Chase Coleman - Tiger Global Management
Tiger Global Management
Latest 13F filing
Q4 2025
filed Feb 17, 2026
Portfolio value
$29.71B
Positions
54
Top 10 concentration
62.7%
QoQ change
-8.2%
$-2.65B
Activity vs. Q3 2025
1
New positions
11
Added to
25
Unchanged
17
Reduced
27
Exited
Portfolio composition — Q4 2025
- GOOGLALPHABET INC11.2%
- MSFTMICROSOFT CORP8.9%
- AMZNAMAZON COM INC7.8%
- NVDANVIDIA CORPORATION6.9%
- SESEA LTD6.6%
- METAMETA PLATFORMS INC6.1%
- TTWOTAKE-TWO INTERACTIVE SOFTWAR5.0%
- TSMTAIWAN SEMICONDUCTOR MFG LTD3.8%
- AVGOBROADCOM INC3.3%
- APOAPOLLO GLOBAL MGMT INC3.0%
- Other44 more positions37.3%
Top buys
New & added positions, by size
Holdings as of Q4 2025
| # | Ticker | Issuer | Shares | Value | % Portfolio | Reported price | Action | Δ Shares |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 10,631,402 | $3.33B | 11.20% | $313.00 | — | 0% |
| 2 | MSFT | MICROSOFT CORP | 5,477,747 | $2.65B | 8.92% | $483.62 | REDUCE | -16.4% |
| 3 | AMZN | AMAZON COM INC | 10,011,379 | $2.31B | 7.78% | $230.82 | REDUCE | -9.3% |
| 4 | NVDA | NVIDIA CORPORATION | 11,011,752 | $2.05B | 6.91% | $186.50 | REDUCE | -6.0% |
| 5 | SE | SEA LTD | 15,415,835 | $1.97B | 6.62% | $127.57 | REDUCE | -3.9% |
| 6 | META | META PLATFORMS INC | 2,750,615 | $1.82B | 6.11% | $660.09 | REDUCE | -2.4% |
| 7 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 5,839,256 | $1.50B | 5.03% | $256.03 | — | 0% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3,725,474 | $1.13B | 3.81% | $303.89 | REDUCE | -18.6% |
| 9 | AVGO | BROADCOM INC | 2,875,614 | $995.25M | 3.35% | $346.10 | REDUCE | -0.5% |
| 10 | APO | APOLLO GLOBAL MGMT INC | 6,209,496 | $898.89M | 3.03% | $144.76 | — | 0% |
| 11 | RDDT | REDDIT INC | 3,843,915 | $883.60M | 2.97% | $229.87 | REDUCE | -17.7% |
| 12 | APP | APPLOVIN CORP | 1,292,984 | $871.24M | 2.93% | $673.82 | REDUCE | -35.4% |
| 13 | FLUT | FLUTTER ENTMT PLC | 4,003,542 | $860.92M | 2.90% | $215.04 | ADD | +9.4% |
| 14 | SPOT | SPOTIFY TECHNOLOGY S A | 1,261,461 | $732.54M | 2.47% | $580.71 | — | 0% |
| 15 | LRCX | LAM RESEARCH CORP | 3,900,439 | $667.68M | 2.25% | $171.18 | REDUCE | -25.9% |
| 16 | GEV | GE VERNOVA INC | 972,994 | $635.92M | 2.14% | $653.57 | REDUCE | -15.7% |
| 17 | CPNG | COUPANG INC | 26,267,259 | $619.64M | 2.09% | $23.59 | ADD | +65.9% |
| 18 | VEEV | VEEVA SYS INC | 2,420,500 | $540.33M | 1.82% | $223.23 | — | 0% |
| 19 | CPAY | CORPAY INC | 1,752,146 | $527.27M | 1.77% | $300.93 | REDUCE | -1.1% |
| 20 | GRAB | GRAB HOLDINGS LIMITED | 92,923,788 | $463.69M | 1.56% | $4.99 | — | 0% |
| 21 | XYZ | BLOCK INC | 6,364,840 | $414.29M | 1.39% | $65.09 | ADD | +43.9% |
| 22 | Z | ZILLOW GROUP INC | 6,056,957 | $413.21M | 1.39% | $68.22 | ADD | +20.1% |
| 23 | CHYM | CHIME FINL INC | 14,192,499 | $357.23M | 1.20% | $25.17 | ADD | +13.8% |
| 24 | ZS | ZSCALER INC | 1,579,766 | $355.32M | 1.20% | $224.92 | REDUCE | -6.1% |
| 25 | NOW | SERVICENOW INC | 2,126,890 | $325.82M | 1.10% | $153.19 | ADD | +609.0% |
| 26 | FWONK | LIBERTY MEDIA CORP DEL | 2,682,000 | $264.20M | 0.89% | $98.51 | — | 0% |
| 27 | AMAT | APPLIED MATLS INC | 895,200 | $230.06M | 0.77% | $256.99 | — | 0% |
| 28 | NFLX | NETFLIX INC | 2,439,000 | $228.68M | 0.77% | $93.76 | ADD | +1108.0% |
