# Tiger Global Management (Chase Coleman): 13F portfolio, Q2 2026

Chase Coleman's investment firm, New York.

Source: SEC Form 13F filed 2026-08-14 for the quarter ended 2026-06-30: https://www.sec.gov/Archives/edgar/data/1167483/000091957426005427/0000919574-26-005427-index.htm
Values are as the manager reported them in the filing, not current market prices.
Page: https://valuepeg.com/managers/tiger-global
Updated: 2026-08-14 · Next filing due by 2026-11-14

## Summary
- Reported value: $24.0B (Q1 2026: $22.8B)
- Positions: 46 (Q1 2026: 54)
- Top 10 holdings: 67.1% of the portfolio
- This quarter: 9 new, 6 added to, 20 trimmed, 17 sold out

## 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 (CBRS): New
- Advanced Micro Devices (AMD): New
- Seagate Technology Holdings (STX): New
- Visa (V): New
- Danaher (DHR): New

## Biggest sells
- AppLovin (APP): Sold out
- Zillow Group (Z): Sold out
- Netflix (NFLX): Sold out
- Zscaler (ZS): Sold out
- Procore Technologies (PCOR): Sold out

## Top 15 holdings
| # | Company | Ticker | % of portfolio | Reported value | Change vs Q1 2026 | Held since |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufacturing | TSM | 9.7% | $2.3B | −12% | Q3 2024 or earlier |
| 2 | Amazon | AMZN | 9.6% | $2.3B | −3% | Q3 2024 or earlier |
| 3 | Nvidia | NVDA | 9.3% | $2.2B | −7% | Q3 2024 or earlier |
| 4 | Alphabet | GOOGL | 8.7% | $2.1B | −45% | Q3 2024 or earlier |
| 5 | Meta Platforms | META | 6.6% | $1.6B | −9% | Q3 2024 or earlier |
| 6 | Lam Research | LRCX | 5.7% | $1.4B | −19% | Q4 2024 |
| 7 | Sea | SE | 5.0% | $1.2B | −19% | Q3 2024 or earlier |
| 8 | Applied Materials | AMAT | 4.9% | $1.2B | −1% | Q3 2024 or earlier |
| 9 | GE Vernova | GEV | 3.9% | $937.0M | −18% | Q1 2025 |
| 10 | Microsoft | MSFT | 3.5% | $845.6M | −9% | Q3 2024 or earlier |
| 11 | Corpay | CPAY | 3.0% | $716.5M | +23% | Q3 2024 or earlier |
| 12 | Cerebras Systems | CBRS | 2.8% | $662.8M | New | Q2 2026 |
| 13 | Broadcom | AVGO | 2.8% | $662.6M | −51% | Q3 2024 or earlier |
| 14 | Coupang | CPNG | 2.6% | $633.4M | +5% | Q3 2024 or earlier |
| 15 | Intel | INTC | 2.5% | $593.8M | +160% | Q1 2026 |

31 more positions and every quarter's holdings are on Valuepeg for members: https://valuepeg.com/managers/tiger-global

## Other value investors
- Trian Fund Management: https://valuepeg.com/managers/trian-fund-management
- Triple Frond Partners: https://valuepeg.com/managers/triple-frond-partners
- Tweedy, Browne: https://valuepeg.com/managers/tweedy-browne
- ValueAct: https://valuepeg.com/managers/valueact
- Viking Global Investors: https://valuepeg.com/managers/viking-global

## 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.

Not investment advice.