Gulfstream Capital

13F portfolio / Technology and consumer growth

Tiger Global Management

Chase Coleman (founder)

Tiger Global Management was founded in 2001 by Chase Coleman, who previously worked at Julian Robertson’s Tiger Management. It focuses on internet, software, consumer and financial-technology companies across public and private markets.

Reported 13F value
$24.0B
Positions
46
Est. 1-yearEstimate
-2.9%SPY +15.7%
Est. 3-year, annualizedEstimate
+28.0%SPY +22.8%

As of Jun 30, 2026 · filed Aug 14, 2026

Holdings

9 new · 6 added · 20 trimmed · 11 unchanged · 17 sold out

1TSM on Yahoo Finance (opens in a new tab)Taiwan Semiconductor ManufacSPONSORED ADS9.7%$2.3B4,881,008Trimmed -12.3%$191.87*$413.04+115.3%
2AMZN on Yahoo Finance (opens in a new tab)Amazon Com IncCOM9.6%$2.3B9,683,558Trimmed -3.2%$167.74*$249.20+48.6%
3NVDA on Yahoo Finance (opens in a new tab)Nvidia CorporationCOM9.3%$2.2B11,198,773Trimmed -6.8%$107.38*$215.30+100.5%
4GOOGL on Yahoo Finance (opens in a new tab)Alphabet IncCAP STK CL A8.7%$2.1B5,805,687Trimmed -45.4%$139.04*$341.57+145.7%
5META on Yahoo Finance (opens in a new tab)Meta Platforms IncCL A6.6%$1.6B2,823,180Trimmed -8.5%$337.97*$706.95+109.2%
6LRCX on Yahoo Finance (opens in a new tab)Lam Research CorpCOM NEW5.7%$1.4B3,163,495Trimmed -18.9%$75.65$266.99+252.9%
7SE on Yahoo Finance (opens in a new tab)Sea LtdSPONSORD ADS5.0%$1.2B12,559,152Trimmed -18.5%$41.45*$94.44+127.8%
8AMAT on Yahoo Finance (opens in a new tab)Applied Matls IncCOM4.9%$1.2B1,632,210Trimmed -1.5%$268.01$416.19+55.3%
9GEV on Yahoo Finance (opens in a new tab)GE Vernova IncCOM3.9%$937M797,511Trimmed -18.0%$362.63$927.56+155.8%
10MSFT on Yahoo Finance (opens in a new tab)Microsoft CorpCOM3.5%$846M2,266,913Trimmed -9.3%$335.34*$526.88+57.1%
11CPAY on Yahoo Finance (opens in a new tab)Corpay IncCOM SHS3.0%$716M2,149,877Added +22.7%$304.46$396.03+30.1%
12CBRS on Yahoo Finance (opens in a new tab)Cerebras Systems IncCOM CL A2.8%$663M2,999,000New$235.36$128.53-45.4%
13AVGO on Yahoo Finance (opens in a new tab)Broadcom IncCOM2.8%$663M1,754,062Trimmed -51.1%$208.10$332.05+59.6%
14CPNG on Yahoo Finance (opens in a new tab)Coupang IncCL A2.6%$633M36,467,972Added +5.4%$24.24$14.35-40.8%
15INTC on Yahoo Finance (opens in a new tab)Intel CorpCOM2.5%$594M4,252,690Added +159.5%$79.82$90.88+13.9%
16SPOT on Yahoo Finance (opens in a new tab)Spotify Technology S ASHS2.2%$538M1,171,427Trimmed -25.9%$442.66*$523.14+18.2%
17TTWO on Yahoo Finance (opens in a new tab)Take-Two Interactive SoftwarCOM1.9%$452M1,809,348Trimmed -9.5%$142.72*$204.43+43.2%
18RDDT on Yahoo Finance (opens in a new tab)Reddit IncCL A1.8%$439M2,528,819Added +1.2%$121.84$154.66+26.9%
19AMD on Yahoo Finance (opens in a new tab)Advanced Micro Devices IncCOM1.6%$392M674,727New$409.99$534.28+30.3%
20XYZ on Yahoo Finance (opens in a new tab)Block IncCL A1.5%$348M4,576,007Added +14.4%$67.94$77.54+14.1%
21APO on Yahoo Finance (opens in a new tab)Apollo Global Mgmt IncCOM1.3%$322M2,723,110Trimmed -17.3%$85.90*$111.39+29.7%
22STX on Yahoo Finance (opens in a new tab)Seagate Technology Hldngs PlORD SHS1.1%$275M285,100New$761.72$651.00-14.5%
23V on Yahoo Finance (opens in a new tab)Visa IncCOM CL A1.1%$274M798,697New$320.16$400.91+25.2%
24MELI on Yahoo Finance (opens in a new tab)Mercadolibre IncCOM1.1%$260M153,126Added +13.4%$1902.85$1819.99-4.4%
25FWONK on Yahoo Finance (opens in a new tab)Liberty Media Corp DelCOM LBTY ONE S C0.9%$217M2,278,555Trimmed -15.0%$68.95$90.81+31.7%
26NU on Yahoo Finance (opens in a new tab)Nu Hldgs LtdORD SHS CL A0.6%$147M11,032,555Unchanged$8.04*$14.49+80.1%
27WLTH on Yahoo Finance (opens in a new tab)Wealthfront CorpCOM0.6%$136M15,156,877Unchanged$13.20$10.66-19.2%
28UNH on Yahoo Finance (opens in a new tab)Unitedhealth Group IncCOM0.5%$124M297,452Trimmed -15.1%$464.50$401.73-13.5%
29CHYM on Yahoo Finance (opens in a new tab)Chime Finl IncCOM SHS CL A0.5%$108M5,284,045Trimmed -52.3%$31.53$29.36-6.9%
30EQPT on Yahoo Finance (opens in a new tab)Equipmentshare Com IncCOM CL A0.4%$90M4,579,646Unchanged$28.60$13.84-51.6%
31SHW on Yahoo Finance (opens in a new tab)Sherwin Williams CoCOM0.4%$89M257,083Unchanged$352.70$332.77-5.6%
32DHR on Yahoo Finance (opens in a new tab)Danaher Corp DelCOM0.4%$87M456,000New$180.89$229.01+26.6%
33NOW on Yahoo Finance (opens in a new tab)ServiceNow IncCOM0.4%$87M873,485Trimmed -41.8%$163.61*$140.98-13.8%
34SPCX on Yahoo Finance (opens in a new tab)Space Exploration Techn CorpCLASS A COM STK0.3%$64M375,000New$170.68$144.89-15.1%
35BULL on Yahoo Finance (opens in a new tab)Webull CorpORD SHS0.2%$44M6,724,137Unchanged$14.98$6.07-59.4%
36RERE on Yahoo Finance (opens in a new tab)Atrenew IncSPONSORED ADS0.2%$38M9,831,218Unchanged$2.03*$3.90+92.1%
37APLD on Yahoo Finance (opens in a new tab)Applied Digital CorpCOM NEW0.1%$33M885,000New$38.59$18.28-52.6%
38CIFR on Yahoo Finance (opens in a new tab)Cipher Digital IncCOM0.1%$23M927,000New$21.10$8.98-57.4%
39CORZ on Yahoo Finance (opens in a new tab)Core Scientific Inc NewCOM0.1%$21M817,000New$23.54$13.52-42.6%
40UBER on Yahoo Finance (opens in a new tab)Uber Technologies IncCOM0.0%$11M151,178Unchanged$46.50*$69.99+50.5%
41JD on Yahoo Finance (opens in a new tab)Jd.Com IncSPON ADS CL A0.0%$5M201,500Trimmed -41.5%$28.42*$27.01-4.9%
42DASH on Yahoo Finance (opens in a new tab)DoorDash IncCL A0.0%$5M25,337Unchanged$83.87*$187.87+124.0%
43PONY on Yahoo Finance (opens in a new tab)Pony Ai IncSPONSORED ADS0.0%$2M310,287Trimmed -89.3%$16.20$4.95-69.4%
44ARX on Yahoo Finance (opens in a new tab)Accelerant HoldingsCL A0.0%$879K75,000Unchanged$23.42$19.75-15.7%
45GEMI on Yahoo Finance (opens in a new tab)Gemini Space Sta IncCL A COM0.0%$298K70,000Unchanged$25.81$3.67-85.8%
46MNTN on Yahoo Finance (opens in a new tab)Mntn IncCL A0.0%$184K20,000Unchanged$23.00$10.07-56.2%

