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 |
monday.com
MNDY
|
+$352M |
| 2 |
Li Auto
LI
|
+$342M |
| 3 |
Sea Limited
SE
|
+$300M |
| 4 |
XPeng
XPEV
|
+$266M |
| 5 |
CrowdStrike
CRWD
|
+$237M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Zoom
ZM
|
+$692M |
| 2 |
Netflix
NFLX
|
+$655M |
| 3 |
Amazon
AMZN
|
+$635M |
| 4 |
Uber
UBER
|
+$604M |
| 5 |
Pinduoduo
PDD
|
+$515M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 51.12% |
| 2 | Consumer Discretionary | 30.74% |
| 3 | Financials | 9.91% |
| 4 | Communication Services | 6% |
| 5 | Healthcare | 1.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
JD.com
JD
$39.7B
| $2.82B | 10.59% |
48,774,995
-4,954,176
| -9% | -$337M |
|
2
Microsoft
MSFT
$3.59T
| $2.25B | 8.46% |
7,312,539
-1,169,695
| -14% | -$352M |
|
|
3
CrowdStrike
CRWD
$195B
| $2B | 7.51% |
35,235,272
+5,087,272
| +17% | +$237M |
|
4
Nu Holdings
NU
$70.4B
| $1.97B | 7.38% |
254,788,564
-11,193,094
| -4% | -$89.8M |
|
|
5
Sea Limited
SE
$72B
| $1.62B | 6.08% |
13,520,038
+2,129,899
| +19% | +$300M |
|
6
Snowflake
SNOW
$115B
| $1.57B | 5.88% |
6,841,769
+821,100
| +14% | +$212M |
|
7
ServiceNow
NOW
$133B
| $1.36B | 5.11% |
12,225,025
+1,193,825
| +11% | +$134M |
|
8
Carvana
CVNA
$76.9B
| $1.02B | 3.82% |
42,655,885
+6,341,360
| +17% | +$185M |
|
9
DoorDash
DASH
$96.8B
| $961M | 3.61% |
8,199,780
-3,443,854
| -30% | -$372M |
|
10
Meta Platforms (Facebook)
META
$1.4T
| $868M | 3.26% |
3,902,482
-1,150,655
| -23% | -$288M |
|
11
Workday
WDAY
$49.4B
| $713M | 2.68% |
2,976,432
-1,242,318
| -29% | -$296M |
|
12
Shopify
SHOP
$192B
| $619M | 2.32% |
9,161,750
+1,093,250
| +14% | +$89.8M |
|
13
RingCentral
RNG
$5.6B
| $580M | 2.18% |
4,951,000
| – | – |
|
14
Atlassian
TEAM
$43.5B
| $515M | 1.93% |
1,751,301
-714,099
| -29% | -$213M |
|
|
15
Li Auto
LI
$12.8B
| $511M | 1.92% |
19,791,714
+12,388,725
| +167% | +$342M |
|
|
16
Amazon
AMZN
$2.79T
| $482M | 1.81% |
2,954,860
-4,110,980
| -58% | -$635M |
|
|
17
XPeng
XPEV
$11.7B
| $379M | 1.42% |
13,724,477
+7,495,477
| +120% | +$266M |
|
|
XYZ
18
Block Inc
XYZ
$49.4B
| $371M | 1.39% |
2,738,276
+1,354,276
| +98% | +$164M |
|
|
DOCU
19
DocuSign
DOCU
$11.8B
| $363M | 1.36% |
3,393,000
-3,534,480
| -51% | -$406M |
|
20
Datadog
DDOG
$84.6B
| $338M | 1.27% |
2,231,169
-3,071,568
| -58% | -$449M |
|
|
21
monday.com
MNDY
$3.84B
| $328M | 1.23% |
2,075,846
+1,875,846
| +938% | +$352M |
|
22
Toast
TOST
$21.2B
| $275M | 1.03% |
12,672,463
+8,172,463
| +182% | +$185M |
|
23
Procore
PCOR
$9.65B
| $267M | 1% |
4,614,185
-3,274,945
| -42% | -$208M |
|
24
Mastercard
MA
$509B
| $259M | 0.97% |
724,000
| – | – |
|
|
XM
25
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
| $233M | 0.88% |
8,173,193
-2,387
| -0% | -$68.9K |
|
Similar funds
Chase Coleman's Q1 2022 Portfolio in Review
As of Q1 2022, Chase Coleman held 171 positions worth $26.6B, down 42% from $45.9B the previous quarter. Its ten largest holdings account for 62% of the portfolio.
Chase Coleman withdrew a net $9.13B in Q1 2022, closing 83 positions and reducing 46 holdings. Its most notable exit was Netflix, an estimated $655M position sold in full.
By sector, the portfolio is most concentrated in Technology at 51% of assets, up from 49% a quarter earlier, followed by Consumer Discretionary and Financials.
Against the trend, Chase Coleman opened a new position in Starry Group Holdings, Inc. worth $182M.
- Chase Coleman's largest Q1 2022 buy was Starry Group Holdings, Inc.: 22,018,991 shares worth $182M.
- Chase Coleman added most to monday.com in Q1 2022, an estimated $352M increase.
- Chase Coleman's biggest Q1 2022 reduction was Zoom, cutting an estimated $692M.
- Chase Coleman fully exited Netflix in Q1 2022, selling an estimated $655M.
- Chase Coleman's ten largest holdings make up 62% of its $26.6B portfolio in Q1 2022.
- Chase Coleman opened 2 new positions and closed 83 in Q1 2022.
- Chase Coleman's portfolio value fell 42% quarter-over-quarter to $26.6B.
Based on Tiger Global Management's 13F filing for Q1 2022, filed 16 May 2022.