Chase Coleman (Tiger Global Management) portfolio: Q2 2026 13F
Every US-listed position Tiger Global Management reported in its 13F for Q2 2026, the quarter ended Jun 30, 2026, filed with the SEC on Aug 14, 2026. 46 positions at the quarter end, after opening 9 and exiting 17 during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 9.72% | $2.33B | 4,881,008 | Trimmed |
| AMZN | Amazon.com Inc | 9.62% | $2.31B | 9,683,558 | Trimmed |
| NVDA | NVIDIA Corp | 9.34% | $2.24B | 11,198,773 | Trimmed |
| GOOGL | Alphabet Inc. | 8.65% | $2.07B | 5,805,687 | Trimmed |
| META | Meta Platforms, Inc. | 6.63% | $1.59B | 2,823,180 | Trimmed |
| LRCX | Lam Research Corp | 5.72% | $1.37B | 3,163,495 | Trimmed |
| SE | Sea Ltd | 5.02% | $1.20B | 12,559,152 | Trimmed |
| AMAT | Applied Materials Inc | 4.92% | $1.18B | 1,632,210 | Trimmed |
| GEV | GE Vernova Inc. | 3.91% | $936.96M | 797,511 | Trimmed |
| MSFT | Microsoft Corp | 3.53% | $845.60M | 2,266,913 | Trimmed |
| CPAY | Corpay, Inc. | 2.99% | $716.49M | 2,149,877 | Added |
| CBRS | Cerebras Systems Inc. | 2.76% | $662.78M | 2,999,000 | New |
| AVGO | Broadcom Inc. | 2.76% | $662.60M | 1,754,062 | Trimmed |
| CPNG | Coupang, Inc. | 2.64% | $633.45M | 36,467,972 | Added |
| INTC | Intel Corp | 2.48% | $593.80M | 4,252,690 | Added |
| SPOT | Spotify Technology S.A. | 2.24% | $537.84M | 1,171,427 | Trimmed |
| TTWO | Take-Two Interactive Software Inc | 1.89% | $452.30M | 1,809,348 | Trimmed |
| RDDT | Reddit, Inc. | 1.83% | $438.95M | 2,528,819 | Added |
| AMD | Advanced Micro Devices Inc | 1.63% | $391.96M | 674,727 | New |
| XYZ | Block, Inc. | 1.45% | $347.78M | 4,576,007 | Added |
| APO | Apollo Global Management, Inc. | 1.34% | $322.17M | 2,723,110 | Trimmed |
| STX | Seagate Technology Holdings plc | 1.15% | $275.12M | 285,100 | New |
| V | Visa Inc. | 1.14% | $274.02M | 798,697 | New |
| MELI | MercadoLibre Inc | 1.08% | $259.91M | 153,126 | Added |
| FWONK | Liberty Media Corp | 0.90% | $216.78M | 2,278,555 | Trimmed |
| NU | Nu Holdings Ltd. | 0.61% | $147.39M | 11,032,555 | Unchanged |
| WLTH | Wealthfront Corp | 0.57% | $135.50M | 15,156,877 | Unchanged |
| UNH | UnitedHealth Group Inc | 0.52% | $123.63M | 297,452 | Trimmed |
| CHYM | Chime Financial, Inc. | 0.45% | $108.22M | 5,284,045 | Trimmed |
| EQPT | EquipmentShare.com Inc | 0.38% | $90.04M | 4,579,646 | Unchanged |
| SHW | Sherwin-Williams Co | 0.37% | $88.52M | 257,083 | Unchanged |
| DHR | Danaher Corp | 0.36% | $86.86M | 456,000 | New |
| NOW | ServiceNow, Inc. | 0.36% | $86.72M | 873,485 | Trimmed |
| SPCX | Space Exploration Technologies Corp | 0.27% | $64.07M | 375,000 | New |
| BULL | Webull Corp | 0.18% | $43.84M | 6,724,137 | Unchanged |
| RERE | ATRenew Inc. | 0.16% | $38.05M | 9,831,218 | Unchanged |
| APLD | Applied Digital Corp. | 0.14% | $33.01M | 885,000 | New |
| CIFR | Cipher Digital Inc. | 0.09% | $22.71M | 927,000 | New |
| CORZ | Core Scientific, Inc. | 0.09% | $20.91M | 817,000 | New |
| UBER | Uber Technologies, Inc | 0.05% | $10.91M | 151,178 | Unchanged |
| JD | JD.com, Inc. | 0.02% | $5.13M | 201,500 | Trimmed |
