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AUTO-SYNCED 13F-HR / 13DTop 25 Holdings, Weightings & Quarter-over-Quarter Moves
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Fund holdings · 13F
‹ Portfolios

Tiger Global

Latest filing: 9 new · 5 added · 19 trimmed · 17 sold outLargest: TSM 9.7%

For information only · Important disclosures · Request a correction or removal

Chase Coleman. Mirrors the latest 13F: long U.S. stock positions weighted by reported market value.

Return over
+0.7%
SPY +0.7% Live
1D
+0.7%
Live
1W
-4.3%
Live
1M
-11.9%
Live
3M
-5.0%
Live
6M
-2.4%
Live
YTD
+17.1%
Live
1Y
+19.0%
Live
Incep.
+21.1%
Live
Prices as of Oct 26, 202646 holdings
|
i
+20.35%
Total return this year
Consolidated across 46 holdings · SPY +13.11% (+7.24% vs SPY)
0.00% +25.00% +50.00%
Filing: 13F-HR filed Aug 14, 2026 for the quarter ending Jun 30, 2026. 13F data is delayed up to 45 days after quarter-end and shows long U.S. stock positions only (options and shorts are excluded).

Live since inception vs SPY

Published and tracked from Oct 1, 2025 close

-5%+8%+21%+34%+47%Oct 2025Oct 2026Apr 2026
PortfolioSPY

Look-back Backtested

Hypothetical: today's weights held unchanged over each past period. Not the portfolio's actual history.

-5%+7%+19%+31%+44%Oct 2025Oct 2026Apr 2026
Today's weights, held 1YSPY

If you had copied on filing dates Backtested

Hypothetical: each quarter's reported holdings bought at the close on the day the 13F was filed (not quarter-end) and kept until the next filing. Before costs.

SinceCopySPY
2024-11-14+9.7%+31.0%
2025-02-14+0.5%+27.1%
2025-05-15+4.2%+30.8%
2025-08-14-8.3%+19.4%
2025-11-14-6.7%+14.3%
2026-02-17+4.5%+12.2%
2026-05-15-6.3%+3.3%
2026-08-14-10.8%-1.9%
/

Tiger Global · Allocation Pie

43 positions · 100%

Interactive weighting by individual position or sector/asset sleeve

TSM (Taiwan Semiconductor Mfg.): 9.72% AMZN (Amazon): 9.62% NVDA (Nvidia): 9.34% GOOGL (Alphabet Inc. (Class A)): 8.65% META (Meta Platforms): 6.63% LRCX (Lam Research): 5.72% SE (Sea Limited): 5.02% AMAT (Applied Materials): 4.92% GEV (GE Vernova): 3.91% MSFT (Microsoft): 3.53% +33 More (CPAY, AVGO, CBRS, CPNG, INTC, SPOT…): 32.92% Technology: 31.62% Communication Services: 22.14% Information Technology: 14.27% Consumer Discretionary: 9.64% Consumer Cyclical: 8.92% Financials: 6.92% Energy & Power: 3.91% Industrials: 0.70% Financial Services: 0.61% Healthcare: 0.52% Materials: 0.37% Health Care: 0.36% 100% 43 POSITIONS
Top weight: TSM (9.7%) · Lead sleeve: Technology (31.6%)
TSM
TSM
9.7%
Technology
9.6%
Consumer Discretionary
9.3%
Technology
8.7%
Communication Services
6.6%
Communication Services
5.7%
Information Technology
SE
SE
5.0%
Consumer Cyclical
4.9%
Information Technology
GEV
GEV
3.9%
Energy & Power
3.5%
Technology
+33 More
+33 More
32.9%
Diversified
Technology
14 holdings: TSM, NVDA, MSFT, AVGO, CBRS…
31.6%
Communication Services
6 holdings: GOOGL, META, SPOT, TTWO, RDDT…
22.1%
Information Technology
4 holdings: LRCX, AMAT, INTC, STX
14.3%
Consumer Discretionary
2 holdings: AMZN, DASH
9.6%
Consumer Cyclical
5 holdings: SE, CPNG, MELI, RERE, JD
8.9%
Financials
4 holdings: CPAY, XYZ, APO, V
6.9%
Energy & Power
1 holding: GEV
3.9%
Industrials
3 holdings: EQPT, SPCX, UBER
0.7%
Financial Services
1 holding: NU
0.6%
Healthcare
1 holding: UNH
0.5%
Materials
1 holding: SHW
0.4%
Health Care
1 holding: DHR
0.4%

Holdings (46)

