Chase Coleman runs Tiger Global Management LLC, a focused book of 54 stocks worth $22.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Mercadolibre Inc and trimmed Amazon.com Inc. Their largest long position is Alphabet Inc-CL A at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Chase Coleman
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 61 / 54 | $75.2B |
| Morgan Stanley | 60 / 54 | $289.5B |
| Geode Capital Management, LLC | 59 / 54 | $471.3B |
| Royal Bank Of Canada | 59 / 54 | $75.7B |
| Osaic Holdings, Inc. | 59 / 54 | $5.6B |
| BlackRock, Inc. | 58 / 54 | $1.3T |
| State Street Corp | 58 / 54 | $803.9B |
| Wells Fargo & Company | 58 / 54 | $61.2B |
Ranked by how many of Chase Coleman's top 54 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
54 companies · Q1 2026
| # | Stock | % of book | Value | Shares | Last move |
|---|---|---|---|---|---|
| 1 | Alphabet Inc-CL AGOOGL | 13.4% | $3.1B | 10.6M | —Held |
| 2 | Nvidia CorpNVDA | 9.2% | $2.1B | 12.0M | ▲+9.1% Added · +1.0M sh |
| 3 | Amazon.com IncAMZN | 9.1% | $2.1B | 10.0M | ▼−0.1% Reduced · −11K sh |
| 4 | Taiwan Semiconductor-SP ADRTSM | 8.2% | $1.9B | 5.6M | ▲+49% Added · +1.8M sh |
| 5 | Meta Platforms Inc-Class AMETA | 7.7% | $1.8B | 3.1M | ▲+12% Added · +336K sh |
| 6 | Sea Ltd-ADRSE | 5.6% | $1.3B | 15.4M | —Held |
| 7 | Broadcom IncAVGO | 4.9% | $1.1B | 3.6M | ▲+25% Added · +709K sh |
| 8 | Microsoft CorpMSFT | 4.1% | $925.4M | 2.5M | ▼−54% Reduced · −3.0M sh |
| 9 | Ge Vernova IncGEV | 3.7% | $849.3M | 973K | —Held |
| 10 | Lam Research CorpLRCX | 3.6% | $833.4M | 3.9M | —Held |
| 11 | Spotify Technology SaSPOT | 3.4% | $766.5M | 1.6M | ▲+25% Added · +319K sh |
| 12 | Coupang IncCPNG | 2.9% | $653.2M | 34.6M | ▲+32% Added · +8.3M sh |
| 13 | Applied Materials IncAMAT | 2.5% | $566.3M | 1.7M | ▲+85% Added · +762K sh |
| 14 | Corpay IncCPAY | 2.2% | $509.9M | 1.8M | —Held |
| 15 | Applovin Corp-Class AAPP | 1.7% | $398.0M | 1.0M | ▼−23% Reduced · −293K sh |
| 16 | Take-Two Interactive SoftwreTTWO | 1.7% | $395.0M | 2.0M | ▼−66% Reduced · −3.8M sh |
| 17 | Apollo Global Management IncAPO | 1.6% | $366.9M | 3.3M | ▼−47% Reduced · −2.9M sh |
| 18 | Reddit Inc-CL ARDDT | 1.5% | $336.6M | 2.5M | ▼−35% Reduced · −1.3M sh |
| 19 | Zillow Group Inc - CZ | 1.3% | $304.9M | 7.4M | ▲+22% Added · +1.3M sh |
| 20 | Block IncXYZ | 1.1% | $240.7M | 4.0M | ▼−37% Reduced · −2.4M sh |
| 21 | Netflix IncNFLX | 1.0% | $234.5M | 2.4M | —Held |
| 22 | Mercadolibre IncMELI | 1.0% | $233.4M | 135K | ▲New +135K sh |
| 23 | Liberty Media Corp-Formula-CFWONK | 1.0% | $228.0M | 2.7M | —Held |
| 24 | Zscaler IncZS | 1.0% | $221.6M | 1.6M | —Held |
| 25 | Chime Financial Inc-CL ACHYM | 0.9% | $207.6M | 11.1M | ▼−22% Reduced · −3.1M sh |
1 vehicle
Aggregated from SEC Form 13F filings (institutional long equity positions, reported quarterly, up to 45 days after quarter-end). Holdings are public domain, sourced to SEC EDGAR. The book totals, weighting, concentration and sectors are long equity only; disclosed put/call options are listed separately and excluded from those figures. Price-derived performance is withheld until the price-source policy and freshness gate are green. Every panel is one call to the Arkolith API & MCP server.