Great investors · Chase Coleman · Q1 2025
What Chase Coleman bought and sold in Q1 2025
Tiger Global 13F portfolio as of Mar 31, 2025: 45 positions worth $26.6 bn. Largest: META, MSFT, SE, GOOGL. Filed with the SEC on May 15, 2025.
The 13F is filed by Tiger Global, not by Chase Coleman personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q1 2025
- IncreasedVeeva SystemsVEEV+1.8 pp
- NewAppLovinAPP+1.7 pp
- NewZillow GroupZ+1.3 pp
- IncreasedMicrosoftMSFT+1.3 pp
- NewGE VernovaGEV+1.2 pp
- IncreasedPDD HoldingsPDD+0.8 pp
- IncreasedNVIDIANVDA+0.5 pp
Sells in Q1 2025
- ReducedApollo Global ManagementAPO−3.1 pp
- Sold outQualcommQCOM−1.1 pp
- ReducedUBER TechnologiesUBER−0.6 pp
- Sold outDatadogDDOG−0.5 pp
11 companies with material moves, out of 30 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Tiger Global's Q1 2025 13F lists 45 lines of US-listed securities worth $26.6 bn; the largest is META at 16.2% of the portfolio. It was accepted by the SEC on May 15, 2025 at 2:01 PM ET.
Against the previous quarter, it opened 5 positions (APP, Z, GEV and XYZ and 1 more), closed 9 (QCOM, DDOG, TEAM and OKLO and 5 more), added to 14 (VEEV, MSFT, PDD and RDDT and 10 more) and trimmed 2 (APO and UBER). 24 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Meta Platforms META | 7.5 M | $4.3 bn | 16.2% | no change |
| 2 | Microsoft MSFT | 6.2 M | $2.3 bn | 8.81% | +17% |
| 3 | Sea SE | 16.0 M | $2.1 bn | 7.87% | no change |
| 4 | Alphabet GOOGL | 10.3 M | $1.6 bn | 5.99% | no change |
| 5 | Amazon.com AMZN | 6.6 M | $1.3 bn | 4.71% | +2.7% |
| 6 | Take-two Interactive Software TTWO | 5.8 M | $1.2 bn | 4.55% | no change |
| 7 | NVIDIA NVDA | 11.0 M | $1.2 bn | 4.47% | +13% |
| 8 | Eli Lilly LLY | 1.3 M | $1.1 bn | 4.15% | +1.9% |
| 9 | Apollo Global Management APO | 6.2 M | $850M | 3.20% | −49% |
| 10 | Flutter Entertainment FLUT | 3.4 M | $748M | 2.81% | no change |
| 11 | Taiwan Semiconductor Manufacturing TSM | 4.2 M | $704M | 2.65% | +17% |
| 12 | Spotify Technology SPOT | 1.3 M | $694M | 2.61% | no change |
| 13 | Veeva Systems VEEV | 2.4 M | $561M | 2.11% | +540% |
| 14 | PDD Holdings PDD | 4.4 M | $523M | 1.97% | +68% |
| 15 | ServiceNow NOW | 579,655 | $461M | 1.74% | no change |
| 16 | AppLovin APP | 1.7 M | $442M | 1.66% | new |
| 17 | Workday WDAY | 1.9 M | $439M | 1.65% | no change |
| 18 | Corpay CPAY | 1.2 M | $435M | 1.64% | no change |
| 19 | GRAB Holdings GRAB | 92.9 M | $421M | 1.58% | no change |
| 20 | Sherwin-williams SHW | 1.2 M | $420M | 1.58% | +20% |
| 21 | DoorDash DASH | 2.2 M | $401M | 1.51% | no change |
| 22 | Broadcom AVGO | 2.3 M | $380M | 1.43% | +23% |
| 23 | Zillow Group Z | 5.2 M | $358M | 1.34% | new |
| 24 | Reddit RDDT | 3.2 M | $341M | 1.28% | +60% |
| 25 | Zscaler ZS | 1.7 M | $333M | 1.25% | +16% |
| 26 | GE Vernova GEV | 1.1 M | $322M | 1.21% | new |
| 27 | Lam Research LRCX | 4.4 M | $322M | 1.21% | +12% |
| 28 | CrowdStrike Holdings CRWD | 900,000 | $317M | 1.19% | no change |
| 29 | Coupang CPNG | 13.3 M | $292M | 1.10% | +64% |
| 30 | CoStar Group CSGP | 3.2 M | $257M | 0.97% | no change |
| 31 | Liberty Media FWONK | 2.7 M | $241M | 0.91% | no change |
| 32 | UnitedHealth Group UNH | 438,800 | $230M | 0.86% | no change |
| 33 | Procore Technologies PCOR | 2.3 M | $154M | 0.58% | no change |
| 34 | Elastic ESTC | 1.7 M | $151M | 0.57% | no change |
| 35 | Applied Materials AMAT | 895,200 | $130M | 0.49% | no change |
| 36 | ServiceTitan TTAN | 1.3 M | $124M | 0.47% | no change |
| 37 | Nu Holdings NU | 11.0 M | $113M | 0.42% | +24% |
| 38 | Block XYZ | 1.9 M | $102M | 0.39% | new |
| 39 | Novo Nordisk A/s NVO | 1.3 M | $88.1M | 0.33% | no change |
| 40 | Zillow Group ZG | 902,643 | $60.4M | 0.23% | new |
| 41 | ATRenew RERE | 11.5 M | $33.8M | 0.13% | no change |
| 42 | ZKH Group ZKH | 8.2 M | $27.5M | 0.10% | no change |
| 43 | JD.com JD | 344,309 | $14.2M | 0.05% | no change |
| 44 | UBER Technologies UBER | 151,178 | $11.0M | 0.04% | −94% |
| 45 | Pony AI PONY | 370,000 | $3.3M | 0.01% | no change |
Positions it closed (9)
- Qualcomm QCOMwas 1.08% · 1.9 M shares
- Datadog DDOGwas 0.53% · 979,400 shares
- Atlassian TEAMwas 0.37% · 400,545 shares
- Oklo OKLOwas 0.25% · 3.1 M shares
- ARM Holdings ARMwas 0.14% · 300,000 shares
- Rubrik RBRKwas 0.06% · 250,000 shares
- StandardAero SAROwas 0.02% · 160,000 shares
- Klaviyo KVYOwas 0.01% · 35,000 shares
- Dingdong (Cayman) DDLwas 0.00% · 118,539 shares
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Tiger Global's 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.