Chase Coleman Portfolio: Tiger Global Management 13F Holdings (Q2 2026)
Checked against SEC EDGAR
Tiger Global Management reported 46 stock positions worth $24.0B as of Jun 30, 2026 in its 13F filed Aug 14, 2026. The top 10 make up 67% of the reported portfolio. Changes are compared with Q1 2026: 9 new, 6 added, 20 reduced, 17 sold out.
13F filings are due 45 days after each quarter ends, so these holdings can be up to four and a half months old by the time they are public. They list US-listed stocks and some other securities only: no shorts, cash, bonds or non-US shares, and options are left out here. This is a record of public filings, not investment advice.
Holdings
| Ticker | Company | % of portfolio | Value | Shares | Change compared with Q1 2026 |
|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.72% | $2.3B | 4,881,008 | Reduced 12% |
| AMZN | AMAZON COM INC | 9.62% | $2.3B | 9,683,558 | Reduced 3% |
| NVDA | NVIDIA CORPORATION | 9.34% | $2.2B | 11,198,773 | Reduced 7% |
| GOOGL | ALPHABET INC | 8.65% | $2.1B | 5,805,687 | Reduced 45% |
| META | META PLATFORMS INC | 6.63% | $1.6B | 2,823,180 | Reduced 8% |
| LRCX | LAM RESEARCH CORP | 5.72% | $1.4B | 3,163,495 | Reduced 19% |
| SE | SEA LTD | 5.02% | $1.2B | 12,559,152 | Reduced 18% |
| AMAT | APPLIED MATLS INC | 4.92% | $1.2B | 1,632,210 | Reduced 2% |
| GEV | GE VERNOVA INC | 3.91% | $937.0M | 797,511 | Reduced 18% |
| MSFT | MICROSOFT CORP | 3.53% | $845.6M | 2,266,913 | Reduced 9% |
| CPAY | CORPAY INC | 2.99% | $716.5M | 2,149,877 | Added 23% |
| CBRS | CEREBRAS SYSTEMS INC | 2.76% | $662.8M | 2,999,000 | New position |
| AVGO | BROADCOM INC | 2.76% | $662.6M | 1,754,062 | Reduced 51% |
| CPNG | COUPANG INC | 2.64% | $633.4M | 36,467,972 | Added 5% |
| INTC | INTEL CORP | 2.48% | $593.8M | 4,252,690 | Added 160% |
| SPOT | SPOTIFY TECHNOLOGY S A | 2.24% | $537.8M | 1,171,427 | Reduced 26% |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 1.89% | $452.3M | 1,809,348 | Reduced 10% |
| RDDT | REDDIT INC | 1.83% | $439.0M | 2,528,819 | Added 1% |
| AMD | ADVANCED MICRO DEVICES INC | 1.63% | $392.0M | 674,727 | New position |
| XYZ | BLOCK INC | 1.45% | $347.8M | 4,576,007 | Added 14% |
| APO | APOLLO GLOBAL MGMT INC | 1.34% | $322.2M | 2,723,110 | Reduced 17% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 1.15% | $275.1M | 285,100 | New position |
| V | VISA INC | 1.14% | $274.0M | 798,697 | New position |
| MELI | MERCADOLIBRE INC | 1.08% | $259.9M | 153,126 | Added 13% |
| FWONK | LIBERTY MEDIA CORP DEL | 0.90% | $216.8M | 2,278,555 | Reduced 15% |
| NU | NU HLDGS LTD | 0.61% | $147.4M | 11,032,555 | No change |
| WLTH | WEALTHFRONT CORP | 0.56% | $135.5M | 15,156,877 | No change |
| UNH | UNITEDHEALTH GROUP INC | 0.52% | $123.6M | 297,452 | Reduced 15% |
| CHYM | CHIME FINL INC | 0.45% | $108.2M | 5,284,045 | Reduced 52% |
| EQPT | EQUIPMENTSHARE COM INC | 0.38% | $90.0M | 4,579,646 | No change |
| SHW | SHERWIN WILLIAMS CO | 0.37% | $88.5M | 257,083 | No change |
| DHR | DANAHER CORP DEL | 0.36% | $86.9M | 456,000 | New position |
| NOW | SERVICENOW INC | 0.36% | $86.7M | 873,485 | Reduced 42% |
