Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q4 2025)

According to the SEC 13F filed on Feb 17, 2026, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 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 Corporation	Lam Research Corporation	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