Loading…
Investors / Chase Coleman
Chase Coleman / Tiger Global
Tiger Cub running a focused public book — top 7 AI mega caps soak up 97.8% of the AI account
13F
47 positions · Q2 2026AI holdings · 20 tickers
$17.69B| # | Ticker | Company | Layer | Value | Shares | % of AUM | Entry quarter |
|---|---|---|---|---|---|---|---|
| 1 | TSM | $2.3B | 9.7% | ||||
| 2 | AMZN | $2.3B | 9.6% | ||||
| 3 | NVDA | $2.2B | 9.3% | ||||
| 4 | GOOGL | $2.1B | 8.7% | ||||
| 5 | META | $1.6B | 6.6% | ||||
| 6 | LRCX | $1.4B | 5.7% | ||||
| 7 | AMAT | $1.2B | 4.9% | ||||
| 8 | GEV | $937M | 3.9% | ||||
| 9 | MSFT | $845.6M | 3.5% | ||||
| 10 | CBRS | $662.8M | 2.8% | ||||
| 11 | AVGO | $662.6M | 2.8% | ||||
| 12 | INTC | $593.8M | 2.5% | ||||
| 13 | AMD | $392M | 1.6% | ||||
| 14 | STX | $275.1M | 1.1% | ||||
| 15 | NOW | $86.7M | 0.4% | ||||
| 16 | SPCX | $64.1M | 0.3% | ||||
| 17 | APLD | $33M | 0.1% | ||||
| 18 | CIFR | $22.7M | 0.1% | ||||
| 19 | CORZ | $20.9M | 0.1% | ||||
| 20 | PONY | $2.2M | 0.0% |
Other holdings · 27 tickers
$6.43B · non-AI| # | Ticker | Company | Value | Shares | % of AUM | Entry quarter |
|---|---|---|---|---|---|---|
| 21 | SE | $1.2B | 5.0% | |||
| 22 | CPAY | $716.5M | 3.0% | |||
| 23 | CPNG | $633.4M | 2.6% | |||
| 24 | SPOT | $537.8M | 2.2% | |||
| 25 | TTWO | $452.3M | 1.9% | |||
| 26 | RDDT | $439M | 1.8% | |||
| 27 | XYZ | $347.8M | 1.4% | |||
| 28 | APO | $322.2M | 1.3% | |||
| 29 | V | $274M | 1.1% | |||
| 30 | MELI | $259.9M | 1.1% | |||
| 31 | FWONK | $216.8M | 0.9% | |||
| 32 | NU | $147.4M | 0.6% | |||
| 33 | NU UN | $147.4M | 0.6% | |||
| 34 | WLTH | $135.5M | 0.6% | |||
| 35 | UNH | $123.6M | 0.5% | |||
| 36 | CHYM | $108.2M | 0.5% | |||
| 37 | EQPT | $90M | 0.4% | |||
| 38 | SHW | $88.5M | 0.4% | |||
| 39 | DHR | $86.9M | 0.4% | |||
| 40 | BULL | $43.8M | 0.2% | |||
| 41 | RERE | $38M | 0.2% | |||
| 42 | UBER | $10.9M | 0.0% | |||
| 43 | JD | $5.1M | 0.0% | |||
| 44 | DASH | $4.7M | 0.0% | |||
| 45 | ARX | $879K | 0.0% | |||
| 46 | GEMI | $298K | 0.0% | |||
| 47 | MNTN | $184K | 0.0% |
This page covers Tiger Global Management LLC's 13F-HR filings only — its US-equity public book, currently $22.85B AUM across 54 holdings. The AI universe filter surfaces $13.17B (57.7% AUM) across 11 positions, but the headline is the concentration: the top 7 AI mega caps — GOOGL, NVDA, AMZN, TSM, META, AVGO, MSFT — soak up 97.8% of the AI account, with GOOGL alone at 23.2%. Chase Coleman launched Tiger Global in 2001 from a roughly $25M seed by Julian Robertson when the original Tiger Management closed to outside capital; the 13F-HR public book shown here is one side of that lineage — the private-side venture and growth book is under the Private AI Investments tab.
