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Chase Coleman

Tiger Global Management · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

TSMTaiwan Semiconductor Manufacturing Company Limited

9.7% of portfolio · -12%

Decreased
GOOGLAlphabet Inc.

8.7% of portfolio · -45%

Decreased
LRCXLam Research Corporation

5.7% of portfolio · -19%

Decreased
SESea Limited

5.0% of portfolio · -19%

Decreased
GEVGE Vernova Inc.

3.9% of portfolio · -18%

Decreased
CPAYCorpay, Inc.

3.0% of portfolio · +23%

Increased
CBRSCerebras Systems Inc.

2.8% of portfolio

New position
AVGOBroadcom Inc.

2.8% of portfolio · -51%

Decreased
INTCIntel Corp.

2.5% of portfolio · +160%

Increased
SPOTSpotify Technology S.A.

2.2% of portfolio · -26%

Decreased
APPAppLovin Corporation

1.7% of portfolio

Sold out
AMDAdvanced Micro Devices, Inc.

1.6% of portfolio

New position
SQBlock, Inc.

1.5% of portfolio · +14%

Increased
APOApollo Global Management, Inc.

1.3% of portfolio · -17%

Decreased
ZZillow Group, Inc. Class C

1.3% of portfolio

Sold out
STXSeagate Technology Holdings plc

1.1% of portfolio

New position
VVisa Inc.

1.1% of portfolio

New position
MELIMercadoLibre, Inc.

1.1% of portfolio · +13%

Increased
NFLXNetflix, Inc.

1.0% of portfolio

Sold out
ZSZscaler, Inc.

1.0% of portfolio

Sold out
FWONKLiberty Media Corporation

0.9% of portfolio · -15%

Decreased
PCORProcore Technologies, Inc.

0.6% of portfolio

Sold out
UNHUnitedHealth Group Incorporated

0.5% of portfolio · -15%

Decreased
CHYMChime Financial, Inc. Class A Common Stock

0.5% of portfolio · -52%

Decreased
LITELumentum Holdings Inc.

0.4% of portfolio

Sold out
DHRDanaher Corporation

0.4% of portfolio

New position
NOWServiceNow, Inc.

0.4% of portfolio · -42%

Decreased
SPCXSpace Exploration Technologies Corp.

0.3% of portfolio

New position
CSGPCoStar Group, Inc.

0.3% of portfolio

Sold out
ZGZillow Group, Inc. Class A

0.2% of portfolio

Sold out
APLDApplied Digital Corp.

0.1% of portfolio

New position
CIFRCipher Mining Inc.

0.1% of portfolio

New position
CORZCore Scientific, Inc.

0.1% of portfolio

New position
RVIRobinhood Ventures Fund I

0.0% of portfolio

Sold out
PAYPPayPay Corporation

0.0% of portfolio

Sold out
FIGRFigure Technology Solutions, Inc. Class A Common Stock

0.0% of portfolio

Sold out
JDJD.com, Inc.

0.0% of portfolio · -41%

Decreased
NTSKNetskope, Inc. Class A Common Stock

0.0% of portfolio

Sold out
XNDUXanadu Quantum Technologies Limited Class B Subordinate Voting Shares

0.0% of portfolio

Sold out
BLSHBullish

0.0% of portfolio

Sold out
ETOReToro Group Ltd.

0.0% of portfolio

Sold out
KLARKlarna Group plc

0.0% of portfolio

Sold out
PONYPony AI Inc. American Depositary Shares

0.0% of portfolio · -89%

Decreased
FIGFigma, Inc.

0.0% of portfolio

Sold out

Full portfolio

TSMTaiwan Semiconductor Manufacturing Company Limited

4,881,008 shares · $2,331,022,991

9.7%
AMZNAmazon.com, Inc.

9,683,558 shares · $2,307,979,214

9.6%
NVDANVIDIA Corporation

11,198,773 shares · $2,240,762,490

9.3%
GOOGLAlphabet Inc.

5,805,687 shares · $2,074,778,363

8.7%
METAMeta Platforms, Inc.

2,823,180 shares · $1,590,269,062

6.6%
LRCXLam Research Corporation

3,163,495 shares · $1,370,837,288

5.7%
SESea Limited

12,559,152 shares · $1,203,543,536

5.0%
AMATApplied Materials, Inc.

1,632,210 shares · $1,180,087,830

4.9%
GEVGE Vernova Inc.

797,511 shares · $936,963,773

3.9%
MSFTMicrosoft Corporation

2,266,913 shares · $845,603,887

3.5%
CPAYCorpay, Inc.

2,149,877 shares · $716,489,508

3.0%
CBRSCerebras Systems Inc.

2,999,000 shares · $662,779,000

2.8%
AVGOBroadcom Inc.

1,754,062 shares · $662,596,921

2.8%
CPNGCoupang, Inc.

36,467,972 shares · $633,448,674

2.6%
INTCIntel Corp.

4,252,690 shares · $593,803,105

2.5%
SPOTSpotify Technology S.A.

1,171,427 shares · $537,837,279

2.2%
TTWOTake-Two Interactive Software, Inc.

1,809,348 shares · $452,300,813

1.9%
RDDTReddit, Inc.

2,528,819 shares · $438,952,402

1.8%
AMDAdvanced Micro Devices, Inc.

674,727 shares · $391,955,662

1.6%
SQBlock, Inc.

4,576,007 shares · $347,776,532

1.5%
APOApollo Global Management, Inc.

2,723,110 shares · $322,171,145

1.3%
STXSeagate Technology Holdings plc

285,100 shares · $275,121,500

1.1%
VVisa Inc.

798,697 shares · $274,024,954

1.1%
MELIMercadoLibre, Inc.

153,126 shares · $259,914,541

1.1%
FWONKLiberty Media Corporation

2,278,555 shares · $216,781,723

0.9%
NUNu Holdings Ltd.

11,032,555 shares · $147,394,937

0.6%
WLTHWealthfront Corporation

15,156,877 shares · $135,502,480

0.6%
UNHUnitedHealth Group Incorporated

297,452 shares · $123,629,974

0.5%
CHYMChime Financial, Inc. Class A Common Stock

5,284,045 shares · $108,217,240

0.5%
EQPTEquipmentShare.com Inc.

4,579,646 shares · $90,035,840

0.4%
SHWThe Sherwin-Williams Company

257,083 shares · $88,518,819

0.4%
DHRDanaher Corporation

456,000 shares · $86,858,880

0.4%
NOWServiceNow, Inc.

873,485 shares · $86,719,591

0.4%
SPCXSpace Exploration Technologies Corp.

375,000 shares · $64,072,500

0.3%
BULLWebull Corporation Class A Ordinary Shares

6,724,137 shares · $43,841,373

0.2%
REREATRenew Inc.

9,831,218 shares · $38,046,814

0.2%
APLDApplied Digital Corp.

885,000 shares · $33,010,500

0.1%
CIFRCipher Mining Inc.

927,000 shares · $22,711,500

0.1%
CORZCore Scientific, Inc.

817,000 shares · $20,907,030

0.1%
UBERUber Technologies, Inc.

151,178 shares · $10,909,004

0.0%
JDJD.com, Inc.

201,500 shares · $5,134,220

0.0%
DASHDoorDash, Inc.

25,337 shares · $4,675,437

0.0%
PONYPony AI Inc. American Depositary Shares

310,287 shares · $2,156,495

0.0%
ARXAccelerant Holdings

75,000 shares · $879,000

0.0%
GEMIGemini Space Station, Inc.

70,000 shares · $298,200

0.0%
MNTNMNTN, Inc Class A

20,000 shares · $184,000

0.0%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →