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Focused investors/Chase Coleman

Chase Coleman - Tiger Global Management

As of Q2 2026, Chase Coleman reported 46 long-equity positions worth $23.98B in aggregate.

Copy-investor backtest

Latest quarter
+3.09%
1-year
+1.87%
3-year
+99.67%
5-year
+26.63%
3-year vs S&P 500
+26.43%
5-year vs S&P 500
-47.05%
5-year top 5
+28.37%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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All activity

This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.

TickerSecurityActivity% portfolioSharesValueReported priceQ range
GOOGLALPHABET INCReduce -45.4%8.65%5,805,687$2.07B$357.37$289.45 - $408.61(57%)$297.39 -> $357.37
AVGOBROADCOM INCReduce -51.1%2.76%1,754,062$662.6M$377.75$301.75 - $495.00(39%)$313.49 -> $377.50
CBRSCEREBRAS SYSTEMS INCNew2.76%2,999,000$662.78M$221.00-
AMDADVANCED MICRO DEVICES INCNew1.63%674,727$391.96M$580.91$200.62 - $584.73(99%)$210.21 -> $582.79
INTCINTEL CORPAdd +159.5%2.48%4,252,690$593.8M$139.63$44.98 - $142.34(97%)$48.03 -> $139.63
TSMTAIWAN SEMICONDUCTOR MANUFACReduce -12.3%9.72%4,881,008$2.33B$477.57$326.80 - $479.00(99%)$341.49 -> $477.57
LRCXLAM RESEARCH CORPReduce -18.9%5.72%3,163,495$1.37B$433.33$208.80 - $438.50(98%)$222.01 -> $433.33
STXSEAGATE TECHNOLOGY HLDNGS PLNew1.15%285,100$275.12M$965.00$396.31 - $1145.00(76%)$423.12 -> $965.00
VVISA INCNew1.14%798,697$274.02M$343.09$293.89 - $345.80(95%)$298.51 -> $343.09
SESEA LTDReduce -18.5%5.02%12,559,152$1.2B$95.83$79.00 - $99.97(80%)$82.16 -> $95.83
DHRDANAHER CORP DELNew0.36%456,000$86.86M$190.48$160.93 - $200.50(75%)$190.79 -> $190.37
SPCXSPACE EXPLORATION TECHN CORPNew0.27%375,000$64.07M$170.86-
APLDAPPLIED DIGITAL CORPNew0.14%885,000$33.01M$37.30-
CIFRCIPHER DIGITAL INCNew0.09%927,000$22.71M$24.50$11.90 - $30.14(69%)$12.64 -> $24.50
CORZCORE SCIENTIFIC INC NEWNew0.09%817,000$20.91M$25.59$14.42 - $30.46(70%)$15.30 -> $25.59
APPAPPLOVIN CORPSold0$0-
BLSHBULLISHSold0$0-
CSGPCOSTAR GROUP INCSold0$0-
ETORETORO GROUP LTDSold0$0-
FIGFIGMA INCSold0$0-
FIGRFIGURE TECHNOLOGY SOLUTIOSold0$0-
KLARKLARNA GROUP PLCSold0$0-
LITELUMENTUM HLDGS INCSold0$0-
NFLXNETFLIX INC.Sold0$0-
NTSKNETSKOPE INCSold0$0-
PAYPPAYPAY CORPSold0$0-
PCORPROCORE TECHNOLOGIES INCSold0$0-
RVIROBINHOOD VENTURES FD ISold0$0-
XNDUXANADU QUANTUM TECHNOLO LTDSold0$0-
ZGZILLOW GROUP INCSold0$0-
ZZILLOW GROUP INCSold0$0-
ZSZSCALER INCSold0$0-
GEVGE VERNOVA INCReduce -18.0%3.91%797,511$936.96M$1174.86$856.05 - $1181.95(98%)$894.78 -> $1174.27
SPOTSPOTIFY TECHNOLOGY S AReduce -25.9%2.24%1,171,427$537.84M$459.13$411.24 - $543.69(36%)$470.01 -> $459.13
NVDANVIDIA CORPORATIONReduce -6.8%9.34%11,198,773$2.24B$200.09$171.37 - $236.54(44%)$175.75 -> $200.09
METAMETA PLATFORMS INCReduce -8.5%6.63%2,823,180$1.59B$563.29$540.21 - $691.52(15%)$579.23 -> $563.29
CPAYCORPAY INCAdd +22.7%2.99%2,149,877$716.49M$333.27$283.79 - $367.43(59%)$289.58 -> $333.27
CHYMCHIME FINL INCReduce -52.3%0.45%5,284,045$108.22M$20.48$15.88 - $24.75(52%)$18.63 -> $20.48
MSFTMICROSOFT CORPReduce -9.3%3.53%2,266,913$845.6M$373.02$349.20 - $466.32(20%)$369.37 -> $373.02
AMZNAMAZON COM INCReduce -3.2%9.62%9,683,558$2.31B$238.34$204.90 - $278.56(45%)$210.57 -> $238.72
APOAPOLLO GLOBAL MGMT INCReduce -17.3%1.34%2,723,110$322.17M$118.31$102.70 - $141.73(40%)$110.25 -> $118.27
NOWSERVICENOW INCReduce -41.8%0.36%873,485$86.72M$99.28$81.24 - $139.20(31%)$104.04 -> $99.28
TTWOTAKE-TWO INTERACTIVE SOFTWARReduce -9.5%1.89%1,809,348$452.3M$249.98$193.79 - $252.95(95%)$198.20 -> $249.98
SQBLOCK INCAdd +14.4%1.45%4,576,007$347.78M-
FWONKLIBERTY MEDIA CORP DELReduce -15.0%0.90%2,278,555$216.78M$95.14$84.26 - $96.02(93%)$85.36 -> $95.14
CPNGCOUPANG INCAdd +5.4%2.64%36,467,972$633.45M$17.37$14.92 - $22.24(33%)$18.92 -> $17.37
MELIMERCADOLIBRE INCAdd +13.4%1.08%153,126$259.91M$1697.39$1495.00 - $1903.00(50%)$1718.97 -> $1697.39
UNHUNITEDHEALTH GROUP INCReduce -15.1%0.52%297,452$123.63M$415.63$270.76 - $427.81(92%)$273.98 -> $415.63
PONYPONY AI INCReduce -89.3%0.01%310,287$2.16M$6.95$6.67 - $11.94(5%)$9.21 -> $6.95
AMATAPPLIED MATLS INCReduce -1.5%4.92%1,632,210$1.18B$723.00$337.25 - $739.67(96%)$353.80 -> $726.85
RDDTREDDIT INCAdd +1.1%1.83%2,528,819$438.95M$173.58$128.63 - $187.34(77%)$136.18 -> $173.58
JDJD.COM INCReduce -41.5%0.02%201,500$5.13M$25.48$24.55 - $34.30(10%)$28.87 -> $25.48