Great investors · Chase Coleman · Q4 2025
What Chase Coleman bought and sold in Q4 2025
Tiger Global 13F portfolio as of Dec 31, 2025: 54 positions worth $29.7 bn. Largest: GOOGL, MSFT, AMZN, NVDA. Filed with the SEC on Feb 17, 2026.
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 Q4 2025
- IncreasedCoupangCPNG+0.8 pp
Sells in Q4 2025
- ReducedMicrosoftMSFT−1.6 pp
- ReducedAppLovinAPP−1.5 pp
- ReducedTaiwan Semiconductor ManufacturingTSM−0.8 pp
- ReducedAmazon.comAMZN−0.7 pp
- ReducedLam ResearchLRCX−0.7 pp
- ReducedRedditRDDT−0.6 pp
7 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 Q4 2025 13F lists 54 lines of US-listed securities worth $29.7 bn; the largest is GOOGL at 11.2% of the portfolio. It was accepted by the SEC on Feb 17, 2026 at 2:01 PM ET.
Against the previous quarter, it opened 1 position (WLTH), closed 3 (MDB, TFIN and VIA), added to 11 (CPNG, PONY, HNGE and XYZ and 7 more) and trimmed 16 (MSFT, APP, AMZN and TSM and 12 more). 26 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Alphabet GOOGL | 10.6 M | $3.3 bn | 11.2% | no change |
| 2 | Microsoft MSFT | 5.5 M | $2.6 bn | 8.92% | −16% |
| 3 | Amazon.com AMZN | 10.0 M | $2.3 bn | 7.78% | −9.3% |
| 4 | NVIDIA NVDA | 11.0 M | $2.1 bn | 6.91% | −6% |
| 5 | Sea SE | 15.4 M | $2.0 bn | 6.62% | −3.9% |
| 6 | Meta Platforms META | 2.8 M | $1.8 bn | 6.11% | −2.4% |
| 7 | Take-two Interactive Software TTWO | 5.8 M | $1.5 bn | 5.03% | no change |
| 8 | Taiwan Semiconductor Manufacturing TSM | 3.7 M | $1.1 bn | 3.81% | −19% |
| 9 | Broadcom AVGO | 2.9 M | $995M | 3.35% | no change |
| 10 | Apollo Global Management APO | 6.2 M | $899M | 3.03% | no change |
| 11 | Reddit RDDT | 3.8 M | $884M | 2.97% | −18% |
| 12 | AppLovin APP | 1.3 M | $871M | 2.93% | −35% |
| 13 | Flutter Entertainment FLUT | 4.0 M | $861M | 2.90% | +9.4% |
| 14 | Spotify Technology SPOT | 1.3 M | $733M | 2.47% | no change |
| 15 | Lam Research LRCX | 3.9 M | $668M | 2.25% | −26% |
| 16 | GE Vernova GEV | 972,994 | $636M | 2.14% | −16% |
| 17 | Coupang CPNG | 26.3 M | $620M | 2.09% | +66% |
| 18 | Veeva Systems VEEV | 2.4 M | $540M | 1.82% | no change |
| 19 | Corpay CPAY | 1.8 M | $527M | 1.77% | −1.1% |
| 20 | GRAB Holdings GRAB | 92.9 M | $464M | 1.56% | no change |
| 21 | Block XYZ | 6.4 M | $414M | 1.39% | +44% |
| 22 | Zillow Group Z | 6.1 M | $413M | 1.39% | +20% |
| 23 | Chime Financial CHYM | 14.2 M | $357M | 1.20% | +14% |
| 24 | Zscaler ZS | 1.6 M | $355M | 1.20% | −6.1% |
| 25 | ServiceNow NOW | 2.1 M | $326M | 1.10% | +42% |
| 26 | Liberty Media FWONK | 2.7 M | $264M | 0.89% | no change |
| 27 | Applied Materials AMAT | 895,200 | $230M | 0.77% | no change |
| 28 | Netflix NFLX | 2.4 M | $229M | 0.77% | +21% |
| 29 | Workday WDAY | 1.0 M | $215M | 0.72% | no change |
| 30 | Wealthfront WLTH | 15.2 M | $206M | 0.69% | new |
| 31 | Nu Holdings NU | 11.0 M | $185M | 0.62% | no change |
| 32 | Procore Technologies PCOR | 2.3 M | $170M | 0.57% | no change |
| 33 | CoStar Group CSGP | 2.3 M | $152M | 0.51% | −30% |
| 34 | UnitedHealth Group UNH | 420,205 | $139M | 0.47% | −4.2% |
| 35 | Elastic ESTC | 1.7 M | $128M | 0.43% | no change |
| 36 | Hinge Health HNGE | 1.8 M | $83.9M | 0.28% | +227% |
| 37 | Sherwin-williams SHW | 257,083 | $83.3M | 0.28% | −22% |
| 38 | Zillow Group ZG | 1.0 M | $69.8M | 0.24% | +31% |
| 39 | Webull BULL | 6.7 M | $52.2M | 0.18% | −62% |
| 40 | ATRenew RERE | 9.8 M | $52.1M | 0.18% | no change |
| 41 | Pony AI PONY | 2.9 M | $42.1M | 0.14% | +684% |
| 42 | Circle Internet Group CRCL | 500,000 | $39.7M | 0.13% | +300% |
| 43 | UBER Technologies UBER | 151,178 | $12.4M | 0.04% | no change |
| 44 | JD.com JD | 344,309 | $9.9M | 0.03% | no change |
| 45 | Netskope NTSK | 500,000 | $8.8M | 0.03% | no change |
| 46 | Figure Technology Solutions FIGR | 200,000 | $8.2M | 0.03% | no change |
| 47 | DoorDash DASH | 25,337 | $5.7M | 0.02% | no change |
| 48 | Klarna Group KLAR | 175,000 | $5.1M | 0.02% | no change |
| 49 | Bullish BLSH | 100,000 | $3.8M | 0.01% | no change |
| 50 | eToro Group ETOR | 80,000 | $2.8M | 0.01% | no change |
| 51 | Figma FIG | 60,000 | $2.2M | 0.01% | no change |
| 52 | Accelerant Holdings ARX | 75,000 | $1.2M | 0.00% | no change |
| 53 | Gemini Space Station GEMI | 70,000 | $694K | 0.00% | no change |
| 54 | MNTN MNTN | 20,000 | $239K | 0.00% | no change |
Positions it closed (3)
- Mongodb MDBwas 0.33% · 341,000 shares
- Triumph Financial TFINwas 0.01% · 43,708 shares
- Via Transportation VIAwas 0.00% · 15,000 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.