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

Tiger Global Management, the venture capital and investment firm led by investor Chase Coleman III, saw its portfolio holdings evolve significantly during the period leading up to March 31, 2026. The disclosed portfolio, valued at approximately $22.6 billion, maintained a strong focus on the Technology sector.

Among the most prominent Technology holdings, TSM (Taiwan Semiconductor Manufacturing Co.) saw a substantial increase, with a nearly 49% rise in shares held, highlighting continued confidence in the semiconductor industry. Similarly, AVGO experienced a significant boost, with a 24.66% increase in shares, reinforcing its position as a key holding.

Other Technology giants like NVIDIA (NVDA) and Microsoft (MSFT) showed contrasting trends. While NVDA saw a modest increase in shares (9.08%), MSFT experienced a significant decrease, with a 54.36% reduction in holdings. META and APPLICACIONES (APP) also saw share reductions, while AMAT showed a strong increase.

Outside Technology, Consumer Cyclical stocks like Amazon (AMZN) and especially CPNG (Coupang Inc.) showed notable buying activity. AMZN saw a slight decrease in shares, while CPNG experienced a substantial 31.71% increase. The Communication Services sector, represented by META, also saw buying activity.

In summary, Tiger Global Management's portfolio, as of March 31, 2026, reflects strategic adjustments within its Technology holdings, including significant increases in TSM and AVGO, alongside reductions in MSFT and APP. For more detailed analysis of Chase Coleman III's investment strategy, visit Tiger Global Management's investor profile. Detailed information on specific holdings like NVIDIA (NVDA), TSM, and AVGO can be found on Insiderset.