Chase Coleman

Tiger Global·growth·Concentrated / high-conviction

Accredited only

~20% since 2001

Portfolio value

$24.0B

Positions

Top 5 concentration

44%

New buys this quarter

Quarterly activity

What Chase Coleman bought and sold each quarter.

Jun 2026vs Mar 2026

Bought (14)

$CBRSNew buy2.8%$AMDNew buy1.6%$STXNew buy1.1%$VNew buy1.1%$DHRNew buy0.4%$SPCXNew buy0.3%$CORZNew buy0.1%$APLDNew buy0.1%$CIFRNew buy0.1%$CPAYAdded+22.7%$CPNGAdded+5.4%$INTCAdded+159.5%$XYZAdded+14.4%$MELIAdded+13.4%

Sold (25)

$ZSSold out$BLSHSold out$PAYPADRSold out$KLARSold out$ZGSold out$ETORSold out$FIGRSold out$APPSold out$CSGPSold out$LITESold out$NFLXSold out$NTSKSold out$PCORSold out$XNDUSold out$ZSold out$RVISold out$FIGSold out$PONYADRTrimmed-89.3%$CHYMTrimmed-52.3%$AVGOTrimmed-51.1%$GOOGLTrimmed-45.4%$NOWTrimmed-41.8%$JDADRTrimmed-41.5%$SPOTTrimmed-25.9%$LRCXTrimmed-18.9%

Mar 2026vs Dec 2025

Bought (15)

$MELINew buy1%$EQPTNew buy0.4%$LITENew buy0.4%$INTCNew buy0.3%$PAYPADRNew buy0%$XNDUNew buy0%$RVINew buy0%$NVDAAdded+9.1%$TSMADRAdded+49.4%$METAAdded+12.2%$AVGOAdded+24.7%$SPOTAdded+25.3%$CPNGAdded+31.7%$AMATAdded+85.1%$ZAdded+21.7%

Sold (17)

$VEEVSold out$HNGESold out$CRCLSold out$ESTCSold out$FLUTSold out$GRABSold out$WDAYSold out$TTWOTrimmed-65.7%$MSFTTrimmed-54.4%$APOTrimmed-47%$XYZTrimmed-37.2%$RDDTTrimmed-35%$CSGPTrimmed-33.6%$NOWTrimmed-29.5%$APPTrimmed-22.7%$CHYMTrimmed-21.9%$UNHTrimmed-16.6%

Dec 2025vs Sep 2025

Bought (12)

$WLTHNew buy0.7%$FLUTAdded+9.4%$CPNGAdded+65.9%$XYZAdded+43.9%$ZAdded+20.1%$CHYMAdded+13.8%$NOWAdded+609%$NFLXAdded+1108%$HNGEAdded+227.1%$ZGAdded+30.7%$CRCLAdded+300%$PONYADRAdded+683.8%

Sold (15)

$MDBSold out$TFINSold out$VIASold out$BULLTrimmed-42.6%$APPTrimmed-35.4%$CSGPTrimmed-30.4%$LRCXTrimmed-25.9%$SHWTrimmed-21.9%$TSMADRTrimmed-18.6%$RDDTTrimmed-17.7%$MSFTTrimmed-16.4%$GEVTrimmed-15.7%$AMZNTrimmed-9.3%$ZSTrimmed-6.1%$NVDATrimmed-6%

Sep 2025vs Jun 2025

Bought (16)

$NFLXNew buy0.7%$MDBNew buy0.3%$FIGNew buy0%$FIGRNew buy0%$ARXNew buy0%$KLARNew buy0%$NTSKNew buy0%$VIANew buy0%$BLSHNew buy0%$GEMINew buy0%$AVGOAdded+6.9%$FLUTAdded+5.9%$GEVAdded+5.2%$CPAYAdded+17.9%$CPNGAdded+16.6%$XYZAdded+12.1%

Sold (9)

$NVOADRSold out$LLYSold out$CRWDSold out$ZKHADRSold out$SHWTrimmed-72.7%$METATrimmed-62.6%$RDDTTrimmed-24%$ZGTrimmed-22.1%$ZTrimmed-19%

Jun 2025vs Mar 2025

Bought (19)

