Chase Coleman - Tiger Global Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    54
Portfolio value:    $22,845,413,829
Holdings Activity Buys Sells    History
History Stock % of
Portfolio
Recent
Activity
Shares Reported
Price*
Value Current
Price
+/-
Reported
Price
52
Week
Low
52
Week
High
GOOGL - Alphabet Inc. 13.38 10,631,402 $287.56 $3,057,165,959 $368.53 28.16% $162.00 $408.61
NVDA - NVIDIA Corp. 9.17 Add 9.08% 12,011,752 $174.40 $2,094,849,549 $205.10 17.60% $138.83 $236.54
AMZN - Amazon.com Inc. 9.12 Reduce 0.11% 10,000,000 $208.27 $2,082,700,000 $246.03 18.13% $196.00 $278.56
TSM - Taiwan Semiconductor S.A. 8.23 Add 49.38% 5,565,074 $337.95 $1,880,716,758 $415.17 22.85% $202.28 $450.16
META - Meta Platforms Inc. 7.73 Add 12.22% 3,086,864 $572.13 $1,766,087,500 $593.00 3.65% $520.26 $796.25
SE - Sea Ltd 5.59 15,415,835 $82.81 $1,276,585,296 $86.56 4.53% $77.05 $199.30
AVGO - Broadcom Inc. 4.86 Add 24.66% 3,584,814 $309.51 $1,109,535,781 $385.73 24.63% $241.11 $495.00
MSFT - Microsoft Corp. 4.05 Reduce 54.36% 2,500,000 $370.17 $925,425,000 $416.67 12.56% $356.28 $555.45
GEV - Ge Vernova Inc 3.72 972,994 $872.90 $849,326,463 $933.61 6.95% $458.65 $1,181.95
LRCX - Lam Research 3.65 3,900,439 $213.66 $833,367,797 $303.28 41.95% $84.34 $346.19
SPOT - Spotify Technology S.A. 3.36 Add 25.31% 1,580,761 $484.91 $766,526,817 $496.95 2.48% $405.00 $785.00
CPNG - Coupang Inc. 2.86 Add 31.71% 34,595,407 $18.88 $653,161,284 $15.15 -19.76% $15.03 $34.08
AMAT - Applied Materials 2.48 Add 85.09% 1,656,900 $341.79 $566,311,851 $453.01 32.54% $154.47 $508.26
CPAY - Corpay Inc. 2.23 1,752,146 $290.99 $509,856,965 $347.45 19.40% $252.84 $367.43
APP - Applovin Corp. 1.74 Reduce 22.66% 1,000,000 $398.00 $398,000,000 $557.20 40.00% $320.00 $745.61
TTWO - Take-Two Interactive Software, Inc. 1.73 Reduce 65.75% 2,000,000 $197.50 $395,000,000 $214.39 8.55% $187.63 $264.79
APO - Apollo Global Management 1.61 Reduce 46.96% 3,293,334 $111.42 $366,943,274 $128.03 14.91% $99.56 $157.28
RDDT - Reddit Inc Cl A 1.47 Reduce 34.96% 2,500,000 $134.65 $336,625,000 $173.45 28.82% $110.85 $282.95
Z - Zillow Group Inc. 1.33 Add 21.66% 7,368,957 $41.38 $304,927,441 $35.06 -15.27% $34.37 $93.88
XYZ - Block Inc. 1.05 Reduce 37.15% 4,000,000 $60.18 $240,720,000 $68.15 13.24% $48.21 $82.50
NFLX - Netflix Inc. 1.03 2,439,000 $96.15 $234,509,850 $82.18 -14.53% $75.01 $134.12
MELI - Mercadolibre Inc. 1.02 Buy 135,006 $1,729.02 $233,428,074 $1,607.80 -7.01% $1,495.00 $2,645.22
FWONK - Liberty Media Corp Formula One Series C 1.00 2,682,000 $85.02 $228,023,640 $87.68 3.13% $80.15 $109.36
ZS - Zscaler Inc. 0.97 1,579,766 $140.29 $221,625,372 $130.78 -6.78% $114.63 $336.99
CHYM - Chime Financial Inc Cl A 0.91 Reduce 21.92% 11,081,780 $18.73 $207,561,740 $17.48 -6.67% $16.17 $44.94