| DASH | DoorDash, Inc. | 0.02% | $4.68M | 25,337 | Unchanged |
| PONY | Pony AI Inc | 0.01% | $2.16M | 310,287 | Trimmed |
| ARX | Accelerant Holdings | 0.00% | $879.00K | 75,000 | Unchanged |
| GEMI | Gemini Space Station, Inc. | 0.00% | $298.20K | 70,000 | Unchanged |
| MNTN | MNTN, Inc. | 0.00% | $184.00K | 20,000 | Unchanged |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Trimmed | TSM | Taiwan Semiconductor Manufacturing Co Ltd | -684,066 | $2.33B |
| Trimmed | AMZN | Amazon.com Inc | -316,442 | $2.31B |
| Trimmed | NVDA | NVIDIA Corp | -812,979 | $2.24B |
| Trimmed | GOOGL | Alphabet Inc. | -4,825,715 | $2.07B |
| Trimmed | META | Meta Platforms, Inc. | -263,684 | $1.59B |
| Trimmed | LRCX | Lam Research Corp | -736,944 | $1.37B |
| Trimmed | SE | Sea Ltd | -2,856,683 | $1.20B |
| Trimmed | AMAT | Applied Materials Inc | -24,690 | $1.18B |
| Trimmed | GEV | GE Vernova Inc. | -175,483 | $936.96M |
| Trimmed | MSFT | Microsoft Corp | -233,087 | $845.60M |
| Added | CPAY | Corpay, Inc. | +397,731 | $716.49M |
| New | CBRS | Cerebras Systems Inc. | +2,999,000 | $662.78M |
| Trimmed | AVGO | Broadcom Inc. | -1,830,752 | $662.60M |
| Added | CPNG | Coupang, Inc. | +1,872,565 | $633.45M |
| Added | INTC | Intel Corp | +2,613,990 | $593.80M |
| Trimmed | SPOT | Spotify Technology S.A. | -409,334 | $537.84M |
| Trimmed | TTWO | Take-Two Interactive Software Inc | -190,652 | $452.30M |
| Added | RDDT | Reddit, Inc. | +28,819 | $438.95M |
| New | AMD | Advanced Micro Devices Inc | +674,727 | $391.96M |
| Added | XYZ | Block, Inc. | +576,007 | $347.78M |
| Trimmed | APO | Apollo Global Management, Inc. | -570,224 | $322.17M |
| New | STX | Seagate Technology Holdings plc | +285,100 | $275.12M |
| New | V | Visa Inc. | +798,697 | $274.02M |
| Added | MELI | MercadoLibre Inc | +18,120 | $259.91M |
| Trimmed | FWONK | Liberty Media Corp | -403,445 | $216.78M |
The 25 largest changes by value. The full quarter, filterable by action, loads below.
About these holdings
The 13F on record for Chase Coleman (Tiger Global Management), filed on Aug 14, 2026, reports 46 positions as of Jun 30, 2026. The largest is Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 9.7% of the reported portfolio, followed by Amazon.com Inc (AMZN, 9.6%) and NVIDIA Corp (NVDA, 9.3%). The ten largest make up 67.1% of it. Against the previous quarter, it opened 9 new positions, added to 6, trimmed 20 and sold out of 17. The largest new position is Cerebras Systems Inc. (CBRS), at 2.8% of the portfolio. The largest position it added to is Corpay, Inc. (CPAY), now 3.0%. The largest it sold out of, by its value the quarter before, is AppLovin Corp (APP).
Taiwan Semiconductor Manufacturing Co Ltd (TSM), the largest position, is also held by 26 other investors tracked here. Of those, David Tepper, David Rolfe, Philippe Laffont and Ruane Cunniff hold the most of it as a share of their own portfolios. It is also the largest position of Philippe Laffont and David Rolfe.
Other investors
David EinhornMason HawkinsTerry SmithKahn BrothersGlenn GreenbergWallace WeitzHarry BurnChristopher Bloomstran