Great investors · Chase Coleman · Q1 2026
What Chase Coleman bought and sold in Q1 2026
Tiger Global 13F portfolio as of Mar 31, 2026: 54 positions worth $22.8 bn. Largest: GOOGL, NVDA, AMZN, TSM. Filed with the SEC on May 15, 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 Q1 2026
- IncreasedTaiwan Semiconductor ManufacturingTSM+2.1 pp
- IncreasedApplied MaterialsAMAT+0.9 pp
- NewMercadoLibreMELI+0.8 pp
- IncreasedBroadcomAVGO+0.7 pp
- IncreasedMeta PlatformsMETA+0.6 pp
- IncreasedNVIDIANVDA+0.6 pp
- IncreasedCoupangCPNG+0.5 pp
- IncreasedSpotify TechnologySPOT+0.5 pp
Sells in Q1 2026
- ReducedMicrosoftMSFT−3.7 pp
- Sold outFlutter EntertainmentFLUT−2.9 pp
- ReducedTake-two Interactive SoftwareTTWO−2.6 pp
- Sold outVeeva SystemsVEEV−1.8 pp
- Sold outGRAB HoldingsGRAB−1.6 pp
- ReducedApollo Global ManagementAPO−1.1 pp
- Sold outWorkdayWDAY−0.7 pp
- ReducedRedditRDDT−0.6 pp
16 companies with material moves, out of 28 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 2026 13F lists 54 lines of US-listed securities worth $22.8 bn; the largest is GOOGL at 13.4% of the portfolio. It was accepted by the SEC on May 15, 2026 at 2:13 PM ET.
Against the previous quarter, it opened 7 positions (MELI, LITE, EQPT and INTC and 3 more), closed 7 (FLUT, VEEV, GRAB and WDAY and 3 more), added to 8 (TSM, AMAT, AVGO and META and 4 more) and trimmed 10 (MSFT, TTWO, APO and RDDT and 6 more). 29 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Alphabet GOOGL | 10.6 M | $3.1 bn | 13.4% | no change |
| 2 | NVIDIA NVDA | 12.0 M | $2.1 bn | 9.17% | +9.1% |
| 3 | Amazon.com AMZN | 10.0 M | $2.1 bn | 9.12% | no change |
| 4 | Taiwan Semiconductor Manufacturing TSM | 5.6 M | $1.9 bn | 8.23% | +49% |
| 5 | Meta Platforms META | 3.1 M | $1.8 bn | 7.73% | +12% |
| 6 | Sea SE | 15.4 M | $1.3 bn | 5.59% | no change |
| 7 | Broadcom AVGO | 3.6 M | $1.1 bn | 4.86% | +25% |
| 8 | Microsoft MSFT | 2.5 M | $925M | 4.05% | −54% |
| 9 | GE Vernova GEV | 972,994 | $849M | 3.72% | no change |
| 10 | Lam Research LRCX | 3.9 M | $833M | 3.65% | no change |
| 11 | Spotify Technology SPOT | 1.6 M | $767M | 3.36% | +25% |
| 12 | Coupang CPNG | 34.6 M | $653M | 2.86% | +32% |
| 13 | Applied Materials AMAT | 1.7 M | $566M | 2.48% | +85% |
| 14 | Corpay CPAY | 1.8 M | $510M | 2.23% | no change |
| 15 | AppLovin APP | 1.0 M | $398M | 1.74% | −23% |
| 16 | Take-two Interactive Software TTWO | 2.0 M | $395M | 1.73% | −66% |
| 17 | Apollo Global Management APO | 3.3 M | $367M | 1.61% | −47% |
| 18 | Reddit RDDT | 2.5 M | $337M | 1.47% | −35% |
| 19 | Zillow Group Z | 7.4 M | $305M | 1.33% | +22% |
| 20 | Block XYZ | 4.0 M | $241M | 1.05% | −37% |
| 21 | Netflix NFLX | 2.4 M | $235M | 1.03% | no change |
| 22 | MercadoLibre MELI | 135,006 | $233M | 1.02% | new |
| 23 | Liberty Media FWONK | 2.7 M | $228M | 1.00% | no change |
| 24 | Zscaler ZS | 1.6 M | $222M | 0.97% | no change |
| 25 | Chime Financial CHYM | 11.1 M | $208M | 0.91% | −22% |
| 26 | Nu Holdings NU | 11.0 M | $159M | 0.69% | no change |
| 27 | ServiceNow NOW | 1.5 M | $157M | 0.69% | −29% |
| 28 | Wealthfront WLTH | 15.2 M | $140M | 0.61% | no change |
| 29 | Procore Technologies PCOR | 2.3 M | $133M | 0.58% | no change |
| 30 | Lumentum Holdings LITE | 136,800 | $96.1M | 0.42% | new |
| 31 | UnitedHealth Group UNH | 350,445 | $94.8M | 0.42% | −17% |
| 32 | EquipmentShare.com EQPT | 4.6 M | $93.3M | 0.41% | new |
| 33 | Sherwin-williams SHW | 257,083 | $82.4M | 0.36% | no change |
| 34 | Intel INTC | 1.6 M | $72.3M | 0.32% | new |
| 35 | CoStar Group CSGP | 1.5 M | $60.5M | 0.26% | −34% |
| 36 | ATRenew RERE | 9.8 M | $46.1M | 0.20% | no change |
| 37 | Zillow Group ZG | 1.0 M | $42.4M | 0.19% | no change |
| 38 | Webull BULL | 6.7 M | $32.3M | 0.14% | no change |
| 39 | Pony AI PONY | 2.9 M | $27.4M | 0.12% | no change |
| 40 | UBER Technologies UBER | 151,178 | $10.9M | 0.05% | no change |
| 41 | Robinhood Ventures Fund I RVI | 400,000 | $10.6M | 0.05% | new |
| 42 | JD.com JD | 344,309 | $10.2M | 0.04% | no change |
| 43 | PayPay PAYP | 400,000 | $8.5M | 0.04% | new |
| 44 | Figure Technology Solutions FIGR | 200,000 | $6.8M | 0.03% | no change |
| 45 | Netskope NTSK | 500,000 | $4.2M | 0.02% | no change |
| 46 | Xanadu Quantum Technologies XNDU | 500,000 | $3.8M | 0.02% | new |
| 47 | DoorDash DASH | 25,337 | $3.8M | 0.02% | no change |
| 48 | Bullish BLSH | 100,000 | $3.6M | 0.02% | no change |
| 49 | eToro Group ETOR | 80,000 | $2.4M | 0.01% | no change |
| 50 | Klarna Group KLAR | 175,000 | $2.3M | 0.01% | no change |
| 51 | Figma FIG | 60,000 | $1.3M | 0.01% | no change |
| 52 | Accelerant Holdings ARX | 75,000 | $1.0M | 0.00% | no change |
| 53 | Gemini Space Station GEMI | 70,000 | $309K | 0.00% | no change |
| 54 | MNTN MNTN | 20,000 | $176K | 0.00% | no change |
Positions it closed (7)
- Flutter Entertainment FLUTwas 2.90% · 4.0 M shares
- Veeva Systems VEEVwas 1.82% · 2.4 M shares
- GRAB Holdings GRABwas 1.56% · 92.9 M shares
- Workday WDAYwas 0.72% · 1.0 M shares
- Elastic ESTCwas 0.43% · 1.7 M shares
- Hinge Health HNGEwas 0.28% · 1.8 M shares
- Circle Internet Group CRCLwas 0.13% · 500,000 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.