What Chase Coleman did in Q1 2025

Tiger Global Management filed 14 moves in Q1 2025: 3 new, 7 add, 1 trim, 3 exit.

13F filed 2025-05-15. Manager quality score: q8. Philosophy: Crossover investing — public + private tech growth, held long.

New positions · 3

Fresh money

APPAPPLOVIN CORP

NEW·1.7% book·−12

GEVGE VERNOVA INC

NEW·1.2% book·−8

BLOCKBLOCK INC

NEW·0.4% book·+4

Adds · 7

MSFTMICROSOFT CORP

ADD +17%·8.8% book·+6

NVDANVIDIA CORPORATION

ADD +13%·4.5% book·+19

TSMTAIWAN SEMICONDUCTOR MFG LTD

ADD +17%·2.6% book·+16

PDDPDD HOLDINGS INC

ADD +68%·2.0% book·−1

SHWSHERWIN WILLIAMS CO

ADD +20%·1.6% book·+2

BNBROADCOM INC

ADD +23%·1.4% book·+23

ZSZSCALER INC

ADD +16%·1.3% book·−2

Trims · 1

UBERUBER TECHNOLOGIES INC

TRIM -94%·0.0% book·+19

Exits · 3

QCOMQUALCOMM INC

EXIT·0.0% book·−2

OKLOOKLO INC

EXIT·0.0% book·0

ARMARM HOLDINGS PLC

EXIT·0.0% book·+2

Current top holdings

#	Ticker	Weight	Conviction
1	META Meta Platforms	13.4%	+5
2	MSFT Microsoft	10.7%	+6
3	GOOGL Alphabet Class A	8.2%	−9
4	NVDA NVIDIA	7.1%	+19
5	SE Sea Limited	5.8%	+5
6	MELI MercadoLibre	4.9%	+14
7	SPOT Spotify	4.1%	+1

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