Chase Coleman III - Tiger Global Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 45 | |
| Portfolio Value | $26.59B |
Tiger Global Management Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 3.7 years | Style | Average duration positions are maintained |
| Position Count | 82 | Style | Number of active positions in portfolio |
| Position Size | 4.0% | Risk | Typical allocation per position |
| Win Rate | 59.3% | Performance | Percentage of profitable positions |
| Average Return | 997.6% | Performance | Mean return across positions |
| Sharpe Ratio | 0.14 | Performance | Return per unit of risk taken |
Investment Case Study: FACEBOOK INC (META)
12/31/2016 - 7/6/2025
Performance Metrics
Total Return: 631.37%
Holding Period: 3109 days
Max Position Size: $1,998,253.00
Position Weight: 5.06%
Key Events
12/31/2016: ENTRY(366,800.00 shares) @ $0.12
3/31/2017: INCREASE(338,396.00 shares) @ $0.14
6/30/2017: DECREASE(-174,196.00 shares) @ $0.15
9/30/2017: INCREASE(1,276,000.00 shares) @ $0.17
12/31/2017: INCREASE(616,177.00 shares) @ $0.18
3/31/2018: INCREASE(3,310,238.00 shares) @ $0.16
6/30/2018: INCREASE(309,745.00 shares) @ $0.19
9/30/2018: DECREASE(-1,422,160.00 shares) @ $0.16
12/31/2018: INCREASE(751,000.00 shares) @ $0.13
3/31/2019: INCREASE(3,466,117.00 shares) @ $0.17
6/30/2019: INCREASE(136,983.00 shares) @ $0.19
9/30/2019: INCREASE(2,246,000.00 shares) @ $0.18
12/31/2019: DECREASE(-2,901,600.00 shares) @ $0.21
3/31/2020: INCREASE(431,000.00 shares) @ $0.17
12/31/2020: DECREASE(-2,423,700.00 shares) @ $0.27
3/31/2021: DECREASE(-766,663.00 shares) @ $0.29
6/30/2021: DECREASE(-507,000.00 shares) @ $0.35
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure