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 |
Broadcom
AVGO
|
+$173M |
| 2 |
Amazon
AMZN
|
+$133M |
| 3 |
Corpay
CPAY
|
+$129M |
| 4 |
DexCom
DXCM
|
+$118M |
| 5 |
Sea Limited
SE
|
+$107M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$466M |
| 2 |
Microsoft
MSFT
|
+$280M |
| 3 |
Intuit
INTU
|
+$260M |
| 4 |
Workday
WDAY
|
+$200M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$172M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 42.42% |
| 2 | Communication Services | 28.74% |
| 3 | Consumer Discretionary | 13.6% |
| 4 | Financials | 9.37% |
| 5 | Healthcare | 5.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Meta Platforms (Facebook)
META
$1.4T
| $2.64B | 18.8% |
7,465,139
-1,430,767
| -16% | -$466M |
|
|
2
Microsoft
MSFT
$3.59T
| $2.01B | 14.3% |
5,344,165
-787,113
| -13% | -$280M |
|
3
Apollo Global Management
APO
$78.4B
| $1.14B | 8.15% |
12,285,193
| – | – |
|
4
Take-Two Interactive
TTWO
$44.8B
| $830M | 5.91% |
5,156,174
-99,800
| -2% | -$14.9M |
|
|
5
Amazon
AMZN
$2.79T
| $742M | 5.28% |
4,882,480
+947,440
| +24% | +$133M |
|
|
6
Sea Limited
SE
$72B
| $580M | 4.13% |
14,320,168
+2,617,348
| +22% | +$107M |
|
|
7
Alphabet (Google) Class A
GOOGL
$4.22T
| $567M | 4.03% |
4,056,925
-1,278,300
| -24% | -$172M |
|
|
8
Workday
WDAY
$49.4B
| $547M | 3.89% |
1,981,237
-841,157
| -30% | -$200M |
|
9
Eli Lilly
LLY
$1.12T
| $519M | 3.69% |
890,000
-29,100
| -3% | -$17M |
|
10
NVIDIA
NVDA
$5.2T
| $480M | 3.41% |
9,683,550
-1,429,000
| -13% | -$66.2M |
|
11
ServiceNow
NOW
$133B
| $410M | 2.91% |
2,898,275
-74,000
| -2% | -$9.33M |
|
|
12
Corpay
CPAY
$27.4B
| $368M | 2.62% |
1,303,691
+519,221
| +66% | +$129M |
|
13
TSMC
TSM
$2.17T
| $317M | 2.25% |
3,044,990
+983,200
| +48% | +$93.8M |
|
14
Lam Research
LRCX
$393B
| $316M | 2.25% |
4,029,830
+329,450
| +9% | +$22.5M |
|
15
JD.com
JD
$39.7B
| $254M | 1.81% |
8,803,991
-1,057,852
| -11% | -$28.7M |
|
16
CrowdStrike
CRWD
$195B
| $230M | 1.64% |
3,600,000
| – | – |
|
17
DoorDash
DASH
$96.8B
| $217M | 1.55% |
2,196,013
+970,091
| +79% | +$85.9M |
|
|
18
Broadcom
AVGO
$1.75T
| $203M | 1.45% |
+1,823,000
| New | +$173M |
|
19
Elastic
ESTC
$8.93B
| $191M | 1.36% |
1,690,700
-19,300
| -1% | -$1.72M |
|
20
Uber
UBER
$161B
| $188M | 1.33% |
3,046,700
-2,086,300
| -41% | -$109M |
|
21
Grab
GRAB
$14.2B
| $173M | 1.23% |
51,301,788
| – | – |
|
22
Nu Holdings
NU
$70.4B
| $172M | 1.22% |
20,602,704
+235,524
| +1% | +$1.9M |
|
|
23
DexCom
DXCM
$34.8B
| $143M | 1.02% |
+1,152,806
| New | +$118M |
|
|
GTM
24
ZoomInfo Technologies
GTM
$1.16B
| $132M | 0.94% |
7,150,728
+409,000
| +6% | +$6.41M |
|
|
NVO
25
Novo Nordisk
NVO
$207B
| $131M | 0.93% |
1,269,000
| – | – |
|
Similar funds
Chase Coleman's Q4 2023 Portfolio in Review
As of Q4 2023, Chase Coleman held 50 positions worth $14.1B, up 3.6% from $13.6B the previous quarter. Its ten largest holdings account for 72% of the portfolio.
Chase Coleman withdrew a net $1.46B in Q4 2023, closing 11 positions and reducing 15 holdings. Its most notable exit was Intuit, an estimated $260M position sold in full.
By sector, the portfolio is most concentrated in Technology at 42% of assets, down from 43% a quarter earlier, followed by Communication Services and Consumer Discretionary.
Against the trend, Chase Coleman opened a new position in Broadcom worth $203M.
- Chase Coleman's largest Q4 2023 buy was Broadcom: 1,823,000 shares worth $203M.
- Chase Coleman added most to Amazon in Q4 2023, an estimated $133M increase.
- Chase Coleman's biggest Q4 2023 reduction was Meta Platforms (Facebook), cutting an estimated $466M.
- Chase Coleman fully exited Intuit in Q4 2023, selling an estimated $260M.
- Chase Coleman's ten largest holdings make up 72% of its $14.1B portfolio in Q4 2023.
- Chase Coleman opened 2 new positions and closed 11 in Q4 2023.
- Chase Coleman's portfolio value rose 3.6% quarter-over-quarter to $14.1B.
Based on Tiger Global Management's 13F filing for Q4 2023, filed 14 Feb 2024.