The private-side Tiger Global Private Investment Partners (PIP) fund series holds stakes in OpenAI, Stripe, ByteDance, Waymo and other late-stage AI names; a curated, source-verified list lives under the Private AI Investments tab. Round sizes are total round amounts, not Tiger's individual check (rarely disclosed).
13G/13D
1 active stakes · SEC ≥5% filings| Ticker | Company | Filing | Filing Date | % Stake | Shares | Value | Action | |
|---|---|---|---|---|---|---|---|---|
| CBRS | Cerebras Systems Inc | SC 13G | 2026-05-22 | 8.7% | 3M shares | — | NEW |
Per SEC rules, investors must disclose ≥5% positions within 5-10 days of crossing the threshold; this section reflects filings since the latest 13F.
Private AI Investments
11 sourced private AI positions| Company | Layer | Round | Date | Source |
|---|---|---|---|---|
| Sierralead $15.8B post-money; Tiger co-led with GV | App | $950M Series E | 2026-05-04 | Press release ↗ |
| OpenAI $157B post-money; Thrive-led | Model | $6.6B Later-stage growth | 2024-10-02 | Press release ↗ |
| Scale AI $13.8B post-money; Accel-led | Infra | $1.0B Series F | 2024-05-21 | Press release ↗ |
| Databricks $43B post-money | Infra | $500M Series I | 2023-09-14 | Press release ↗ |
| OpenAI $27-29B secondary tender | Model | $300M Secondary tender | 2023-04-28 | Press release ↗ |
| Coherelead Tiger led; partial secondary sale at ~$3B val Aug 2023, retained ~5% stake | Model | $159M Series B | 2022-02-15 | Press release ↗ |
| Databricks $38B post-money; Counterpoint-led | Infra | $1.6B Series H | 2021-08-31 | Press release ↗ |
| Waymo Alphabet-led; Tiger listed as new/additional investor | Autonomy | $2.5B Series B | 2021-06-16 | Press release ↗ |
| Scale AIlead $7.3B post-money; Tiger co-led with Dragoneer & Greenoaks | Infra | $325M Series E | 2021-04-13 | Press release ↗ |
| Databricks $28B post-money; Franklin Templeton-led; Tiger first invested at Series F Oct 2019 | Infra | $1.0B Series G | 2021-02-01 | Press release ↗ |
| ByteDance Cumulative purchases; no single round; reported cumulative >$2B | App | — Secondary + primary build-up | 2020-03-31 | Press release ↗ |
Entries curated from TechCrunch / Bloomberg / Reuters / Forbes / FT / WSJ / company press releases. Round size = total round amount, not Tiger Global's individual check size (rarely disclosed). Tiger's private book is broad; this list surfaces only AI-related positions with verifiable sourcing.
