Chase Coleman III – Tiger Global Management Portfolio Activity & Recent Trades (Dec 31, 2025)
As of Dec 31, 2025, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 17, 2026. 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 Q4 2025, the filing reported:
New Buys –
None reported
Increases – Hinge Health, Chime Financial, Coupang, Inc., Circle, Flutter Entertainment, and 6 more
Reductions – Amazon.com, Inc., Applovin Corporation, Broadcom Inc., Webull, Corpay, Inc., and 12 more
Complete Exits – MongoDB, Inc., Triumph Financial, Inc.
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 |
|---|---|---|---|---|---|---|---|
Q4 2025 | 433313103 Hinge Health | Hinge Health | Buy | +1,253,743 | +227.1% | $83.88M | 1,805,751 |
Q4 2025 | AMZN Amazon.com, Inc. | Amazon.com, Inc. | Sell | -1,032,062 | -9.3% | $2.31B | 10,011,379 |
Q4 2025 | APP Applovin Corporation | Applovin Corporation | Sell | -710,005 | -35.4% | $871.24M | 1,292,984 |
Q4 2025 | AVGO Broadcom Inc. | Broadcom Inc. | Sell | -14,000 | -0.5% | $995.25M | 2,875,614 |
Q4 2025 | BULLZ Webull | Webull | Sell | -5,000,000 | -42.6% | $52.25M | 6,724,137 |
Q4 2025 | CHYM Chime Financial | Chime Financial | Buy | +1,721,731 | +13.8% | $357.23M | 14,192,499 |
Q4 2025 | CPAY Corpay, Inc. | Corpay, Inc. | Sell | -19,000 | -1.1% | $527.27M | 1,752,146 |
Q4 2025 | CPNG Coupang, Inc. | Coupang, Inc. | Buy | +10,429,680 | +65.9% | $619.64M | 26,267,259 |
Q4 2025 | CRCL Circle | Circle | Buy | +375,000 | +300.0% | $39.65M | 500,000 |
Q4 2025 | CSGP CoStar Group, Inc. | CoStar Group, Inc. | Sell | -986,000 | -30.4% | $151.90M | 2,259,109 |
Q4 2025 | FLUT Flutter Entertainment | Flutter Entertainment | Buy | +345,350 | +9.4% | $860.92M | 4,003,542 |
Q4 2025 | GEV GE Vernova Inc. | GE Vernova Inc. | Sell | -181,600 | -15.7% | $635.92M | 972,994 |
Q4 2025 | LRCX Lam Research | Lam Research | Sell | -1,359,889 | -25.9% | $667.68M | 3,900,439 |
Q4 2025 | MDB MongoDB, Inc. | MongoDB, Inc. | Sell - Position Exit | -341,000 | -100.0% | $0.00 | - |
Q4 2025 | META Meta Platforms, Inc. | Meta Platforms, Inc. | Sell | -68,386 | -2.4% | $1.82B | 2,750,615 |
Q4 2025 | MSFT Microsoft Corporation | Microsoft Corporation | Sell | -1,073,621 | -16.4% | $2.65B | 5,477,747 |
Q4 2025 | NFLX Netflix, Inc. | Netflix, Inc. | Buy | +2,237,100 | +1108.0% | $228.68M | 2,439,000 |
Q4 2025 | NOW ServiceNow, Inc. | ServiceNow, Inc. | Buy | +1,826,890 | +609.0% | $325.82M | 2,126,890 |
Q4 2025 | NVDA NVIDIA Corporation | NVIDIA Corporation | Sell | -698,000 | -6.0% | $2.05B | 11,011,752 |
Q4 2025 | PONY Pony AI | Pony AI | Buy | +2,530,000 | +683.8% | $42.05M | 2,900,000 |
Q4 2025 | RDDT Reddit, Inc. | Reddit, Inc. | Sell | -828,600 | -17.7% | $883.60M | 3,843,915 |
Q4 2025 | SE Sea Limited | Sea Limited | Sell | -625,500 | -3.9% | $1.97B | 15,415,835 |
Q4 2025 | SHW Sherwin-Williams Company (The) | Sherwin-Williams Company (The) | Sell | -72,092 | -21.9% | $83.30M | 257,083 |
Q4 2025 | SQ Block, Inc. | Block, Inc. | Buy | +1,941,528 | +43.9% | $414.29M | 6,364,840 |
Q4 2025 | TFIN Triumph Financial, Inc. | Triumph Financial, Inc. | Sell - Position Exit | -43,708 | -100.0% | $0.00 | - |
Q4 2025 | TSM Taiwan Semiconductor Manufactur | Taiwan Semiconductor Manufactur | Sell | -852,900 | -18.6% | $1.13B | 3,725,474 |
Q4 2025 | UNH UnitedHealth Group Incorporated | UnitedHealth Group Incorporated | Sell | -18,595 | -4.2% | $138.71M | 420,205 |
Q4 2025 | Z Zillow Group, Inc. | Zillow Group, Inc. | Buy | +1,011,813 | +20.1% | $413.21M | 6,056,957 |
Q4 2025 | ZG Zillow Group, Inc. | Zillow Group, Inc. | Buy | +240,690 | +30.7% | $69.85M | 1,023,733 |
Q4 2025 | ZS Zscaler, Inc. | Zscaler, Inc. | Sell | -103,500 | -6.1% | $355.32M | 1,579,766 |