13f-changes
Chase Coleman
Lead Investor

Chase Coleman

Tiger Global Management LLC
Q4 2025
filed 2026-02-17
SEC 13F-HR ↗
AUM Reported
$29.7B
Positions
54
Versus
Q3 2025
What changed this quarter

$29.7B reported 13F value across the latest filing. Largest new stake: WEALTHFRONT CORP (WLTH) at $206M. Largest closed prior-quarter stake: MONGODB INC (MDB) worth $106M. Largest added reported exposure: COUPANG INC (CPNG) by $110M. Largest reduced reported exposure: SEA LTD-ADR (SE) by $900M.

+1 new−3 closed↑11 increased↓17 decreased| 25 unchangedreported 13F value change -$2.6B
Exposure view

Quarter-end weights. Market performance can move these bars even when shares are unchanged.

Sector exposure shifts
Communication Services
+2 pp
Consumer Discretionary
−1 pp
Unclassified
−1 pp
Financials
+1 pp
Information Technology
+1 pp
Real Estate
−0 pp
Health Care
−0 pp
Materials
−0 pp
center line = no change
Largest adds
NOW
SERVICENOW INC
added$280M
CPNG
COUPANG INC
added$246M
NFLX
NETFLIX INC
added$210M
Largest exits / trims
MSFT
MICROSOFT CORP
trimmed$556M
APP
APPLOVIN CORP-CLASS A
trimmed$510M
TSM
TAIWAN SEMICONDUCTOR-SP ADR
trimmed$238M

Price = reported fair value divided by reported shares at quarter-end. Since q-end shows price change since the end of the reported quarter; ordinary-share rows also include estimated value move, while shaded option rows show underlying stock move only and sort after ordinary equity.

NEW POSITIONS (1)+$206M deployed
TickerNameSectorThemesGranularPrice*Since q-end*SizeChange
WLTHWEALTHFRONT CORPInformation Technology / Software - Application--$13.59-$70M (-34.1%)$206MNEW
INCREASED (11)+$428M value change on added shares
TickerNameSectorThemesGranularPrice*Since q-end*SizeChange
CPNGCOUPANG INCConsumer Discretionary / Internet Retail--$32.20 -> $23.59-$178M (-28.7%)+65.9%+$110M
CHYMCHIME FINANCIAL INC-CL AInformation Technology / Software - Application--$20.17 -> $25.17-$120M (-33.7%)+13.8%+$106M
XYZBLOCK INCInformation Technology / Software - Infrastructure--$72.27 -> $65.09+$28M (+6.8%)+43.9%+$95M
FLUTFLUTTER ENTERTAINMENT PLCConsumer Discretionary / Gambling--$254.00 -> $215.04-$418M (-48.5%)+9.4%-$68M
HNGEHINGE HEALTH INC-AHealth Care / Health Information Services--$49.08 -> $46.45+$34M (+40.7%)+227.1%+$57M
NOWSERVICENOW INCInformation Technology / Software - Application--$920.28 -> $153.19-$109M (-33.3%)+609.0%+$50M
PONYPONY AI INCInformation Technology / Information Technology Services--$22.49 -> $14.50-$18M (-43.8%)+683.8%+$34M
ZZILLOW GROUP INC - CCommunication Services / Internet Content & Information--$77.05 -> $68.22-$219M (-53.0%)+20.1%+$24M
CRCLCIRCLE INTERNET GROUP INCFinancials / Capital Markets--$132.58 -> $79.30-$730K (-1.8%)+300.0%+$23M
NFLXNETFLIX INCCommunication Services / Entertainment--$1,198.92 -> $93.76-$33M (-14.3%)+1108.0%-$13M
ZGZILLOW GROUP INC - ACommunication Services / Internet Content & Information--$74.44 -> $68.23-$37M (-52.8%)+30.7%+$12M
DECREASED (17)-$3.5B value change on trimmed shares
TickerNameSectorThemesGranularPrice*Since q-end*SizeChange
SESEA LTD-ADRConsumer Discretionary / Internet Retail--$178.73 -> $127.57-$688M (-35.0%)-3.9%-$900M
MSFTMICROSOFT CORPInformation Technology / Software - Infrastructure--$517.95 -> $483.62-$509M (-19.2%)-16.4%-$744M
APPAPPLOVIN CORP-CLASS ACommunication Services / Advertising Agencies--$718.54 -> $673.82-$229M (-26.3%)-35.4%-$568M
METAMETA PLATFORMS INC-CLASS ACommunication Services / Internet Content & Information--$734.38 -> $660.09-$256M (-14.1%)-2.4%-$255M
RDDTREDDIT INC-CL ACommunication Services / Internet Content & Information--$229.99 -> $229.87-$261M (-29.5%)-17.7%-$191M
ZSZSCALER INCInformation Technology / Software - Infrastructure--$299.66 -> $224.92-$151M (-42.4%)-6.1%-$149M
TSMTAIWAN SEMICONDUCTOR-SP ADRInformation Technology / Semiconductors--$279.29 -> $303.89+$447M (+39.5%)-18.6%-$147M
NVDANVIDIA CORPInformation Technology / Semiconductors--$186.58 -> $186.50+$206M (+10.0%)-6.0%-$131M
CSGPCOSTAR GROUP INCReal Estate / Real Estate Services--$84.37 -> $67.24-$78M (-51.2%)-30.4%-$122M
G9572D103WEBULL CORPUnclassified / Unclassified--$14.79 -> $7.77--42.6%-$121M
AMZNAMAZON.COM INCConsumer Discretionary / Internet Retail--$219.57 -> $230.82+$77M (+3.3%)-9.3%-$114M
GEVGE VERNOVA INCIndustrials / Specialty Industrial Machinery--$614.90 -> $653.57+$279M (+43.9%)-15.7%-$74M
AVGOBROADCOM INCInformation Technology / Semiconductors--$329.91 -> $346.10+$103M (+10.4%)-0.5%+$42M
LRCXLAM RESEARCH CORPInformation Technology / Semiconductor Equipment & Materials--$133.90 -> $171.18+$763M (+114.3%)-25.9%-$37M
SHWSHERWIN-WILLIAMS CO/THEMaterials / Specialty Chemicals--$346.26 -> $324.03-$2M (-2.1%)-21.9%-$31M
CPAYCORPAY INCInformation Technology / Software - Infrastructure--$288.06 -> $300.93+$97M (+18.3%)-1.1%+$17M
UNHUNITEDHEALTH GROUP INCHealth Care / Healthcare Plans--$345.30 -> $330.11+$33M (+23.8%)-4.2%-$13M
CLOSED (3)$109M prior value exited

