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 |
Warby Parker
WRBY
|
+$814M |
| 2 |
Robinhood
HOOD
|
+$622M |
| 3 |
Blend Labs
BLND
|
+$314M |
| 4 |
VTEX
VTEX
|
+$282M |
| 5 |
Snowflake
SNOW
|
+$279M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Roblox
RBLX
|
+$818M |
| 2 |
Apollo Global Management
APO
|
+$522M |
| 3 |
Peloton Interactive
PTON
|
+$180M |
| 4 |
Spotify
SPOT
|
+$119M |
| 5 |
Intuit
INTU
|
+$72.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 46.61% |
| 2 | Consumer Discretionary | 30.66% |
| 3 | Communication Services | 9.78% |
| 4 | Financials | 6.88% |
| 5 | Healthcare | 2.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.59T
| $3.7B | 7.11% |
13,131,734
| – | – |
|
2
JD.com
JD
$39.7B
| $3.69B | 7.1% |
51,139,125
-455,628
| -0.9% | -$33.6M |
|
3
Sea Limited
SE
$72B
| $3.32B | 6.38% |
10,413,900
+265,400
| +3% | +$81.4M |
|
4
DoorDash
DASH
$96.8B
| $2.28B | 4.37% |
11,046,234
+132,500
| +1% | +$25.3M |
|
|
DOCU
5
DocuSign
DOCU
$11.8B
| $1.88B | 3.61% |
7,308,200
+28,200
| +0.4% | +$8.13M |
|
6
Amazon
AMZN
$2.79T
| $1.87B | 3.58% |
11,357,400
| – | – |
|
7
Carvana
CVNA
$76.9B
| $1.85B | 3.56% |
30,739,885
-1,035,650
| -3% | -$68.9M |
|
8
CrowdStrike
CRWD
$195B
| $1.85B | 3.56% |
30,148,000
| – | – |
|
9
Meta Platforms (Facebook)
META
$1.4T
| $1.71B | 3.29% |
5,053,137
| – | – |
|
|
10
Snowflake
SNOW
$115B
| $1.56B | 3% |
5,171,754
+982,500
| +23% | +$279M |
|
|
11
Apollo Global Management
APO
$78.4B
| $1.38B | 2.65% |
22,362,873
-8,689,603
| -28% | -$522M |
|
12
ServiceNow
NOW
$133B
| $1.37B | 2.64% |
11,031,200
| – | – |
|
|
13
Roblox
RBLX
$27.4B
| $1.32B | 2.53% |
17,430,822
-9,961,475
| -36% | -$818M |
|
14
Pinduoduo
PDD
$126B
| $1.27B | 2.45% |
14,053,066
| – | – |
|
15
Zoom
ZM
$31.5B
| $1.25B | 2.39% |
4,764,683
+481,610
| +11% | +$162M |
|
16
Shopify
SHOP
$192B
| $1.2B | 2.3% |
8,818,500
+95,500
| +1% | +$14.3M |
|
17
TransDigm Group
TDG
$66.4B
| $1.1B | 2.11% |
1,757,245
| – | – |
|
18
Workday
WDAY
$49.4B
| $1.05B | 2.03% |
4,218,750
+91,300
| +2% | +$22.6M |
|
19
Atlassian
TEAM
$43.5B
| $965M | 1.85% |
2,465,400
| – | – |
|
20
Uber
UBER
$161B
| $929M | 1.79% |
20,743,498
-4,357
| -0% | -$190K |
|
21
RingCentral
RNG
$5.6B
| $860M | 1.65% |
3,953,000
+13,000
| +0.3% | +$3.3M |
|
22
Procore
PCOR
$9.65B
| $851M | 1.63% |
9,525,439
| – | – |
|
|
23
Warby Parker
WRBY
$3.39B
| $803M | 1.54% |
+15,132,681
| New | +$814M |
|
24
Datadog
DDOG
$84.6B
| $741M | 1.42% |
5,240,437
+248,000
| +5% | +$31.3M |
|
25
Netflix
NFLX
$331B
| $663M | 1.27% |
10,864,900
| – | – |
|
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Chase Coleman's Q3 2021 Portfolio in Review
As of Q3 2021, Chase Coleman held 165 positions worth $52.1B, down 3.2% from $53.8B the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Chase Coleman deployed $1.57B of net new capital in Q3 2021, opening 24 new positions and adding to 21 existing holdings. Its largest new stake was Warby Parker: 15,132,681 shares worth $803M.
By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 44% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was Roblox, an estimated $818M trimmed.
- Chase Coleman's largest Q3 2021 buy was Warby Parker: 15,132,681 shares worth $803M.
- Chase Coleman added most to Snowflake in Q3 2021, an estimated $279M increase.
- Chase Coleman's biggest Q3 2021 reduction was Roblox, cutting an estimated $818M.
- Chase Coleman fully exited TAL Education Group in Q3 2021, selling an estimated $57.6M.
- Chase Coleman's ten largest holdings make up 46% of its $52.1B portfolio in Q3 2021.
- Chase Coleman opened 24 new positions and closed 4 in Q3 2021.
- Chase Coleman's portfolio value fell 3.2% quarter-over-quarter to $52.1B.
Based on Tiger Global Management's 13F filing for Q3 2021, filed 15 Nov 2021.