Chase Coleman - Tiger Global Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    54
Portfolio value:    $22,845,413,829
Holdings Activity Buys Sells    History
History Stock % of
Portfolio
Recent
Activity
Shares Avg. Buy
Price*
Value Current
Price
+/-
Since
Buy
52
Week
Low
52
Week
High
GOOGL - Alphabet Inc. 13.38 10,631,402 $136.31 $3,057,165,959 $352.51 158.60% $175.98 $408.37
NVDA - NVIDIA Corp. 9.17 Add 9.08% 12,011,752 $66.62 $2,094,849,549 $203.53 205.49% $161.80 $236.26
AMZN - Amazon.com, Inc. 9.12 Reduce 0.11% 10,000,000 $157.81 $2,082,700,000 $247.31 56.71% $196.00 $278.56
TSM - Taiwan Semiconductor 8.23 Add 49.38% 5,565,074 $195.72 $1,880,716,758 $421.58 115.40% $221.25 $479.00
META - Meta Platforms, Inc. 7.73 Add 12.22% 3,086,864 $217.45 $1,766,087,500 $656.73 202.01% $519.78 $793.65
SE - Sea Ltd. 5.59 15,415,835 $52.59 $1,276,585,296 $110.66 110.41% $77.05 $199.30
AVGO - Broadcom Inc. 4.86 Add 24.66% 3,584,814 $188.71 $1,109,535,781 $384.05 103.52% $267.62 $494.22
MSFT - Microsoft Corp. 4.05 Reduce 54.36% 2,500,000 $206.13 $925,425,000 $390.99 89.68% $349.20 $551.05
GEV - GE Vernova Inc. 3.72 972,994 $328.75 $849,326,463 $1,042.60 217.14% $529.18 $1,195.94
LRCX - Lam Research Corp. 3.65 3,900,439 $69.74 $833,367,797 $329.92 373.08% $90.44 $438.50
SPOT - Spotify Technology S.A. 3.36 Add 25.31% 1,580,761 $454.37 $766,526,817 $479.84 5.61% $405.00 $748.30
CPNG - Coupang, Inc. 2.86 Add 31.71% 34,595,407 $22.58 $653,161,284 $17.92 -20.65% $14.92 $34.08
AMAT - Applied Materials, Inc. 2.48 Add 85.09% 1,656,900 $284.63 $566,311,851 $575.39 102.16% $153.78 $739.67
CPAY - Corpay, Inc. 2.23 1,752,146 $309.24 $509,856,965 $362.06 17.08% $252.84 $367.43
APP - AppLovin Corp. 1.74 Reduce 22.66% 1,000,000 $279.19 $398,000,000 $442.85 58.62% $342.11 $745.61
TTWO - Take-Two Interactive Software, Inc. 1.73 Reduce 65.75% 2,000,000 $133.89 $395,000,000 $244.10 82.31% $187.63 $265.94
APO - Apollo Global Management, Inc. 1.61 Reduce 46.96% 3,293,334 $73.88 $366,943,274 $118.83 60.83% $99.14 $154.80
RDDT - Reddit, Inc. 1.47 Reduce 34.96% 2,500,000 $136.49 $336,625,000 $200.93 47.21% $119.27 $282.95
Z - Zillow Group, Inc. 1.33 Add 21.66% 7,368,957 $63.84 $304,927,441 $32.19 -49.58% $29.23 $93.88
XYZ - Block, Inc. 1.05 Reduce 37.15% 4,000,000 $63.36 $240,720,000 $78.72 24.24% $48.21 $82.50
NFLX - Netflix, Inc. 1.03 2,439,000 $115.39 $234,509,850 $73.83 -36.02% $70.86 $127.75
MELI - MercadoLibre, Inc. 1.02 Buy 135,006 $1,729.02 $233,428,074 $1,867.30 8.00% $1,495.00 $2,548.50
FWONK - Formula One Group 1.00 2,682,000 $68.28 $228,023,640 $99.64 45.93% $80.15 $109.36
ZS - Zscaler, Inc. 0.97 1,579,766 $183.20 $221,625,372 $141.82 -22.59% $114.63 $336.99
CHYM - Chime Financial, Inc. 0.91 Reduce 21.92% 11,081,780 $33.38 $207,561,740 $20.95 -37.23% $15.88 $38.67
NU - Nu Holdings Ltd. 0.69 11,032,555 $9.53 $158,537,818 $13.67 43.46% $11.20 $18.98
NOW - ServiceNow, Inc. 0.69 Reduce 29.47% 1,500,000 $102.52 $156,825,000 $111.26 8.52% $81.24 $210.20
