Space Station, Inc. Class A$298.2 K<0.1%70 KNo change
MNTN, Inc. Class A$184.0 K<0.1%20 KNo change

From Tiger Global Management's 13F filing with the US SEC for the quarter ended 30 Jun 2026, filed 14 Aug 2026. A 13F shows long positions in US-listed stocks and listed options only (no short sales, cash, bonds outside the list or foreign shares) and is filed up to 45 days after the quarter ends, so the portfolio may have changed since. Change = shares now vs the previous quarter (stock splits allowed for). Call and put options are shown at the value of the shares they cover. Information only, not investment advice.

From SEC 13F filings, published up to 45 days after each quarter ends; shows long US stock positions only. Information only, not investment advice.

What does Chase Coleman own?

Tiger Global Management's latest 13F filing (quarter ended 30 Jun 2026, filed 14 Aug 2026) lists 46 holdings worth $24.0 B. The biggest is Taiwan Semiconductor Manufacturing Company Ltd., 9.7% of the portfolio.

What did Chase Coleman buy and sell last quarter?

New positions: Cerebras Systems Inc. Class , Advanced Micro Devices, Inc, Seagate Technology Holdings PLC (Ireland. Sold out: Applovin Corporation Class , Zillow Group, Inc. Class C Capital Stoc, Netflix, Inc.

When is the next 13F filing?

13F reports are due within 45 days of each quarter end: by about 15 February, 15 May, 14 August and 14 November.

What is a 13F filing?

A 13F is a quarterly report that every US investment manager with more than $100 million in US-listed stocks must file with the SEC. It lists the stocks (and listed options) the manager held at the end of the quarter: the number of shares and their value.

How up to date are these holdings?

Managers have up to 45 days after the end of each quarter to file, so a 13F shows the portfolio as it was on the last day of the quarter, six to fifteen weeks before you read it. The investor may have bought or sold since.

Does a 13F show everything an investor owns?

No. It shows long positions in US-listed stocks, ETFs and listed options only. Short sales, cash, most bonds, foreign shares, private companies and other assets are not included, and the SEC can let a manager keep a position confidential for a while.