NU - Nu Holdings Ltd 0.69 11,032,555 $14.37 $158,537,818 $11.97 -16.70% $11.20 $18.98
NOW - ServiceNow Inc. 0.69 Reduce 29.47% 1,500,000 $104.55 $156,825,000 $112.45 7.56% $81.24 $211.48
WLTH - Wealthfront Corp 0.61 15,156,877 $9.25 $140,201,112 $9.85 6.49% $7.20 $14.75
PCOR - Procore Technologies Inc. 0.58 2,339,500 $57.00 $133,351,500 $48.57 -14.79% $45.02 $82.32
LITE - Lumentum Holdings Inc. 0.42 Buy 136,800 $702.76 $96,137,568 $863.66 22.90% $80.39 $1,085.68
UNH - United Health Group Inc. 0.42 Reduce 16.60% 350,445 $270.59 $94,826,913 $399.47 47.63% $234.60 $404.15
EQPT - Equipmentshare.com Inc A 0.41 Buy 4,579,646 $20.37 $93,287,389 $19.55 -4.03% $17.95 $35.50
SHW - Sherwin-Williams 0.36 257,083 $320.55 $82,407,956 $305.30 -4.76% $289.86 $379.65
INTC - Intel Corp. 0.32 Buy 1,638,700 $44.13 $72,315,831 $99.17 124.72% $18.97 $132.75
CSGP - CoStar Group Inc. 0.26 Reduce 33.60% 1,500,000 $40.34 $60,510,000 $33.89 -15.99% $31.36 $97.43
RERE - AiHuiShou International Co. Ltd. ADS 0.20 9,831,218 $4.69 $46,108,412 $4.06 -13.43% $2.41 $6.47
ZG - Zillow Group Inc. CL A 0.19 1,023,733 $41.39 $42,372,309 $35.39 -14.50% $34.68 $90.22
BULL - Webull Corp 0.14 6,724,137 $4.80 $32,275,858 $5.60 16.67% $4.50 $18.32
PONY - Pony Ai Inc 0.12 2,900,000 $9.44 $27,376,000 $8.62 -8.69% $7.99 $24.92
UBER - Uber Technologies Inc. 0.05 151,178 $71.93 $10,874,234 $70.71 -1.70% $68.46 $101.99
RVI - Robinhood Ventures Fund I 0.05 Buy 400,000 $26.54 $10,616,000 $37.40 40.92% $21.00 $77.39
JD - JD.com Inc. 0.04 344,309 $29.57 $10,181,217 $28.88 -2.33% $24.51 $36.86
PAYP - Paypay Corp 0.04 Buy 400,000 $21.34 $8,536,000 $15.08 -29.33% $14.97 $24.89
FIGR - Figure Technology Solut Cl A 0.03 200,000 $33.95 $6,790,000 $28.49 -16.08% $25.01 $78.00
NTSK - Netskope Inc Cl A 0.02 500,000 $8.49 $4,245,000 $9.64 13.49% $7.67 $27.99
XNDU - Xanadu Quantum Technolo Cl B 0.02 Buy 500,000 $7.66 $3,830,000 $12.90 68.41% $6.97 $42.44
DASH - DoorDash Inc. 0.02 25,337 $150.15 $3,804,351 $156.80 4.43% $143.30 $285.50
BLSH - Bullish 0.02 100,000 $35.73 $3,573,000 $26.96 -24.55% $24.79 $118.00
ETOR - Etoro Group Ltd A 0.01 80,000 $30.03 $2,402,400 $38.23 27.31% $24.74 $79.96
KLAR - Klarna Group Plc 0.01 175,000 $13.09 $2,290,750 $16.36 24.98% $12.06 $47.48
FIG - Figma Inc Cl A 0.01 60,000 $21.14 $1,268,400 $21.75 2.89% $16.60 $142.92
ARX - Accelerant Holdings Cl A 0.00 75,000 $13.36 $1,002,000 $14.99 12.20% $9.18 $31.18
GEMI - Gemini Space Station Inc A 0.00 70,000 $4.42 $309,400 $4.19 -5.32% $3.91 $45.89
MNTN - Mntn Inc A 0.00 20,000 $8.80 $176,000 $9.37 6.48% $7.67 $32.00
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
Sector % analysis
Technology 40.63
Communication Services 32.96
Consumer Cyclical 18.85
Industrials 4.13
Financial Services 2.40
Healthcare 0.42
Basic Materials 0.36
Real Estate 0.26