$CHYMNew buy1.3%$BULLNew buy0.4%$CRCLNew buy0.1%$HNGENew buy0.1%$MNTNNew buy0%$TFINNew buy0%$ETORNew buy0%$AMZNAdded+62.2%$NVDAAdded+6.8%$LLYAdded+13.2%$TSMADRAdded+7.9%$RDDTAdded+89.2%$AVGOAdded+19%$APPAdded+20.1%$LRCXAdded+18.9%$CPAYAdded+20.4%$ZAdded+19.4%$XYZAdded+109.3%$ZGAdded+11.3%

Sold (7)

$TTANSold out$PDDADRSold out$DASHTrimmed-98.8%$NOWTrimmed-48.2%$WDAYTrimmed-46.8%$CRWDTrimmed-44.4%$REREADRTrimmed-14.4%

Mar 2025vs Dec 2024

Bought (17)

$APPNew buy1.7%$ZNew buy1.3%$GEVNew buy1.2%$XYZNew buy0.4%$ZGNew buy0.2%$MSFTAdded+16.8%$NVDAAdded+13.3%$TSMADRAdded+16.7%$VEEVAdded+540.3%$PDDADRAdded+68%$SHWAdded+19.9%$AVGOAdded+23.1%$ZSAdded+15.8%$RDDTAdded+60%$LRCXAdded+11.8%$CPNGAdded+64.1%$NUAdded+24.3%

Sold (11)

$DDLADRSold out$SAROSold out$KVYOSold out$OKLOSold out$QCOMSold out$RBRKSold out$ARMADRSold out$DDOGSold out$TEAMSold out$UBERTrimmed-94.2%$APOTrimmed-49.4%

Dec 2024vs Sep 2024

Bought (14)

$ZSNew buy1%$PDDADRNew buy1%$CSGPNew buy0.9%$TTANNew buy0.5%$VEEVNew buy0.3%$SARONew buy0%$PONYADRNew buy0%$LLYAdded+35.1%$SPOTAdded+49156.6%$RDDTAdded+306.2%$SHWAdded+90.3%$LRCXAdded+1020.6%$FWONKAdded+9.2%$CPNGAdded+307.2%

Sold (5)

$ZISold out$STNESold out$TOSTSold out$UNHTrimmed-81.4%$NUTrimmed-51.8%

Sep 2024vs Jun 2024

Bought (6)

$FLUTNew buy3.4%$SHWNew buy0.9%$CPNGNew buy0.2%$TSMADRAdded+18.4%$CPAYAdded+19.2%$AVGOAdded+912.3%

Sold (5)

$DXCMSold out$ALABSold out$STNETrimmed-98%$JDADRTrimmed-58.1%$UBERTrimmed-13.6%

Quarter-over-quarter change in disclosed positions.

