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 |
Procore
PCOR
|
+$836M |
| 2 |
UiPath
PATH
|
+$764M |
| 3 |
DoorDash
DASH
|
+$749M |
| 4 |
Coinbase
COIN
|
+$682M |
| 5 |
Zoom
ZM
|
+$610M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Roblox
RBLX
|
+$1.05B |
| 2 |
Salesforce
CRM
|
+$438M |
| 3 |
Apollo Global Management
APO
|
+$214M |
| 4 |
Meta Platforms (Facebook)
META
|
+$163M |
| 5 |
TAL Education Group
TAL
|
+$155M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 43.75% |
| 2 | Consumer Discretionary | 31.58% |
| 3 | Communication Services | 12.33% |
| 4 | Financials | 7.24% |
| 5 | Industrials | 2.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
JD.com
JD
$39.7B
| $4.12B | 7.66% |
51,594,753
-55,613
| -0.1% | -$4.19M |
|
2
Microsoft
MSFT
$3.59T
| $3.56B | 6.62% |
13,131,734
-591,000
| -4% | -$150M |
|
3
Sea Limited
SE
$72B
| $2.79B | 5.18% |
10,148,500
+643,000
| +7% | +$163M |
|
|
4
Roblox
RBLX
$27.4B
| $2.46B | 4.58% |
27,392,297
-13,036,566
| -32% | -$1.05B |
|
|
DOCU
5
DocuSign
DOCU
$11.8B
| $2.04B | 3.79% |
7,280,000
+2,129,000
| +41% | +$476M |
|
6
Amazon
AMZN
$2.79T
| $1.95B | 3.63% |
11,357,400
-904,500
| -7% | -$150M |
|
|
7
DoorDash
DASH
$96.8B
| $1.95B | 3.62% |
10,913,734
+5,107,166
| +88% | +$749M |
|
|
8
Apollo Global Management
APO
$78.4B
| $1.93B | 3.59% |
31,052,476
-3,861,024
| -11% | -$214M |
|
9
Carvana
CVNA
$76.9B
| $1.92B | 3.57% |
31,775,535
+1,711,000
| +6% | +$93.1M |
|
10
CrowdStrike
CRWD
$195B
| $1.89B | 3.52% |
30,148,000
| – | – |
|
11
Pinduoduo
PDD
$126B
| $1.79B | 3.32% |
14,053,066
| – | – |
|
|
12
Meta Platforms (Facebook)
META
$1.4T
| $1.76B | 3.27% |
5,053,137
-507,000
| -9% | -$163M |
|
|
13
Zoom
ZM
$31.5B
| $1.66B | 3.08% |
4,283,073
+1,832,869
| +75% | +$610M |
|
14
Shopify
SHOP
$192B
| $1.27B | 2.37% |
8,723,000
+3,547,500
| +69% | +$437M |
|
15
ServiceNow
NOW
$133B
| $1.21B | 2.26% |
11,031,200
+251,200
| +2% | +$25.5M |
|
16
RingCentral
RNG
$5.6B
| $1.14B | 2.13% |
3,940,000
+613,630
| +18% | +$175M |
|
17
TransDigm Group
TDG
$66.4B
| $1.14B | 2.12% |
1,757,245
| – | – |
|
18
Peloton Interactive
PTON
$2.37B
| $1.09B | 2.04% |
8,826,164
+968,392
| +12% | +$103M |
|
19
Uber
UBER
$161B
| $1.04B | 1.93% |
20,747,855
-73,857
| -0.4% | -$3.86M |
|
20
Snowflake
SNOW
$115B
| $1.01B | 1.88% |
4,189,254
+1,957,602
| +88% | +$455M |
|
21
Workday
WDAY
$49.4B
| $985M | 1.83% |
4,127,450
| – | – |
|
22
Alibaba
BABA
$286B
| $957M | 1.78% |
4,219,678
-258,384
| -6% | -$57.4M |
|
|
23
Procore
PCOR
$9.65B
| $904M | 1.68% |
+9,525,439
| New | +$836M |
|
24
Spotify
SPOT
$110B
| $870M | 1.62% |
3,158,195
-24,991
| -0.8% | -$6.34M |
|
|
25
UiPath
PATH
$8.49B
| $708M | 1.32% |
+10,423,632
| New | +$764M |
|
Similar funds
Chase Coleman's Q2 2021 Portfolio in Review
As of Q2 2021, Chase Coleman held 145 positions worth $53.8B, up 24% from $43.5B the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Chase Coleman deployed $5.09B of net new capital in Q2 2021, opening 25 new positions and adding to 22 existing holdings. Its largest new stake was Procore: 9,525,439 shares worth $904M.
By sector, the portfolio is most concentrated in Technology at 44% of assets, up from 39% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was Roblox, an estimated $1.05B trimmed.
- Chase Coleman's largest Q2 2021 buy was Procore: 9,525,439 shares worth $904M.
- Chase Coleman added most to DoorDash in Q2 2021, an estimated $749M increase.
- Chase Coleman's biggest Q2 2021 reduction was Roblox, cutting an estimated $1.05B.
- Chase Coleman fully exited Phoenix Tree Holdings Limited American Depositary Shares, each representing ten (10) Class A ordinar in Q2 2021, selling an estimated $86.2M.
- Chase Coleman's ten largest holdings make up 46% of its $53.8B portfolio in Q2 2021.
- Chase Coleman opened 25 new positions and closed 4 in Q2 2021.
- Chase Coleman's portfolio value rose 24% quarter-over-quarter to $53.8B.
Based on Tiger Global Management's 13F filing for Q2 2021, filed 16 Aug 2021.