Chase Coleman Portfolio · 13F Holdings & Trades
Chase Coleman reported 46 holdings in the 2026Q2 13F, with a total portfolio value of $24.0B. (Tiger Global Management) 52 positions changed from the prior quarter (9 new, 6 increased, 20 reduced, 17 exited).
The most recent 13F holdings filed with the SEC by this manager are as of 2026Q2; holdings for later quarters (up to 2026Q3) are not in a 13F-HR.
Changes This Quarter (52)
| Stock | Action | Shares Change | Weight (%) | Value ($) |
|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | Reduced | 5,565,074 → 4,881,008 | 9.72 | 2,331,022,991 |
| AMAZON COM INC | Reduced | 10,000,000 → 9,683,558 | 9.62 | 2,307,979,214 |
| NVIDIA CORPORATION | Reduced | 12,011,752 → 11,198,773 | 9.34 | 2,240,762,490 |
| ALPHABET INC | Reduced | 10,631,402 → 5,805,687 | 8.65 | 2,074,778,363 |
| META PLATFORMS INC | Reduced | 3,086,864 → 2,823,180 | 6.63 | 1,590,269,062 |
| LAM RESEARCH CORP | Reduced | 3,900,439 → 3,163,495 | 5.72 | 1,370,837,288 |
| SEA LTD | Reduced | 15,415,835 → 12,559,152 | 5.02 | 1,203,543,536 |
| APPLIED MATLS INC | Reduced | 1,656,900 → 1,632,210 | 4.92 | 1,180,087,830 |
| GE VERNOVA INC | Reduced | 972,994 → 797,511 | 3.91 | 936,963,773 |
| MICROSOFT CORP | Reduced | 2,500,000 → 2,266,913 | 3.53 | 845,603,887 |
| CORPAY INC | Increased | 1,752,146 → 2,149,877 | 2.99 | 716,489,508 |
| BROADCOM INC | Reduced | 3,584,814 → 1,754,062 | 2.76 | 662,596,921 |
| CEREBRAS SYSTEMS INC | New | New | 2.76 | 662,779,000 |
| COUPANG INC | Increased | 34,595,407 → 36,467,972 | 2.64 | 633,448,674 |
| INTEL CORP | Increased | 1,638,700 → 4,252,690 | 2.48 | 593,803,105 |
| SPOTIFY TECHNOLOGY S A | Reduced | 1,580,761 → 1,171,427 | 2.24 | 537,837,279 |
| TAKE-TWO INTERACTIVE SOFTWAR | Reduced | 2,000,000 → 1,809,348 | 1.89 | 452,300,813 |
| REDDIT INC | Increased | 2,500,000 → 2,528,819 | 1.83 | 438,952,402 |
| ADVANCED MICRO DEVICES INC | New | New | 1.63 | 391,955,662 |
| BLOCK INC | Increased | 4,000,000 → 4,576,007 | 1.45 | 347,776,532 |
| APOLLO GLOBAL MGMT INC | Reduced | 3,293,334 → 2,723,110 | 1.34 | 322,171,145 |
| SEAGATE TECHNOLOGY HLDNGS PL | New | New | 1.15 | 275,121,500 |
| VISA INC | New | New | 1.14 | 274,024,954 |
| MERCADOLIBRE INC | Increased | 135,006 → 153,126 | 1.08 | 259,914,541 |
| LIBERTY MEDIA CORP DEL | Reduced | 2,682,000 → 2,278,555 | 0.90 | 216,781,723 |
| UNITEDHEALTH GROUP INC | Reduced | 350,445 → 297,452 | 0.52 | 123,629,974 |
| CHIME FINL INC | Reduced | 11,081,780 → 5,284,045 | 0.45 | 108,217,240 |
| SERVICENOW INC | Reduced | 1,500,000 → 873,485 | 0.36 | 86,719,591 |
| DANAHER CORP DEL | New | New | 0.36 | 86,858,880 |
| SPACE EXPLORATION TECHN CORP | New | New | 0.27 | 64,072,500 |
| APPLIED DIGITAL CORP | New | New | 0.14 | 33,010,500 |
| CIPHER DIGITAL INC | New | New | 0.09 | 22,711,500 |
| CORE SCIENTIFIC INC NEW | New | New | 0.09 | 20,907,030 |
| JD.COM INC | Reduced | 344,309 → 201,500 | 0.02 | 5,134,220 |
| PONY AI INC | Reduced | 2,900,000 → 310,287 | 0.01 | 2,156,495 |
| ZILLOW GROUP INC | Exited | 7,368,957 → 0 | — | — |
| NETFLIX INC. | Exited | 2,439,000 → 0 | — | — |
| PROCORE TECHNOLOGIES INC | Exited | 2,339,500 → 0 | — | — |
| ZSCALER INC | Exited | 1,579,766 → 0 | — | — |
| COSTAR GROUP INC | Exited | 1,500,000 → 0 | — | — |
| ZILLOW GROUP INC | Exited | 1,023,733 → 0 | — | — |
| APPLOVIN CORP | Exited | 1,000,000 → 0 | — | — |
| NETSKOPE INC | Exited | 500,000 → 0 | — | — |
| XANADU QUANTUM TECHNOLO LTD | Exited | 500,000 → 0 | — | — |
| PAYPAY CORP | Exited | 400,000 → 0 | — | — |
| ROBINHOOD VENTURES FD I | Exited | 400,000 → 0 | — | — |
| FIGURE TECHNOLOGY SOLUTIO | Exited | 200,000 → 0 | — | — |
| KLARNA GROUP PLC | Exited | 175,000 → 0 | — | — |
| LUMENTUM HLDGS INC | Exited | 136,800 → 0 | — | — |
| BULLISH | Exited | 100,000 → 0 | — | — |
Showing the top 50 by weight.
