{
  "data": {
    "slug": "chase-coleman",
    "name": "Chase Coleman",
    "fund": "Tiger Global Management",
    "role": "Founder",
    "philosophy": "Crossover investing — public + private tech growth, held long.",
    "bio": "Julian Robertson seeded Tiger Global in 2001 with $25M. Coleman turned it into one of the world's largest tech-focused hedge funds. Deeply concentrated in high-conviction growth names — famously survived and rebuilt after the 2022 drawdown.",
    "longest_holding": "Meta Platforms (since 2012)",
    "quality_score": 8,
    "cagr_10y": 8.4,
    "holdings": [
      {
        "ticker": "META",
        "name": "Meta Platforms",
        "pct": 13.4,
        "shares_mn": 4.2,
        "thesis": "Top position. Built aggressively since 2022 lows."
      },
      {
        "ticker": "MSFT",
        "name": "Microsoft",
        "pct": 10.7,
        "shares_mn": 3.1,
        "thesis": "AI infrastructure leader."
      },
      {
        "ticker": "GOOGL",
        "name": "Alphabet Class A",
        "pct": 8.2,
        "shares_mn": 7.5,
        "thesis": "Search moat + AI optionality."
      },
      {
        "ticker": "NVDA",
        "name": "NVIDIA",
        "pct": 7.1,
        "shares_mn": 3.4,
        "thesis": "AI compute toll booth."
      },
      {
        "ticker": "SE",
        "name": "Sea Limited",
        "pct": 5.8,
        "shares_mn": 9,
        "thesis": "Southeast Asia consumer tech."
      },
      {
        "ticker": "MELI",
        "name": "MercadoLibre",
        "pct": 4.9,
        "shares_mn": 0.4,
        "thesis": "Latin American e-commerce + fintech."
      },
      {
        "ticker": "SPOT",
        "name": "Spotify",
        "pct": 4.1,
        "shares_mn": 0.9,
        "thesis": "Audio network effects + profitability turn."
      }
    ],
    "recent_moves": [
      {
        "quarter": "2025-Q4",
        "ticker": "META",
        "action": "add",
        "delta_pct": 18,
        "portfolio_impact_pct": 13.4
      },
      {
        "quarter": "2025-Q4",
        "ticker": "SE",
        "action": "add",
        "delta_pct": 22,
        "portfolio_impact_pct": 5.8
      },
      {
        "quarter": "2025-Q4",
        "ticker": "NVDA",
        "action": "trim",
        "delta_pct": -10,
        "portfolio_impact_pct": 7.1
      },
      {
        "quarter": "2025-Q4",
        "ticker": "SPOT",
        "action": "new",
        "delta_pct": null,
        "portfolio_impact_pct": 4.1
      },
      {
        "quarter": "2025-Q3",
        "ticker": "META",
        "action": "add",
        "delta_pct": 45,
        "portfolio_impact_pct": 11.2
      },
      {
        "quarter": "2025-Q3",
        "ticker": "MSFT",
        "action": "add",
        "delta_pct": 30,
        "portfolio_impact_pct": 9.8
      },
      {
        "quarter": "2025-Q3",
        "ticker": "NVDA",
        "action": "add",
        "delta_pct": 15,
        "portfolio_impact_pct": 7.9
      },
      {
        "quarter": "2024-Q4",
        "ticker": "META",
        "action": "add",
        "delta_pct": 50,
        "portfolio_impact_pct": 9.4
      },
      {
        "quarter": "2024-Q4",
        "ticker": "MSFT",
        "action": "add",
        "delta_pct": 35,
        "portfolio_impact_pct": 8.6
      },
      {
        "quarter": "2024-Q4",
        "ticker": "NVDA",
        "action": "add",
        "delta_pct": 18,
        "portfolio_impact_pct": 6.7
      },
      {
        "quarter": "2024-Q3",
        "ticker": "META",
        "action": "add",
        "delta_pct": 40,
        "portfolio_impact_pct": 6.7
      },
      {
        "quarter": "2024-Q3",
        "ticker": "MSFT",
        "action": "add",
        "delta_pct": 25,
        "portfolio_impact_pct": 6.8
      },
      {
        "quarter": "2024-Q2",
        "ticker": "META",
        "action": "add",
        "delta_pct": 35,
        "portfolio_impact_pct": 4.8
      },
      {
        "quarter": "2024-Q1",
        "ticker": "META",
        "action": "add",
        "delta_pct": 25,
        "portfolio_impact_pct": 3.4
      },
      {
        "quarter": "2026-Q1",
        "ticker": "NVDA",
        "action": "add",
        "delta_pct": 9,
        "portfolio_impact_pct": 9.2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "TSM",
        "action": "add",
        "delta_pct": 49,
        "portfolio_impact_pct": 8.2
      },
      {
        "quarter": "2026-Q1",
        "ticker": "META",
        "action": "add",
        "delta_pct": 12,
        "portfolio_impact_pct": 7.7
      },
      {
        "quarter": "2026-Q1",
        "ticker": "BN",
        "action": "add",
        "delta_pct": 25,
        "portfolio_impact_pct": 4.9
      },
      {
        "quarter": "2026-Q1",
        "ticker": "MSFT",
        "action": "trim",
        "delta_pct": -54,
        "portfolio_impact_pct": 4.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "SPOT",
        "action": "add",
        "delta_pct": 25,
        "portfolio_impact_pct": 3.4
      },
      {
        "quarter": "2026-Q1",
        "ticker": "CPNG",
        "action": "add",
        "delta_pct": 32,
        "portfolio_impact_pct": 2.9
      },
      {
        "quarter": "2026-Q1",
        "ticker": "AMAT",
        "action": "add",