| 29 | WDAY | WORKDAY INC | 1,000,000 | $214.78M | 0.72% | $214.78 | — | 0% |
| 30 | — | WEALTHFRONT CORP | 15,156,877 | $205.98M | 0.69% | $13.59 | NEW | — |
| 31 | NU | NU HLDGS LTD | 11,032,555 | $184.68M | 0.62% | $16.74 | — | 0% |
| 32 | PCOR | PROCORE TECHNOLOGIES INC | 2,339,500 | $170.18M | 0.57% | $72.74 | — | 0% |
| 33 | CSGP | COSTAR GROUP INC | 2,259,109 | $151.90M | 0.51% | $67.24 | REDUCE | -30.4% |
| 34 | UNH | UNITEDHEALTH GROUP INC | 420,205 | $138.71M | 0.47% | $330.11 | REDUCE | -4.2% |
| 35 | ESTC | ELASTIC N V | 1,690,700 | $127.55M | 0.43% | $75.44 | — | 0% |
| 36 | HNGE | HINGE HEALTH INC | 1,805,751 | $83.88M | 0.28% | $46.45 | ADD | +227.1% |
| 37 | SHW | SHERWIN WILLIAMS CO | 257,083 | $83.30M | 0.28% | $324.03 | REDUCE | -21.9% |
| 38 | ZG | ZILLOW GROUP INC | 1,023,733 | $69.85M | 0.24% | $68.23 | ADD | +30.7% |
| 39 | — | WEBULL CORP | 6,724,137 | $52.25M | 0.18% | $7.77 | REDUCE | -42.6% |
| 40 | RERE | ATRENEW INC | 9,831,218 | $52.11M | 0.18% | $5.30 | — | 0% |
| 41 | PONY | PONY AI INC | 2,900,000 | $42.05M | 0.14% | $14.50 | ADD | +683.8% |
| 42 | CRCL | CIRCLE INTERNET GROUP INC | 500,000 | $39.65M | 0.13% | $79.30 | ADD | +300.0% |
| 43 | UBER | UBER TECHNOLOGIES INC | 151,178 | $12.35M | 0.04% | $81.71 | — | 0% |
| 44 | JD | JD.COM INC | 344,309 | $9.88M | 0.03% | $28.70 | — | 0% |
| 45 | NTSK | NETSKOPE INC | 500,000 | $8.77M | 0.03% | $17.54 | — | 0% |
| 46 | FIGR | FIGURE TECHNOLOGY SOLUTIO | 200,000 | $8.17M | 0.03% | $40.84 | — | 0% |
| 47 | DASH | DOORDASH INC | 25,337 | $5.74M | 0.02% | $226.48 | — | 0% |
| 48 | — | KLARNA GROUP PLC | 175,000 | $5.06M | 0.02% | $28.91 | — | 0% |
| 49 | — | BULLISH | 100,000 | $3.79M | 0.01% | $37.87 | — | 0% |
| 50 | — | ETORO GROUP LTD | 80,000 | $2.81M | 0.01% | $35.13 | — | 0% |
| 51 | FIG | FIGMA INC | 60,000 | $2.24M | 0.01% | $37.37 | — | 0% |
| 52 | — | ACCELERANT HOLDINGS | 75,000 | $1.23M | 0.00% | $16.35 | — | 0% |
| 53 | — | GEMINI SPACE STA INC | 70,000 | $694.40K | 0.00% | $9.92 | — | 0% |
| 54 | — | MNTN INC | 20,000 | $238.80K | 0.00% | $11.94 | — | 0% |
Positions exited in Q4 2025
| Ticker | Issuer | Prior shares |
|---|---|---|
| RBRK | RUBRIK INC. | 0 |
| SARO | STANDARDAERO INC | 0 |
| ZKH | ZKH GROUP LTD | 0 |
| FRSH | FRESHWORKS INC | 0 |
| DXCM | DEXCOM INC | 0 |
| CART | MAPLEBEAR INC | 0 |
| ALAB | ASTERA LABS INC | 0 |
| DDOG | DATADOG INC | 0 |
| GTM | ZOOMINFO TECHNOLOGIES INC | 0 |
| ARM | ARM HOLDINGS PLC | 0 |
| DDL | DINGDONG CAYMAN LTD | 0 |
| FLT1EUR | FLEETCOR TECHNOLOGIES INC | 0 |
| TOST | TOAST INC | 0 |
| OKLO | OKLO INC | 0 |
| STNE | STONECO LTD | 0 |
| LRCXEUR | LAM RESEARCH CORP | 0 |
| KVYO | KLAVIYO INC | 0 |
| TEAM | ATLASSIAN CORPORATION | 0 |
| TTAN | SERVICETITAN INC | 0 |
| PDD | PDD HOLDINGS INC | 0 |
| — | TRIUMPH FINANCIAL INC | 43,708 |
| CRWD | CROWDSTRIKE HLDGS INC | 0 |
| LLY | ELI LILLY & CO | 0 |
| NVO | NOVO-NORDISK A S | 0 |
| MDB | MONGODB INC | 341,000 |
| QCOM | QUALCOMM INC | 0 |
| VIA | VIA TRANSN INC | 15,000 |
Source: SEC EDGAR 13F-HR filing Feb 17, 2026. Reported prices are derived from the filing's value-to-shares ratio (effectively the quarter-end mark). Filings are published with a 45-day delay. CIK 0001167483.