Chase Coleman III's Top Holdings: Tech Giants and Growth Stocks
Chase Coleman III's portfolio as of March 31, 2026, is dominated by top holdings in NVIDIA, Amazon, TSMC, and META, showcasing a focus on high-growth technology and consumer cyclical stocks.
As of March 31, 2026, investor Chase Coleman III, managing Tiger Global Management, has built a substantial portfolio with a significant allocation to top-performing stocks. His holdings reflect a strong bias towards technology and high-growth consumer companies, with NVIDIA leading the portfolio allocation at 9.17%. For a detailed view of his investment strategy and holdings, you can visit the investor profile on Insiderset: Chase Coleman III at Insiderset.
NVIDIA Corporation (NVDA) stands out as the largest holding, representing approximately 9.17% of the total portfolio value of $22.57 billion. Coleman's position in this semiconductor leader has seen significant growth, with share increases of 9.08% year-over-year, indicating strong confidence in the company's continued success in AI and computing. You can explore NVIDIA's stock performance and details on Insiderset: NVIDIA (NVDA) Stock.
Amazon.com Inc. (AMZN) is the second-largest holding at 9.12% allocation. While the share count decreased slightly by 0.11% year-over-year, the stock remains a core component of Coleman's strategy. For more on this e-commerce and cloud giant, visit: Amazon (AMZN) Stock.
Taiwan Semiconductor Manufacturing Co. (TSM) holds the third position with an 8.23% allocation. This position has seen explosive growth, with a 49.38% increase in shares year-over-year, highlighting Coleman's bet on the semiconductor foundry business. Learn more about TSMC on Insiderset: TSM (TSM) Stock.
META Platforms Inc. (formerly Facebook) is the fourth-largest holding at 7.73%. Coleman has steadily increased his stake, with a 12.22% year-over-year increase, showing ongoing confidence in the social media and digital advertising landscape. Check META's profile: META (META) Stock.
Broadcom Inc. (trading as AVGO) follows at 4.86% allocation. This stock has seen substantial inflows, with a 24.66% share increase year-over-year. Broadcom is a key player in communications infrastructure. See AVGO's details: AVGO (AVGO) Stock.
The remaining top holdings include Microsoft Corp. (MSFT) at 4.05%, Spotify Technology S.A. (SPOT) at 3.36%, and several others like CPNG, AMAT, and APP, each contributing meaningfully to the portfolio. These selections underscore Coleman's focus on technology and disruptive growth stocks. For further analysis, revisit the full portfolio data.