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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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Sells

These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. 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
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
SESEA LTDReduce -18.5%5.02%12,559,152$1.2B$95.83$79.00 - $99.97(80%)$82.16 -> $95.83
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
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
FWONKLIBERTY MEDIA CORP DELReduce -15.0%0.90%2,278,555$216.78M$95.14$84.26 - $96.02(93%)$85.36 -> $95.14
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
JDJD.COM INCReduce -41.5%0.02%201,500$5.13M$25.48$24.55 - $34.30(10%)$28.87 -> $25.48