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

As of Mar 31, 2026, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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