# Chase Coleman — Tiger Global Management Portfolio USD 23,981,508,000 · 46 positions · 2026 Q2 · history from 2018 Q4. Source: quarterly 13F filings via dataroma.com. Page: https://gigainvestors.com/TGM ## Positions (2026 Q2) | Ticker | Company | % of portfolio | Value | This quarter | Holders | |---|---|---:|---:|---|---:| | TSM | Taiwan Semiconductor S.A. | 9.7% | USD 2,331,023,000 | -12.29% | | | AMZN | Amazon.com Inc. | 9.6% | USD 2,307,979,000 | -3.16% | | | NVDA | NVIDIA Corp. | 9.3% | USD 2,240,762,000 | -6.77% | | | GOOGL | Alphabet Inc. | 8.7% | USD 2,074,778,000 | -45.39% | | | META | Meta Platforms Inc. | 6.6% | USD 1,590,269,000 | -8.54% | | | LRCX | Lam Research | 5.7% | USD 1,370,837,000 | -18.89% | | | SE | Sea Ltd | 5.0% | USD 1,203,544,000 | -18.53% | | | AMAT | Applied Materials | 4.9% | USD 1,180,088,000 | -1.49% | | | GEV | Ge Vernova Inc | 3.9% | USD 936,964,000 | -18.04% | | | MSFT | Microsoft Corp. | 3.5% | USD 845,604,000 | -9.32% | | | CPAY | Corpay Inc. | 3.0% | USD 716,490,000 | +22.7% | | | CBRS | Cerebras Systems Inc A | 2.8% | USD 662,779,000 | new | | | AVGO | Broadcom Inc. | 2.8% | USD 662,597,000 | -51.07% | | | CPNG | Coupang Inc. | 2.6% | USD 633,449,000 | +5.41% | | | INTC | Intel Corp. | 2.5% | USD 593,803,000 | +159.52% | | | SPOT | Spotify Technology S.A. | 2.2% | USD 537,837,000 | -25.89% | | | TTWO | Take-Two Interactive Software | 1.9% | USD 452,301,000 | -9.53% | | | RDDT | Reddit Inc Cl A | 1.8% | USD 438,952,000 | +1.15% | | | AMD | Advanced Micro Devices | 1.6% | USD 391,956,000 | new | | | XYZ | Block Inc. | 1.5% | USD 347,777,000 | +14.4% | | | APO | Apollo Global Management | 1.3% | USD 322,171,000 | -17.31% | | | STX | Seagate Technology | 1.2% | USD 275,122,000 | new | | | V | Visa Inc. | 1.1% | USD 274,025,000 | new | | | MELI | Mercadolibre Inc. | 1.1% | USD 259,915,000 | +13.42% | | | FWONK | Liberty Media Corp Formula One Series C | 0.9% | USD 216,782,000 | -15.04% | | | NU | Nu Holdings Ltd | 0.6% | USD 147,395,000 | hold | | | WLTH | Wealthfront Corp | 0.6% | USD 135,502,000 | hold | | | UNH | United Health Group Inc. | 0.5% | USD 123,630,000 | -15.12% | | | CHYM | Chime Financial Inc Cl A | 0.5% | USD 108,217,000 | -52.32% | | | EQPT | Equipmentshare.com Inc A | 0.4% | USD 90,036,000 | hold | | | SHW | Sherwin-Williams | 0.4% | USD 88,519,000 | hold | | | DHR | Danaher Corp. | 0.4% | USD 86,859,000 | new | | | NOW | ServiceNow Inc. | 0.4% | USD 86,720,000 | -41.77% | | | SPCX | Space Exploration Technologies Corp. | 0.3% | USD 64,073,000 | new | | | BULL | Webull Corp | 0.2% | USD 43,841,000 | hold | | | RERE | AiHuiShou International Co. Ltd. ADS | 0.2% | USD 38,047,000 | hold | | | APLD | Applied Digital Corp | 0.1% | USD 33,011,000 | new | | | CIFR | Cipher Mining Inc | 0.1% | USD 22,712,000 | new | | | CORZ | Core Scientific Inc | 0.1% | USD 20,907,000 | new | | | UBER | Uber Technologies Inc. | 0.1% | USD 10,909,000 | hold | | | JD | JD.com Inc. | <0.1% | USD 5,134,000 | -41.48% | | | DASH | DoorDash Inc. | <0.1% | USD 4,675,000 | hold | | | PONY | Pony Ai Inc | <0.1% | USD 2,156,000 | -89.3% | | | ARX | Accelerant Holdings Cl A | 0.0% | USD 879,000 | hold | | | GEMI | Gemini Space Station Inc A | 0.0% | USD 298,000 | hold | | | MNTN | Mntn Inc A | 0.0% | USD 184,000 | hold | | ## Moves this quarter (52) - TSM Taiwan Semiconductor S.A.: -12.29% (USD 2,331,023,000) - AMZN Amazon.com Inc.: -3.16% (USD 2,307,979,000) - NVDA NVIDIA Corp.: -6.77% (USD 2,240,762,000) - GOOGL Alphabet Inc.: -45.39% (USD 2,074,778,000) - META Meta Platforms Inc.: -8.54% (USD 1,590,269,000) - LRCX Lam Research: -18.89% (USD 1,370,837,000) - SE Sea Ltd: -18.53% (USD 