Closed value is the prior quarter-end reported stake value, not realized sale proceeds or fund P/L.

TickerNameSectorThemesGranularPrice*Since q-end*SizeChange
MDBMONGODB INCInformation Technology / Software - Infrastructure--$307.20-$440.67-was $106MCLOSED
TFINTRIUMPH FINANCIAL INCFinancials / Banks - Regional--$46.43-$65.99-was $2MCLOSED
VIAVIA TRANSPORTATION INC-CL AInformation Technology / Software - Application--$28.23-$55.20-was $721KCLOSED
Mark-to-market since quarter-end -$1.3Blatest quotes: 6/12/2026

Estimated from reported quarter-end value per share versus latest Yahoo Finance quotes. This is not cost basis or realized fund P/L.

TickerNameSharesQ-end pxLatestMoveEst. value move
LRCXLAM RESEARCH CORP3,900,439$171.18$366.81+114.3%+$763M
SESEA LTD-ADR15,415,835$127.57$82.94-35.0%-$688M
MSFTMICROSOFT CORP5,477,747$483.62$390.74-19.2%-$509M
GOOGLALPHABET INC-CL A10,631,402$313.00$359.68+14.9%+$496M
TSMTAIWAN SEMICONDUCTOR-SP ADR3,725,474$303.89$423.93+39.5%+$447M
FLUTFLUTTER ENTERTAINMENT PLC4,003,542$215.04$110.65-48.5%-$418M
GEVGE VERNOVA INC972,994$653.57$940.66+43.9%+$279M
AMATAPPLIED MATERIALS INC895,200$256.99$567.25+120.7%+$278M
RDDTREDDIT INC-CL A3,843,915$229.87$162.10-29.5%-$261M
TTWOTAKE-TWO INTERACTIVE SOFTWRE5,839,256$256.03$211.75-17.3%-$259M
METAMETA PLATFORMS INC-CLASS A2,750,615$660.09$566.98-14.1%-$256M
APPAPPLOVIN CORP-CLASS A1,292,984$673.82$496.77-26.3%-$229M
ZZILLOW GROUP INC - C6,056,957$68.22$32.03-53.0%-$219M
NVDANVIDIA CORP11,011,752$186.50$205.19+10.0%+$206M
CPNGCOUPANG INC26,267,259$23.59$16.82-28.7%-$178M
VEEVVEEVA SYSTEMS INC-CLASS A2,420,500$223.23$159.54-28.5%-$154M
ZSZSCALER INC1,579,766$224.92$129.52-42.4%-$151M
CHYMCHIME FINANCIAL INC-CL A14,192,499$25.17$16.70-33.7%-$120M
NOWSERVICENOW INC2,126,890$153.19$102.15-33.3%-$109M
AVGOBROADCOM INC2,875,614$346.10$382.07+10.4%+$103M
CPAYCORPAY INC1,752,146$300.93$356.11+18.3%+$97M
WDAYWORKDAY INC-CLASS A1,000,000$214.78$130.80-39.1%-$84M
CSGPCOSTAR GROUP INC2,259,109$67.24$32.84-51.2%-$78M
AMZNAMAZON.COM INC10,011,379$230.82$238.55+3.3%+$77M
PCORPROCORE TECHNOLOGIES INC2,339,500$72.74$42.36-41.8%-$71M
WLTHWEALTHFRONT CORP15,156,877$13.59$8.96-34.1%-$70M
APOAPOLLO GLOBAL MANAGEMENT INC6,209,496$144.76$133.88-7.5%-$68M
NUNU HOLDINGS LTD11,032,555$16.74$12.19-27.2%-$50M
ZGZILLOW GROUP INC - A1,023,733$68.23$32.22-52.8%-$37M
HNGEHINGE HEALTH INC-A1,805,751$46.45$65.34+40.7%+$34M
