Chase Coleman
Portfolio value$24.0B
Positions46
QuarterQ2 2026ended 2026-06-30
Filed08/142026
Tiger Global Management LLC's Q2 2026 13F, filed Aug 14, 2026, reports 46 positions worth $24.0B. The ten largest are 67.1% of the book, led by Taiwan Semiconductor Manufac at 9.7%, Amazon at 9.6% and NVIDIA at 9.3%. Against Q1 2026: 9 bought, 6 added to, 20 reduced, 17 sold; the largest moves were reduced Alphabet (Class A) (−45%) and reduced Broadcom (−51%).
Where the money is
TSMAMZNNVDAGOOGLMETALRCXSEAMAT36 other
Holdings
| Ticker | Issuer | Weight | Value | Q-end → now | Price vs model | Change |
|---|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufac | 9.7% | $2.3B4.9M sh | 477.57 | — | reduced −12% |
| AMZN | Amazon Com INC | 9.6% | $2.3B9.7M sh | 238.34 → +5% | 182% overvalued | reduced −3% |
| NVDA | Nvidia Corporation | 9.3% | $2.2B11.2M sh | 200.09 → +7% | 3% undervalued | reduced −7% |
| GOOGL | Alphabet INC | 8.7% | $2.1B5.8M sh | 357.37 → −5% | 51% overvalued | reduced −45% |
| META | Meta Platforms INC | 6.6% | $1.6B2.8M sh | 563.29 → +26% | 10% overvalued | reduced −9% |
| LRCX | Lam Research Corp | 5.7% | $1.4B3.2M sh | 433.33 → −39% | 147% overvalued | reduced −19% |
| SE | Sea LTD | 5.0% | $1.2B12.6M sh | 95.83 | — | reduced −19% |
| AMAT | Applied Matls INC | 4.9% | $1.2B1.6M sh | 723.00 → −43% | 89% overvalued | reduced −1% |
| GEV | Ge Vernova INC | 3.9% | $937.0M797,511 sh | 1,174.86 → −22% | 77% overvalued | reduced −18% |
| MSFT | Microsoft Corp | 3.5% | $845.6M2.3M sh | 373.02 → +42% | 10% overvalued | reduced −9% |
| CPAY | Corpay INC | 3.0% | $716.5M2.1M sh | 333.27 → +20% | 41% undervalued | added +23% |
| CBRS | Cerebras Systems INC | 2.8% | $662.8M3.0M sh | 221.00 | — | bought |
| AVGO | Broadcom INC | 2.8% | $662.6M1.8M sh | 377.75 → −13% | 49% undervalued | reduced −51% |
| CPNG | Coupang INC | 2.6% | $633.4M36.5M sh | 17.37 | — | added +5% |
| INTC | Intel Corp | 2.5% | $593.8M4.3M sh | 139.63 → −36% | 63% undervalued | added +160% |
| SPOT | Spotify Technology S A | 2.2% | $537.8M1.2M sh | 459.13 | — | reduced −26% |
| TTWO | Take-two Interactive Softwar | 1.9% | $452.3M1.8M sh | 249.98 → −18% | 1% overvalued | reduced −10% |
| RDDT | Reddit INC | 1.8% | $439.0M2.5M sh | 173.58 → −10% | 129% overvalued | added +1% |
| AMD | Advanced Micro Devices INC | 1.6% | $392.0M674,727 sh | 580.91 → −9% | 260% overvalued | bought |
| XYZ | Block INC | 1.5% | $347.8M4.6M sh | 76.00 → +2% | 158% overvalued | added +14% |
| APO | Apollo Global Mgmt INC | 1.3% | $322.2M2.7M sh | 118.31 → −6% | 44% undervalued | reduced −17% |
| STX | Seagate Technology Hldngs Pl | 1.1% | $275.1M285,100 sh | 965.00 → −34% | 207% overvalued | bought |
| V | Visa INC | 1.1% | $274.0M798,697 sh | 343.09 → +17% | 40% overvalued | bought |
| MELI | Mercadolibre INC | 1.1% | $259.9M153,126 sh | 1,697.39 → +8% | 861% overvalued | added +13% |
| FWONK | Liberty Media Corp Del | 0.9% | $216.8M2.3M sh | 95.14 | — | reduced −15% |
| NU | Nu Hldgs LTD | 0.6% | $147.4M11.0M sh | 13.36 | — | held |
| WLTH | Wealthfront Corp | 0.6% | $135.5M15.2M sh | 8.94 | — | held |
| UNH | Unitedhealth Group INC | 0.5% | $123.6M297,452 sh | 415.63 → −3% | 19% overvalued | reduced −15% |
| CHYM | Chime Finl INC | 0.5% | $108.2M5.3M sh | 20.48 | — | reduced −52% |
| EQPT | Equipmentshare Com INC | 0.4% | $90.0M4.6M sh | 19.66 | — | held |
| SHW | Sherwin Williams CO | 0.4% | $88.5M257,083 sh | 344.32 → −3% | 76% overvalued | held |
| DHR | Danaher Corp Del | 0.4% | $86.9M456,000 sh | 190.48 → +20% | 59% overvalued | bought |
| NOW | Servicenow INC | 0.4% | $86.7M873,485 sh | 99.28 → +43% | 264% overvalued | reduced −42% |
| SPCX | Space Exploration Techn Corp | 0.3% | $64.1M375,000 sh | 170.86 → −15% | 49% undervalued | bought |
| BULL | Webull Corp | 0.2% | $43.8M6.7M sh | 6.52 | — | held |
| RERE | Atrenew INC | 0.2% | $38.0M9.8M sh | 3.87 | — | held |
| APLD | Applied Digital Corp | 0.1% | $33.0M885,000 sh | 37.30 | — | bought |
| CIFR | Cipher Digital INC | 0.1% | $22.7M927,000 sh | 24.50 | — | bought |
| CORZ | Core Scientific INC New | 0.1% | $20.9M817,000 sh | 25.59 | — | bought |
| UBER | Uber Technologies INC | 0.0% | $10.9M151,178 sh | 72.16 → −3% | 12% overvalued | held |
| JD | Jd.com INC | 0.0% | $5.1M201,500 sh | 25.48 | — | reduced −41% |
| DASH | Doordash INC | 0.0% | $4.7M25,337 sh | 184.53 → +3% | 305% overvalued | held |
| PONY | Pony Ai INC | 0.0% | $2.2M310,287 sh | 6.95 | — | reduced −89% |
| ARX | Accelerant Holdings | 0.0% | $879,00075,000 sh | 11.72 | — | held |
| GEMI | Gemini Space Sta INC | 0.0% | $298,20070,000 sh | 4.26 | — | held |
| MNTN | Mntn INC | 0.0% | $184,00020,000 sh | 9.20 | — | held |
Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.