Top 15 Holdings
| Stock | Weight (%) | Shares | Value ($) |
|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | 9.72 | 4,881,008 | 2,331,022,991 |
| AMAZON COM INC | 9.62 | 9,683,558 | 2,307,979,214 |
| NVIDIA CORPORATION | 9.34 | 11,198,773 | 2,240,762,490 |
| ALPHABET INC | 8.65 | 5,805,687 | 2,074,778,363 |
| META PLATFORMS INC | 6.63 | 2,823,180 | 1,590,269,062 |
| LAM RESEARCH CORP | 5.72 | 3,163,495 | 1,370,837,288 |
| SEA LTD | 5.02 | 12,559,152 | 1,203,543,536 |
| APPLIED MATLS INC | 4.92 | 1,632,210 | 1,180,087,830 |
| GE VERNOVA INC | 3.91 | 797,511 | 936,963,773 |
| MICROSOFT CORP | 3.53 | 2,266,913 | 845,603,887 |
| CORPAY INC | 2.99 | 2,149,877 | 716,489,508 |
| CEREBRAS SYSTEMS INC | 2.76 | 2,999,000 | 662,779,000 |
| BROADCOM INC | 2.76 | 1,754,062 | 662,596,921 |
| COUPANG INC | 2.64 | 36,467,972 | 633,448,674 |
| INTEL CORP | 2.48 | 4,252,690 | 593,803,105 |
Top 15 Holdings · Quarterly Weight Trend
| Stock | 24Q3 | 24Q4 | 25Q1 | 25Q2 | 25Q3 | 25Q4 | 26Q1 | 26Q2 | Trend (shares) |
|---|---|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | 2.69 | 2.71 | 2.65 | 3.04 | 3.95 | 3.81 | 8.23 | 9.72 | — |
| AMAZON COM INC | 5.10 | 5.32 | 4.71 | 6.88 | 7.49 | 7.78 | 9.12 | 9.62 | Down 3 qtrs in a row |
| NVIDIA CORPORATION | 5.02 | 4.91 | 4.47 | 5.43 | 6.75 | 6.91 | 9.17 | 9.34 | — |
| ALPHABET INC | 7.29 | 7.38 | 5.99 | 5.50 | 7.99 | 11.20 | 13.38 | 8.65 | — |
| META PLATFORMS INC | 18.23 | 16.52 | 16.18 | 16.32 | 6.40 | 6.11 | 7.73 | 6.63 | — |
| LAM RESEARCH CORP | 1.23 | 1.08 | 1.21 | 1.50 | 2.18 | 2.25 | 3.65 | 5.72 | — |
| SEA LTD | 6.45 | 6.43 | 7.87 | 7.53 | 8.86 | 6.62 | 5.59 | 5.02 | — |
| APPLIED MATLS INC | 0.77 | 0.55 | 0.49 | 0.48 | 0.57 | 0.77 | 2.48 | 4.92 | — |
| GE VERNOVA INC | — | — | 1.21 | 1.70 | 2.19 | 2.14 | 3.72 | 3.91 | — |
| MICROSOFT CORP | 9.81 | 8.51 | 8.81 | 9.56 | 10.49 | 8.92 | 4.05 | 3.53 | Down 3 qtrs in a row |
| CORPAY INC | 1.66 | 1.60 | 1.64 | 1.46 | 1.58 | 1.77 | 2.23 | 2.99 | — |
| CEREBRAS SYSTEMS INC | — | — | — | — | — | — | — | 2.76 | — |
| BROADCOM INC | 1.36 | 1.62 | 1.43 | 2.19 | 2.95 | 3.35 | 4.86 | 2.76 | — |
| COUPANG INC | 0.21 | 0.67 | 1.10 | 1.19 | 1.58 | 2.09 | 2.86 | 2.64 | Up 7 qtrs in a row |
| INTEL CORP | — | — | — | — | — | — | 0.32 | 2.48 | Up 2 qtrs in a row |
Weights are shares of each quarter's total 13F stock holdings; "—" means not held or outside the tracked set. Earlier quarters track only the top 200 holdings by value. The trend is based on share counts, not price, and does not adjust for stock splits.
13F filings are published up to 45 days after quarter-end and do not show short positions. This page includes only stock holdings from the filing and excludes options and bonds. The data on this page is for reference and is not investment advice.
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