UNHUNITEDHEALTH GROUP INC420,205$330.11$408.52+23.8%+$33M
NFLXNETFLIX INC2,439,000$93.76$80.34-14.3%-$33M
XYZBLOCK INC6,364,840$65.09$69.52+6.8%+$28M
FWONKLIBERTY MEDIA CORP-FORMULA-C2,682,000$98.51$88.93-9.7%-$26M
PONYPONY AI INC2,900,000$14.50$8.15-43.8%-$18M
REREATRENEW INC9,831,218$5.30$3.93-25.8%-$13M
NTSKNETSKOPE INC-CL A500,000$17.54$9.04-48.5%-$4M
FIGRFIGURE TECHNOLOGY SOLUT-CL A200,000$40.84$27.93-31.6%-$3M
UBERUBER TECHNOLOGIES INC151,178$81.71$68.85-15.7%-$2M
DASHDOORDASH INC - A25,337$226.48$150.58-33.5%-$2M
SHWSHERWIN-WILLIAMS CO/THE257,083$324.03$317.30-2.1%-$2M
FIGFIGMA INC-CL A60,000$37.37$18.54-50.4%-$1M
CRCLCIRCLE INTERNET GROUP INC500,000$79.30$77.84-1.8%-$730K
GEMIGEMINI SPACE STATION INC-A70,000$9.92$4.70-52.6%-$365K
MNTNMNTN INC-A20,000$11.94$8.68-27.3%-$65K
JDJD.COM INC-ADR344,309$28.70$28.56-0.5%-$48K
25 positions held steady · $8.8B (29.5% of AUM) click to expand
TickerNameSector ThemesGranular SharesValue% port
GOOGL ALPHABET INC-CL A Communication Services 10,631,402 $3.3B 11.2%
TTWO TAKE-TWO INTERACTIVE SOFTWRE Communication Services 5,839,256 $1.5B 5.0%
APO APOLLO GLOBAL MANAGEMENT INC Financials 6,209,496 $899M 3.0%
L8681T102 SPOTIFY TECHNOLOGY S A 1,261,461 $733M 2.5%
VEEV VEEVA SYSTEMS INC-CLASS A Health Care 2,420,500 $540M 1.8%
G4124C109 GRAB HOLDINGS LIMITED 92,923,788 $464M 1.6%
FWONK LIBERTY MEDIA CORP-FORMULA-C Communication Services 2,682,000 $264M 0.9%
AMAT APPLIED MATERIALS INC Information Technology 895,200 $230M 0.8%
WDAY WORKDAY INC-CLASS A Information Technology 1,000,000 $215M 0.7%
NU NU HOLDINGS LTD Financials 11,032,555 $185M 0.6%
PCOR PROCORE TECHNOLOGIES INC Information Technology 2,339,500 $170M 0.6%
N14506104 ELASTIC N V 1,690,700 $128M 0.4%
RERE ATRENEW INC Consumer Discretionary 9,831,218 $52M 0.2%
UBER UBER TECHNOLOGIES INC Information Technology 151,178 $12M 0.0%
JD JD.COM INC-ADR Consumer Discretionary 344,309 $10M 0.0%
NTSK NETSKOPE INC-CL A Information Technology 500,000 $9M 0.0%
FIGR FIGURE TECHNOLOGY SOLUT-CL A Financials 200,000 $8M 0.0%
DASH DOORDASH INC - A Consumer Discretionary 25,337 $6M 0.0%
G5279N105 KLARNA GROUP PLC 175,000 $5M 0.0%
G16910120 BULLISH 100,000 $4M 0.0%
G32089107 ETORO GROUP LTD 80,000 $3M 0.0%
FIG FIGMA INC-CL A Information Technology 60,000 $2M 0.0%
G00894108 ACCELERANT HOLDINGS 75,000 $1M 0.0%
GEMI GEMINI SPACE STATION INC-A Financials 70,000 $694K 0.0%
MNTN MNTN INC-A Information Technology 20,000 $239K 0.0%