Holdings Timeline
Include non-AI changes (243)
Q3 2023
Q4 2023
Q1 2024
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
TSM
ADD+193K
ADD+983K
HOLD
ADD+26K
ADD+564K
HOLD
ADD+606K
ADD+337K
HOLD
TRIM−853K
ADD+2M
TRIM−684K
AMZN
ADD+240K
ADD+947K
ADD+1M
HOLD
ADD+94K
HOLD
ADD+173K
ADD+4M
ADD+358K
TRIM−1M
TRIM−11K
TRIM−316K
NVDA
ADD+483K
TRIM−143K
HOLD
TRIM
HOLD
HOLD
ADD+1M
ADD+742K
HOLD
TRIM−698K
ADD+1M
TRIM−813K
GOOGL
ADD+2M
TRIM−1M
ADD+6M
HOLD
HOLD
HOLD
HOLD
ADD+323K
HOLD
HOLD
HOLD
TRIM−5M
META
ADD+331K
TRIM−1M
HOLD
HOLD
HOLD
HOLD
HOLD
ADD+68K
TRIM−5M
TRIM−68K
ADD+336K
TRIM−264K
LRCX
—
—
—
—
—
—
—
—
—
—
NEW+4M
TRIM−737K
AMAT
—
—
—
—
—
—
—
—
—
—
NEW+2M
TRIM−25K
GEV
—
—
—
—
—
—
—
—
—
—
NEW+973K
TRIM−175K
MSFT
ADD+462K
TRIM−787K
HOLD
HOLD
HOLD
HOLD
ADD+897K
ADD+311K
HOLD
TRIM−1M
TRIM−3M
TRIM−233K
CBRS
—
—
—
—
—
—
—
—
—
—
—
NEW+3M
AVGO
—
NEW+182K
HOLD
HOLD
ADD+23K
HOLD
ADD+426K
ADD+432K
ADD+186K
TRIM−14K
ADD+709K
TRIM−2M
INTC
—
—
—
—
—
—
—
—
—
—
NEW+2M
ADD+3M
AMD
—
—
—
—
—
—
—
—
—
—
—
NEW+675K
STX
—
—
—
—
—
—
—
—
—
—
—
NEW+285K
NOW
TRIM−26K
TRIM−15K
HOLD
HOLD
HOLD
HOLD
HOLD
TRIM−280K
HOLD
ADD+627K
TRIM−627K
TRIM−627K
SPCX
—
—
—
—
—
—
—
—
—
—
—
NEW+375K
APLD
—
—
—
—
—
—
—
—
—
—
—
NEW+885K
CIFR
—
—
—
—
—
—
—
—
—
—
—
NEW+927K
CORZ
—
—
—
—
—
—
—
—
—
—
—
NEW+817K
PONY
—
—
—
—
—
NEW+370K
HOLD
HOLD
HOLD
ADD+3M
HOLD
TRIM−3M
NTSK
—
—
—
—
—
—
—
—
—
—
NEW+500K
DROP
ZS
—
—
—
—
—
—
—
—
—
—
NEW+2M
DROP
ESTC
—
—
—
—
—
—
—
—
—
—
—
DROP
GDS
—
—
—
—
—
—
—
—
—
—
—
DROP
ADBE
—
—
—
—
—
—
—
—
—
—
—
DROP
CRWD
—
—
—
—
—
—
—
—
—
—
—
DROP
APP
—
—
—
—
—
—
—
—
—
—
NEW+1M
DROP
FIGR
—
—
—
—
—
—
—
—
—
—
NEW+200K
DROP
TEAM
—
—
—
—
—
—
—
—
—
—
—
DROP
DDOG
—
—
—
—
—
—
—
—
—
—
—
DROP
CRM
—
—
—
—
—
—
—
—
—
—
—
DROP
MDB
—
—
—
—
—
—
—
—
NEW+341K
DROP
—
DROP
NET
—
—
—
—
—
—
—
—
—
—
—
DROP
DT
—
—
—
—
—
—
—
—
—
—
—
DROP
LITE
—
—
—
—
—
—
—
—
—
—
NEW+137K
DROP
BABA
NEW+1M
DROP
—
—
—
—
—
—
—
—
—
DROP
QCOM
—
—
—
NEW+2M
HOLD
HOLD
DROP
—
—
—
—
—
SNOW
HOLD
DROP
—
—
—
—
—
—
—
—
—
—
Not held
low → high position value
Hover any cell for share + value delta| Period | Action | Ticker | Δ Shares | Δ Value |
|---|---|---|---|---|
| Q2 2026 | TRIM | GOOGL | -4,825,715 | $-982.4M |
| Q2 2026 | NEW | CBRS | +2,999,000 | +$662.8M |
| Q2 2026 | TRIM | AMAT | -24,690 | +$613.8M |
| Q2 2026 | TRIM | LRCX | -736,944 | +$537.5M |
| Q2 2026 | ADD | INTC | +2,613,990 | +$521.5M |
