Chase Coleman's portfolio
High-growth technology and consumer businesses globally.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- Cerebras Systems Inc. Class A Common StockCBRS$663M
- Advanced Micro DevicesAMD$392M
- Visa Inc. Class AV$274M
- Space Exploration Techn-Cl ASPCX$64M
- Applied DigitalAPLD$33M
- Cipher MiningCIFR$23M
Added to
- CorpayCPAY$716M
- Coupang LLCCPNG$633M
- IntelINTC$594M
- RedditRDDT$439M
- BlockXYZ$348M
- MercadoLibreMELI$260M
Trimmed
- Taiwan Semiconductor ManufacturingTSM$2.3B
- Amazon.comAMZN$2.3B
- NVIDIANVDA$2.2B
- Alphabet Inc Class AGOOGL$2.1B
- Meta PlatformsMETA$1.6B
- Lam ResearchLRCX$1.4B
- Applied MaterialsAMAT$1.2B
- GE Vernova LLCGEV$937M
- MicrosoftMSFT$846M
- BroadcomAVGO$663M
Sold out
None this quarter.
Holdings
46 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Taiwan Semiconductor ManufacturingTSM | 9.72% | $2.3B | 4,881,008 | Trimmed |
| Amazon.comAMZN | 9.62% | $2.3B | 9,683,558 | Trimmed |
| NVIDIANVDA | 9.34% | $2.2B | 11,198,773 | Trimmed |
| Alphabet Inc Class AGOOGL | 8.65% | $2.1B | 5,805,687 | Trimmed |
| Meta PlatformsMETA | 6.63% | $1.6B | 2,823,180 | Trimmed |
| Lam ResearchLRCX | 5.72% | $1.4B | 3,163,495 | Trimmed |
| Sea | 5.02% | $1.2B | 12,559,152 | Held |
| Applied MaterialsAMAT | 4.92% | $1.2B | 1,632,210 | Trimmed |
| GE Vernova LLCGEV | 3.91% | $937M | 797,511 | Trimmed |
| MicrosoftMSFT | 3.53% | $846M | 2,266,913 | Trimmed |
| CorpayCPAY | 2.99% | $716M | 2,149,877 | Added |
| Cerebras Systems Inc. Class A Common StockCBRS | 2.76% | $663M | 2,999,000 | New |
| BroadcomAVGO | 2.76% | $663M | 1,754,062 | Trimmed |
| Coupang LLCCPNG | 2.64% | $633M | 36,467,972 | Added |
| IntelINTC | 2.48% | $594M | 4,252,690 | Added |
| Spotify Technology SASPOT | 2.24% | $538M | 1,171,427 | Trimmed |
| TTWOTTWO | 1.89% | $452M | 1,809,348 | Trimmed |
| RedditRDDT | 1.83% | $439M | 2,528,819 | Added |
| Advanced Micro DevicesAMD | 1.63% | $392M | 674,727 | New |
| BlockXYZ | 1.45% | $348M | 4,576,007 | Added |
| Apollo Global Mgmt | 1.34% | $322M | 2,723,110 | Held |
| Seagate Technology Hldngs Pl | 1.15% | $275M | 285,100 | Held |
| Visa Inc. Class AV | 1.14% | $274M | 798,697 | New |
| MercadoLibreMELI | 1.08% | $260M | 153,126 | Added |
| Liberty Media Corporation Series C Liberty Formula One Common StockFWONK | 0.90% | $217M | 2,278,555 | Trimmed |
| Nu Hldgs | 0.61% | $147M | 11,032,555 | Held |
| Wealthfront Corporation Common StockWLTH | 0.56% | $136M | 15,156,877 | Held |
| UnitedHealth GroupUNH | 0.52% | $124M | 297,452 | Trimmed |
| Chime Financial, Inc. Class A Common StockCHYM | 0.45% | $108M | 5,284,045 | Trimmed |
| EquipmentShare.com Inc Class A Common StockEQPT | 0.38% | $90M | 4,579,646 | Held |
| Sherwin-WilliamsSHW | 0.37% | $89M | 257,083 | Held |
| Danaher Corp Del | 0.36% | $87M | 456,000 | Held |
| ServiceNowNOW | 0.36% | $87M | 873,485 | Trimmed |
| Space Exploration Techn-Cl ASPCX | 0.27% | $64M | 375,000 | New |
| WebullBULL | 0.18% | $44M | 6,724,137 | Held |
| RERERERE | 0.16% | $38M | 9,831,218 | Held |
| Applied DigitalAPLD | 0.14% | $33M | 885,000 | New |
| Cipher MiningCIFR | 0.10% | $23M | 927,000 | New |
| Core Scientific Inc New | 0.09% | $21M | 817,000 | Held |
| Uber TechnologiesUBER | 0.04% | $11M | 151,178 | Held |
| JD.com Inc AdrJD | 0.02% | $5M | 201,500 | Trimmed |
| DoorDash, Inc. Class A Common StockDASH | 0.02% | $5M | 25,337 | Held |
| Pony AI Inc. American Depositary SharesPONY | 0.01% | $2M | 310,287 | Trimmed |
| Accelerant HoldingsARX | 0.00% | $879,000 | 75,000 | Held |
| Gemini Space Station, Inc. Class A Common StockGEMI | 0.00% | $298,200 | 70,000 | Held |
| MNTNMNTN | 0.00% | $184,000 | 20,000 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Chase Coleman own?
In the Q2 2026 13F, Tiger Global Management reported 46 US stock positions worth $24.0B. The largest: Taiwan Semiconductor Manufacturing (TSM) 9.7%, Amazon.com (AMZN) 9.6%, NVIDIA (NVDA) 9.3%, Alphabet Inc Class A (GOOGL) 8.7%, Meta Platforms (META) 6.6%.
What did Chase Coleman buy last quarter?
In Q2 2026: new position in Cerebras Systems Inc. Class A Common Stock (CBRS); new position in Advanced Micro Devices (AMD); new position in Visa Inc. Class A (V); added to Corpay (CPAY); added to Coupang LLC (CPNG); added to Intel (INTC).
When is Chase Coleman's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.