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HoldLens
Chase Coleman · quarter digest

What Chase Coleman did in Q3 2024

Tiger Global Management filed 6 moves in Q3 2024: 1 new, 4 add, 1 trim, 0 exit.

13F filed 2024-11-14. Manager quality score: q8. Philosophy: Crossover investing — public + private tech growth, held long.

New positions · 1

Fresh money

SHWSHERWIN WILLIAMS CO
NEW·0.9% book·+2
Adds · 4

Adding to conviction

ADD +25%·6.8% book·+6

Microsoft add.

ADD +40%·6.7% book·+5

Tiger Global META rebuild start.

TSMTAIWAN SEMICONDUCTOR MFG LTD
ADD +18%·2.7% book·+16
BNBROADCOM INC
ADD +912%·1.4% book·+23
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Trims · 1

Taking chips off

UBERUBER TECHNOLOGIES INC
TRIM -14%·0.8% book·+19
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%

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