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HoldLens
Chase Coleman · quarter digest

What Chase Coleman did in Q4 2025

Tiger Global Management filed 15 moves in Q4 2025: 1 new, 5 add, 8 trim, 1 exit.

13F filed 2026-02-14. Manager quality score: q8. Philosophy: Crossover investing — public + private tech growth, held long.

New positions · 1

Fresh money

NEW·4.1% book·+1

New Spotify position.

Adds · 5

Adding to conviction

ADD +18%·13.4% book·+5

Adding to top position. Tiger Global conviction.

ADD +22%·5.8% book·+5

Building Sea Limited — Southeast Asia.

BLOCKBLOCK INC
ADD +44%·1.4% book·+4
NOWSERVICENOW INC
ADD +609%·1.1% book·+7
NFLXNETFLIX INC
ADD +1108%·0.8% book·+6
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Trims · 8

Taking chips off

MSFTMICROSOFT CORP
TRIM -16%·8.9% book·+6
AMZNAMAZON COM INC
TRIM -9%·7.8% book·+6
TRIM -10%·7.1% book·+19

Taking some NVDA profits.

TSMTAIWAN SEMICONDUCTOR MFG LTD
TRIM -19%·3.8% book·+16
APPAPPLOVIN CORP
TRIM -35%·2.9% book·−12
GEVGE VERNOVA INC
TRIM -16%·2.1% book·−8
ZSZSCALER INC
TRIM -6%·1.2% book·−2
SHWSHERWIN WILLIAMS CO
TRIM -22%·0.3% book·+2
Exits · 1

Closed positions

MNSTMONGODB INC
EXIT·0.0% book·−7
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.