Tiger Global (Chase Coleman) discloses updated portfolio positions in 13F filing: New EQPT INTC XNDU PAYP RVI LITE MELI positions, Added to CPNG TSM Z NVDA AMAT AVGO META SPOT holdings, Exited GRAB FLUT VEEV HNGE ESTC WDAY CRCL
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
- New: EQPT (4.6 mln shares), INTC (1.6 mln), XNDU (500K), PAYP (400K), RVI (400K), LITE (137K), MELI (135K)
- Increased: CPNG (34.6 mln shares from 26.3 mln shares), TSM (5.6 mln from 3.7 mln), Z (7.4 mln from 6.1 mln), NVDA (12.0 mln from 11.0 mln), AMAT (1.7 mln from 0.9 mln), AVGO (3.6 mln from 2.9 mln), META (3.1 mln from 2.8 mln), SPOT (1.6 mln from 1.3 mln)
- Maintained: SE (15.4 mln shares), GOOGL (10.6 mln), AMZN (10 mln), LRCX (3.9 mln), NFLX (2.4 mln), CPAY (1.8 mln), GEV (973K)
- Exited: GRAB (from 92.9 mln shares), FLUT (4 mln), VEEV (2.4 mln), HNGE (1.8 mln), ESTC (1.69 mln), WDAY (1 mln), CRCL (500K)
- Decreased: TTWO (2 mln shares from 5.8 mln shares), CHYM (11.1 mln from 14.2 mln), MSFT (2.5 mln from 5.5 mln), APO (3.3 mln from 6.2 mln), XYZ (4 mln from 6.4 mln), RDDT (2.5 mln from 3.8 mln), CSGP (1.5 mln from 2.3 mln), NOW (1.5 mln from 2.1 mln), APP (1 mln from 1.3 mln), UNH (350K from 420K)