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 |
Pinduoduo
PDD
|
+$699M |
| 2 |
ServiceNow
NOW
|
+$342M |
| 3 |
Snowflake
SNOW
|
+$298M |
| 4 |
CrowdStrike
CRWD
|
+$291M |
| 5 |
Gaotu Techedu
GOTU
|
+$269M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NEWR
New Relic, Inc.
NEWR
|
+$92.7M |
| 2 |
ATH
Athene Holding Ltd. Class A Common Shares
ATH
|
+$44.9M |
| 3 |
Chewy
CHWY
|
+$35.8M |
| 4 |
PayPal
PYPL
|
+$9.61M |
| 5 |
Salesforce
CRM
|
+$8.98M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 42.88% |
| 2 | Consumer Discretionary | 33.11% |
| 3 | Communication Services | 11.25% |
| 4 | Financials | 6.27% |
| 5 | Consumer Staples | 2.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
JD.com
JD
$39.7B
| $4.01B | 11.28% |
51,650,366
| – | – |
|
2
Microsoft
MSFT
$3.59T
| $2.4B | 6.76% |
11,413,734
+402,583
| +4% | +$84.6M |
|
3
Sunrun
RUN
$2.21B
| $2.29B | 6.46% |
29,773,257
| – | – |
|
4
Meta Platforms (Facebook)
META
$1.4T
| $2.29B | 6.45% |
8,750,500
| – | – |
|
5
Amazon
AMZN
$2.79T
| $1.9B | 5.36% |
12,096,000
+235,400
| +2% | +$37.1M |
|
6
Apollo Global Management
APO
$78.4B
| $1.52B | 4.27% |
33,913,500
| – | – |
|
7
Carvana
CVNA
$76.9B
| $1.34B | 3.77% |
30,064,535
| – | – |
|
8
Alibaba
BABA
$286B
| $1.32B | 3.71% |
4,478,062
-13,600
| -0.3% | -$3.58M |
|
9
Sea Limited
SE
$72B
| $1.29B | 3.62% |
8,359,235
| – | – |
|
|
10
Pinduoduo
PDD
$126B
| $1.06B | 2.97% |
14,253,066
+8,155,066
| +134% | +$699M |
|
|
11
CrowdStrike
CRWD
$195B
| $1.03B | 2.91% |
30,148,000
+9,980,000
| +49% | +$291M |
|
12
RingCentral
RNG
$5.6B
| $913M | 2.57% |
3,326,370
| – | – |
|
13
Zoom
ZM
$31.5B
| $855M | 2.41% |
1,818,300
+187,300
| +11% | +$59.9M |
|
14
TransDigm Group
TDG
$66.4B
| $835M | 2.35% |
1,757,245
| – | – |
|
15
Workday
WDAY
$49.4B
| $797M | 2.24% |
3,704,771
+694,771
| +23% | +$137M |
|
16
Netflix
NFLX
$331B
| $776M | 2.18% |
15,510,000
| – | – |
|
17
Spotify
SPOT
$110B
| $773M | 2.17% |
3,185,589
| – | – |
|
18
Peloton Interactive
PTON
$2.37B
| $772M | 2.17% |
7,777,658
+2,477,750
| +47% | +$182M |
|
|
19
ServiceNow
NOW
$133B
| $722M | 2.03% |
7,444,500
+3,829,500
| +106% | +$342M |
|
|
20
Salesforce
CRM
$171B
| $575M | 1.62% |
2,288,700
-41,000
| -2% | -$8.98M |
|
21
Uber
UBER
$161B
| $567M | 1.6% |
15,538,716
+5,564,000
| +56% | +$184M |
|
22
Atlassian
TEAM
$43.5B
| $502M | 1.41% |
2,762,241
+1,252,241
| +83% | +$223M |
|
23
Datadog
DDOG
$84.6B
| $486M | 1.37% |
4,757,000
| – | – |
|
24
GDS Holdings
GDS
$6.58B
| $469M | 1.32% |
5,730,659
| – | – |
|
25
Twilio
TWLO
$34.6B
| $467M | 1.32% |
1,891,500
-14,500
| -0.8% | -$3.57M |
|
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Chase Coleman's Q3 2020 Portfolio in Review
As of Q3 2020, Chase Coleman held 93 positions worth $35.5B, up 38% from $25.8B the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Chase Coleman deployed $3.69B of net new capital in Q3 2020, opening 20 new positions and adding to 13 existing holdings. Its largest new stake was Snowflake: 1,250,000 shares worth $314M.
By sector, the portfolio is most concentrated in Technology at 43% of assets, up from 39% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was PayPal, an estimated $9.61M trimmed.
- Chase Coleman's largest Q3 2020 buy was Snowflake: 1,250,000 shares worth $314M.
- Chase Coleman added most to Pinduoduo in Q3 2020, an estimated $699M increase.
- Chase Coleman's biggest Q3 2020 reduction was PayPal, cutting an estimated $9.61M.
- Chase Coleman fully exited New Relic, Inc. in Q3 2020, selling an estimated $92.7M.
- Chase Coleman's ten largest holdings make up 55% of its $35.5B portfolio in Q3 2020.
- Chase Coleman opened 20 new positions and closed 3 in Q3 2020.
- Chase Coleman's portfolio value rose 38% quarter-over-quarter to $35.5B.
Based on Tiger Global Management's 13F filing for Q3 2020, filed 16 Nov 2020.