TSM Taiwan Semiconductor Mfg. 9.7%
+1.4% today
Technology · $424.37 · 1M -5.8% · 1Y +45.4% · stock page →
AMZN Amazon 9.6%
+0.4% today
Consumer Discretionary · $249.09 · 1M -0.2% · 1Y +11.1% · stock page →
NVDA Nvidia 9.3%
+2.4% today
Information Technology · $216.00 · 1M -4.0% · 1Y +16.2% · stock page →
GOOGL Alphabet Inc. (Class A) 8.7%
-1.2% today
Communication Services · $320.21 · 1M -5.2% · 1Y +26.9% · stock page →
META Meta Platforms 6.6%
-1.9% today
Communication Services · $630.56 · 1M -16.1% · 1Y -14.3% · stock page →
LRCX Lam Research 5.7%
-0.0% today
Information Technology · $230.10 · 1M -25.1% · 1Y +56.7% · stock page →
SE Sea Limited 5.0%
-1.4% today
Consumer Cyclical · $74.63 · 1M -27.7% · 1Y -52.2% · stock page →
AMAT Applied Materials 4.9%
+0.4% today
Information Technology · $377.24 · 1M -20.5% · 1Y +66.0% · stock page →
GEV GE Vernova 3.9%
+4.9% today
Industrials · $855.12 · 1M -10.7% · 1Y +46.6% · stock page →
MSFT Microsoft 3.5%
+0.7% today
Information Technology · $524.51 · 1M +4.8% · 1Y +1.6% · stock page →
CPAY Corpay 3.0%
-1.6% today
Financials · $408.46 · 1M +3.4% · 1Y +43.6% · stock page →
CBRS Cerebras Systems Inc. 2.8%
-1.1% today
Technology · $109.55 · 1M -47.0% · 1Y – · stock page →
AVGO Broadcom 2.8%
+2.3% today
Information Technology · $329.17 · 1M -6.7% · 1Y -6.4% · stock page →
CPNG Coupang, Inc. 2.6%
-0.6% today
Consumer Cyclical · $13.90 · 1M -2.7% · 1Y -55.4% · stock page →
INTC Intel 2.5%
+4.0% today
Information Technology · $90.47 · 1M -26.4% · 1Y +136.3% · stock page →
SPOT Spotify Technology S.A. 2.2%
+0.1% today
Communication Services · $584.22 · 1M +14.5% · 1Y -13.3% · stock page →
TTWO Take-Two Interactive 1.9%
-2.0% today
Communication Services · $203.69 · 1M -1.3% · 1Y -20.0% · stock page →
RDDT Reddit 1.8%
-4.0% today
Communication Services · $144.25 · 1M -5.1% · 1Y -28.2% · stock page →
AMD Advanced Micro Devices 1.6%
+2.8% today
Information Technology · $531.28 · 1M -15.8% · 1Y +110.1% · stock page →
XYZ Block, Inc. 1.5%
-3.2% today
Financials · $76.46 · 1M +2.4% · 1Y -2.7% · stock page →
APO Apollo Global Management 1.3%
-1.7% today
Financials · $112.83 · 1M -9.3% · 1Y -6.8% · stock page →
STX Seagate Technology 1.1%
+2.2% today
Information Technology · $644.21 · 1M -29.7% · 1Y +176.8% · stock page →
V Visa Inc. 1.1%
-1.5% today
Financials · $407.92 · 1M +12.8% · 1Y +18.9% · stock page →
MELI MercadoLibre, Inc. 1.1%
-0.8% today
Consumer Cyclical · $1,810.15 · 1M +0.6% · 1Y -15.7% · stock page →
FWONK Liberty Media Corporation - Ser 0.9%
-2.1% today
Communication Services · $89.27 · 1M -4.3% · 1Y -8.0% · stock page →

Changes vs prior quarter

TSM Taiwan Semiconductor ManufacTrimmed-12%
AMZN Amazon Com IncTrimmed-3%
NVDA Nvidia CorporationTrimmed-7%
GOOGL Alphabet IncTrimmed-45%
META Meta Platforms IncTrimmed-9%
LRCX Lam Research CorpTrimmed-19%
SE Sea LtdTrimmed-19%
GEV Ge Vernova IncTrimmed-18%
MSFT Microsoft CorpTrimmed-9%
CPAY Corpay IncAdded+23%
CBRS Cerebras Systems IncNew
AVGO Broadcom IncTrimmed-51%
CPNG Coupang IncAdded+5%
INTC Intel CorpAdded+160%
SPOT Spotify Technology S ATrimmed-26%
TTWO Take-Two Interactive SoftwarTrimmed-10%
AMD Advanced Micro Devices IncNew
XYZ Block IncAdded+14%
APO Apollo Global Mgmt IncTrimmed-17%
STX Seagate Technology Hldngs PlNew
V Visa IncNew
MELI Mercadolibre IncAdded+13%
FWONK Liberty Media Corp DelTrimmed-15%
UNH Unitedhealth Group IncTrimmed-15%
CHYM Chime Finl IncTrimmed-52%

The 25 largest of 50 changes, by current weight (full exits listed last). Full 13F filing on SEC EDGAR ↗

13D and 13G stakes · last 12 months

NBIS
13G (passive) · filed Oct 17, 2026 · filing
6.8%
of class
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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Coteau 0.9 · Oct 21, 2026