whalstreet

Chase Coleman · Tiger Global Management LLC

Period:Q4 2025
Portfolio date:Dec 31, 2025
No. of stocks:54
Portfolio value:$29.7B
CIK 0001167483·SEC EDGAR
Quarter:Q4 2025· latestQ3 2025Q2 2025
Stock% of PortfolioRecent ActivitySharesReported Price *ValueCurrent Price+/- Reported Price52 Week Low52 Week High
GOOGL · Alphabet Inc.11.2010,631,402$313.00$3,327,628,826$400.71+28.02%$156.16$402.00
MSFT · Microsoft Corp.8.92Reduce 16.39%5,477,747$483.62$2,649,148,004$415.06-14.18%$356.28$555.45
AMZN · Amazon Com Inc.7.78Reduce 9.35%10,011,379$230.82$2,310,826,501$272.68+18.14%$196.00$278.56
NVDA · Nvidia Corp.6.91Reduce 5.96%11,011,752$186.50$2,053,691,748$215.22+15.40%$120.28$217.80
SE · Sea Ltd.6.62Reduce 3.90%15,415,835$127.57$1,966,598,071$86.73-32.01%$77.05$199.30
META · Meta Platforms, Inc.6.11Reduce 2.43%2,750,615$660.09$1,815,653,455$609.63-7.64%$520.26$796.25
TTWO · Take-Two Interactive Softwar5.035,839,256$256.03$1,495,024,714$220.45-13.90%$187.63$264.79
TSM · Taiwan Semiconductor Mfg Ltd.3.81Reduce 18.63%3,725,474$303.89$1,132,134,294$411.68+35.47%$184.61$420.00
AVGO · Broadcom Inc.3.35Reduce 0.48%2,875,614$346.10$995,250,005$430.00+24.24%$215.88$437.68
APO · Apollo Global Mgmt Inc.3.036,209,496$144.76$898,886,641$133.20-7.99%$99.56$157.28
RDDT · Reddit Inc.2.97Reduce 17.73%3,843,915$229.87$883,600,741$155.80-32.22%$94.89$282.95
APP · Applovin Corp.2.93Reduce 35.45%1,292,984$673.82$871,238,479$468.55-30.46%$320.00$745.61
FLUT · Flutter Entmt Plc2.90Add 9.44%4,003,542$215.04$860,921,672$101.19-52.94%$97.94$313.69
SPOT · Spotify Technology S A2.471,261,461$580.71$732,543,017$417.83-28.05%$405.00$785.00
LRCX · Lam Research Corp.2.25Reduce 25.85%3,900,439$171.18$667,677,148$294.05+71.78%$79.49$298.00
GEV · Ge Vernova Inc.2.14Reduce 15.73%972,994$653.57$635,919,689$1040.15+59.15%$408.82$1181.95
CPNG · Coupang Inc.2.09Add 65.85%26,267,259$23.59$619,644,640$16.98-28.02%$16.74$34.08
VEEV · Veeva Sys Inc.1.822,420,500$223.23$540,328,215$166.34-25.48%$148.05$310.50
CPAY · Corpay Inc.1.77Reduce 1.07%1,752,146$300.93$527,273,296$343.99+14.31%$252.84$361.99
GRAB · Grab Holdings Limited1.5692,923,788$4.99$463,689,702$3.72-25.45%$3.48$6.62
XYZ · Block Inc.1.39Add 43.89%6,364,840$65.09$414,287,436$74.85+14.99%$48.21$82.50
ZG · Zillow Group Inc.1.39Add 20.06%6,056,957$68.22$413,205,607$41.94-38.52%$39.14$90.22
CHYM · Chime Finl Inc.1.20Add 13.81%14,192,499$25.17$357,225,199$18.43-26.80%$16.17$44.94
ZS · Zscaler Inc.1.20Reduce 6.15%1,579,766$224.92$355,320,969$152.13-32.36%$114.63$336.99
NOW · Servicenow Inc.1.10Add 608.96%2,126,890$153.19$325,818,279$91.18-40.48%$81.24$211.48
FWONA · Liberty Media Corp. Del0.892,682,000$98.51$264,203,820$85.95-12.75%$73.70$99.52
AMAT · Applied Matls Inc.0.77895,200$256.99$230,057,448$435.36+69.41%$153.47$438.04
NFLX · Netflix Inc.0.77Add 1108.02%2,439,000$93.76$228,680,640$87.48-6.70%$75.01$134.12
WDAY · Workday Inc.0.721,000,000$214.78$214,780,000$127.83-40.48%$110.36$276.00