| Q2 2026 | TRIM | TSM | -684,066 | +$450.3M |
| Q2 2026 | TRIM | AVGO | -1,830,752 | $-446.9M |
| Q2 2026 | DROP | APP | -1,000,000 | $-398M |
| Q2 2026 | NEW | AMD | +674,727 | +$392M |
| Q2 2026 | NEW | STX | +285,100 | +$275.1M |
| Q2 2026 | TRIM | AMZN | -316,442 | +$225.3M |
| Q2 2026 | DROP | ZS | -1,579,766 | $-221.6M |
| Q2 2026 | TRIM | META | -263,684 | $-175.8M |
| Q2 2026 | TRIM | NVDA | -812,979 | +$145.9M |
| Q2 2026 | DROP | LITE | -136,800 | $-96.1M |
| Q2 2026 | TRIM | GEV | -175,483 | +$87.6M |
| Q2 2026 | TRIM | MSFT | -233,087 | $-79.8M |
| Q2 2026 | TRIM | NOW | -626,515 | $-70.1M |
| Q2 2026 | NEW | SPCX | +375,000 | +$64.1M |
| Q2 2026 | NEW | APLD | +885,000 | +$33M |
| Q2 2026 | TRIM | PONY | -2,589,713 | $-25.2M |
| Q2 2026 | NEW | CIFR | +927,000 | +$22.7M |
| Q2 2026 | NEW | CORZ | +817,000 | +$20.9M |
| Q2 2026 | DROP | FIGR | -200,000 | $-6.8M |
| Q2 2026 | DROP | NTSK | -500,000 | $-4.2M |
| Q2 2026 | DROP | ESTC | 0 | $0 |
| Q2 2026 | DROP | GDS | 0 | $0 |
| Q2 2026 | DROP | ADBE | 0 | $0 |
| Q2 2026 | DROP | CRWD | 0 | $0 |
| Q2 2026 | DROP | TEAM | 0 | $0 |
| Q2 2026 | DROP | DDOG | 0 | $0 |
| Q2 2026 | DROP | CRM | 0 | $0 |
| Q2 2026 | DROP | MDB | 0 | $0 |
| Q2 2026 | DROP | NET | 0 | $0 |
| Q2 2026 | DROP | DT | 0 | $0 |
| Q2 2026 | DROP | BABA | 0 | $0 |
| Q1 2026 | TRIM | MSFT | -2,977,747 | $-1.7B |
| Q1 2026 | NEW | GEV | +972,994 | +$849.3M |
| Q1 2026 | NEW | LRCX | +3,900,439 | +$833.4M |
| Q1 2026 | ADD | TSM | +1,839,600 | +$748.6M |
| Q1 2026 | NEW | AMAT | +1,656,900 | +$566.3M |
| Q1 2026 | NEW | APP | +1,000,000 | +$398M |
| Q1 2026 | TRIM | AMZN | -11,379 | $-228.1M |
| Q1 2026 | NEW | ZS | +1,579,766 | +$221.6M |
| Q1 2026 | TRIM | NOW | -626,890 | $-169M |
| Q1 2026 | ADD | AVGO | +709,200 | +$114.3M |
| Q1 2026 | NEW | LITE | +136,800 | +$96.1M |
| Q1 2026 | NEW | INTC | +1,638,700 | +$72.3M |
| Q1 2026 | ADD | META | +336,249 | $-49.6M |
| Q1 2026 | ADD | NVDA | +1,000,000 | +$41.2M |
| Q1 2026 | NEW | FIGR | +200,000 | +$6.8M |
| Q1 2026 | NEW | NTSK | +500,000 | +$4.2M |
| Q4 2025 | TRIM | MSFT | -1,073,621 | $-744.1M |
| Q4 2025 | TRIM | META | -68,386 | $-254.6M |
| Q4 2025 | TRIM | TSM | -852,900 | $-146.6M |
| Q4 2025 | TRIM | NVDA | -698,000 | $-131.1M |
| Q4 2025 | TRIM | AMZN | -1,032,062 | $-114M |
| Q4 2025 | DROP | MDB | -341,000 | $-105.8M |
