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
|
+$444M |
| 2 |
PayPal
PYPL
|
+$255M |
| 3 |
Elastic
ESTC
|
+$241M |
| 4 |
Pinduoduo
PDD
|
+$140M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$137M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Stellantis
STLA
|
+$974M |
| 2 |
Alibaba
BABA
|
+$800M |
| 3 |
Microsoft
MSFT
|
+$646M |
| 4 |
Meta Platforms (Facebook)
META
|
+$562M |
| 5 |
Salesforce
CRM
|
+$262M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.69% |
| 2 | Consumer Discretionary | 27.04% |
| 3 | Communication Services | 16.63% |
| 4 | Financials | 12.62% |
| 5 | Industrials | 6.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
JD.com
JD
$39.7B
| $1.86B | 10.27% |
52,850,366
| – | – |
|
2
Apollo Global Management
APO
$78.4B
| $1.8B | 9.92% |
37,663,500
| – | – |
|
|
3
Microsoft
MSFT
$3.59T
| $1.72B | 9.47% |
10,883,100
-4,397,400
| -29% | -$646M |
|
|
4
Meta Platforms (Facebook)
META
$1.4T
| $1.71B | 9.42% |
8,319,500
-2,901,600
| -26% | -$562M |
|
5
TransDigm Group
TDG
$66.4B
| $1.16B | 6.38% |
2,066,000
| – | – |
|
6
Amazon
AMZN
$2.79T
| $1.13B | 6.24% |
12,240,800
-1,841,440
| -13% | -$163M |
|
|
7
Alibaba
BABA
$286B
| $746M | 4.11% |
3,515,662
-4,264,600
| -55% | -$800M |
|
|
8
Uber
UBER
$161B
| $643M | 3.55% |
21,614,787
+14,950,464
| +224% | +$444M |
|
9
RingCentral
RNG
$5.6B
| $556M | 3.07% |
3,297,200
+34,200
| +1% | +$5.64M |
|
10
Spotify
SPOT
$110B
| $520M | 2.87% |
3,480,202
-582,177
| -14% | -$79.9M |
|
11
Netflix
NFLX
$331B
| $502M | 2.77% |
15,510,000
-5,958,130
| -28% | -$177M |
|
12
Corpay
CPAY
$27.4B
| $497M | 2.74% |
1,727,100
| – | – |
|
13
Carvana
CVNA
$76.9B
| $452M | 2.5% |
24,564,535
| – | – |
|
14
Sunrun
RUN
$2.21B
| $411M | 2.27% |
29,773,257
+1,059,257
| +4% | +$15.8M |
|
15
Sea Limited
SE
$72B
| $336M | 1.86% |
8,359,235
-5,239,265
| -39% | -$176M |
|
16
GDS Holdings
GDS
$6.58B
| $296M | 1.63% |
5,730,659
| – | – |
|
17
TAL Education Group
TAL
$6.28B
| $278M | 1.53% |
5,762,873
-3,661,150
| -39% | -$157M |
|
|
18
PayPal
PYPL
$52.7B
| $265M | 1.46% |
+2,448,000
| New | +$255M |
|
|
19
Elastic
ESTC
$8.93B
| $258M | 1.43% |
4,019,843
+3,281,843
| +445% | +$241M |
|
20
MongoDB
MDB
$34.7B
| $252M | 1.39% |
1,911,300
+1,042,345
| +120% | +$137M |
|
|
21
Pinduoduo
PDD
$126B
| $224M | 1.24% |
5,935,004
+3,762,534
| +173% | +$140M |
|
|
SMAR
22
DELISTED
Smartsheet Inc.
SMAR
| $211M | 1.17% |
4,705,700
+287,226
| +7% | +$11.9M |
|
23
Twilio
TWLO
$34.6B
| $187M | 1.03% |
1,906,000
+827,000
| +77% | +$84.5M |
|
24
Mastercard
MA
$509B
| $187M | 1.03% |
626,000
+76,068
| +14% | +$21.4M |
|
25
Atlassian
TEAM
$43.5B
| $182M | 1% |
1,510,000
+903,999
| +149% | +$110M |
|
Similar funds
Chase Coleman's Q4 2019 Portfolio in Review
As of Q4 2019, Chase Coleman held 89 positions worth $18.1B, down 4% from $18.9B the previous quarter. Its ten largest holdings account for 65% of the portfolio.
Chase Coleman withdrew a net $3.28B in Q4 2019, closing 16 positions and reducing 17 holdings. Its most notable exit was Stellantis, an estimated $974M position sold in full.
By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 33% a quarter earlier, followed by Consumer Discretionary and Communication Services.
Against the trend, Chase Coleman opened a new position in PayPal worth $265M.
- Chase Coleman's largest Q4 2019 buy was PayPal: 2,448,000 shares worth $265M.
- Chase Coleman added most to Uber in Q4 2019, an estimated $444M increase.
- Chase Coleman's biggest Q4 2019 reduction was Alibaba, cutting an estimated $800M.
- Chase Coleman fully exited Stellantis in Q4 2019, selling an estimated $974M.
- Chase Coleman's ten largest holdings make up 65% of its $18.1B portfolio in Q4 2019.
- Chase Coleman opened 5 new positions and closed 16 in Q4 2019.
- Chase Coleman's portfolio value fell 4% quarter-over-quarter to $18.1B.
Based on Tiger Global Management's 13F filing for Q4 2019, filed 14 Feb 2020.