WLTH · Wealthfront Corp.0.69New15,156,877$13.59$205,981,958$11.47-15.60%$7.20$14.75
NU · Nu Hldgs Ltd.0.6211,032,555$16.74$184,684,970$13.80-17.56%$11.71$18.98
PCOR · Procore Technologies Inc.0.572,339,500$72.74$170,175,230$53.28-26.75%$46.08$82.31
CSGP · Costar Group Inc.0.51Reduce 30.38%2,259,109$67.24$151,902,489$32.77-51.26%$32.71$97.43
UNH · Unitedhealth Group Inc.0.47Reduce 4.24%420,205$330.11$138,713,873$379.98+15.11%$234.60$387.21
ESTC · Elastic N V0.431,690,700$75.44$127,546,408$52.25-30.74%$42.05$96.07
HNGE · Hinge Health Inc.0.28Add 227.12%1,805,751$46.45$83,877,134$56.02+20.60%$30.08$62.18
SHW · Sherwin Williams Co.0.28Reduce 21.90%257,083$324.03$83,302,604$316.82-2.23%$301.58$379.65
ZG · Zillow Group Inc.0.24Add 30.74%1,023,733$68.23$69,849,303$41.94-38.53%$39.14$90.22
BULL · Webull Corp.0.18Reduce 42.65%6,724,137$7.77$52,246,544$7.03-9.52%$4.50$18.32
RERE · Atrenew Inc.0.189,831,218$5.30$52,105,455$4.77-10.00%$2.41$6.47
PONY · Pony Ai Inc.0.14Add 683.78%2,900,000$14.50$42,050,000$9.29-35.93%$8.24$24.92
CRCL · Circle Internet Group Inc.0.13Add 300.00%500,000$79.30$39,650,000$113.67+43.34%$49.90$298.99
UBER · Uber Technologies Inc.0.04151,178$81.71$12,352,754$75.45-7.66%$68.46$101.99
JD · Jd.Com Inc.0.03344,309$28.70$9,881,668$30.13+4.98%$24.51$38.08
NTSK · Netskope Inc.0.03500,000$17.54$8,770,000$11.62-33.75%$7.67$27.99
FIGR · Figure Technology Solutio0.03200,000$40.84$8,168,000$37.63-7.86%$25.01$78.00
DASH · Doordash Inc.0.0225,337$226.48$5,738,324$163.93-27.62%$143.30$285.50
KLAR · Klarna Group Plc0.02175,000$28.91$5,059,250$14.50-49.84%$12.06$47.48
BLSH · Bullish0.01100,000$37.87$3,787,000$43.66+15.29%$24.79$118.00
ETOR · Etoro Group Ltd.0.0180,000$35.13$2,810,400$38.38+9.25%$24.74$79.96
FIG · Figma Inc.0.0160,000$37.37$2,242,200$20.66-44.72%$16.60$142.92
ARX · Accelerant Holdings0.0075,000$16.35$1,226,250$13.20-19.27%$9.18$31.18
GEMI · Gemini Space Sta Inc.0.0070,000$9.92$694,400$5.00-49.60%$3.91$45.89
MNTN · Mntn Inc.0.0020,000$11.94$238,800$8.56-28.31%$7.71$32.49
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
8 sectors represented
Technology
37.08
Communication Services
34.00
Consumer Cyclical
19.61
Financial Services
3.82
Healthcare
2.57
Industrials
2.14
Real Estate
0.51
Basic Materials
0.28
Whales with similar holdings to Chase Coleman
Ranked by number of overlapping positions in current portfolios
WhaleShared positionsShared $ exposure
Polen Capital Management LLC16$7.8BCompare →
Davis Selected Advisers13$3.7BCompare →
Lee Ainslie · Maverick Capital Ltd.13$3.0BCompare →
Mairs and Power · Mairs & Power Inc.11$3.3BCompare →
Jensen Investment Management Inc.10$2.0BCompare →
Articles & Commentaries
Coming soon
Curated press + commentary about Chase Coleman arrives in v2 — interviews, shareholder-letter highlights, and 13D/13G activist filings auto-aggregated from public sources.
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com