Great investors · Chase Coleman · Q3 2025
What Chase Coleman bought and sold in Q3 2025
Tiger Global 13F portfolio as of Sep 30, 2025: 56 positions worth $32.4 bn. Largest: MSFT, SE, GOOGL, AMZN. Filed with the SEC on Nov 14, 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 Q3 2025
- NewNetflixNFLX+0.7 pp
Sells in Q3 2025
- ReducedMeta PlatformsMETA−10.2 pp
- Sold outEli LillyLLY−3.5 pp
- ReducedRedditRDDT−1.0 pp
- ReducedSherwin-williamsSHW−0.9 pp
- Sold outCrowdStrike HoldingsCRWD−0.7 pp
6 companies with material moves, out of 18 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 Q3 2025 13F lists 56 lines of US-listed securities worth $32.4 bn; the largest is MSFT at 10.5% of the portfolio. It was accepted by the SEC on Nov 14, 2025 at 2:01 PM ET.
Against the previous quarter, it opened 10 positions (NFLX, MDB, NTSK and FIGR and 6 more), closed 4 (LLY, CRWD, NVO and ZKH), added to 7 (CPAY, CPNG, AMZN and AVGO and 3 more) and trimmed 5 (META, RDDT, SHW and Z and 1 more). 34 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Microsoft MSFT | 6.6 M | $3.4 bn | 10.5% | no change |
| 2 | Sea SE | 16.0 M | $2.9 bn | 8.86% | no change |
| 3 | Alphabet GOOGL | 10.6 M | $2.6 bn | 7.99% | no change |
| 4 | Amazon.com AMZN | 11.0 M | $2.4 bn | 7.49% | +3.3% |
| 5 | NVIDIA NVDA | 11.7 M | $2.2 bn | 6.75% | no change |
| 6 | Meta Platforms META | 2.8 M | $2.1 bn | 6.40% | −63% |
| 7 | Take-two Interactive Software TTWO | 5.8 M | $1.5 bn | 4.66% | no change |
| 8 | AppLovin APP | 2.0 M | $1.4 bn | 4.45% | no change |
| 9 | Taiwan Semiconductor Manufacturing TSM | 4.6 M | $1.3 bn | 3.95% | no change |
| 10 | Reddit RDDT | 4.7 M | $1.1 bn | 3.32% | −24% |
| 11 | Broadcom AVGO | 2.9 M | $953M | 2.95% | +6.9% |
| 12 | Flutter Entertainment FLUT | 3.7 M | $929M | 2.87% | +5.9% |
| 13 | Spotify Technology SPOT | 1.3 M | $880M | 2.72% | no change |
| 14 | Apollo Global Management APO | 6.2 M | $828M | 2.56% | no change |
| 15 | Veeva Systems VEEV | 2.4 M | $721M | 2.23% | no change |
| 16 | GE Vernova GEV | 1.2 M | $710M | 2.19% | +5.2% |
| 17 | Lam Research LRCX | 5.3 M | $704M | 2.18% | no change |
| 18 | GRAB Holdings GRAB | 92.9 M | $559M | 1.73% | no change |
| 19 | Corpay CPAY | 1.8 M | $510M | 1.58% | +18% |
| 20 | Coupang CPNG | 15.8 M | $510M | 1.58% | +17% |
| 21 | Zscaler ZS | 1.7 M | $504M | 1.56% | no change |
| 22 | Zillow Group Z | 5.0 M | $389M | 1.20% | −19% |
| 23 | Block XYZ | 4.4 M | $320M | 0.99% | +12% |
| 24 | Liberty Media FWONK | 2.7 M | $280M | 0.87% | no change |
| 25 | ServiceNow NOW | 300,000 | $276M | 0.85% | no change |
| 26 | CoStar Group CSGP | 3.2 M | $274M | 0.85% | no change |
| 27 | Chime Financial CHYM | 12.5 M | $252M | 0.78% | no change |
| 28 | Netflix NFLX | 201,900 | $242M | 0.75% | new |
| 29 | Workday WDAY | 1.0 M | $241M | 0.74% | no change |
| 30 | Applied Materials AMAT | 895,200 | $183M | 0.57% | no change |
| 31 | Nu Holdings NU | 11.0 M | $177M | 0.55% | no change |
| 32 | Webull BULL | 11.7 M | $173M | 0.54% | no change |
| 33 | Procore Technologies PCOR | 2.3 M | $171M | 0.53% | no change |
| 34 | UnitedHealth Group UNH | 438,800 | $152M | 0.47% | no change |
| 35 | Elastic ESTC | 1.7 M | $143M | 0.44% | no change |
| 36 | Sherwin-williams SHW | 329,175 | $114M | 0.35% | −73% |
| 37 | Mongodb MDB | 341,000 | $106M | 0.33% | new |
| 38 | Zillow Group ZG | 783,043 | $58.3M | 0.18% | −22% |
| 39 | ATRenew RERE | 9.8 M | $45.2M | 0.14% | no change |
| 40 | Hinge Health HNGE | 552,008 | $27.1M | 0.08% | no change |
| 41 | Circle Internet Group CRCL | 125,000 | $16.6M | 0.05% | no change |
| 42 | UBER Technologies UBER | 151,178 | $14.8M | 0.05% | no change |
| 43 | JD.com JD | 344,309 | $12.0M | 0.04% | no change |
| 44 | Netskope NTSK | 500,000 | $11.4M | 0.04% | new |
| 45 | Pony AI PONY | 370,000 | $8.3M | 0.03% | no change |
| 46 | Figure Technology Solutions FIGR | 200,000 | $7.3M | 0.02% | new |
| 47 | DoorDash DASH | 25,337 | $6.9M | 0.02% | no change |
| 48 | Klarna Group KLAR | 175,000 | $6.4M | 0.02% | new |
| 49 | Bullish BLSH | 100,000 | $6.4M | 0.02% | new |
| 50 | eToro Group ETOR | 80,000 | $3.3M | 0.01% | no change |
| 51 | Figma FIG | 60,000 | $3.1M | 0.01% | new |
| 52 | Triumph Financial TFIN | 43,708 | $2.2M | 0.01% | no change |
| 53 | Gemini Space Station GEMI | 70,000 | $1.7M | 0.01% | new |
| 54 | Accelerant Holdings ARX | 75,000 | $1.1M | 0.00% | new |
| 55 | Via Transportation VIA | 15,000 | $721K | 0.00% | new |
| 56 | MNTN MNTN | 20,000 | $371K | 0.00% | no change |
Positions it closed (4)
- Eli Lilly LLYwas 3.46% · 1.5 M shares
- CrowdStrike Holdings CRWDwas 0.75% · 500,000 shares
- Novo Nordisk A/s NVOwas 0.26% · 1.3 M shares
- ZKH Group ZKHwas 0.07% · 8.0 M 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.