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 |
CrowdStrike
CRWD
|
+$384M |
| 2 |
Salesforce
CRM
|
+$202M |
| 3 |
Workday
WDAY
|
+$112M |
| 4 |
Amazon
AMZN
|
+$98.3M |
| 5 |
Spotify
SPOT
|
+$76.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ATH
Athene Holding Ltd. Class A Common Shares
ATH
|
+$168M |
| 2 |
Mastercard
MA
|
+$30.2M |
| 3 |
MNTV
Momentive Global Inc. Common Stock
MNTV
|
+$28.8M |
| 4 |
iQIYI
IQ
|
+$17.8M |
| 5 |
PayPal
PYPL
|
+$16.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 39.01% |
| 2 | Consumer Discretionary | 32.05% |
| 3 | Communication Services | 14.11% |
| 4 | Financials | 9.09% |
| 5 | Industrials | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
JD.com
JD
$39.7B
| $3.11B | 12.05% |
51,650,366
+1,000,000
| +2% | +$50.6M |
|
2
Microsoft
MSFT
$3.59T
| $2.24B | 8.69% |
11,011,151
+217,367
| +2% | +$39.5M |
|
3
Meta Platforms (Facebook)
META
$1.4T
| $1.99B | 7.7% |
8,750,500
| – | – |
|
4
Apollo Global Management
APO
$78.4B
| $1.69B | 6.56% |
33,913,500
| – | – |
|
|
5
Amazon
AMZN
$2.79T
| $1.64B | 6.34% |
11,860,600
+814,200
| +7% | +$98.3M |
|
6
Alibaba
BABA
$286B
| $969M | 3.76% |
4,491,662
| – | – |
|
7
RingCentral
RNG
$5.6B
| $948M | 3.68% |
3,326,370
| – | – |
|
8
Sea Limited
SE
$72B
| $896M | 3.48% |
8,359,235
| – | – |
|
|
9
Spotify
SPOT
$110B
| $822M | 3.19% |
3,185,589
+447,109
| +16% | +$76.7M |
|
10
TransDigm Group
TDG
$66.4B
| $777M | 3.01% |
1,757,245
| – | – |
|
11
Carvana
CVNA
$76.9B
| $723M | 2.8% |
30,064,535
| – | – |
|
12
Netflix
NFLX
$331B
| $706M | 2.74% |
15,510,000
| – | – |
|
13
Sunrun
RUN
$2.21B
| $587M | 2.28% |
29,773,257
| – | – |
|
|
14
Workday
WDAY
$49.4B
| $564M | 2.19% |
3,010,000
+692,000
| +30% | +$112M |
|
15
Pinduoduo
PDD
$126B
| $523M | 2.03% |
6,098,000
+162,996
| +3% | +$9.81M |
|
|
16
CrowdStrike
CRWD
$195B
| $506M | 1.96% |
20,168,000
+19,168,000
| +1,917% | +$384M |
|
17
GDS Holdings
GDS
$6.58B
| $457M | 1.77% |
5,730,659
| – | – |
|
|
18
Salesforce
CRM
$171B
| $436M | 1.69% |
2,329,700
+1,197,596
| +106% | +$202M |
|
19
MongoDB
MDB
$34.7B
| $433M | 1.68% |
1,911,300
| – | – |
|
20
Twilio
TWLO
$34.6B
| $418M | 1.62% |
1,906,000
| – | – |
|
21
Datadog
DDOG
$84.6B
| $414M | 1.6% |
4,757,000
+1,076,428
| +29% | +$65.5M |
|
22
Zoom
ZM
$31.5B
| $414M | 1.6% |
1,631,000
+404,400
| +33% | +$72.8M |
|
23
TAL Education Group
TAL
$6.28B
| $394M | 1.53% |
5,762,873
| – | – |
|
|
24
PayPal
PYPL
$52.7B
| $383M | 1.49% |
2,201,000
-119,000
| -5% | -$16.4M |
|
25
Elastic
ESTC
$8.93B
| $371M | 1.44% |
4,019,843
| – | – |
|
Similar funds
Chase Coleman's Q2 2020 Portfolio in Review
As of Q2 2020, Chase Coleman held 78 positions worth $25.8B, up 55% from $16.6B the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Chase Coleman deployed $956M of net new capital in Q2 2020, opening 4 new positions and adding to 12 existing holdings. Its largest new stake was ZoomInfo Technologies: 150,000 shares worth $7.66M.
By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 37% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was Athene Holding Ltd. Class A Common Shares, an estimated $168M trimmed.
- Chase Coleman's largest Q2 2020 buy was ZoomInfo Technologies: 150,000 shares worth $7.66M.
- Chase Coleman added most to CrowdStrike in Q2 2020, an estimated $384M increase.
- Chase Coleman's biggest Q2 2020 reduction was Athene Holding Ltd. Class A Common Shares, cutting an estimated $168M.
- Chase Coleman fully exited iQIYI in Q2 2020, selling an estimated $17.8M.
- Chase Coleman's ten largest holdings make up 58% of its $25.8B portfolio in Q2 2020.
- Chase Coleman opened 4 new positions and closed 5 in Q2 2020.
- Chase Coleman's portfolio value rose 55% quarter-over-quarter to $25.8B.
Based on Tiger Global Management's 13F filing for Q2 2020, filed 14 Aug 2020.