| Q4 2025 | ADD | NOW | +626,890 | +$49.7M |
| Q4 2025 | TRIM | AVGO | -14,000 | +$41.9M |
| Q4 2025 | ADD | PONY | +2,530,000 | +$33.7M |
| Q3 2025 | TRIM | META | -4,714,524 | $-3.5B |
| Q3 2025 | ADD | AVGO | +186,400 | +$208.2M |
| Q3 2025 | NEW | MDB | +341,000 | +$105.8M |
| Q3 2025 | ADD | AMZN | +357,900 | +$80.5M |
| Q2 2025 | ADD | META | +68,386 | +$1.3B |
| Q2 2025 | ADD | AMZN | +4,097,053 | +$1.1B |
| Q2 2025 | ADD | MSFT | +310,503 | +$916M |
| Q2 2025 | ADD | NVDA | +742,202 | +$661.4M |
| Q2 2025 | ADD | AVGO | +431,714 | +$364.8M |
| Q2 2025 | ADD | TSM | +336,900 | +$332.9M |
| Q2 2025 | ADD | GOOGL | +322,602 | +$279.4M |
| Q2 2025 | TRIM | NOW | -279,655 | $-153.1M |
| Q1 2025 | DROP | QCOM | -1,857,700 | $-285.4M |
| Q1 2025 | ADD | AMZN | +173,000 | $-154M |
| Q1 2025 | ADD | NVDA | +1,284,000 | $-111.7M |
| Q1 2025 | ADD | MSFT | +896,700 | +$90.2M |
| Q1 2025 | ADD | AVGO | +426,000 | $-47.5M |
| Q1 2025 | ADD | TSM | +606,494 | $-13.8M |
| Q4 2024 | NEW | PONY | +370,000 | +$5.3M |
| Q3 2024 | ADD | TSM | +564,090 | +$97.5M |
| Q3 2024 | ADD | AMZN | +94,408 | $-26.2M |
| Q3 2024 | ADD | AVGO | +22,500 | +$25.7M |
| Q2 2024 | NEW | QCOM | +1,857,700 | +$370M |
| Q2 2024 | TRIM | NVDA | 0 | +$321.3M |
| Q2 2024 | ADD | TSM | +25,900 | +$119.5M |
| Q1 2024 | ADD | GOOGL | +6,251,875 | +$989.2M |
| Q1 2024 | ADD | AMZN | +1,438,600 | +$398.4M |
| Q4 2023 | ADD | AMZN | +947,440 | +$241.6M |
| Q4 2023 | NEW | AVGO | +182,300 | +$203.5M |
| Q4 2023 | ADD | TSM | +983,200 | +$137.5M |
| Q4 2023 | TRIM | GOOGL | -1,278,300 | $-131.5M |
| Q4 2023 | DROP | BABA | -1,476,745 | $-128.1M |
| Q4 2023 | DROP | SNOW | -794,560 | $-121.4M |
| Q4 2023 | TRIM | NOW | -14,800 | +$77.2M |
| Q4 2023 | TRIM | MSFT | -787,113 | +$73.7M |
| Q4 2023 | TRIM | META | -1,430,767 | $-28.3M |
| Q4 2023 | TRIM | NVDA | -142,900 | $-3.8M |
| Q3 2023 | ADD | GOOGL | +1,523,200 | +$241.9M |
| Q3 2023 | ADD | NVDA | +482,680 | +$217.5M |
| Q3 2023 | ADD | META | +330,800 | +$212.6M |
| Q3 2023 | NEW | BABA | +1,476,745 | +$128.1M |
| Q3 2023 | ADD | AMZN | +239,760 | +$18.5M |
| Q3 2023 | TRIM | NOW | -26,140 | $-16.5M |
| Q3 2023 | ADD | TSM | +193,235 | $-9.4M |
| Q3 2023 | ADD | MSFT | +462,360 | +$5.5M |
| Q2 2023 | ADD | META | +1,108,025 | +$877.6M |
| Q2 2023 | TRIM | AMZN | -5,989,891 | $-518.7M |
