Great investors · Chase Coleman · Q2 2026
What Chase Coleman bought and sold in Q2 2026
Tiger Global 13F portfolio as of Jun 30, 2026: 46 positions worth $24.0 bn. Largest: TSM, AMZN, NVDA, GOOGL. Filed with the SEC on Aug 14, 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 Q2 2026
- NewAdvanced Micro DevicesAMD+1.6 pp
- IncreasedIntelINTC+1.5 pp
- NewSeagate Technology HoldingsSTX+1.1 pp
- NewVisaV+1.1 pp
- IncreasedCorpayCPAY+0.6 pp
Sells in Q2 2026
- ReducedAlphabetGOOGL−7.2 pp
- ReducedBroadcomAVGO−2.9 pp
- Sold outAppLovinAPP−1.7 pp
- ReducedTaiwan Semiconductor ManufacturingTSM−1.4 pp
- ReducedLam ResearchLRCX−1.3 pp
- Sold outZillow GroupZ−1.3 pp
- ReducedSeaSE−1.1 pp
- Sold outNetflixNFLX−1.0 pp
- Sold outZscalerZS−0.9 pp
- ReducedGE VernovaGEV−0.9 pp
- ReducedSpotify TechnologySPOT−0.8 pp
- ReducedNVIDIANVDA−0.7 pp
19 companies with material moves, out of 50 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 Q2 2026 13F lists 46 lines of US-listed securities worth $24.0 bn; the largest is TSM at 9.72% of the portfolio. It was accepted by the SEC on Aug 14, 2026 at 2:03 PM ET.
Against the previous quarter, it opened 9 positions (CBRS, AMD, STX and V and 5 more), closed 17 (APP, Z, NFLX and ZS and 13 more), added to 6 (INTC, CPAY, XYZ and MELI and 2 more) and trimmed 20 (GOOGL, AVGO, TSM and LRCX and 16 more). 11 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufacturing TSM | 4.9 M | $2.3 bn | 9.72% | −12% |
| 2 | Amazon.com AMZN | 9.7 M | $2.3 bn | 9.62% | −3.2% |
| 3 | NVIDIA NVDA | 11.2 M | $2.2 bn | 9.34% | −6.8% |
| 4 | Alphabet GOOGL | 5.8 M | $2.1 bn | 8.65% | −45% |
| 5 | Meta Platforms META | 2.8 M | $1.6 bn | 6.63% | −8.5% |
| 6 | Lam Research LRCX | 3.2 M | $1.4 bn | 5.72% | −19% |
| 7 | Sea SE | 12.6 M | $1.2 bn | 5.02% | −19% |
| 8 | Applied Materials AMAT | 1.6 M | $1.2 bn | 4.92% | −1.5% |
| 9 | GE Vernova GEV | 797,511 | $937M | 3.91% | −18% |
| 10 | Microsoft MSFT | 2.3 M | $846M | 3.53% | −9.3% |
| 11 | Corpay CPAY | 2.1 M | $716M | 2.99% | +23% |
| 12 | Cerebras Systems CBRS | 3.0 M | $663M | 2.76% | new |
| 13 | Broadcom AVGO | 1.8 M | $663M | 2.76% | −51% |
| 14 | Coupang CPNG | 36.5 M | $633M | 2.64% | +5.4% |
| 15 | Intel INTC | 4.3 M | $594M | 2.48% | +160% |
| 16 | Spotify Technology SPOT | 1.2 M | $538M | 2.24% | −26% |
| 17 | Take-two Interactive Software TTWO | 1.8 M | $452M | 1.89% | −9.5% |
| 18 | Reddit RDDT | 2.5 M | $439M | 1.83% | +1.2% |
| 19 | Advanced Micro Devices AMD | 674,727 | $392M | 1.63% | new |
| 20 | Block XYZ | 4.6 M | $348M | 1.45% | +14% |
| 21 | Apollo Global Management APO | 2.7 M | $322M | 1.34% | −17% |
| 22 | Seagate Technology Holdings STX | 285,100 | $275M | 1.15% | new |
| 23 | Visa V | 798,697 | $274M | 1.14% | new |
| 24 | MercadoLibre MELI | 153,126 | $260M | 1.08% | +13% |
| 25 | Liberty Media FWONK | 2.3 M | $217M | 0.90% | −15% |
| 26 | Nu Holdings NU | 11.0 M | $147M | 0.61% | no change |
| 27 | Wealthfront WLTH | 15.2 M | $136M | 0.57% | no change |
| 28 | UnitedHealth Group UNH | 297,452 | $124M | 0.52% | −15% |
| 29 | Chime Financial CHYM | 5.3 M | $108M | 0.45% | −52% |
| 30 | EquipmentShare.com EQPT | 4.6 M | $90.0M | 0.38% | no change |
| 31 | Sherwin-williams SHW | 257,083 | $88.5M | 0.37% | no change |
| 32 | Danaher DHR | 456,000 | $86.9M | 0.36% | new |
| 33 | ServiceNow NOW | 873,485 | $86.7M | 0.36% | −42% |
| 34 | Space Exploration Technologies SPCX | 375,000 | $64.1M | 0.27% | new |
| 35 | Webull BULL | 6.7 M | $43.8M | 0.18% | no change |
| 36 | ATRenew RERE | 9.8 M | $38.0M | 0.16% | no change |
| 37 | Applied Digital APLD | 885,000 | $33.0M | 0.14% | new |
| 38 | Cipher Digital CIFR | 927,000 | $22.7M | 0.09% | new |
| 39 | Core Scientific CORZ | 817,000 | $20.9M | 0.09% | new |
| 40 | UBER Technologies UBER | 151,178 | $10.9M | 0.05% | no change |
| 41 | JD.com JD | 201,500 | $5.1M | 0.02% | −41% |
| 42 | DoorDash DASH | 25,337 | $4.7M | 0.02% | no change |
| 43 | Pony AI PONY | 310,287 | $2.2M | 0.01% | −89% |
| 44 | Accelerant Holdings ARX | 75,000 | $879K | 0.00% | no change |
| 45 | Gemini Space Station GEMI | 70,000 | $298K | 0.00% | no change |
| 46 | MNTN MNTN | 20,000 | $184K | 0.00% | no change |
Positions it closed (17)
- AppLovin APPwas 1.74% · 1.0 M shares
- Zillow Group Zwas 1.33% · 7.4 M shares
- Netflix NFLXwas 1.03% · 2.4 M shares
- Zscaler ZSwas 0.97% · 1.6 M shares
- Procore Technologies PCORwas 0.58% · 2.3 M shares
- Lumentum Holdings LITEwas 0.42% · 136,800 shares
- CoStar Group CSGPwas 0.26% · 1.5 M shares
- Zillow Group ZGwas 0.19% · 1.0 M shares
- Robinhood Ventures Fd I RVIwas 0.05% · 400,000 shares
- PayPay PAYPwas 0.04% · 400,000 shares
- Figure Technology Solutions FIGRwas 0.03% · 200,000 shares
- Netskope NTSKwas 0.02% · 500,000 shares
- Xanadu Quantum Technologies XNDUwas 0.02% · 500,000 shares
- Bullish BLSHwas 0.02% · 100,000 shares
- eToro Group ETORwas 0.01% · 80,000 shares
- Klarna Group KLARwas 0.01% · 175,000 shares
- Figma FIGwas 0.01% · 60,000 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.