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
|
+$544M |
| 2 |
DOCU
DocuSign
DOCU
|
+$331M |
| 3 |
DoorDash
DASH
|
+$255M |
| 4 |
COUP
Coupa Software Incorporated
COUP
|
+$206M |
| 5 |
Sea Limited
SE
|
+$154M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sunrun
RUN
|
+$1.35B |
| 2 |
Meta Platforms (Facebook)
META
|
+$664M |
| 3 |
Twilio
TWLO
|
+$568M |
| 4 |
MongoDB
MDB
|
+$511M |
| 5 |
PLAN
Anaplan, Inc.
PLAN
|
+$359M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 40.16% |
| 2 | Consumer Discretionary | 38.67% |
| 3 | Communication Services | 8.65% |
| 4 | Financials | 5.57% |
| 5 | Industrials | 2.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
JD.com
JD
$39.7B
| $4.54B | 11.63% |
51,650,366
| – | – |
|
2
Microsoft
MSFT
$3.59T
| $2.64B | 6.78% |
11,891,734
+478,000
| +4% | +$103M |
|
3
Pinduoduo
PDD
$126B
| $2.5B | 6.4% |
14,053,066
-200,000
| -1% | -$23.9M |
|
4
Amazon
AMZN
$2.79T
| $2B | 5.12% |
12,261,900
+165,900
| +1% | +$26.5M |
|
|
5
Sea Limited
SE
$72B
| $1.84B | 4.71% |
9,226,500
+867,265
| +10% | +$154M |
|
|
6
Meta Platforms (Facebook)
META
$1.4T
| $1.73B | 4.43% |
6,326,800
-2,423,700
| -28% | -$664M |
|
7
Apollo Global Management
APO
$78.4B
| $1.66B | 4.26% |
33,913,500
| – | – |
|
8
CrowdStrike
CRWD
$195B
| $1.6B | 4.09% |
30,148,000
| – | – |
|
9
Carvana
CVNA
$76.9B
| $1.44B | 3.69% |
30,064,535
| – | – |
|
|
10
Uber
UBER
$161B
| $1.41B | 3.62% |
27,681,399
+12,142,683
| +78% | +$544M |
|
11
RingCentral
RNG
$5.6B
| $1.26B | 3.23% |
3,326,370
| – | – |
|
12
Peloton Interactive
PTON
$2.37B
| $1.19B | 3.05% |
7,857,758
+80,100
| +1% | +$9.76M |
|
13
TransDigm Group
TDG
$66.4B
| $1.09B | 2.79% |
1,757,245
| – | – |
|
14
Alibaba
BABA
$286B
| $1.04B | 2.67% |
4,478,062
| – | – |
|
15
Spotify
SPOT
$110B
| $1B | 2.57% |
3,184,013
-1,576
| -0% | -$445K |
|
16
Workday
WDAY
$49.4B
| $989M | 2.53% |
4,127,450
+422,679
| +11% | +$95M |
|
17
ServiceNow
NOW
$133B
| $904M | 2.32% |
8,215,000
+770,500
| +10% | +$80.1M |
|
18
Elastic
ESTC
$8.93B
| $587M | 1.51% |
4,019,843
| – | – |
|
19
Atlassian
TEAM
$43.5B
| $577M | 1.48% |
2,465,400
-296,841
| -11% | -$62.7M |
|
20
Netflix
NFLX
$331B
| $571M | 1.46% |
10,562,900
-4,947,100
| -32% | -$251M |
|
|
21
Sunrun
RUN
$2.21B
| $560M | 1.44% |
8,073,257
-21,700,000
| -73% | -$1.35B |
|
22
Salesforce
CRM
$171B
| $509M | 1.3% |
2,288,700
| – | – |
|
23
Snowflake
SNOW
$115B
| $493M | 1.26% |
1,753,597
+503,597
| +40% | +$143M |
|
24
Zoom
ZM
$31.5B
| $487M | 1.25% |
1,444,973
-373,327
| -21% | -$166M |
|
25
Datadog
DDOG
$84.6B
| $468M | 1.2% |
4,757,000
| – | – |
|
Similar funds
Chase Coleman's Q4 2020 Portfolio in Review
As of Q4 2020, Chase Coleman held 104 positions worth $39B, up 9.8% from $35.5B the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Chase Coleman withdrew a net $1.85B in Q4 2020, closing 7 positions and reducing 17 holdings. Its most notable exit was Alphabet (Google) Class A, an estimated $44.7M position sold in full.
By sector, the portfolio is most concentrated in Technology at 40% of assets, down from 43% a quarter earlier, followed by Consumer Discretionary and Communication Services.
Against the trend, Chase Coleman opened a new position in DoorDash worth $228M.
- Chase Coleman's largest Q4 2020 buy was DoorDash: 1,596,000 shares worth $228M.
- Chase Coleman added most to Uber in Q4 2020, an estimated $544M increase.
- Chase Coleman's biggest Q4 2020 reduction was Sunrun, cutting an estimated $1.35B.
- Chase Coleman fully exited Alphabet (Google) Class A in Q4 2020, selling an estimated $44.7M.
- Chase Coleman's ten largest holdings make up 55% of its $39B portfolio in Q4 2020.
- Chase Coleman opened 14 new positions and closed 7 in Q4 2020.
- Chase Coleman's portfolio value rose 9.8% quarter-over-quarter to $39B.
Based on Tiger Global Management's 13F filing for Q4 2020, filed 16 Feb 2021.