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 |
Alphabet (Google) Class A
GOOGL
|
+$260M |
| 2 |
SentinelOne
S
|
+$115M |
| 3 |
Meta Platforms (Facebook)
META
|
+$114M |
| 4 |
Kanzhun
BZ
|
+$97.1M |
| 5 |
Samsara
IOT
|
+$56.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
JD.com
JD
|
+$1.05B |
| 2 |
Snowflake
SNOW
|
+$747M |
| 3 |
ServiceNow
NOW
|
+$633M |
| 4 |
Microsoft
MSFT
|
+$585M |
| 5 |
Sea Limited
SE
|
+$454M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 44.7% |
| 2 | Consumer Discretionary | 31.39% |
| 3 | Communication Services | 11.95% |
| 4 | Financials | 9.9% |
| 5 | Healthcare | 1.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
JD.com
JD
$39.7B
| $1.96B | 16.44% |
30,525,661
-18,249,334
| -37% | -$1.05B |
|
|
2
Microsoft
MSFT
$3.59T
| $1.32B | 11.11% |
5,158,178
-2,154,361
| -29% | -$585M |
|
3
CrowdStrike
CRWD
$195B
| $1.1B | 9.26% |
26,205,616
-9,029,656
| -26% | -$409M |
|
4
Nu Holdings
NU
$70.4B
| $759M | 6.37% |
203,013,206
-51,775,358
| -20% | -$263M |
|
|
5
Meta Platforms (Facebook)
META
$1.4T
| $725M | 6.07% |
4,493,107
+590,625
| +15% | +$114M |
|
|
6
Sea Limited
SE
$72B
| $548M | 4.6% |
8,197,383
-5,322,655
| -39% | -$454M |
|
|
7
ServiceNow
NOW
$133B
| $531M | 4.45% |
5,580,920
-6,644,105
| -54% | -$633M |
|
8
Li Auto
LI
$12.8B
| $490M | 4.11% |
12,791,400
-7,000,314
| -35% | -$187M |
|
|
9
Kanzhun
BZ
$7.13B
| $306M | 2.57% |
11,655,423
+4,374,848
| +60% | +$97.1M |
|
|
10
Snowflake
SNOW
$115B
| $296M | 2.48% |
2,129,291
-4,712,478
| -69% | -$747M |
|
11
Atlassian
TEAM
$43.5B
| $285M | 2.39% |
1,521,800
-229,501
| -13% | -$49M |
|
12
Amazon
AMZN
$2.79T
| $278M | 2.33% |
2,613,800
-341,060
| -12% | -$42.7M |
|
|
13
Alphabet (Google) Class A
GOOGL
$4.22T
| $241M | 2.02% |
+2,209,440
| New | +$260M |
|
|
14
SentinelOne
S
$7.26B
| $234M | 1.96% |
10,010,610
+4,100,755
| +69% | +$115M |
|
15
Mastercard
MA
$509B
| $228M | 1.92% |
724,000
| – | – |
|
16
DoorDash
DASH
$96.8B
| $196M | 1.65% |
3,058,724
-5,141,056
| -63% | -$408M |
|
17
Toast
TOST
$21.2B
| $190M | 1.59% |
14,693,414
+2,020,951
| +16% | +$33.5M |
|
18
Workday
WDAY
$49.4B
| $189M | 1.58% |
1,352,337
-1,624,095
| -55% | -$295M |
|
19
Datadog
DDOG
$84.6B
| $173M | 1.45% |
1,814,283
-416,886
| -19% | -$45.8M |
|
20
RingCentral
RNG
$5.6B
| $167M | 1.4% |
3,191,815
-1,759,185
| -36% | -$133M |
|
21
Procore
PCOR
$9.65B
| $141M | 1.19% |
3,116,003
-1,498,182
| -32% | -$73.6M |
|
22
XPeng
XPEV
$11.7B
| $138M | 1.16% |
4,356,121
-9,368,356
| -68% | -$241M |
|
|
ONEM
23
DELISTED
1Life Healthcare
ONEM
| $133M | 1.12% |
16,986,234
-687,000
| -4% | -$5.9M |
|
|
XM
24
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
| $93.2M | 0.78% |
7,449,000
-724,193
| -9% | -$12.9M |
|
|
OZON
25
DELISTED
Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share
OZON
| $80.7M | 0.68% |
6,958,988
| – | – |
|
Similar funds
Chase Coleman's Q2 2022 Portfolio in Review
As of Q2 2022, Chase Coleman held 92 positions worth $11.9B, down 55% from $26.6B the previous quarter. Its ten largest holdings account for 67% of the portfolio.
Chase Coleman withdrew a net $8.17B in Q2 2022, closing 19 positions and reducing 48 holdings. Its most notable exit was DocuSign, an estimated $363M position sold in full.
By sector, the portfolio is most concentrated in Technology at 45% of assets, down from 51% a quarter earlier, followed by Consumer Discretionary and Communication Services.
Against the trend, Chase Coleman opened a new position in Alphabet (Google) Class A worth $241M.
- Chase Coleman's largest Q2 2022 buy was Alphabet (Google) Class A: 2,209,440 shares worth $241M.
- Chase Coleman added most to SentinelOne in Q2 2022, an estimated $115M increase.
- Chase Coleman's biggest Q2 2022 reduction was JD.com, cutting an estimated $1.05B.
- Chase Coleman fully exited DocuSign in Q2 2022, selling an estimated $363M.
- Chase Coleman's ten largest holdings make up 67% of its $11.9B portfolio in Q2 2022.
- Chase Coleman opened 4 new positions and closed 19 in Q2 2022.
- Chase Coleman's portfolio value fell 55% quarter-over-quarter to $11.9B.
Based on Tiger Global Management's 13F filing for Q2 2022, filed 15 Aug 2022.