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 |
Meta Platforms (Facebook)
META
|
+$551M |
| 2 |
Netflix
NFLX
|
+$219M |
| 3 |
RingCentral
RNG
|
+$133M |
| 4 |
Twilio
TWLO
|
+$118M |
| 5 |
Stellantis
STLA
|
+$111M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Spotify
SPOT
|
+$629M |
| 2 |
Booking.com
BKNG
|
+$299M |
| 3 |
MNTV
Momentive Global Inc. Common Stock
MNTV
|
+$169M |
| 4 |
Domino's
DPZ
|
+$168M |
| 5 |
Autodesk
ADSK
|
+$113M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 37.85% |
| 2 | Technology | 23.87% |
| 3 | Communication Services | 22.77% |
| 4 | Financials | 6.73% |
| 5 | Industrials | 5.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
JD.com
JD
$39.7B
| $1.74B | 9.63% |
57,850,366
-70,804
| -0.1% | -$1.8M |
|
2
Microsoft
MSFT
$3.59T
| $1.57B | 8.65% |
13,292,400
+125,000
| +0.9% | +$13.6M |
|
|
3
Meta Platforms (Facebook)
META
$1.4T
| $1.47B | 8.13% |
8,838,117
+3,466,117
| +65% | +$551M |
|
|
4
Stellantis
STLA
$20.4B
| $1.31B | 7.24% |
88,296,757
+7,251,757
| +9% | +$111M |
|
5
Amazon
AMZN
$2.79T
| $1.25B | 6.92% |
14,082,240
-798,040
| -5% | -$66.4M |
|
|
6
Spotify
SPOT
$110B
| $1.14B | 6.29% |
8,203,235
-4,601,256
| -36% | -$629M |
|
7
Apollo Global Management
APO
$78.4B
| $1.06B | 5.87% |
37,663,500
| – | – |
|
8
TransDigm Group
TDG
$66.4B
| $938M | 5.18% |
2,066,000
| – | – |
|
9
Alibaba
BABA
$286B
| $790M | 4.36% |
4,329,245
+214,600
| +5% | +$36.1M |
|
|
10
Netflix
NFLX
$331B
| $752M | 4.15% |
21,098,130
+6,325,100
| +43% | +$219M |
|
|
11
Booking.com
BKNG
$158B
| $495M | 2.73% |
7,087,675
-4,192,900
| -37% | -$299M |
|
12
StoneCo
STNE
$2.16B
| $436M | 2.41% |
10,597,754
| – | – |
|
13
Corpay
CPAY
$27.4B
| $426M | 2.35% |
1,727,100
-65,000
| -4% | -$14.1M |
|
14
Salesforce
CRM
$171B
| $362M | 2% |
2,286,739
| – | – |
|
15
TAL Education Group
TAL
$6.28B
| $340M | 1.88% |
9,424,023
-164,220
| -2% | -$5.33M |
|
|
MNTV
16
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $336M | 1.85% |
18,446,551
-12,025,534
| -39% | -$169M |
|
17
Sea Limited
SE
$72B
| $320M | 1.77% |
13,598,500
+1,300,000
| +11% | +$22.8M |
|
|
18
Domino's
DPZ
$11.3B
| $316M | 1.75% |
1,224,850
-647,350
| -35% | -$168M |
|
|
EB
19
DELISTED
Eventbrite
EB
| $270M | 1.49% |
14,064,271
-300,000
| -2% | -$8.47M |
|
20
Sunrun
RUN
$2.21B
| $261M | 1.44% |
18,583,400
+766,201
| +4% | +$10.5M |
|
|
ZEN
21
DELISTED
ZENDESK INC
ZEN
| $230M | 1.27% |
2,702,000
-927,719
| -26% | -$68.1M |
|
22
New Oriental
EDU
$8.88B
| $212M | 1.17% |
2,353,600
| – | – |
|
23
Mercado Libre
MELI
$97.5B
| $198M | 1.09% |
389,500
| – | – |
|
24
ServiceNow
NOW
$133B
| $197M | 1.09% |
3,998,000
-1,520,270
| -28% | -$66.8M |
|
25
Adobe
ADBE
$109B
| $190M | 1.05% |
714,000
-318,400
| -31% | -$80.3M |
|
Similar funds
Chase Coleman's Q1 2019 Portfolio in Review
As of Q1 2019, Chase Coleman held 73 positions worth $18.1B, up 21% from $15B the previous quarter. Its ten largest holdings account for 66% of the portfolio.
Chase Coleman's Q1 2019 filing shows 7 new, 7 increased, 17 reduced and 4 closed positions. Its largest new stake was RingCentral: 1,355,266 shares worth $146M. The largest sale was Spotify, an estimated $629M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 38% of assets, down from 39% a quarter earlier, followed by Technology and Communication Services.
- Chase Coleman's largest Q1 2019 buy was RingCentral: 1,355,266 shares worth $146M.
- Chase Coleman added most to Meta Platforms (Facebook) in Q1 2019, an estimated $551M increase.
- Chase Coleman's biggest Q1 2019 reduction was Spotify, cutting an estimated $629M.
- Chase Coleman fully exited Autodesk in Q1 2019, selling an estimated $113M.
- Chase Coleman's ten largest holdings make up 66% of its $18.1B portfolio in Q1 2019.
- Chase Coleman opened 7 new positions and closed 4 in Q1 2019.
- Chase Coleman's portfolio value rose 21% quarter-over-quarter to $18.1B.
Based on Tiger Global Management's 13F filing for Q1 2019, filed 15 May 2019.