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 |
Uber
UBER
|
+$283M |
| 2 |
Microsoft
MSFT
|
+$252M |
| 3 |
GDS Holdings
GDS
|
+$209M |
| 4 |
RingCentral
RNG
|
+$190M |
| 5 |
Zoom
ZM
|
+$98.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Spotify
SPOT
|
+$556M |
| 2 |
Booking.com
BKNG
|
+$495M |
| 3 |
Domino's
DPZ
|
+$316M |
| 4 |
StoneCo
STNE
|
+$254M |
| 5 |
JD.com
JD
|
+$144M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 32.65% |
| 2 | Technology | 30.96% |
| 3 | Communication Services | 19.45% |
| 4 | Financials | 7.94% |
| 5 | Industrials | 5.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.59T
| $2.05B | 11.08% |
15,280,500
+1,988,100
| +15% | +$252M |
|
2
Meta Platforms (Facebook)
META
$1.4T
| $1.73B | 9.38% |
8,975,100
+136,983
| +2% | +$25M |
|
|
3
JD.com
JD
$39.7B
| $1.6B | 8.67% |
52,850,366
-5,000,000
| -9% | -$144M |
|
4
Amazon
AMZN
$2.79T
| $1.33B | 7.22% |
14,082,240
| – | – |
|
5
Stellantis
STLA
$20.4B
| $1.3B | 7.05% |
94,248,728
+5,951,971
| +7% | +$86.4M |
|
6
Apollo Global Management
APO
$78.4B
| $1.29B | 6.99% |
37,663,500
| – | – |
|
7
TransDigm Group
TDG
$66.4B
| $1,000M | 5.41% |
2,066,000
| – | – |
|
8
Netflix
NFLX
$331B
| $789M | 4.27% |
21,468,130
+370,000
| +2% | +$13.3M |
|
9
Alibaba
BABA
$286B
| $734M | 3.97% |
4,329,245
| – | – |
|
|
10
Spotify
SPOT
$110B
| $608M | 3.29% |
4,161,135
-4,042,100
| -49% | -$556M |
|
11
Corpay
CPAY
$27.4B
| $485M | 2.63% |
1,727,100
| – | – |
|
12
Sea Limited
SE
$72B
| $452M | 2.45% |
13,598,500
| – | – |
|
13
Sunrun
RUN
$2.21B
| $410M | 2.22% |
21,868,400
+3,285,000
| +18% | +$53.4M |
|
14
TAL Education Group
TAL
$6.28B
| $359M | 1.94% |
9,424,023
| – | – |
|
15
Salesforce
CRM
$171B
| $347M | 1.88% |
2,286,739
| – | – |
|
|
16
RingCentral
RNG
$5.6B
| $345M | 1.87% |
3,003,000
+1,647,734
| +122% | +$190M |
|
|
17
Uber
UBER
$161B
| $309M | 1.67% |
+6,664,323
| New | +$283M |
|
|
ZEN
18
DELISTED
ZENDESK INC
ZEN
| $241M | 1.3% |
2,702,000
| – | – |
|
19
Mercado Libre
MELI
$97.5B
| $238M | 1.29% |
389,500
| – | – |
|
20
New Oriental
EDU
$8.88B
| $227M | 1.23% |
2,353,600
| – | – |
|
|
MNTV
21
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $224M | 1.21% |
13,584,284
-4,862,267
| -26% | -$83.1M |
|
22
ServiceNow
NOW
$133B
| $220M | 1.19% |
3,998,000
| – | – |
|
|
23
GDS Holdings
GDS
$6.58B
| $215M | 1.17% |
+5,730,659
| New | +$209M |
|
24
Adobe
ADBE
$109B
| $210M | 1.14% |
714,000
| – | – |
|
25
Carvana
CVNA
$76.9B
| $177M | 0.96% |
14,153,845
+3,903,845
| +38% | +$50.1M |
|
Similar funds
Chase Coleman's Q2 2019 Portfolio in Review
As of Q2 2019, Chase Coleman held 79 positions worth $18.5B, up 2% from $18.1B the previous quarter. Its ten largest holdings account for 67% of the portfolio.
Chase Coleman withdrew a net $666M in Q2 2019, closing 5 positions and reducing 8 holdings. Its most notable exit was Booking.com, an estimated $495M position sold in full.
By sector, the portfolio is most concentrated in Consumer Discretionary at 33% of assets, down from 38% a quarter earlier, followed by Technology and Communication Services.
Against the trend, Chase Coleman opened a new position in Uber worth $309M.
- Chase Coleman's largest Q2 2019 buy was Uber: 6,664,323 shares worth $309M.
- Chase Coleman added most to Microsoft in Q2 2019, an estimated $252M increase.
- Chase Coleman's biggest Q2 2019 reduction was Spotify, cutting an estimated $556M.
- Chase Coleman fully exited Booking.com in Q2 2019, selling an estimated $495M.
- Chase Coleman's ten largest holdings make up 67% of its $18.5B portfolio in Q2 2019.
- Chase Coleman opened 10 new positions and closed 5 in Q2 2019.
- Chase Coleman's portfolio value rose 2% quarter-over-quarter to $18.5B.
Based on Tiger Global Management's 13F filing for Q2 2019, filed 14 Aug 2019.