Tiger Global (Chase Coleman) discloses updated portfolio positions in 13F filing: New CBRS CIFR APLD CORZ V AMD DHR SPCX STX positions, Added to INTC CPNG XYZ CPAY MELI, Exited Z NFLX PCOR ZS CSGP
Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):
- New: CBRS (3 mln shares), CIFR (927K), APLD (885K), CORZ (817K), V (799K), AMD (675K), DHR (456K), SPCX (375K), STX (285K)
- Increased: INTC (4.25 mln shares from 1.64 mln shares), CPNG (36.47 mln from 34.6 mln), XYZ (4.58 mln from 4 mln), CPAY (2.15 mln from 1.75 mln), MELI (0.15 mln from 0.14 mln)
- Maintained: RDDT (2.53 mln shares)
- Exited: Z (7.37 mln), NFLX (2.44 mln), PCOR (2.34 mln), ZS (1.58 mln), CSGP (1.5 mln), ZG (1.02 mln), APP (1 mln), NTSK (500K), XNDU (500K), PAYP (400K), RVI (400K), FIGR (200K), KLAR (175K), LITE (137K), BLSH (100K), ETOR (80K), FIG (60K)
- Decreased: CHYM (5.28 mln from 11.08 mln), GOOGL (5.81 mln from 10.63 mln), SE (12.56 mln from 15.42 mln), PONY (310K from 2.9 mln), AVGO (1.75 mln from 3.58 mln), NVDA (11.2 mln from 12.01 mln), LRCX (3.16 mln from 3.9 mln), TSM (4.88 mln from 5.57 mln), NOW (873K from 1.5 mln), APO (2.72 mln from 3.29 mln), SPOT (1.17 mln from 1.58 mln), FWONK (2.28 mln from 2.68 mln), AMZN (9.68 mln from 10 mln), META (2.82 mln from 3.09 mln), MSFT (2.27 mln from 2.5 mln), TTWO (1.81 mln from 2 mln), GEV (798K from 973K), JD (202K from 344K), UNH (297K from 350K), AMAT (1.63 mln from 1.66 mln)