Tiger Global Management portfolio

Chase Coleman's investment firm, New York · 13F holdings for the quarter ended June 30, 2026

Filed with the SEC August 14, 2026 · Next filing due by November 14, 2026

Reported value
$24.0B
up from $22.8B in Q1 2026
Positions
46
54 last quarter
Top 10 holdings
67.1%
of the portfolio
This quarter
9 new · 17 sold
6 added to, 20 trimmed

What Coleman did in Q2 2026

Tiger Global Management opened 9 new positions, the largest Cerebras Systems, Advanced Micro Devices and Seagate Technology Holdings. It raised its stake in Intel by 160%. It sold out of 17 positions, among them AppLovin, Zillow Group and Netflix. It cut Pony AI by 89%, Chime Financial by 52% and Broadcom by 51%. Taiwan Semiconductor Manufacturing is now the largest holding, at 9.7% of the portfolio.

Biggest buys

  • Cerebras Systems CBRSNew
  • Advanced Micro Devices AMDNew
  • Seagate Technology Holdings STXNew
  • Visa VNew
  • Danaher DHRNew

Biggest sells

  • AppLovin APPSold out
  • Zillow Group ZSold out
  • Netflix NFLXSold out
  • Zscaler ZSSold out
  • Procore Technologies PCORSold out

Top 15 holdings

Values as reported in the 13F, not today’s prices
#CompanyShare of portfolioReported valueChange vs Q1 2026Held since
1Taiwan Semiconductor ManufacturingTSM
9.7%
$2.3B−12%Q3 2024 or earlier
2AmazonAMZN
9.6%
$2.3B−3%Q3 2024 or earlier
3NvidiaNVDA
9.3%
$2.2B−7%Q3 2024 or earlier
4AlphabetGOOGL
8.7%
$2.1B−45%Q3 2024 or earlier
5Meta PlatformsMETA
6.6%
$1.6B−9%Q3 2024 or earlier
6Lam ResearchLRCX
5.7%
$1.4B−19%Q4 2024
7SeaSE
5.0%
$1.2B−19%Q3 2024 or earlier
8Applied MaterialsAMAT
4.9%
$1.2B−1%Q3 2024 or earlier
9GE VernovaGEV
3.9%
$937.0M−18%Q1 2025
10MicrosoftMSFT
3.5%
$845.6M−9%Q3 2024 or earlier
11CorpayCPAY
3.0%
$716.5M+23%Q3 2024 or earlier
12Cerebras SystemsCBRS
2.8%
$662.8MNewQ2 2026
13BroadcomAVGO
2.8%
$662.6M−51%Q3 2024 or earlier
14CoupangCPNG
2.6%
$633.4M+5%Q3 2024 or earlier
15IntelINTC
2.5%
$593.8M+160%Q1 2026
31 more positions, plus every quarter’s holdings going back years.Request early access to see the full portfolio →

Research like Coleman, with every move in front of you

Valuepeg members get the full portfolio and its history, every company’s owners among the managers they follow, screens and watchlists.

  • All 46 positions and their quarter-by-quarter history
  • On any company, see which of your managers own it and what they did
  • Watchlists and screens over the companies they hold

About this data

What is a 13F?
A quarterly report to the SEC in which an investment manager with over $100 million in US-listed stocks lists what it holds.
How current is it?
Managers file up to 45 days after each quarter ends, so the holdings may have changed since.
Whose figures are these?
The values are as the manager reported them in the filing, not today's prices. The SEC lets a manager keep some positions confidential for a time, and those are not in the filing.
What does it leave out?
Short positions, cash, bonds and most holdings outside US markets. Options are left out here too.
Source: Tiger Global Management’s Form 13F filed August 14, 2026 (SEC filing). Not investment advice.Markdown version · Updated August 14, 2026