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 |
Alibaba
BABA
|
+$593M |
| 2 |
Meta Platforms (Facebook)
META
|
+$427M |
| 3 |
NEWR
New Relic, Inc.
NEWR
|
+$211M |
| 4 |
Carvana
CVNA
|
+$150M |
| 5 |
Sunrun
RUN
|
+$120M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Stellantis
STLA
|
+$255M |
| 2 |
MNTV
Momentive Global Inc. Common Stock
MNTV
|
+$196M |
| 3 |
EB
Eventbrite
EB
|
+$135M |
| 4 |
StoneCo
STNE
|
+$16.8M |
| 5 |
Spotify
SPOT
|
+$13.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 32.86% |
| 2 | Technology | 32.5% |
| 3 | Communication Services | 16.86% |
| 4 | Financials | 8.49% |
| 5 | Industrials | 5.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.59T
| $2.12B | 11.25% |
15,280,500
| – | – |
|
|
2
Meta Platforms (Facebook)
META
$1.4T
| $2B | 10.58% |
11,221,100
+2,246,000
| +25% | +$427M |
|
3
JD.com
JD
$39.7B
| $1.49B | 7.9% |
52,850,366
| – | – |
|
4
Apollo Global Management
APO
$78.4B
| $1.42B | 7.54% |
37,663,500
| – | – |
|
|
5
Alibaba
BABA
$286B
| $1.3B | 6.89% |
7,780,262
+3,451,017
| +80% | +$593M |
|
6
Amazon
AMZN
$2.79T
| $1.22B | 6.47% |
14,082,240
| – | – |
|
7
TransDigm Group
TDG
$66.4B
| $1.08B | 5.7% |
2,066,000
| – | – |
|
|
8
Stellantis
STLA
$20.4B
| $974M | 5.16% |
75,173,950
-19,074,778
| -20% | -$255M |
|
9
Netflix
NFLX
$331B
| $575M | 3.04% |
21,468,130
| – | – |
|
10
Corpay
CPAY
$27.4B
| $495M | 2.62% |
1,727,100
| – | – |
|
|
11
Sunrun
RUN
$2.21B
| $480M | 2.54% |
28,714,000
+6,845,600
| +31% | +$120M |
|
|
12
Spotify
SPOT
$110B
| $463M | 2.45% |
4,062,379
-98,756
| -2% | -$13.9M |
|
13
Sea Limited
SE
$72B
| $421M | 2.23% |
13,598,500
| – | – |
|
14
RingCentral
RNG
$5.6B
| $410M | 2.17% |
3,263,000
+260,000
| +9% | +$34.1M |
|
15
Salesforce
CRM
$171B
| $357M | 1.89% |
2,407,739
+121,000
| +5% | +$18.4M |
|
|
16
Carvana
CVNA
$76.9B
| $324M | 1.72% |
24,564,535
+10,410,690
| +74% | +$150M |
|
17
TAL Education Group
TAL
$6.28B
| $323M | 1.71% |
9,424,023
| – | – |
|
18
New Oriental
EDU
$8.88B
| $261M | 1.38% |
2,353,600
| – | – |
|
19
GDS Holdings
GDS
$6.58B
| $230M | 1.22% |
5,730,659
| – | – |
|
|
ZEN
20
DELISTED
ZENDESK INC
ZEN
| $215M | 1.14% |
2,947,000
+245,000
| +9% | +$20.2M |
|
21
Mercado Libre
MELI
$97.5B
| $215M | 1.14% |
389,500
| – | – |
|
22
Uber
UBER
$161B
| $203M | 1.08% |
6,664,323
| – | – |
|
23
ServiceNow
NOW
$133B
| $203M | 1.07% |
3,998,000
| – | – |
|
24
Adobe
ADBE
$109B
| $197M | 1.04% |
714,000
| – | – |
|
|
NEWR
25
DELISTED
New Relic, Inc.
NEWR
| $179M | 0.95% |
+2,920,000
| New | +$211M |
|
Similar funds
Chase Coleman's Q3 2019 Portfolio in Review
As of Q3 2019, Chase Coleman held 87 positions worth $18.9B, up 2.2% from $18.5B the previous quarter. Its ten largest holdings account for 67% of the portfolio.
Chase Coleman deployed $1.41B of net new capital in Q3 2019, opening 13 new positions and adding to 11 existing holdings. Its largest new stake was New Relic, Inc.: 2,920,000 shares worth $179M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 33% of assets, up from 33% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Stellantis, an estimated $255M trimmed.
- Chase Coleman's largest Q3 2019 buy was New Relic, Inc.: 2,920,000 shares worth $179M.
- Chase Coleman added most to Alibaba in Q3 2019, an estimated $593M increase.
- Chase Coleman's biggest Q3 2019 reduction was Stellantis, cutting an estimated $255M.
- Chase Coleman fully exited Eventbrite in Q3 2019, selling an estimated $135M.
- Chase Coleman's ten largest holdings make up 67% of its $18.9B portfolio in Q3 2019.
- Chase Coleman opened 13 new positions and closed 3 in Q3 2019.
- Chase Coleman's portfolio value rose 2.2% quarter-over-quarter to $18.9B.
Based on Tiger Global Management's 13F filing for Q3 2019, filed 14 Nov 2019.