| SPCX | SPACE EXPLORATION TECHN CORP | 0.27% | $64.1M | 375,000 | New position |
| BULL | WEBULL CORP | 0.18% | $43.8M | 6,724,137 | No change |
| RERE | ATRENEW INC | 0.16% | $38.0M | 9,831,218 | No change |
| APLD | APPLIED DIGITAL CORP | 0.14% | $33.0M | 885,000 | New position |
| CIFR | CIPHER DIGITAL INC | 0.10% | $22.7M | 927,000 | New position |
| CORZ | CORE SCIENTIFIC INC NEW | 0.09% | $20.9M | 817,000 | New position |
| UBER | UBER TECHNOLOGIES INC | 0.04% | $10.9M | 151,178 | No change |
| JD | JD.COM INC | 0.02% | $5.1M | 201,500 | Reduced 42% |
| DASH | DOORDASH INC | 0.02% | $4.7M | 25,337 | No change |
| PONY | PONY AI INC | 0.01% | $2.2M | 310,287 | Reduced 89% |
| ARX | ACCELERANT HOLDINGS | 0.00% | $879.0K | 75,000 | No change |
| GEMI | GEMINI SPACE STA INC | 0.00% | $298.2K | 70,000 | No change |
| MNTN | MNTN INC | 0.00% | $184.0K | 20,000 | No change |
Sold out
| Ticker | Company | % of portfolio | Value | Shares before | Change |
|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 0.00% | $0 | 1,000,000 | Sold out |
| Z | ZILLOW GROUP INC | 0.00% | $0 | 7,368,957 | Sold out |
| NFLX | NETFLIX INC. | 0.00% | $0 | 2,439,000 | Sold out |
| ZS | ZSCALER INC | 0.00% | $0 | 1,579,766 | Sold out |
| PCOR | PROCORE TECHNOLOGIES INC | 0.00% | $0 | 2,339,500 | Sold out |
| LITE | LUMENTUM HLDGS INC | 0.00% | $0 | 136,800 | Sold out |
| CSGP | COSTAR GROUP INC | 0.00% | $0 | 1,500,000 | Sold out |
| ZG | ZILLOW GROUP INC | 0.00% | $0 | 1,023,733 | Sold out |
| RVI | ROBINHOOD VENTURES FD I | 0.00% | $0 | 400,000 | Sold out |
| PAYP | PAYPAY CORP | 0.00% | $0 | 400,000 | Sold out |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | 0.00% | $0 | 200,000 | Sold out |
| NTSK | NETSKOPE INC | 0.00% | $0 | 500,000 | Sold out |
| XNDU | XANADU QUANTUM TECHNOLO LTD | 0.00% | $0 | 500,000 | Sold out |
| BLSH | BULLISH | 0.00% | $0 | 100,000 | Sold out |
| ETOR | ETORO GROUP LTD | 0.00% | $0 | 80,000 | Sold out |
| KLAR | KLARNA GROUP PLC | 0.00% | $0 | 175,000 | Sold out |
| FIG | FIGMA INC | 0.00% | $0 | 60,000 | Sold out |
Geopolitical news on Chase Coleman’s top holdings
- Why AI’s Billions in Spending Are Hard to Spot in GDP Data AMZN, GOOGL, META, MSFT
- The real way to tell if Amazon’s AI spending is paying off AMZN, GOOGL, META, MSFT
- UBS sees buying opportunity in China AI tech stocks after selloff AMZN, GOOGL, META, MSFT
- Honeywell Bets on NVIDIA AI to Boost Output at Dangote Refinery NVDA
- Malaysia seizes servers with advanced AI chips suspected of violating export controls | National News | 2news.com NVDA, TSM
- Malaysia seizes servers with advanced AI chips suspected of violating export controls NVDA, TSM
- NJ holiday shoppers in 2026 will cut back or take on debt, experts say AMZN
- Professor shares insights on ND and the church’s role in conversations of AI and dignity AMZN, GOOGL, META, MSFT
- Hyperscalers Are Still Spending. TE Connectivity Earnings Top Estimates. AMZN, GOOGL, META, MSFT
- The AI Fed Votes to Hold Interest Rates Steady MSFT
Source: SEC EDGAR filing 0000919574-26-005427 (CIK 1167483). Values are as reported in the filing.