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Chase Coleman · quarter digest

What Chase Coleman did in Q2 2024

Tiger Global Management filed 11 moves in Q2 2024: 5 new, 4 add, 2 trim, 0 exit.

13F filed 2024-08-14. Manager quality score: q8. Philosophy: Crossover investing — public + private tech growth, held long.

New positions · 5

Fresh money

UNHUNITEDHEALTH GROUP INC
NEW·5.5% book·−4
QCOMQUALCOMM INC
NEW·1.7% book·−10
AMATAPPLIED MATLS INC
NEW·1.0% book·−1
OKLOOKLO INC
NEW·0.1% book·−6
ZKHZKH GROUP LTD
NEW·0.1% book·−9
Adds · 4

Adding to conviction

NVDANVIDIA CORPORATION
ADD +900%·5.5% book·+16
SEASEA LTD
ADD +7%·5.3% book·−7
ADD +35%·4.8% book·−4

Tiger META rebuild continuing.

GRABGRAB HOLDINGS LIMITED
ADD +39%·1.5% book·−5
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Trims · 2

Taking chips off

CPAYCORPAY INC
TRIM -22%·1.3% book·−8
JDJD.COM INC
TRIM -74%·0.1% book·+13
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%
Other quarters for Chase Coleman

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.