Holdings

Stock	Move	% of portfolio	Quarter-end px	Now	Since quarter-end
$TSMADR TAIWAN SEMICONDUCTOR MANUFAC	Trimmed	9.7%	$477.57	$428.91	-10.2%
$AMZN AMAZON COM INC	Held	9.6%	$238.34	$258.51	+8.5%
$NVDA NVIDIA CORPORATION	Trimmed	9.3%	$200.09	$230.36	+15.1%
$GOOGL ALPHABET INC	Trimmed	8.7%	$357.37	$338.46	-5.3%
$META META PLATFORMS INC	Trimmed	6.6%	$563.29	$616.77	+9.5%
$LRCX LAM RESEARCH CORP	Trimmed	5.7%	$433.33	$307.65	-29%
$SEADR SEA LTD	Trimmed	5%	$95.83	$112.09	+17%
$AMAT APPLIED MATLS INC	Held	4.9%	$723.00	$454.71	-37.1%
$GEV GE VERNOVA INC	Trimmed	3.9%	$1174.86	$941.95	-19.8%
$MSFT MICROSOFT CORP	Trimmed	3.5%	$373.02	$499.70	+34%
$CPAY CORPAY INC	Added	3%	$333.27	$416.37	+24.9%
$CBRS CEREBRAS SYSTEMS INC	New buy	2.8%	$221.00	$210.05	-5%
$AVGO BROADCOM INC	Trimmed	2.8%	$377.75	$357.90	-5.3%
$CPNG COUPANG INC	Added	2.6%	$17.37	$15.29	-12%
$INTC INTEL CORP	Added	2.5%	$139.63	$95.80	-31.4%
$SPOT SPOTIFY TECHNOLOGY S A	Trimmed	2.2%	$459.13	$542.43	+18.1%
$TTWO TAKE-TWO INTERACTIVE SOFTWAR	Trimmed	1.9%	$249.98	$214.69	-14.1%
$RDDT REDDIT INC	Held	1.8%	$173.58	$154.46	-11%
$AMD ADVANCED MICRO DEVICES INC	New buy	1.6%	$580.91	$477.57	-17.8%
$XYZ BLOCK INC	Added	1.5%	$76.00	$82.76	+8.9%
$APO APOLLO GLOBAL MGMT INC	Trimmed	1.3%	$118.31	$133.67	+13%
$STX SEAGATE TECHNOLOGY HLDNGS PL	New buy	1.1%	$965.00	$849.28	-12%
$V VISA INC	New buy	1.1%	$343.09	$375.07	+9.3%
$MELI MERCADOLIBRE INC	Added	1.1%	$1697.39	$1978.36	+16.6%
$FWONK LIBERTY MEDIA CORP DEL	Trimmed	0.9%	$95.14	$95.50	+0.4%
$NU NU HLDGS LTD	Held	0.6%	$13.36	$15.37	+15%
$WLTH WEALTHFRONT CORP	Held	0.6%	$8.94	$9.58	+7.2%
$UNH UNITEDHEALTH GROUP INC	Trimmed	0.5%	$415.63	$397.14	-4.4%
$CHYM CHIME FINL INC	Trimmed	0.5%	$20.48	$33.76	+64.8%
$EQPT EQUIPMENTSHARE COM INC	Held	0.4%	$19.66	$19.55	-0.6%
$SHW SHERWIN WILLIAMS CO	Held	0.4%	$344.32	$333.71	-3.1%
$DHR DANAHER CORP DEL	New buy	0.4%	$190.48	$207.66	+9%
$NOW SERVICENOW INC	Trimmed	0.4%	$99.28	$141.26	+42.3%
$SPCX SPACE EXPLORATION TECHN CORP	New buy	0.3%	$170.86	$147.95	-13.4%
$BULL WEBULL CORP	Held	0.2%	$6.52	$9.74	+49.4%
$REREADR ATRENEW INC	Held	0.2%	$3.87	$4.18	+8%
$APLD APPLIED DIGITAL CORP	New buy	0.1%	$37.30	$26.37	-29.3%
$CIFR CIPHER DIGITAL INC	New buy	0.1%	$24.50	$17.74	-27.6%
$CORZ CORE SCIENTIFIC INC NEW	New buy	0.1%	$25.59	$17.89	-30.1%
$UBER UBER TECHNOLOGIES INC	Held	<0.1%	$72.16	$75.76	+5%
$JDADR JD.COM INC	Trimmed	<0.1%	$25.48	$28.26	+10.9%
$DASH DOORDASH INC	Held	<0.1%	$184.53	$211.73	+14.7%
$PONYADR PONY AI INC	Trimmed	<0.1%	$6.95	$7.35	+5.8%
$ARX ACCELERANT HOLDINGS	Held	<0.1%	$11.72	$19.88	+69.6%
$GEMI GEMINI SPACE STA INC	Held	<0.1%	$4.26	$4.68	+9.9%
$MNTN MNTN INC	Held	<0.1%	$9.20	$12.95	+40.8%

Notable sell-outs this quarter: $ZS, $BLSH, $PAYP, $KLAR, $ZG, $ETOR, $FIGR, $APP, $CSGP, $LITE, $NFLX, $NTSK, $PCOR, $XNDU, $Z, $RVI, $FIG

Track Chase Coleman between filings

13Fs land once a quarter. We email you when a tracked manager files a Form 4, a 13D stake or a Form 144 notice of sale — days after it happens, not months.

Source: SEC 13F via FMP · holdings as of Jun 2026 · 45-day filing delay. Long equity positions only. Not financial advice.