Chase Coleman III – Tiger Global Management Portfolio Activity & Recent Trades (Sep 30, 2025)
As of Sep 30, 2025, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2025, the filing reported:
New Buys – MongoDB, Inc., Netflix, Inc.
Increases – Amazon.com, Inc., Broadcom Inc., Corpay, Inc., Coupang, Inc., Flutter Entertainment, and 2 more
Reductions – Meta Platforms, Inc., Reddit, Inc., Sherwin-Williams Company (The), Zillow Group, Inc., Zillow Group, Inc.
Complete Exits – CrowdStrike Holdings, Inc., Eli Lilly and Company, Novo Nordisk A/S, ZKH Group Limited
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Name | Type | Change Qty | % Change | Value | Remaining |
|---|---|---|---|---|---|---|---|
Q3 2025 | AMZN Amazon.com, Inc. | Amazon.com, Inc. | Buy | +357,900 | +3.3% | $2.42B | 11,043,441 |
Q3 2025 | AVGO Broadcom Inc. | Broadcom Inc. | Buy | +186,400 | +6.9% | $953.31M | 2,889,614 |
Q3 2025 | CPAY Corpay, Inc. | Corpay, Inc. | Buy | +269,500 | +17.9% | $510.20M | 1,771,146 |
Q3 2025 | CPNG Coupang, Inc. | Coupang, Inc. | Buy | +2,252,000 | +16.6% | $509.97M | 15,837,579 |
Q3 2025 | CRWD CrowdStrike Holdings, Inc. | CrowdStrike Holdings, Inc. | Sell - Position Exit | -500,000 | -100.0% | $0.00 | - |
Q3 2025 | FLUT Flutter Entertainment | Flutter Entertainment | Buy | +204,800 | +5.9% | $929.18M | 3,658,192 |
Q3 2025 | GEV GE Vernova Inc. | GE Vernova Inc. | Buy | +56,800 | +5.2% | $709.96M | 1,154,594 |
Q3 2025 | LLY Eli Lilly and Company | Eli Lilly and Company | Sell - Position Exit | -1,511,160 | -100.0% | $0.00 | - |
Q3 2025 | MDB MongoDB, Inc. | MongoDB, Inc. | Buy - Position Entry | +341,000 | - | $105.84M | 341,000 |
Q3 2025 | META Meta Platforms, Inc. | Meta Platforms, Inc. | Sell | -4,714,524 | -62.6% | $2.07B | 2,819,001 |
Q3 2025 | NFLX Netflix, Inc. | Netflix, Inc. | Buy - Position Entry | +201,900 | - | $242.06M | 201,900 |
Q3 2025 | NVO Novo Nordisk A/S | Novo Nordisk A/S | Sell - Position Exit | -1,269,000 | -100.0% | $0.00 | - |
Q3 2025 | RDDT Reddit, Inc. | Reddit, Inc. | Sell | -1,476,469 | -24.0% | $1.07B | 4,672,515 |
Q3 2025 | SHW Sherwin-Williams Company (The) | Sherwin-Williams Company (The) | Sell | -875,000 | -72.7% | $113.98M | 329,175 |
Q3 2025 | SQ Block, Inc. | Block, Inc. | Buy | +478,872 | +12.1% | $319.67M | 4,423,312 |
Q3 2025 | Z Zillow Group, Inc. | Zillow Group, Inc. | Sell | -1,183,943 | -19.0% | $388.73M | 5,045,144 |
Q3 2025 | ZG Zillow Group, Inc. | Zillow Group, Inc. | Sell | -221,600 | -22.1% | $58.29M | 783,043 |
Q3 2025 | ZKH ZKH Group Limited | ZKH Group Limited | Sell - Position Exit | -7,996,846 | -100.0% | $0.00 | - |
Q2 2025 | 433313103 Hinge Health | Hinge Health | Buy - Position Entry | +552,008 | - | $28.57M | 552,008 |
Q2 2025 | 55318A108 MNTN | MNTN | Buy - Position Entry | +20,000 | - | $437.40K | 20,000 |
Q2 2025 | AMZN Amazon.com, Inc. | Amazon.com, Inc. | Buy | +4,097,053 | +62.2% | $2.34B | 10,685,541 |
Q2 2025 | APP Applovin Corporation | Applovin Corporation | Buy | +334,749 | +20.1% | $701.21M | 2,002,989 |
Q2 2025 | AVGO Broadcom Inc. | Broadcom Inc. | Buy | +431,714 | +19.0% | $745.14M | 2,703,214 |
Q2 2025 | BULLZ Webull | Webull | Buy - Position Entry | +11,724,137 | - | $140.22M | 11,724,137 |
Q2 2025 | CHYM Chime Financial | Chime Financial | Buy - Position Entry | +12,470,768 | - | $430.37M | 12,470,768 |
Q2 2025 | CPAY Corpay, Inc. | Corpay, Inc. | Buy | +254,069 | +20.4% | $498.28M | 1,501,646 |
Q2 2025 | CPNG Coupang, Inc. | Coupang, Inc. | Buy | +257,260 | +1.9% | $407.02M | 13,585,579 |
Q2 2025 | CRCL Circle | Circle | Buy - Position Entry | +125,000 | - | $22.66M | 125,000 |
Q2 2025 | CRWD CrowdStrike Holdings, Inc. | CrowdStrike Holdings, Inc. | Sell | -400,000 | -44.4% | $254.66M | 500,000 |
Q2 2025 | DASH DoorDash, Inc. | DoorDash, Inc. | Sell | -2,170,676 | -98.8% | $6.25M | 25,337 |