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Chase Coleman · quarter digest

What Chase Coleman did in Q4 2025

Tiger Global Management filed 29 moves in Q4 2025: 2 new, 12 add, 12 trim, 3 exit.

13F filed 2026-02-14. Manager quality score: q8. Philosophy: Crossover investing — public + private tech growth, held long.

← Q3 2025Q4 2025 · fleet digestQ1 2026 →
New positions · 2

Fresh money

SPOT
NEW·4.1% book·−5

“New Spotify position.”

WLTHWEALTHFRONT CORP
NEW·0.7% book·−9
Adds · 12

Adding to conviction

META
ADD +18%·13.4% book·−2

“Adding to top position. Tiger Global conviction.”

SE
ADD +22%·5.8% book·−4

“Building Sea Limited — Southeast Asia.”

FLUTFLUTTER ENTMT PLC
ADD +9%·2.9% book·−7
CPNGCOUPANG INC
ADD +66%·2.1% book·−1
ZZILLOW GROUP INC
ADD +21%·1.6% book·−10
XYZBLOCK INC
ADD +44%·1.4% book·−15
CHYMCHIME FINL INC
ADD +14%·1.2% book·−18
NOWSERVICENOW INC
ADD +609%·1.1% book·+9
NFLXNETFLIX INC
ADD +1108%·0.8% book·−1
HNGEHINGE HEALTH INC
ADD +227%·0.3% book·−15
CRCLCIRCLE INTERNET GROUP INC
ADD +300%·0.1% book·+3
PONYPONY AI INC
ADD +684%·0.1% book·−2
Trims · 12

Taking chips off

MSFTMICROSOFT CORP
TRIM -16%·8.9% book·−17
AMZNAMAZON COM INC
TRIM -9%·7.8% book·−6
NVDA
TRIM -10%·7.1% book·+1

“Taking some NVDA profits.”

TSMTAIWAN SEMICONDUCTOR MFG LTD
TRIM -19%·3.8% book·−2
RDDTREDDIT INC
TRIM -18%·3.0% book·−1
APPAPPLOVIN CORP
TRIM -35%·2.9% book·−8
LRCXLAM RESEARCH CORP
TRIM -26%·2.2% book·−3
GEVGE VERNOVA INC
TRIM -16%·2.1% book·−2
ZSZSCALER INC
TRIM -6%·1.2% book·−12
CSGPCOSTAR GROUP INC
TRIM -30%·0.5% book·−6
SHWSHERWIN WILLIAMS CO
TRIM -22%·0.3% book·−5
BULLWEBULL CORP
TRIM -43%·0.2% book·−6
Exits · 3

Closed positions

MDBMONGODB INC
EXIT·0.0% book·−8
TFINTRIUMPH FINANCIAL INC
EXIT·0.0% book·−5
VIAVIA TRANSN INC
EXIT·0.0% book·−6
Current top holdings

Chase Coleman’s book, latest snapshot

#TickerWeight
1META
Meta Platforms
13.4%
2MSFT
Microsoft
10.7%
3GOOGL
Alphabet Class A
8.2%
4NVDA
NVIDIA
7.1%
5SE
Sea Limited
5.8%
6MELI
MercadoLibre
4.9%
7SPOT
Spotify
4.1%
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Other quarters for Chase Coleman
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.

Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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