| Q2 2023 | TRIM | GOOGL | -4,551,949 | $-411.3M |
| Q2 2023 | ADD | NVDA | +584,700 | +$253.7M |
| Q2 2023 | TRIM | MSFT | -262,911 | +$220.3M |
| Q2 2023 | TRIM | SNOW | -1,059,288 | $-146.2M |
| Q2 2023 | DROP | AAPL | -851,000 | $-140.3M |
| Q2 2023 | TRIM | DDOG | -1,662,879 | $-95.6M |
| Q2 2023 | TRIM | HUBS | -144,820 | $-53.9M |
| Q2 2023 | DROP | PANW | -257,700 | $-51.5M |
| Q2 2023 | ADD | TSM | +280,000 | +$40.8M |
| Q2 2023 | TRIM | NOW | -188,302 | $-27.2M |
| Q2 2023 | DROP | MBLY | -450,000 | $-19.5M |
| Q2 2023 | TRIM | COIN | -103,298 | $-6.8M |
| Q2 2023 | DROP | S | -36,634 | $-599K |
| Q1 2023 | TRIM | META | -487,400 | +$624.4M |
| Q1 2023 | ADD | GOOGL | +4,636,774 | +$538.7M |
| Q1 2023 | ADD | MSFT | +674,257 | +$449.3M |
| Q1 2023 | ADD | AMZN | +1,094,790 | +$278.8M |
| Q1 2023 | NEW | TSM | +1,588,555 | +$147.8M |
| Q1 2023 | NEW | AAPL | +851,000 | +$140.3M |
| Q1 2023 | ADD | DDOG | +1,676,279 | +$121M |
| Q1 2023 | TRIM | SNOW | -701,112 | $-80.7M |
| Q1 2023 | TRIM | S | -3,947,305 | $-57.5M |
| Q1 2023 | NEW | AMAT | +419,500 | +$51.5M |
| Q1 2023 | NEW | PANW | +257,700 | +$51.5M |
| Q1 2023 | NEW | NVDA | +43,875 | +$12.2M |
| Q1 2023 | TRIM | MDB | -11,400 | +$5.6M |
| Q1 2023 | TRIM | COIN | -1,778 | +$4.5M |
| Q1 2023 | DROP | JOBY | -370,000 | $-1.2M |
| Q1 2023 | TRIM | HUBS | -112,280 | $-1.2M |
| Q4 2022 | TRIM | DDOG | -4,809,031 | $-441.7M |
| Q4 2022 | ADD | AMZN | +5,914,931 | +$419.3M |
| Q4 2022 | ADD | META | +3,455,833 | +$347M |
| Q4 2022 | TRIM | NOW | -885,220 | $-325.6M |
| Q4 2022 | TRIM | TEAM | -1,321,958 | $-311.2M |
| Q4 2022 | TRIM | GOOGL | -1,746,488 | $-194.7M |
| Q4 2022 | TRIM | MSFT | -746,536 | $-137.5M |
| Q4 2022 | TRIM | SNOW | -45,655 | $-75.3M |
| Q4 2022 | TRIM | HUBS | -258,190 | $-63.4M |
| Q4 2022 | TRIM | APP | -708,541 | $-52M |
| Q4 2022 | TRIM | S | -168,002 | $-48M |
| Q4 2022 | NEW | MDB | +227,900 | +$44.9M |
| Q4 2022 | NEW | MBLY | +450,000 | +$15.8M |
| Q4 2022 | TRIM | COIN | -7,610 | $-4.7M |
| Q3 2022 | ADD | DDOG | +3,960,748 | +$339.9M |
| Q3 2022 | ADD | GOOGL | +3,264,248 | +$282.8M |
| Q3 2022 | TRIM | META | -4,459 | $-115.5M |
| Q3 2022 | NEW | TSM | +1,315,005 | +$90.2M |
| Q3 2022 | ADD | TEAM | +200,703 | +$77.6M |
| Q3 2022 | ADD | MSFT | +845,930 | +$73.6M |
| Q3 2022 | DROP | GTLB | -778,000 | $-41.3M |