1,203,544,000) - AMAT Applied Materials: -1.49% (USD 1,180,088,000) - GEV Ge Vernova Inc: -18.04% (USD 936,964,000) - MSFT Microsoft Corp.: -9.32% (USD 845,604,000) - CPAY Corpay Inc.: +22.7% (USD 716,490,000) - CBRS Cerebras Systems Inc A: new (USD 662,779,000) - AVGO Broadcom Inc.: -51.07% (USD 662,597,000) - CPNG Coupang Inc.: +5.41% (USD 633,449,000) - INTC Intel Corp.: +159.52% (USD 593,803,000) - SPOT Spotify Technology S.A.: -25.89% (USD 537,837,000) - TTWO Take-Two Interactive Software: -9.53% (USD 452,301,000) - RDDT Reddit Inc Cl A: +1.15% (USD 438,952,000) - APP Applovin Corp.: sold (USD 398,000,000) - AMD Advanced Micro Devices: new (USD 391,956,000) - XYZ Block Inc.: +14.4% (USD 347,777,000) - APO Apollo Global Management: -17.31% (USD 322,171,000) - Z Zillow Group Inc.: sold (USD 304,927,441) - STX Seagate Technology: new (USD 275,122,000) - V Visa Inc.: new (USD 274,025,000) - MELI Mercadolibre Inc.: +13.42% (USD 259,915,000) - NFLX Netflix Inc.: sold (USD 234,509,850) - ZS Zscaler Inc.: sold (USD 221,625,372) - FWONK Liberty Media Corp Formula One Series C: -15.04% (USD 216,782,000) - PCOR Procore Technologies Inc.: sold (USD 133,351,500) - UNH United Health Group Inc.: -15.12% (USD 123,630,000) - CHYM Chime Financial Inc Cl A: -52.32% (USD 108,217,000) - LITE Lumentum Holdings Inc.: sold (USD 96,137,568) - DHR Danaher Corp.: new (USD 86,859,000) - NOW ServiceNow Inc.: -41.77% (USD 86,720,000) - SPCX Space Exploration Technologies Corp.: new (USD 64,073,000) - CSGP CoStar Group Inc.: sold (USD 60,510,000) - ZG Zillow Group Inc. CL A: sold (USD 42,372,309) - APLD Applied Digital Corp: new (USD 33,011,000) - CIFR Cipher Mining Inc: new (USD 22,712,000) - CORZ Core Scientific Inc: new (USD 20,907,000) - RVI Robinhood Ventures Fund I: sold (USD 10,616,000) - PAYP Paypay Corp: sold (USD 8,536,000) - FIGR Figure Technology Solut Cl A: sold (USD 6,790,000) - JD JD.com Inc.: -41.48% (USD 5,134,000) - NTSK Netskope Inc Cl A: sold (USD 4,245,000) - XNDU Xanadu Quantum Technolo Cl B: sold (USD 3,830,000) - BLSH Bullish: sold (USD 3,573,000) - ETOR Etoro Group Ltd A: sold (USD 2,402,400) - KLAR Klarna Group Plc: sold (USD 2,290,750) - PONY Pony Ai Inc: -89.3% (USD 2,156,000) - FIG Figma Inc Cl A: sold (USD 1,267,800) ## Portfolio value by quarter - 2018 Q4: USD 15,014,311,874 (38 positions) - 2019 Q1: USD 18,112,746,857 (43 positions) - 2019 Q2: USD 18,469,440,469 (49 positions) - 2019 Q3: USD 18,881,414,947 (57 positions) - 2019 Q4: USD 18,123,514,982 (58 positions) - 2020 Q1: USD 16,605,328,704 (60 positions) - 2020 Q2: USD 25,783,723,354 (64 positions) - 2020 Q3: USD 35,545,508,242 (82 positions) - 2020 Q4: USD 39,036,108,217 (95 positions) - 2021 Q1: USD 43,459,889,613 (120 positions) - 2021 Q2: USD 53,756,907,053 (141 positions) - 2021 Q3: USD 52,056,451,985 (161 positions) - 2021 Q4: USD 45,933,049,840 (169 positions) - 2022 Q1: USD 26,641,971,156 (88 positions) - 2022 Q2: USD 11,926,264,239 (73 positions) - 2022 Q3: USD 10,894,295,319 (64 positions) - 2022 Q4: USD 8,164,143,821 (55 positions) - 2023 Q1: USD 11,000,044,759 (56 positions) - 2023 Q2: USD 11,970,491,612 (41 positions) - 2023 Q3: USD 13,565,444,784 (48 positions) - 2023 Q4: USD 14,051,790,887 (39 positions) - 2024 Q1: USD 18,299,993,054 (41 positions) - 2024 Q2: USD 21,622,051,297 (44 positions) - 2024 Q3: USD 23,441,440,481 (45 positions) - 2024 Q4: USD 26,465,504,565 (49 positions) - 2025 Q1: USD 26,593,893,019 (45 positions) - 2025 Q2: USD 34,081,554,136 (50 positions) - 2025 Q3: USD 32,343,584,471 (56 positions) - 2025 Q4: USD 29,711,341,384 (54 positions) - 2026 Q1: USD 22,840,844,102 (54 positions) - 2026 Q2: USD 23,981,508,000 (46 positions)