Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q1 2026)

According to the SEC 13F filed on May 15, 2026, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 Q1 2026, the filing reported:

New Buys - Intel Corporation, Lumentum Holdings Inc., MercadoLibre, Inc.

Increases - Applied Materials, Inc., Broadcom Inc., Coupang, Inc., Meta Platforms, Inc., NVIDIA Corporation, and 3 more

Reductions - Amazon.com, Inc., Apollo Global Management, Inc. , Applovin Corporation, Chime Financial, CoStar Group, Inc., and 6 more

Complete Exits - Hinge Health, Circle, Flutter Entertainment, Grab, Elastic, and 2 more

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
Q1 2026	433313103 Hinge Health	Hinge Health	Sell - Position Exit	-1,805,751	-100.0%	$0.00	-
Q1 2026	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+761,700	+85.1%	$566.31M	1,656,900
Q1 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-11,379	-0.1%	$2.08B	10,000,000
Q1 2026	APO Apollo Global Management, Inc.	Apollo Global Management, Inc.	Sell	-2,916,162	-47.0%	$366.94M	3,293,334
Q1 2026	APP Applovin Corporation	Applovin Corporation	Sell	-292,984	-22.7%	$398.00M	1,000,000
Q1 2026	AVGO Broadcom Inc.	Broadcom Inc.	Buy	+709,200	+24.7%	$1.11B	3,584,814
Q1 2026	CHYM Chime Financial	Chime Financial	Sell	-3,110,719	-21.9%	$207.56M	11,081,780
Q1 2026	CPNG Coupang, Inc.	Coupang, Inc.	Buy	+8,328,148	+31.7%	$653.16M	34,595,407
Q1 2026	CRCL Circle	Circle	Sell - Position Exit	-500,000	-100.0%	$0.00	-
Q1 2026	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-759,109	-33.6%	$60.51M	1,500,000
Q1 2026	FLUT Flutter Entertainment	Flutter Entertainment	Sell - Position Exit	-4,003,542	-100.0%	$0.00	-
Q1 2026	G4124C109 Grab	Grab	Sell - Position Exit	-92,923,788	-100.0%	$0.00	-
Q1 2026	INTC Intel Corporation	Intel Corporation	Buy - Position Entry	+1,638,700	-	$72.32M	1,638,700
Q1 2026	LITE Lumentum Holdings Inc.	Lumentum Holdings Inc.	Buy - Position Entry	+136,800	-	$96.14M	136,800
Q1 2026	MELI MercadoLibre, Inc.	MercadoLibre, Inc.	Buy - Position Entry	+135,006	-	$233.43M	135,006
Q1 2026	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+336,249	+12.2%	$1.77B	3,086,864
Q1 2026	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-2,977,747	-54.4%	$925.42M	2,500,000
Q1 2026	N14506104 Elastic	Elastic	Sell - Position Exit	-1,690,700	-100.0%	$0.00	-
Q1 2026	NOW ServiceNow, Inc.	ServiceNow, Inc.	Sell	-626,890	-29.5%	$156.82M	1,500,000
Q1 2026	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy	+1,000,000	+9.1%	$2.09B	12,011,752
Q1 2026	RDDT Reddit, Inc.	Reddit, Inc.	Sell	-1,343,915	-35.0%	$336.62M	2,500,000
Q1 2026	SPOT Spotify	Spotify	Buy	+319,300	+25.3%	$766.53M	1,580,761
Q1 2026	SQ Block, Inc.	Block, Inc.	Sell	-2,364,840	-37.2%	$240.72M	4,000,000
Q1 2026	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+1,839,600	+49.4%	$1.88B	5,565,074
Q1 2026	TTWO Take-Two Interactive Software,	Take-Two Interactive Software,	Sell	-3,839,256	-65.7%	$395.00M	2,000,000
Q1 2026	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-69,760	-16.6%	$94.83M	350,445
Q1 2026	VEEV Veeva Systems Inc.	Veeva Systems Inc.	Sell - Position Exit	-2,420,500	-100.0%	$0.00	-
Q1 2026	WDAY Workday, Inc.	Workday, Inc.	Sell - Position Exit	-1,000,000	-100.0%	$0.00	-
Q1 2026	Z Zillow Group, Inc.	Zillow Group, Inc.	Buy	+1,312,000	+21.7%	$304.93M	7,368,957