We are live on ! Find out more
CC

Chase Coleman Tiger Global Management

AUM $24B
1-Year Est. Return 39.59%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+24.68%
1 Year Est. Return
+39.59%
3 Year Est. Return
+217.5%
5 Year Est. Return
+134.95%
10 Year Est. Return
+1,739.8%
AUM
$39B
AUM Growth
+$3.5B
Cap. Flow
-$1.85B
Cap. Flow %
-4.73%
Top 10 Hldgs %
54.71%
Holding
104
New
14
Increased
14
Reduced
17
Closed
7

Top Sells

Rank Stock Value
1
RUN icon
Sunrun
RUN
+$1.35B
2
META icon
Meta Platforms (Facebook)
META
+$664M
3
TWLO icon
Twilio
TWLO
+$568M
4
MDB icon
MongoDB
MDB
+$511M
5
PLAN
Anaplan, Inc.
PLAN
+$359M

Sector Composition

Rank Sector Weight
1 Technology 40.16%
2 Consumer Discretionary 38.67%
3 Communication Services 8.65%
4 Financials 5.57%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
INTU icon
51
Intuit
INTU
$100B
$84.1M 0.22%
+221,287
New +$77.7M
ADBE icon
52
Adobe
ADBE
$109B
$83.8M 0.21%
167,500
-1,500
-0.9% -$725K
JAMF
53
DELISTED
Jamf
JAMF
$83.1M 0.21%
2,778,778
ASAN icon
54
Asana
ASAN
$2.21B
$71.5M 0.18%
2,419,454
+1,493,252
+161% +$38.2M
API
55
Agora
API
$369M
$68.3M 0.18%
1,726,123
+1,656,123
+2,366% +$68.4M
STNE icon
56
StoneCo
STNE
$2.16B
$64.3M 0.16%
765,783
FROG icon
57
JFrog
FROG
$11.4B
$62.8M 0.16%
1,000,000
CD
58
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
$44.3M 0.11%
1,850,000
MSP
59
DELISTED
Datto Holding Corp.
MSP
$40.5M 0.1%
+1,500,000
New +$42.5M
ASO icon
60
Academy Sports + Outdoors
ASO
$2.84B
$36.3M 0.09%
+1,750,000
New +$28.3M
V icon
61
Visa
V
$693B
$35.7M 0.09%
163,000
OZON
62
DELISTED
Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share
OZON
$31.1M 0.08%
+750,000
New +$32.7M
MDB icon
63
MongoDB
MDB
$34.7B
$29.4M 0.08%
82,000
-1,829,300
-96% -$511M
XPEV icon
64
XPeng
XPEV
$11.7B
$27.8M 0.07%
650,000
TWLO icon
65
Twilio
TWLO
$34.6B
$25.3M 0.06%
74,701
-1,816,799
-96% -$568M
SMAR
66
DELISTED
Smartsheet Inc.
SMAR
$24.9M 0.06%
360,000
-3,785,400
-91% -$222M
AJAX.U
67
DELISTED
Capri Listco Units, each consisting of one Class A ordinary share and one-fourth of one redeemable w
AJAX.U
$24.8M 0.06%
+2,000,000
New +$21.9M
RTP.U
68
DELISTED
Reinvent Technology Partners Units, each consisting of one Class A ordinary share and one-fourth of
RTP.U
$24.5M 0.06%
2,000,000
LINX
69
DELISTED
Linx S.A.
LINX
$23.8M 0.06%
3,350,000
AGCUU
70
DELISTED
Altimeter Growth Corp Unit
AGCUU
$23.4M 0.06%
+1,800,000
New +$22.4M
DT icon
71
Dynatrace
DT
$14.2B
$21.6M 0.06%
500,000
NCNO icon
72
nCino
NCNO
$2.26B
$19.9M 0.05%
275,000
MNTV
73
DELISTED
Momentive Global Inc. Common Stock
MNTV
$17.9M 0.05%
698,871
-5,569
-0.8% -$125K
AVLR
74
DELISTED
Avalara, Inc.
AVLR
$16.5M 0.04%
100,000
DCT
75
DELISTED
Duck Creek Technologies, Inc. Common Stock
DCT
$15.2M 0.04%
350,000

Similar funds

Chase Coleman's Q4 2020 Portfolio in Review

As of Q4 2020, Chase Coleman held 104 positions worth $39B, up 9.8% from $35.5B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Chase Coleman withdrew a net $1.85B in Q4 2020, closing 7 positions and reducing 17 holdings. Its most notable exit was Alphabet (Google) Class A, an estimated $44.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 40% of assets, down from 43% a quarter earlier, followed by Consumer Discretionary and Communication Services.

Against the trend, Chase Coleman opened a new position in DoorDash worth $228M.

  • Chase Coleman's largest Q4 2020 buy was DoorDash: 1,596,000 shares worth $228M.
  • Chase Coleman added most to Uber in Q4 2020, an estimated $544M increase.
  • Chase Coleman's biggest Q4 2020 reduction was Sunrun, cutting an estimated $1.35B.
  • Chase Coleman fully exited Alphabet (Google) Class A in Q4 2020, selling an estimated $44.7M.
  • Chase Coleman's ten largest holdings make up 55% of its $39B portfolio in Q4 2020.
  • Chase Coleman opened 14 new positions and closed 7 in Q4 2020.
  • Chase Coleman's portfolio value rose 9.8% quarter-over-quarter to $39B.

Based on Tiger Global Management's 13F filing for Q4 2020, filed 16 Feb 2021.