Chase Coleman's Tiger Global Portfolio Shifts: Tech Giants Dominate with Major Increases

Chase Coleman III, managing director at Tiger Global Management, saw notable shifts in his portfolio as of March 31, 2026. The portfolio, valued at approximately $22.6 billion, featured Technology stocks as the dominant sector, with allocations ranging from 1.74% to 9.2%.

Taiwan Semiconductor Manufacturing Co. (TSM) led the way with a staggering 49.38% increase in shares, making it the largest percentage gain. Broadcom Inc. (AVGO) also saw a significant rise of 24.66%, while Applied Materials Inc. (AMAT) experienced an 85.09% increase in its position during the quarter.

Other notable additions included Spotify Technology S.A. (SPOT) with a 25.31% increase and Coupa Networks Inc. (CPNG) rising by 31.71%. NVIDIA Corporation (NVDA) also saw modest growth with a 9.08% increase in its stake.

Conversely, Microsoft Corp. (MSFT) experienced a sharp decline of 54.36% in its position, representing one of the largest decreases. Applovin Corp. (APP) also saw a significant reduction of 22.66%, while Amazon.com Inc. (AMZN) decreased slightly by 0.11%.

For a complete view of Chase Coleman's investment profile, visit his profile on Insiderset: Chase Coleman III at Tiger Global Management. Detailed analysis of each stock can be found at Insiderset Stock Analysis.