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HoldLens
Chase Coleman · quarter digest

What Chase Coleman did in Q4 2024

Tiger Global Management filed 11 moves in Q4 2024: 2 new, 7 add, 1 trim, 1 exit.

13F filed 2025-02-14. Manager quality score: q8. Philosophy: Crossover investing — public + private tech growth, held long.

New positions · 2

Fresh money

PDDPDD HOLDINGS INC
NEW·1.0% book·−1
ZSZSCALER INC
NEW·1.0% book·−2
Adds · 7

Adding to conviction

ADD +50%·9.4% book·+5

Tiger Global aggressive META rebuild.

ADD +35%·8.6% book·+6

Adding Microsoft.

ADD +18%·6.7% book·+19

Adding NVDA.

LLYELI LILLY & CO
ADD +35%·3.8% book·−9
SPOTSPOTIFY TECHNOLOGY S A
ADD +49157%·2.1% book·+1
SHWSHERWIN WILLIAMS CO
ADD +90%·1.3% book·+2
LSXMALIBERTY MEDIA CORP DEL
ADD +9%·0.9% book·−11
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Trims · 1

Taking chips off

UNHUNITEDHEALTH GROUP INC
TRIM -81%·0.8% book·+12
Exits · 1

Closed positions

TOASTTOAST INC
EXIT·0.0% book·0
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.