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 |
Workday
WDAY
|
+$344M |
| 2 |
ATH
Athene Holding Ltd. Class A Common Shares
ATH
|
+$297M |
| 3 |
PLAN
Anaplan, Inc.
PLAN
|
+$230M |
| 4 |
Alibaba
BABA
|
+$204M |
| 5 |
Datadog
DDOG
|
+$133M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Uber
UBER
|
+$383M |
| 2 |
TransDigm Group
TDG
|
+$168M |
| 3 |
Apollo Global Management
APO
|
+$161M |
| 4 |
Corpay
CPAY
|
+$119M |
| 5 |
Amazon
AMZN
|
+$116M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 36.81% |
| 2 | Consumer Discretionary | 30.77% |
| 3 | Communication Services | 15.11% |
| 4 | Financials | 10.53% |
| 5 | Industrials | 3.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
JD.com
JD
$39.7B
| $2.05B | 12.35% |
50,650,366
-2,200,000
| -4% | -$87.9M |
|
2
Microsoft
MSFT
$3.59T
| $1.7B | 10.25% |
10,793,784
-89,316
| -0.8% | -$14.7M |
|
3
Meta Platforms (Facebook)
META
$1.4T
| $1.46B | 8.79% |
8,750,500
+431,000
| +5% | +$84.4M |
|
|
4
Apollo Global Management
APO
$78.4B
| $1.14B | 6.84% |
33,913,500
-3,750,000
| -10% | -$161M |
|
|
5
Amazon
AMZN
$2.79T
| $1.08B | 6.48% |
11,046,400
-1,194,400
| -10% | -$116M |
|
|
6
Alibaba
BABA
$286B
| $874M | 5.26% |
4,491,662
+976,000
| +28% | +$204M |
|
7
RingCentral
RNG
$5.6B
| $705M | 4.24% |
3,326,370
+29,170
| +0.9% | +$6.01M |
|
8
Netflix
NFLX
$331B
| $582M | 3.51% |
15,510,000
| – | – |
|
|
9
TransDigm Group
TDG
$66.4B
| $563M | 3.39% |
1,757,245
-308,755
| -15% | -$168M |
|
10
Sea Limited
SE
$72B
| $370M | 2.23% |
8,359,235
| – | – |
|
11
Spotify
SPOT
$110B
| $333M | 2% |
2,738,480
-741,722
| -21% | -$105M |
|
12
GDS Holdings
GDS
$6.58B
| $332M | 2% |
5,730,659
| – | – |
|
13
Carvana
CVNA
$76.9B
| $331M | 1.99% |
30,064,535
+5,500,000
| +22% | +$85.1M |
|
14
TAL Education Group
TAL
$6.28B
| $307M | 1.85% |
5,762,873
| – | – |
|
|
15
Workday
WDAY
$49.4B
| $302M | 1.82% |
2,318,000
+2,040,000
| +734% | +$344M |
|
16
Sunrun
RUN
$2.21B
| $301M | 1.81% |
29,773,257
| – | – |
|
|
17
Uber
UBER
$161B
| $278M | 1.68% |
9,974,716
-11,640,071
| -54% | -$383M |
|
18
MongoDB
MDB
$34.7B
| $261M | 1.57% |
1,911,300
| – | – |
|
|
19
Corpay
CPAY
$27.4B
| $242M | 1.45% |
1,295,325
-431,775
| -25% | -$119M |
|
20
New Oriental
EDU
$8.88B
| $232M | 1.4% |
2,141,500
+700,659
| +49% | +$90M |
|
21
Elastic
ESTC
$8.93B
| $224M | 1.35% |
4,019,843
| – | – |
|
22
PayPal
PYPL
$52.7B
| $222M | 1.34% |
2,320,000
-128,000
| -5% | -$14.1M |
|
23
Pinduoduo
PDD
$126B
| $214M | 1.29% |
5,935,004
| – | – |
|
24
Atlassian
TEAM
$43.5B
| $207M | 1.25% |
1,510,000
| – | – |
|
|
PLAN
25
DELISTED
Anaplan, Inc.
PLAN
| $206M | 1.24% |
6,800,903
+4,608,503
| +210% | +$230M |
|
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Chase Coleman's Q1 2020 Portfolio in Review
As of Q1 2020, Chase Coleman held 76 positions worth $16.6B, down 8.3% from $18.1B the previous quarter. Its ten largest holdings account for 63% of the portfolio.
Chase Coleman's Q1 2020 filing shows 3 new, 11 increased, 14 reduced and 2 closed positions. Its largest new stake was Athene Holding Ltd. Class A Common Shares: 7,464,626 shares worth $185M. The largest sale was Uber, an estimated $383M.
By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 35% a quarter earlier, followed by Consumer Discretionary and Communication Services.
- Chase Coleman's largest Q1 2020 buy was Athene Holding Ltd. Class A Common Shares: 7,464,626 shares worth $185M.
- Chase Coleman added most to Workday in Q1 2020, an estimated $344M increase.
- Chase Coleman's biggest Q1 2020 reduction was Uber, cutting an estimated $383M.
- Chase Coleman fully exited Slack Technologies, Inc. in Q1 2020, selling an estimated $45.1M.
- Chase Coleman's ten largest holdings make up 63% of its $16.6B portfolio in Q1 2020.
- Chase Coleman opened 3 new positions and closed 2 in Q1 2020.
- Chase Coleman's portfolio value fell 8.3% quarter-over-quarter to $16.6B.
Based on Tiger Global Management's 13F filing for Q1 2020, filed 15 May 2020.