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 |
Roblox
RBLX
|
+$2.82B |
| 2 |
DOCU
DocuSign
DOCU
|
+$783M |
| 3 |
DoorDash
DASH
|
+$705M |
| 4 |
Microsoft
MSFT
|
+$425M |
| 5 |
Futu Holdings
FUTU
|
+$413M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Uber
UBER
|
+$383M |
| 2 |
Meta Platforms (Facebook)
META
|
+$206M |
| 3 |
Gaotu Techedu
GOTU
|
+$156M |
| 4 |
Sunrun
RUN
|
+$69.5M |
| 5 |
GDS Holdings
GDS
|
+$68.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 39.25% |
| 2 | Consumer Discretionary | 34.56% |
| 3 | Communication Services | 13.64% |
| 4 | Financials | 6.47% |
| 5 | Industrials | 2.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
JD.com
JD
$39.7B
| $4.36B | 10.02% |
51,650,366
| – | – |
|
|
2
Microsoft
MSFT
$3.59T
| $3.24B | 7.44% |
13,722,734
+1,831,000
| +15% | +$425M |
|
|
3
Roblox
RBLX
$27.4B
| $2.62B | 6.03% |
+40,428,863
| New | +$2.82B |
|
4
Sea Limited
SE
$72B
| $2.12B | 4.88% |
9,505,500
+279,000
| +3% | +$64.8M |
|
5
Amazon
AMZN
$2.79T
| $1.9B | 4.36% |
12,261,900
| – | – |
|
6
Pinduoduo
PDD
$126B
| $1.88B | 4.33% |
14,053,066
| – | – |
|
7
Apollo Global Management
APO
$78.4B
| $1.64B | 3.78% |
34,913,500
+1,000,000
| +3% | +$48.7M |
|
|
8
Meta Platforms (Facebook)
META
$1.4T
| $1.64B | 3.77% |
5,560,137
-766,663
| -12% | -$206M |
|
9
Carvana
CVNA
$76.9B
| $1.58B | 3.63% |
30,064,535
| – | – |
|
10
CrowdStrike
CRWD
$195B
| $1.38B | 3.16% |
30,148,000
| – | – |
|
|
11
Uber
UBER
$161B
| $1.13B | 2.61% |
20,821,712
-6,859,687
| -25% | -$383M |
|
12
ServiceNow
NOW
$133B
| $1.08B | 2.48% |
10,780,000
+2,565,000
| +31% | +$271M |
|
|
DOCU
13
DocuSign
DOCU
$11.8B
| $1.04B | 2.4% |
5,151,000
+3,378,000
| +191% | +$783M |
|
14
TransDigm Group
TDG
$66.4B
| $1.03B | 2.38% |
1,757,245
| – | – |
|
15
Workday
WDAY
$49.4B
| $1.03B | 2.36% |
4,127,450
| – | – |
|
16
Alibaba
BABA
$286B
| $1.02B | 2.34% |
4,478,062
| – | – |
|
17
RingCentral
RNG
$5.6B
| $991M | 2.28% |
3,326,370
| – | – |
|
18
Peloton Interactive
PTON
$2.37B
| $884M | 2.03% |
7,857,772
+14
| +0% | +$1.86K |
|
19
Spotify
SPOT
$110B
| $853M | 1.96% |
3,183,186
-827
| -0% | -$258K |
|
20
Zoom
ZM
$31.5B
| $787M | 1.81% |
2,450,204
+1,005,231
| +70% | +$370M |
|
|
21
DoorDash
DASH
$96.8B
| $761M | 1.75% |
5,806,568
+4,210,568
| +264% | +$705M |
|
22
Shopify
SHOP
$192B
| $573M | 1.32% |
5,175,500
+3,237,340
| +167% | +$391M |
|
23
Netflix
NFLX
$331B
| $551M | 1.27% |
10,562,900
| – | – |
|
|
24
Futu Holdings
FUTU
$17.3B
| $530M | 1.22% |
+3,340,000
| New | +$413M |
|
25
Atlassian
TEAM
$43.5B
| $520M | 1.2% |
2,465,400
| – | – |
|
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Chase Coleman's Q1 2021 Portfolio in Review
As of Q1 2021, Chase Coleman held 122 positions worth $43.5B, up 11% from $39B the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Chase Coleman deployed $7.46B of net new capital in Q1 2021, opening 25 new positions and adding to 17 existing holdings. Its largest new stake was Roblox: 40,428,863 shares worth $2.62B.
By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 40% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was Uber, an estimated $383M trimmed.
- Chase Coleman's largest Q1 2021 buy was Roblox: 40,428,863 shares worth $2.62B.
- Chase Coleman added most to DocuSign in Q1 2021, an estimated $783M increase.
- Chase Coleman's biggest Q1 2021 reduction was Uber, cutting an estimated $383M.
- Chase Coleman fully exited Gaotu Techedu in Q1 2021, selling an estimated $156M.
- Chase Coleman's ten largest holdings make up 51% of its $43.5B portfolio in Q1 2021.
- Chase Coleman opened 25 new positions and closed 2 in Q1 2021.
- Chase Coleman's portfolio value rose 11% quarter-over-quarter to $43.5B.
Based on Tiger Global Management's 13F filing for Q1 2021, filed 17 May 2021.