Chase Coleman III - Tiger Global Management Investment Strategy (Jun 30, 2025)

As of Jun 30, 2025, the Tiger Global Management portfolio managed by Chase Coleman III demonstrates a sophisticated investment approach with 100 positions and an average holding period of 1327 quarters. The strategy focuses on Basic Materials, Communication Services, Consumer Cyclical, Consumer Defensive, Financial Services, Healthcare, Industrials, Real Estate, Technology, Utilities sectors with a typical position size of 3.7% of the portfolio.

The portfolio's risk management approach includes a maximum position size of 3.71% and sector diversification of 10%, exemplified by the case study of FACEBOOK INC (META). This strategic framework provides insights into Chase Coleman III's investment philosophy, risk management practices, and long-term value creation approach.

Key metrics revealing investment style, risk management, and performance characteristics

Metric	Value	Category	Description
Holding Period	3.6 years	Style	Average duration positions are maintained
Position Count	100	Style	Number of active positions in portfolio
Position Size	3.7%	Risk	Typical allocation per position
Win Rate	60.3%	Performance	Percentage of profitable positions
Average Return	863.0%	Performance	Mean return across positions
Sharpe Ratio	0.13	Performance	Return per unit of risk taken

Investment Case Study: FACEBOOK INC (META)

12/31/2016 - 11/6/2025

Total Return: 631.37%

Holding Period: 3232 days

Max Position Size: $1,998,253.00

Position Weight: 5.06%

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

Entry Context: Initial position established based on fundamental analysis

Sector Conditions: Favorable market conditions in the sector

Risk Factors: