Chase Coleman — Recent Sells
Tiger Global Management · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Chase Coleman fully exited 17 positions and reduced 15 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $2.60B. Largest exit: APPLOVIN CORP (was $398.0M).
Fully exited (17)
| Ticker | Company | Prev Shares | Prev Value | Prev % Portfolio |
|---|---|---|---|---|
| APP | APPLOVIN CORP | 1000000 | $398.0M | 1.74% |
| Z | ZILLOW GROUP INC | 7368957 | $304.9M | 1.33% |
| NFLX | NETFLIX INC. | 2439000 | $234.5M | 1.03% |
| ZS | ZSCALER INC | 1579766 | $221.6M | 0.97% |
| PCOR | PROCORE TECHNOLOGIES INC | 2339500 | $133.4M | 0.58% |
| LITE | LUMENTUM HLDGS INC | 136800 | $96.1M | 0.42% |
| CSGP | COSTAR GROUP INC | 1500000 | $60.5M | 0.26% |
| Z | ZILLOW GROUP INC | 1023733 | $42.4M | 0.19% |
| RVI | ROBINHOOD VENTURES FD I | 400000 | $10.6M | 0.05% |
| PAYP | PAYPAY CORP | 400000 | $8.5M | 0.04% |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | 200000 | $6.8M | 0.03% |
| NTSK | NETSKOPE INC | 500000 | $4.2M | 0.02% |
| XNDU | XANADU QUANTUM TECHNOLO LTD | 500000 | $3.8M | 0.02% |
| BLSH | BULLISH | 100000 | $3.6M | 0.02% |
| ETOR | ETORO GROUP LTD | 80000 | $2.4M | 0.01% |
| KLAR | KLARNA GROUP PLC | 175000 | $2.3M | 0.01% |
| FIG | FIGMA INC | 60000 | $1.3M | 0.01% |
Reduced positions (15)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4881008 | $2.33B | 9.72% | -12.3% |
| NVDA | NVIDIA CORPORATION | 11198773 | $2.24B | 9.34% | -6.8% |
| META | META PLATFORMS INC | 2823180 | $1.59B | 6.63% | -8.5% |
| LRCX | LAM RESEARCH CORP | 3163495 | $1.37B | 5.72% | -18.9% |
| SE | SEA LTD | 12559152 | $1.20B | 5.02% | -18.5% |
| AMAT | APPLIED MATLS INC | 1632210 | $1.18B | 4.92% | -1.5% |
| GEV | GE VERNOVA INC | 797511 | $937.0M | 3.91% | -18.0% |
| MSFT | MICROSOFT CORP | 2266913 | $845.6M | 3.53% | -9.3% |
| AVGO | BROADCOM INC | 1754062 | $662.6M | 2.76% | -51.1% |
| SPOT | SPOTIFY TECHNOLOGY S A | 1171427 | $537.8M | 2.24% | -25.9% |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 1809348 | $452.3M | 1.89% | -9.5% |
| APO | APOLLO GLOBAL MGMT INC | 2723110 | $322.2M | 1.34% | -17.3% |
| FWONK | LIBERTY MEDIA CORP DEL | 2278555 | $216.8M | 0.90% | -15.0% |
| UNH | UNITEDHEALTH GROUP INC | 297452 | $123.6M | 0.52% | -15.1% |
| JD | JD.COM INC | 201500 | $5.1M | 0.02% | -41.5% |