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 |
Nu Holdings
NU
|
+$2.61B |
| 2 |
Zoom
ZM
|
+$321M |
| 3 |
Carvana
CVNA
|
+$307M |
| 4 |
Snowflake
SNOW
|
+$296M |
| 5 |
Sea Limited
SE
|
+$291M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$1.51B |
| 2 |
Roblox
RBLX
|
+$1.25B |
| 3 |
Apollo Global Management
APO
|
+$1.15B |
| 4 |
TransDigm Group
TDG
|
+$1.1B |
| 5 |
Amazon
AMZN
|
+$734M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 48.52% |
| 2 | Consumer Discretionary | 30.12% |
| 3 | Financials | 10.15% |
| 4 | Communication Services | 8.7% |
| 5 | Healthcare | 1.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
JD.com
JD
$39.7B
| $3.76B | 8.2% |
53,729,171
+2,590,046
| +5% | +$205M |
|
|
2
Microsoft
MSFT
$3.59T
| $2.85B | 6.21% |
8,482,234
-4,649,500
| -35% | -$1.51B |
|
|
3
Sea Limited
SE
$72B
| $2.55B | 5.55% |
11,390,139
+976,239
| +9% | +$291M |
|
|
4
Nu Holdings
NU
$70.4B
| $2.49B | 5.43% |
+265,981,658
| New | +$2.61B |
|
|
5
Snowflake
SNOW
$115B
| $2.04B | 4.44% |
6,020,669
+848,915
| +16% | +$296M |
|
6
DoorDash
DASH
$96.8B
| $1.73B | 3.77% |
11,643,634
+597,400
| +5% | +$113M |
|
7
Meta Platforms (Facebook)
META
$1.4T
| $1.7B | 3.7% |
5,053,137
| – | – |
|
|
8
Carvana
CVNA
$76.9B
| $1.68B | 3.66% |
36,314,525
+5,574,640
| +18% | +$307M |
|
9
CrowdStrike
CRWD
$195B
| $1.54B | 3.36% |
30,148,000
| – | – |
|
10
ServiceNow
NOW
$133B
| $1.43B | 3.12% |
11,031,200
| – | – |
|
|
11
Amazon
AMZN
$2.79T
| $1.18B | 2.56% |
7,065,840
-4,291,560
| -38% | -$734M |
|
12
Workday
WDAY
$49.4B
| $1.15B | 2.51% |
4,218,750
| – | – |
|
|
13
Zoom
ZM
$31.5B
| $1.13B | 2.45% |
6,130,493
+1,365,810
| +29% | +$321M |
|
14
Shopify
SHOP
$192B
| $1.11B | 2.42% |
8,068,500
-750,000
| -9% | -$110M |
|
|
DOCU
15
DocuSign
DOCU
$11.8B
| $1.06B | 2.3% |
6,927,480
-380,720
| -5% | -$86.8M |
|
16
Datadog
DDOG
$84.6B
| $944M | 2.06% |
5,302,737
+62,300
| +1% | +$10.6M |
|
17
Atlassian
TEAM
$43.5B
| $940M | 2.05% |
2,465,400
| – | – |
|
18
RingCentral
RNG
$5.6B
| $928M | 2.02% |
4,951,000
+998,000
| +25% | +$222M |
|
19
Pinduoduo
PDD
$126B
| $920M | 2% |
15,784,450
+1,731,384
| +12% | +$137M |
|
20
Uber
UBER
$161B
| $756M | 1.65% |
18,030,075
-2,713,423
| -13% | -$117M |
|
21
Coinbase
COIN
$49.2B
| $724M | 1.58% |
2,869,434
+192,790
| +7% | +$56.1M |
|
22
Netflix
NFLX
$331B
| $655M | 1.42% |
10,864,900
| – | – |
|
23
Procore
PCOR
$9.65B
| $631M | 1.37% |
7,889,130
-1,636,309
| -17% | -$143M |
|
24
Spotify
SPOT
$110B
| $604M | 1.31% |
2,579,571
-72,024
| -3% | -$18M |
|
25
Alibaba
BABA
$286B
| $501M | 1.09% |
4,220,095
+417
| +0% | +$60.7K |
|
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Chase Coleman's Q4 2021 Portfolio in Review
As of Q4 2021, Chase Coleman held 177 positions worth $45.9B, down 12% from $52.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Chase Coleman's Q4 2021 filing shows 16 new, 29 increased, 21 reduced and 8 closed positions. Its largest new stake was Nu Holdings: 265,981,658 shares worth $2.49B. The largest sale was Microsoft, an estimated $1.51B.
By sector, the portfolio is most concentrated in Technology at 49% of assets, up from 47% a quarter earlier, followed by Consumer Discretionary and Financials.
- Chase Coleman's largest Q4 2021 buy was Nu Holdings: 265,981,658 shares worth $2.49B.
- Chase Coleman added most to Zoom in Q4 2021, an estimated $321M increase.
- Chase Coleman's biggest Q4 2021 reduction was Microsoft, cutting an estimated $1.51B.
- Chase Coleman fully exited TransDigm Group in Q4 2021, selling an estimated $1.1B.
- Chase Coleman's ten largest holdings make up 47% of its $45.9B portfolio in Q4 2021.
- Chase Coleman opened 16 new positions and closed 8 in Q4 2021.
- Chase Coleman's portfolio value fell 12% quarter-over-quarter to $45.9B.
Based on Tiger Global Management's 13F filing for Q4 2021, filed 14 Feb 2022.