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 |
Amazon
AMZN
|
+$584M |
| 2 |
Meta Platforms (Facebook)
META
|
+$406M |
| 3 |
GTM
ZoomInfo Technologies
GTM
|
+$215M |
| 4 |
Take-Two Interactive
TTWO
|
+$77.3M |
| 5 |
CFLT
Confluent
CFLT
|
+$72.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
JD.com
JD
|
+$405M |
| 2 |
Li Auto
LI
|
+$396M |
| 3 |
Datadog
DDOG
|
+$376M |
| 4 |
ServiceNow
NOW
|
+$346M |
| 5 |
Sea Limited
SE
|
+$323M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 43.84% |
| 2 | Consumer Discretionary | 27.8% |
| 3 | Communication Services | 21.9% |
| 4 | Financials | 5.32% |
| 5 | Utilities | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.59T
| $1.26B | 15.45% |
5,257,572
-746,536
| -12% | -$179M |
|
|
2
JD.com
JD
$39.7B
| $1.22B | 15% |
21,812,150
-8,048,177
| -27% | -$405M |
|
|
3
Meta Platforms (Facebook)
META
$1.4T
| $956M | 11.71% |
7,944,481
+3,455,833
| +77% | +$406M |
|
|
4
Amazon
AMZN
$2.79T
| $722M | 8.84% |
8,590,381
+5,914,931
| +221% | +$584M |
|
5
Workday
WDAY
$49.4B
| $463M | 5.67% |
2,766,300
-406,111
| -13% | -$63.3M |
|
6
Snowflake
SNOW
$115B
| $367M | 4.49% |
2,554,960
-45,655
| -2% | -$6.97M |
|
7
Alphabet (Google) Class A
GOOGL
$4.22T
| $329M | 4.03% |
3,727,200
-1,746,488
| -32% | -$166M |
|
|
8
ServiceNow
NOW
$133B
| $314M | 3.85% |
4,044,485
-4,426,100
| -52% | -$346M |
|
9
Kanzhun
BZ
$7.13B
| $282M | 3.46% |
13,855,445
-3,964,970
| -22% | -$65.1M |
|
10
Mastercard
MA
$509B
| $252M | 3.08% |
724,000
| – | – |
|
|
GTM
11
ZoomInfo Technologies
GTM
$1.16B
| $188M | 2.3% |
+6,238,600
| New | +$215M |
|
|
12
Sea Limited
SE
$72B
| $185M | 2.27% |
3,559,727
-5,994,137
| -63% | -$323M |
|
|
XYZ
13
Block Inc
XYZ
$49.4B
| $118M | 1.45% |
1,880,677
-1,918,594
| -50% | -$118M |
|
14
dLocal
DLO
$4.46B
| $111M | 1.36% |
7,143,422
+2,850,663
| +66% | +$50.1M |
|
15
Nu Holdings
NU
$70.4B
| $103M | 1.26% |
25,341,458
-20,978,381
| -45% | -$91.2M |
|
16
HubSpot
HUBS
$12B
| $97.2M | 1.19% |
336,100
-258,190
| -43% | -$73.2M |
|
17
CrowdStrike
CRWD
$195B
| $94.8M | 1.16% |
3,600,000
| – | – |
|
18
Pagaya Technologies
PGY
$1.81B
| $78.1M | 0.96% |
5,250,110
-948,588
| -15% | -$13.1M |
|
|
19
Take-Two Interactive
TTWO
$44.8B
| $74.3M | 0.91% |
+714,000
| New | +$77.3M |
|
|
20
Datadog
DDOG
$84.6B
| $71M | 0.87% |
966,000
-4,809,031
| -83% | -$376M |
|
|
OZON
21
DELISTED
Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share
OZON
| $69.6M | 0.85% |
5,998,259
-960,729
| -14% | -$11.1M |
|
|
CFLT
22
DELISTED
Confluent
CFLT
| $69.4M | 0.85% |
+3,120,535
| New | +$72.3M |
|
23
Match Group
MTCH
$9.38B
| $60.6M | 0.74% |
+1,461,000
| New | +$66.1M |
|
24
Grab
GRAB
$14.2B
| $59.3M | 0.73% |
+18,430,000
| New | +$52.8M |
|
25
SentinelOne
S
$7.26B
| $58.1M | 0.71% |
3,983,939
-168,002
| -4% | -$3.11M |
|
Similar funds
Chase Coleman's Q4 2022 Portfolio in Review
As of Q4 2022, Chase Coleman held 71 positions worth $8.16B, down 25% from $10.9B the previous quarter. Its ten largest holdings account for 76% of the portfolio.
Chase Coleman withdrew a net $2.39B in Q4 2022, closing 16 positions and reducing 28 holdings. Its most notable exit was Li Auto, an estimated $396M position sold in full.
By sector, the portfolio is most concentrated in Technology at 44% of assets, down from 52% a quarter earlier, followed by Consumer Discretionary and Communication Services.
Against the trend, Chase Coleman opened a new position in ZoomInfo Technologies worth $188M.
- Chase Coleman's largest Q4 2022 buy was ZoomInfo Technologies: 6,238,600 shares worth $188M.
- Chase Coleman added most to Amazon in Q4 2022, an estimated $584M increase.
- Chase Coleman's biggest Q4 2022 reduction was JD.com, cutting an estimated $405M.
- Chase Coleman fully exited Li Auto in Q4 2022, selling an estimated $396M.
- Chase Coleman's ten largest holdings make up 76% of its $8.16B portfolio in Q4 2022.
- Chase Coleman opened 7 new positions and closed 16 in Q4 2022.
- Chase Coleman's portfolio value fell 25% quarter-over-quarter to $8.16B.
Based on Tiger Global Management's 13F filing for Q4 2022, filed 14 Feb 2023.