Chase Coleman III's Tiger Global Investments: Q1 2026 Portfolio Shifts Detailed

Chase Coleman III, managing partner at Tiger Global Management, saw substantial shifts in his firm's portfolio during the first quarter of 2026, as disclosed in the latest filing dated March 31, 2026. The portfolio, valued at approximately $22.6 billion, continues to favor the Technology sector, with notable changes observed across several key holdings.

The most significant increase during this period was in NVIDIA Corporation (NVDA). Tiger Global added 1 million shares, representing a 9.08% increase in its stake during the quarter. This brings NVDA's allocation within the portfolio to 9.17%. The massive position underscores the continued confidence in the semiconductor giant. You can explore Tiger Global's stake in NVIDIA directly at https://www.insiderset.com/investors/stocks/NVDA.

Another major mover was Taiwan Semiconductor Manufacturing Co. (TSM). Tiger Global significantly increased its position by 1.84 million shares, a 49.38% quarter-on-quarter increase. This substantial addition pushed TSM's portfolio allocation to 8.23%. The massive stake in the leading semiconductor foundry highlights Tiger Global's ongoing bet on the chip supply chain. Details on Tiger Global's TSM position are available at https://www.insiderset.com/investors/stocks/TSM.

Meta Platforms (META) also saw a significant boost, with a 1.22 million share increase (12.22% quarter-on-quarter). This resulted in a 7.73% allocation for the social media and digital advertising company. The firm's confidence in META's long-term prospects is evident. For more information on Tiger Global's Meta stake, visit https://www.insiderset.com/investors/stocks/META.

Broadcom Inc. (AVGO) experienced a strong performance in terms of share growth, with a 24.66% increase (709,200 shares added). This resulted in a 4.86% allocation for the communications infrastructure company. You can find Tiger Global's position in AVGO at https://www.insiderset.com/investors/stocks/AVGO.

In contrast, Microsoft Corporation (MSFT) saw a substantial reduction in Tiger Global's stake. The firm sold 2,977,747 shares, leading to a 54.36% decrease in the position during the quarter. This resulted in a 4.05% allocation for MSFT. The significant reduction warrants attention, though the reasons remain opaque from this filing. Details on Tiger Global's Microsoft stake are available at https://www.insiderset.com/investors/stocks/MSFT.

AppLovin Corporation (APP) also saw a notable decrease, with a 22.66% reduction (292,984 shares sold). This brought the allocation down to 1.74%. You can explore Tiger Global's stake in AppLovin at https://www.insiderset.com/investors/stocks/APP.

Amazon.com Inc. (AMZN) experienced a minor decrease, with a small reduction of 11,379 shares (-0.11% change). Its allocation stands at 9.12%. For more details on Tiger Global's stake in Amazon, see https://www.insiderset.com/investors/stocks/AMZN.

Other notable holdings include Spotify Technology S.A. (SPOT) and Applied Materials Inc. (AMAT), both in the Technology sector, as well as Coupa Networks Inc. (CPNG) in Consumer Cyclical. No new positions or fully exited positions were disclosed in this filing for the quarter.

To view the complete profile of Chase Coleman III and Tiger Global Management's investment activities, please visit Tiger Global Management's investor profile.