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Chase ColemanvsTriple Frond Partners LLC

Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Chase Coleman
Tiger Global Management LLC
AUM
$29.7B
Positions
54
Shared %
25.0%
Whale B
Triple Frond Partners LLC
Triple Frond Partners LLC
AUM
$962M
Positions
12
Shared %
41.1%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockChase weightTriple weightChase valueTriple value
MSFT · Microsoft Corp.8.9%17.7%$2.6B$170M
AMZN · Amazon Com Inc.7.8%11.5%$2.3B$110M
META · Meta Platforms, Inc.6.1%6.7%$1.8B$64M
LRCX · Lam Research Corp.2.2%5.3%$668M$51M
Unique to Chase Coleman
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOGL · Alphabet Inc.11.2%$3.3B
NVDA · Nvidia Corp.6.9%$2.1B
SE · Sea Ltd.6.6%$2.0B
TTWO · Take-Two Interactive Softwar5.0%$1.5B
TSM · Taiwan Semiconductor Mfg Ltd.3.8%$1.1B
AVGO · Broadcom Inc.3.3%$995M
APO · Apollo Global Mgmt Inc.3.0%$899M
RDDT · Reddit Inc.3.0%$884M
APP · Applovin Corp.2.9%$871M
FLUT · Flutter Entmt Plc2.9%$861M
Unique to Triple Frond Partners LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
TDG · Transdigm Group Inc.14.4%$138M
ASML · Asml Holding N.V.11.9%$114M
GOOG · Alphabet Inc.11.5%$111M
ILMN · Illumina Inc.5.1%$49M
TRU · Transunion4.9%$47M
CCC · Ccc Intelligent Solutions Hl4.0%$38M
LYV · Live Nation Entertainment In3.8%$36M
CHTR · Charter Communications Inc. N3.3%$32M
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★ WatchlistData from SEC EDGAR · whalstreet.com