Chase Coleman Tiger Global Management
Chase Coleman is the founder of Tiger Global Management, a firm that grew from the Tiger Management lineage into a major force in public and private technology investing. Tiger Global is known for growth-oriented equity portfolios and large-scale venture and growth equity investing. Coleman’s public filings are widely tracked for signals on large-cap tech, software, and internet platforms.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$445M |
| 2 |
Take-Two Interactive
TTWO
|
+$188M |
| 3 |
Intuit
INTU
|
+$184M |
| 4 |
Microsoft
MSFT
|
+$172M |
| 5 |
TSMC
TSM
|
+$143M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Kanzhun
BZ
|
+$116M |
| 2 |
Snowflake
SNOW
|
+$103M |
| 3 |
Meta Platforms (Facebook)
META
|
+$83M |
| 4 |
Match Group
MTCH
|
+$60.6M |
| 5 |
SentinelOne
S
|
+$59.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 44.18% |
| 2 | Communication Services | 26.35% |
| 3 | Consumer Discretionary | 22.25% |
| 4 | Financials | 6.45% |
| 5 | Utilities | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Atlassian
TEAM
$43.5B
| $68.6M | 0.62% |
400,545
| – | – |
|
27
Grab
GRAB
$14.2B
| $55.5M | 0.5% |
18,430,000
| – | – |
|
28
Lam Research
LRCX
$393B
| $53.1M | 0.48% |
+1,002,280
| New | +$49.2M |
|
29
Applied Materials
AMAT
$391B
| $51.5M | 0.47% |
+419,500
| New | +$48.2M |
|
30
Palo Alto Networks
PANW
$292B
| $51.5M | 0.47% |
+515,400
| New | +$43.7M |
|
31
MongoDB
MDB
$34.7B
| $50.5M | 0.46% |
216,500
-11,400
| -5% | -$2.39M |
|
32
Pagaya Technologies
PGY
$1.81B
| $44.5M | 0.4% |
3,635,947
-1,614,163
| -31% | -$21M |
|
|
OZON
33
DELISTED
Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share
OZON
| $40.8M | 0.37% |
3,516,790
-2,481,469
| -41% | -$28.8M |
|
|
OKLO
34
Oklo
OKLO
$7.83B
| $40.6M | 0.37% |
4,000,000
| – | – |
|
35
Visa
V
$693B
| $36.7M | 0.33% |
163,000
| – | – |
|
36
Freshworks
FRSH
$3.39B
| $36.7M | 0.33% |
2,391,974
-666,103
| -22% | -$10.1M |
|
37
Corpay
CPAY
$27.4B
| $35.2M | 0.32% |
+166,900
| New | +$33.9M |
|
|
RERE
38
ATRenew
RERE
$921M
| $35M | 0.32% |
11,481,218
| – | – |
|
39
Toast
TOST
$21.2B
| $33.2M | 0.3% |
1,868,579
-553,520
| -23% | -$10.9M |
|
40
KKR & Co
KKR
$97.4B
| $26.8M | 0.24% |
+511,000
| New | +$27.4M |
|
41
Weave Communications
WEAV
$583M
| $24.5M | 0.22% |
4,937,094
-313,813
| -6% | -$1.58M |
|
42
Mobileye
MBLY
$7.68B
| $19.5M | 0.18% |
450,000
| – | – |
|
43
Uber
UBER
$161B
| $19M | 0.17% |
600,000
| – | – |
|
44
Lamb Weston
LW
$7.38B
| $18.8M | 0.17% |
179,784
| – | – |
|
45
NVIDIA
NVDA
$5.2T
| $12.2M | 0.11% |
+438,750
| New | +$9.5M |
|
46
Coinbase
COIN
$49.2B
| $9.6M | 0.09% |
142,148
-1,778
| -1% | -$106K |
|
47
StoneCo
STNE
$2.16B
| $6.51M | 0.06% |
682,000
-3,801
| -0.6% | -$36.4K |
|
|
HCP
48
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $5.15M | 0.05% |
175,686
+166,498
| +1,812% | +$4.97M |
|
49
Shopify
SHOP
$192B
| $4.58M | 0.04% |
95,500
| – | – |
|
50
Peloton Interactive
PTON
$2.37B
| $2.27M | 0.02% |
200,000
-2,254,895
| -92% | -$27.1M |
|
Similar funds
Chase Coleman's Q1 2023 Portfolio in Review
As of Q1 2023, Chase Coleman held 64 positions worth $11B, up 35% from $8.16B the previous quarter. Its ten largest holdings account for 73% of the portfolio.
Chase Coleman deployed $1.36B of net new capital in Q1 2023, opening 9 new positions and adding to 12 existing holdings. Its largest new stake was TSMC: 1,588,555 shares worth $148M.
By sector, the portfolio is most concentrated in Technology at 44% of assets, up from 44% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was Kanzhun, an estimated $116M trimmed.
- Chase Coleman's largest Q1 2023 buy was TSMC: 1,588,555 shares worth $148M.
- Chase Coleman added most to Alphabet (Google) Class A in Q1 2023, an estimated $445M increase.
- Chase Coleman's biggest Q1 2023 reduction was Kanzhun, cutting an estimated $116M.
- Chase Coleman fully exited Match Group in Q1 2023, selling an estimated $60.6M.
- Chase Coleman's ten largest holdings make up 73% of its $11B portfolio in Q1 2023.
- Chase Coleman opened 9 new positions and closed 8 in Q1 2023.
- Chase Coleman's portfolio value rose 35% quarter-over-quarter to $11B.
Based on Tiger Global Management's 13F filing for Q1 2023, filed 15 May 2023.