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 |
DESP
Despegar.com
DESP
|
+$962M |
| 2 |
Netflix
NFLX
|
+$467M |
| 3 |
Amazon
AMZN
|
+$290M |
| 4 |
JD.com
JD
|
+$230M |
| 5 |
Meta Platforms (Facebook)
META
|
+$213M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TransDigm Group
TDG
|
+$200M |
| 2 |
American Tower
AMT
|
+$80.1M |
| 3 |
Teladoc Health
TDOC
|
+$75.4M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$33.9M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$32.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 56.47% |
| 2 | Communication Services | 11.69% |
| 3 | Technology | 9.94% |
| 4 | Financials | 8.79% |
| 5 | Industrials | 6.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Booking.com
BKNG
$158B
| $1.91B | 12.93% |
26,025,150
| – | – |
|
|
2
JD.com
JD
$39.7B
| $1.88B | 12.72% |
49,100,000
+5,384,776
| +12% | +$230M |
|
|
3
Amazon
AMZN
$2.79T
| $1.48B | 10.03% |
30,754,000
+5,896,400
| +24% | +$290M |
|
4
Apollo Global Management
APO
$78.4B
| $1.02B | 6.95% |
34,049,807
+1,164,595
| +4% | +$33.5M |
|
|
DESP
5
DELISTED
Despegar.com
DESP
| $967M | 6.56% |
+30,204,172
| New | +$962M |
|
|
6
TransDigm Group
TDG
$66.4B
| $833M | 5.65% |
3,260,000
-740,000
| -19% | -$200M |
|
7
Alibaba
BABA
$286B
| $784M | 5.32% |
4,536,745
+190,825
| +4% | +$30.9M |
|
8
Microsoft
MSFT
$3.59T
| $781M | 5.3% |
10,487,500
| – | – |
|
|
9
Netflix
NFLX
$331B
| $554M | 3.76% |
30,537,470
+26,773,470
| +711% | +$467M |
|
10
Domino's
DPZ
$11.3B
| $462M | 3.14% |
2,328,000
+328,000
| +16% | +$63.9M |
|
11
Stellantis
STLA
$20.4B
| $445M | 3.02% |
24,820,000
+3,799,553
| +18% | +$52.6M |
|
12
Corpay
CPAY
$27.4B
| $433M | 2.93% |
2,794,524
+515,750
| +23% | +$75.7M |
|
13
Charter Communications
CHTR
$17.9B
| $360M | 2.44% |
990,710
| – | – |
|
14
TAL Education Group
TAL
$6.28B
| $332M | 2.25% |
9,854,436
| – | – |
|
|
15
Meta Platforms (Facebook)
META
$1.4T
| $309M | 2.09% |
1,807,000
+1,276,000
| +240% | +$213M |
|
16
Comcast
CMCSA
$95.3B
| $279M | 1.89% |
7,250,000
| – | – |
|
17
New Oriental
EDU
$8.88B
| $199M | 1.35% |
2,251,615
| – | – |
|
|
RDFN
18
DELISTED
Redfin
RDFN
| $193M | 1.31% |
+7,690,091
| New | +$198M |
|
19
Restaurant Brands International
QSR
$28.2B
| $160M | 1.08% |
2,500,000
+648,752
| +35% | +$40.1M |
|
20
Mastercard
MA
$509B
| $149M | 1.01% |
1,053,341
| – | – |
|
21
Autodesk
ADSK
$53.6B
| $137M | 0.93% |
+1,222,000
| New | +$135M |
|
22
Etsy
ETSY
$7.44B
| $128M | 0.87% |
7,603,723
-274,500
| -3% | -$4.33M |
|
23
Visa
V
$693B
| $120M | 0.82% |
1,142,000
| – | – |
|
|
NETS
24
DELISTED
Netshoes (Cayman) Limited
NETS
| $117M | 0.79% |
8,865,903
| – | – |
|
|
25
CALL
Booking.com
BKNG
$158B
| $109M | 0.74% |
1,492,500
| – | – |
|
Similar funds
Chase Coleman's Q3 2017 Portfolio in Review
As of Q3 2017, Chase Coleman held 51 positions worth $14.7B, up 28% from $11.6B the previous quarter. Its ten largest holdings account for 72% of the portfolio.
Chase Coleman deployed $2.59B of net new capital in Q3 2017, opening 8 new positions and adding to 10 existing holdings. Its largest new stake was Despegar.com: 30,204,172 shares worth $967M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 56% of assets, down from 56% a quarter earlier, followed by Communication Services and Technology.
On the sell side, the largest reduction was TransDigm Group, an estimated $200M trimmed.
- Chase Coleman's largest Q3 2017 buy was Despegar.com: 30,204,172 shares worth $967M.
- Chase Coleman added most to Netflix in Q3 2017, an estimated $467M increase.
- Chase Coleman's biggest Q3 2017 reduction was TransDigm Group, cutting an estimated $200M.
- Chase Coleman fully exited American Tower in Q3 2017, selling an estimated $80.1M.
- Chase Coleman's ten largest holdings make up 72% of its $14.7B portfolio in Q3 2017.
- Chase Coleman opened 8 new positions and closed 4 in Q3 2017.
- Chase Coleman's portfolio value rose 28% quarter-over-quarter to $14.7B.
Based on Tiger Global Management's 13F filing for Q3 2017, filed 14 Nov 2017.