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 |
UnitedHealth
UNH
|
+$1.15B |
| 2 |
Qualcomm
QCOM
|
+$351M |
| 3 |
Applied Materials
AMAT
|
+$192M |
| 4 |
Grab
GRAB
|
+$91.7M |
| 5 |
ZKH
ZKH Group
ZKH
|
+$89.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Corpay
CPAY
|
+$81.2M |
| 2 |
JD.com
JD
|
+$68M |
| 3 |
Maplebear
CART
|
+$65.6M |
| 4 |
GTM
ZoomInfo Technologies
GTM
|
+$31.1M |
| 5 |
Freshworks
FRSH
|
+$3.58M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 37.71% |
| 2 | Communication Services | 31.08% |
| 3 | Consumer Discretionary | 12.42% |
| 4 | Healthcare | 10.86% |
| 5 | Financials | 7.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Meta Platforms (Facebook)
META
$1.4T
| $3.76B | 17.41% |
7,465,139
| – | – |
|
2
Microsoft
MSFT
$3.59T
| $2.39B | 11.04% |
5,344,165
| – | – |
|
3
Alphabet (Google) Class A
GOOGL
$4.22T
| $1.88B | 8.68% |
10,308,800
| – | – |
|
4
Apollo Global Management
APO
$78.4B
| $1.45B | 6.71% |
12,285,193
| – | – |
|
5
Amazon
AMZN
$2.79T
| $1.22B | 5.65% |
6,321,080
| – | – |
|
6
NVIDIA
NVDA
$5.2T
| $1.2B | 5.53% |
9,683,550
| – | – |
|
|
7
UnitedHealth
UNH
$350B
| $1.2B | 5.53% |
+2,347,600
| New | +$1.15B |
|
8
Sea Limited
SE
$72B
| $1.15B | 5.3% |
16,041,335
+1,045,267
| +7% | +$69.1M |
|
9
Take-Two Interactive
TTWO
$44.8B
| $878M | 4.06% |
5,643,542
| – | – |
|
10
Eli Lilly
LLY
$1.12T
| $842M | 3.89% |
930,000
+40,000
| +4% | +$32M |
|
11
TSMC
TSM
$2.17T
| $534M | 2.47% |
3,070,890
+25,900
| +0.9% | +$3.93M |
|
12
ServiceNow
NOW
$133B
| $456M | 2.11% |
2,898,275
| – | – |
|
13
Workday
WDAY
$49.4B
| $420M | 1.94% |
1,880,237
| – | – |
|
14
Lam Research
LRCX
$393B
| $376M | 1.74% |
3,531,830
| – | – |
|
|
15
Qualcomm
QCOM
$169B
| $370M | 1.71% |
+1,857,700
| New | +$351M |
|
16
CrowdStrike
CRWD
$195B
| $345M | 1.59% |
3,600,000
| – | – |
|
|
17
Grab
GRAB
$14.2B
| $330M | 1.53% |
92,923,788
+26,122,000
| +39% | +$91.7M |
|
18
Broadcom
AVGO
$1.75T
| $293M | 1.35% |
1,823,000
| – | – |
|
|
19
Corpay
CPAY
$27.4B
| $279M | 1.29% |
1,046,600
-287,091
| -22% | -$81.2M |
|
20
DoorDash
DASH
$96.8B
| $239M | 1.1% |
2,196,013
| – | – |
|
21
Nu Holdings
NU
$70.4B
| $238M | 1.1% |
18,433,113
| – | – |
|
22
Uber
UBER
$161B
| $219M | 1.01% |
3,006,696
| – | – |
|
|
23
Applied Materials
AMAT
$391B
| $211M | 0.98% |
+895,200
| New | +$192M |
|
24
Elastic
ESTC
$8.93B
| $193M | 0.89% |
1,690,700
| – | – |
|
|
NVO
25
Novo Nordisk
NVO
$207B
| $181M | 0.84% |
1,269,000
| – | – |
|
Similar funds
Chase Coleman's Q2 2024 Portfolio in Review
As of Q2 2024, Chase Coleman held 46 positions worth $21.6B, up 18% from $18.3B the previous quarter. Its ten largest holdings account for 74% of the portfolio.
Chase Coleman deployed $1.74B of net new capital in Q2 2024, opening 5 new positions and adding to 4 existing holdings. Its largest new stake was UnitedHealth: 2,347,600 shares worth $1.2B.
By sector, the portfolio is most concentrated in Technology at 38% of assets, down from 38% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was Corpay, an estimated $81.2M trimmed.
- Chase Coleman's largest Q2 2024 buy was UnitedHealth: 2,347,600 shares worth $1.2B.
- Chase Coleman added most to Grab in Q2 2024, an estimated $91.7M increase.
- Chase Coleman's biggest Q2 2024 reduction was Corpay, cutting an estimated $81.2M.
- Chase Coleman fully exited Maplebear in Q2 2024, selling an estimated $65.6M.
- Chase Coleman's ten largest holdings make up 74% of its $21.6B portfolio in Q2 2024.
- Chase Coleman opened 5 new positions and closed 2 in Q2 2024.
- Chase Coleman's portfolio value rose 18% quarter-over-quarter to $21.6B.
Based on Tiger Global Management's 13F filing for Q2 2024, filed 14 Aug 2024.