Sold out since Q1 2026

Estimated, from reported holdings

Quarter by quarter

Q4 2023: est. holdings +16.0%Q4 2023: S&P 500 (SPY) +11.6%Q4 ’23Q1 2024: est. holdings +20.8%Q1 2024: S&P 500 (SPY) +10.4%Q1 ’24Q2 2024: est. holdings +8.5%Q2 2024: S&P 500 (SPY) +4.4%Q2 ’24Q3 2024: est. holdings +3.1%Q3 2024: S&P 500 (SPY) +5.8%Q3 ’24Q4 2024: est. holdings +7.8%Q4 2024: S&P 500 (SPY) +2.5%Q4 ’24Q1 2025: est. holdings -5.0%Q1 2025: S&P 500 (SPY) -4.3%Q1 ’25Q2 2025: est. holdings +23.0%Q2 2025: S&P 500 (SPY) +10.8%Q2 ’25Q3 2025: est. holdings +9.4%Q3 2025: S&P 500 (SPY) +8.1%Q3 ’25Q4 2025: est. holdings -3.3%Q4 2025: S&P 500 (SPY) +2.7%Q4 ’25Q1 2026: est. holdings -16.5%Q1 2026: S&P 500 (SPY) -4.4%Q1 ’26Q2 2026: est. holdings +21.0%Q2 2026: S&P 500 (SPY) +15.1%Q2 ’26Q3 2026: est. holdings -0.7%Q3 2026: S&P 500 (SPY) +2.4%Q3 ’26
Estimated holdings return S&P 500 (SPY), by quarter

High-conviction buys (new positions at 3% or more of the portfolio) since Q3 2023: 2. Of 2 with six months of history, 0.0% beat the S&P 500 from the filing date.

Source: SEC Form 13F-HR 0000919574-26-005427, compared with the Q1 2026 report. 0 option rows are excluded from weights. Tickers map from CUSIP via OpenFIGI. Estimated returns weight each position’s next-quarter total return (Yahoo Finance adjusted closes) by its quarter-end value and assume no trades. Estimated cost averages daily adjusted closes in each quarter the share count rose, from Q3 2023 onward (* = held at the start of our data). Price is the latest close.

Important information

Form 13F data is delayed. Managers have up to 45 days after each calendar quarter to file, so holdings shown may have changed materially since the report date. 13F reports cover long positions in US-listed equities and certain other securities only; they exclude short positions, most non-US holdings, cash, bonds and private investments, and managers may request confidential treatment for some positions. Options rows are listed in filings but are not counted in the holdings and weights shown here.

Estimated holdings returns, estimated cost and high-conviction results are hypothetical calculations from quarter-end holdings and public prices, assuming no trades between reports. They are not the actual returns or costs of any fund or manager and do not reflect fees, trading, leverage, shorts or cash. Biographies are drawn from cited public sources. This page is for information only and is not individualized investment advice or a recommendation to buy or sell any security. Gulfstream Capital and its clients may hold positions in securities shown.