WLTH - Wealthfront Corp. 0.61 15,156,877 $13.59 $140,201,112 $9.12 -32.89% $7.20 $14.75
PCOR - Procore Technologies, Inc. 0.58 2,339,500 $71.35 $133,351,500 $44.03 -38.29% $38.03 $82.32
LITE - Lumentum Holdings Inc. 0.42 Buy 136,800 $702.76 $96,137,568 $768.15 9.30% $90.98 $1,085.68
UNH - UnitedHealth Group Inc. 0.42 Reduce 16.60% 350,445 $509.83 $94,826,913 $429.09 -15.84% $228.48 $434.30
EQPT - EquipmentShare.com Inc. 0.41 Buy 4,579,646 $20.37 $93,287,389 $16.83 -17.40% $15.95 $35.50
SHW - The Sherwin-Williams Co. 0.36 257,083 $359.76 $82,407,956 $328.97 -8.56% $289.86 $376.95
INTC - Intel Corp. 0.32 Buy 1,638,700 $44.13 $72,315,831 $103.12 133.67% $18.97 $142.35
CSGP - CoStar Group, Inc. 0.26 Reduce 33.60% 1,500,000 $71.59 $60,510,000 $28.77 -59.81% $28.09 $97.43
RERE - ATRenew Inc. 0.20 9,831,218 $6.91 $46,108,412 $3.98 -42.40% $3.00 $6.32
ZG - Zillow Group, Inc. 0.19 1,023,733 $67.31 $42,372,309 $31.94 -52.55% $29.03 $90.22
BULL - Webull Corp. 0.14 6,724,137 $11.96 $32,275,858 $7.28 -39.13% $4.50 $18.32
PONY - Pony AI Inc. 0.12 2,900,000 $14.48 $27,376,000 $6.69 -53.80% $6.36 $24.92
UBER - Uber Technologies, Inc. 0.05 151,178 $42.20 $10,874,234 $74.26 75.96% $67.19 $101.99
RVI - Robinhood Ventures Fund I 0.05 Buy 400,000 $26.54 $10,616,000 $30.50 14.92% $21.00 $77.39
JD - JD.com, Inc. 0.04 344,309 $32.86 $10,181,217 $28.88 -12.11% $23.66 $35.59
PAYP - PayPay Corp. 0.04 Buy 400,000 $21.34 $8,536,000 $15.26 -28.49% $12.07 $24.89
FIGR - Figure Technology Solutions, Inc. 0.03 200,000 $36.37 $6,790,000 $29.74 -18.23% $25.01 $78.00
NTSK - Netskope, Inc. 0.02 500,000 $22.73 $4,245,000 $12.80 -43.69% $7.66 $27.99
XNDU - Xanadu Quantum Technologies Ltd. 0.02 Buy 500,000 $7.66 $3,830,000 $10.50 37.08% $6.97 $42.44
DASH - DoorDash, Inc. 0.02 25,337 $88.05 $3,804,351 $189.57 115.30% $143.30 $285.50
BLSH - Bullish 0.02 100,000 $63.61 $3,573,000 $22.87 -64.05% $21.76 $118.00
ETOR - eToro Group Ltd. 0.01 80,000 $66.59 $2,402,400 $38.22 -42.61% $24.74 $65.95
KLAR - Klarna Group plc 0.01 175,000 $36.65 $2,290,750 $19.27 -47.42% $12.06 $47.48
FIG - Figma, Inc. 0.01 60,000 $51.87 $1,268,400 $23.65 -54.41% $16.60 $142.92
ARX - Accelerant Holdings 0.00 75,000 $14.89 $1,002,000 $13.34 -10.41% $9.18 $31.18
GEMI - Gemini Space Station, Inc. 0.00 70,000 $23.96 $309,400 $4.25 -82.26% $3.83 $45.89
MNTN - MNTN, Inc. 0.00 20,000 $21.87 $176,000 $10.43 -52.31% $7.67 $32.00
* Avg. Buy Price is an estimated cost basis: the share-weighted average of the quarter-end prices reported when this manager first bought or later added to the position (average-cost method, reset after a full exit). 13F filings disclose only quarter-end holdings, not actual trade prices, so this approximates — but does not exactly equal — what was paid.
Sector % analysis
Technology 40.63
Communication Services 32.96
Consumer Cyclical 18.85
Industrials 4.13
Financial Services 2.40
Healthcare 0.42
Basic Materials 0.36
Real Estate 0.26