Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q4 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