Tiger Global Management

Chase Coleman

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

53

Market Value

$22.8B

Portfolio Analysis

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I. Institutional Overview

Tiger Global Management, led by the visionary Chase Coleman, stands as one of the most influential "Tiger Cubs" in the modern investment landscape. As of the first quarter of 2026, specifically the reporting period ending March 31, 2026, the firm’s 13F portfolio reveals a sophisticated and highly concentrated strategy that mirrors the evolving dynamics of...

The psychological portrait of Tiger Global, as derived from this latest snapshot, is one of aggressive conviction tempered by strategic refinement. Managing a portfolio of 53 holdings, the firm maintains a relatively concentrated stance. In the world of institutional asset management, a portfolio of this size—where the top ten holdings often account for...

Analyzing the scale of the institution, the $22.84 billion valuation represents a robust presence in the equity markets. While the firm has historically navigated periods of extreme volatility—particularly during the post-pandemic tech correction—the current portfolio structure suggests a "stabilized expansion" phase. The firm is no longer in a defensive...

Based on the latest available 13F filing.

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Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
GOOGL13.4%11.2%8.0%5.5%
NVDA9.2%6.9%6.8%5.4%
AMZN9.1%7.8%7.5%6.9%
TSM8.2%3.8%4.0%3.0%
META7.7%6.1%6.4%16.3%
SE5.6%6.6%8.9%7.5%
AVGO4.9%3.4%--
MSFT4.0%8.9%10.5%9.6%
GEV3.7%---
LRCX3.6%---

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

GOOGL+24.42%
AMZN+15.96%
NVDA+17.47%
AVGO+24.57%
TSM+24.60%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

CPNG-8.63%
SPOT+0.22%
MELI-6.88%
Z-20.98%
NFLX-15.48%

Sector Analysis

Others1.1%
Materials0.4%
Financials3.3%
Healthcare0.4%
Technology39.1%
Industrials3.7%
Real Estate0.3%
Communication Services33.0%

Trading Summary