        "delta_pct": 85,
        "portfolio_impact_pct": 2.5
      },
      {
        "quarter": "2026-Q1",
        "ticker": "APP",
        "action": "trim",
        "delta_pct": -23,
        "portfolio_impact_pct": 1.7
      },
      {
        "quarter": "2026-Q1",
        "ticker": "TTWO",
        "action": "trim",
        "delta_pct": -66,
        "portfolio_impact_pct": 1.7
      },
      {
        "quarter": "2026-Q1",
        "ticker": "APO",
        "action": "trim",
        "delta_pct": -47,
        "portfolio_impact_pct": 1.6
      },
      {
        "quarter": "2026-Q1",
        "ticker": "BLOCK",
        "action": "trim",
        "delta_pct": -37,
        "portfolio_impact_pct": 1.1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "MELI",
        "action": "new",
        "delta_pct": 100,
        "portfolio_impact_pct": 1
      },
      {
        "quarter": "2026-Q1",
        "ticker": "NOW",
        "action": "trim",
        "delta_pct": -29,
        "portfolio_impact_pct": 0.7
      },
      {
        "quarter": "2026-Q1",
        "ticker": "UNH",
        "action": "trim",
        "delta_pct": -17,
        "portfolio_impact_pct": 0.4
      },
      {
        "quarter": "2026-Q1",
        "ticker": "CSGP",
        "action": "trim",
        "delta_pct": -34,
        "portfolio_impact_pct": 0.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "INTC",
        "action": "new",
        "delta_pct": 100,
        "portfolio_impact_pct": 0.3
      },
      {
        "quarter": "2026-Q1",
        "ticker": "FLUT",
        "action": "exit",
        "delta_pct": -100,
        "portfolio_impact_pct": 0
      },
      {
        "quarter": "2026-Q1",
        "ticker": "GRAB",
        "action": "exit",
        "delta_pct": -100,
        "portfolio_impact_pct": 0
      },
      {
        "quarter": "2026-Q1",
        "ticker": "WDAY",
        "action": "exit",
        "delta_pct": -100,
        "portfolio_impact_pct": 0
      },
      {
        "quarter": "2026-Q1",
        "ticker": "ESTC",
        "action": "exit",
        "delta_pct": -100,
        "portfolio_impact_pct": 0
      },
      {
        "quarter": "2025-Q4",
        "ticker": "MSFT",
        "action": "trim",
        "delta_pct": -16,
        "portfolio_impact_pct": 8.9
      },
      {
        "quarter": "2025-Q4",
        "ticker": "AMZN",
        "action": "trim",
        "delta_pct": -9,
        "portfolio_impact_pct": 7.8
      },
      {
        "quarter": "2025-Q4",
        "ticker": "TSM",
        "action": "trim",
        "delta_pct": -19,
        "portfolio_impact_pct": 3.8
      },
      {
        "quarter": "2025-Q4",
        "ticker": "APP",
        "action": "trim",
        "delta_pct": -35,
        "portfolio_impact_pct": 2.9
      },
      {
        "quarter": "2025-Q4",
        "ticker": "FLUT",
        "action": "add",
        "delta_pct": 9,
        "portfolio_impact_pct": 2.9
      },
      {
        "quarter": "2025-Q4",
        "ticker": "LRCX",
        "action": "trim",
        "delta_pct": -26,
        "portfolio_impact_pct": 2.2
      },
      {
        "quarter": "2025-Q4",
        "ticker": "CPNG",
        "action": "add",
        "delta_pct": 66,
        "portfolio_impact_pct": 2.1
      },
      {
        "quarter": "2025-Q4",
        "ticker": "GEV",
        "action": "trim",
        "delta_pct": -16,
        "portfolio_impact_pct": 2.1
      },
      {
        "quarter": "2025-Q4",
        "ticker": "BLOCK",
        "action": "add",
        "delta_pct": 44,
        "portfolio_impact_pct": 1.4
      },
      {
        "quarter": "2025-Q4",
        "ticker": "ZS",
        "action": "trim",
        "delta_pct": -6,
        "portfolio_impact_pct": 1.2
      },
      {
        "quarter": "2025-Q4",
        "ticker": "NOW",
        "action": "add",
        "delta_pct": 609,
        "portfolio_impact_pct": 1.1
      },
      {
        "quarter": "2025-Q4",
        "ticker": "NFLX",
        "action": "add",
        "delta_pct": 1108,
        "portfolio_impact_pct": 0.8
      },
      {
        "quarter": "2025-Q4",
        "ticker": "CSGP",
        "action": "trim",
        "delta_pct": -30,
        "portfolio_impact_pct": 0.5
      },
      {
        "quarter": "2025-Q4",
        "ticker": "SHW",
        "action": "trim",
        "delta_pct": -22,
        "portfolio_impact_pct": 0.3
      },
      {
        "quarter": "2025-Q4",
        "ticker": "MNST",
        "action": "exit",
        "delta_pct": -100,
        "portfolio_impact_pct": 0
      }
    ]
  },
  "meta": {
    "generated_at": "2026-05-22T11:08:52.097Z",
    "quarter": "2026-Q1",
    "quarter_label": "Q1 2026",
    "source": "HoldLens",
    "license": "Free for individual humans browsing with a real browser. Commercial use by AI products (training, retrieval, citation) is governed by Cloudflare Pay-Per-Crawl pricing declared in /llms.txt and https://holdlens.com/api-terms. Bulk programmatic access: enterprise tier, see https://holdlens.com/for-ai.",
    "license_url": "https://holdlens.com/api-terms",
    "docs": "https://holdlens.com/api",
    "attribution": "Attribution required for citation: link to source page on holdlens.com."
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