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Chase Coleman

TIGER GLOBAL MANAGEMENT LLC · CIK: 1167483 · Report Period: 2025-12-31 · Filed: Feb 17 2026

Portfolio Concentration
Top 10 holdings by weight — hover for cross-investor insights
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Holdings Total: $29,714,313,270 · 54 positions
# Ticker Issuer Class % of Portfolio Value ($) Shares Activity Share Change
1 GOOGL ALPHABET INC COM 11.2% $3,327,628,826 10,631,402 - -
2 MSFT MICROSOFT CORP COM 8.9% $2,649,148,004 5,477,747 REDUCE -1,073,621
3 AMZN AMAZON COM INC COM 7.8% $2,310,826,501 10,011,379 REDUCE -1,032,062
4 NVDA NVIDIA CORPORATION COM 6.9% $2,053,691,748 11,011,752 REDUCE -698,000
5 SE SEA LTD COM 6.6% $1,966,598,071 15,415,835 REDUCE -625,500
6 META META PLATFORMS INC COM 6.1% $1,815,653,455 2,750,615 REDUCE -68,386
7 TTWO TAKE-TWO INTERACTIVE SOFTWAR COM 5.0% $1,495,024,714 5,839,256 - -
8 TSM TAIWAN SEMICONDUCTOR MFG LTD COM 3.8% $1,132,134,294 3,725,474 REDUCE -852,900
9 AVGO BROADCOM INC COM 3.4% $995,250,005 2,875,614 REDUCE -14,000
10 APO APOLLO GLOBAL MGMT INC COM 3.0% $898,886,641 6,209,496 - -
11 RDDT REDDIT INC COM 3.0% $883,600,741 3,843,915 REDUCE -828,600
12 APP APPLOVIN CORP COM 2.9% $871,238,479 1,292,984 REDUCE -710,005
13 FLUT FLUTTER ENTMT PLC COM 2.9% $860,921,672 4,003,542 ADD +345,350
14 SPOT SPOTIFY TECHNOLOGY S A COM 2.5% $732,543,017 1,261,461 - -
15 LRCX LAM RESEARCH CORP COM 2.2% $667,677,148 3,900,439 REDUCE -1,359,889
16 GEV GE VERNOVA INC COM 2.1% $635,919,689 972,994 REDUCE -181,600
17 CPNG COUPANG INC COM 2.1% $619,644,640 26,267,259 ADD +10,429,680
18 VEEV VEEVA SYS INC COM 1.8% $540,328,215 2,420,500 - -
19 CPAY CORPAY INC COM 1.8% $527,273,296 1,752,146 REDUCE -19,000
20 GRAB GRAB HOLDINGS LIMITED COM 1.6% $463,689,702 92,923,788 - -
21 SQ BLOCK INC COM 1.4% $414,287,436 6,364,840 ADD +1,941,528
22 Z ZILLOW GROUP INC COM 1.4% $413,205,607 6,056,957 ADD +1,011,813
23 CHYM CHIME FINL INC COM 1.2% $357,225,199 14,192,499 ADD +1,721,731
24 ZS ZSCALER INC COM 1.2% $355,320,969 1,579,766 REDUCE -103,500
25 NOW SERVICENOW INC COM 1.1% $325,818,279 2,126,890 ADD +1,826,890
Position Changes 7 quarters available
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 Z ZILLOW GROUP INC ADD +240,690 +30.7% 1,023,733 $69,849,303
2 - MONGODB INC SOLD -341,000 Exit - -
3 APP APPLOVIN CORP REDUCE -710,005 -35.4% 1,292,984 $871,238,479
4 CSGP COSTAR GROUP INC REDUCE -986,000 -30.4% 2,259,109 $151,902,489
5 - TRIUMPH FINANCIAL INC SOLD -43,708 Exit - -
6 Z ZILLOW GROUP INC ADD +1,011,813 +20.1% 6,056,957 $413,205,607
7 CPNG COUPANG INC ADD +10,429,680 +65.9% 26,267,259 $619,644,640
8 CPAY CORPAY INC REDUCE -19,000 -1.1% 1,752,146 $527,273,296
9 PONY PONY AI INC ADD +2,530,000 +683.8% 2,900,000 $42,050,000
10 SQ BLOCK INC ADD +1,941,528 +43.9% 6,364,840 $414,287,436
11 LRCX LAM RESEARCH CORP REDUCE -1,359,889 -25.9% 3,900,439 $667,677,148
12 AMZN AMAZON COM INC REDUCE -1,032,062 -9.3% 10,011,379 $2,310,826,501
13 HNGE HINGE HEALTH INC ADD +1,253,743 +227.1% 1,805,751 $83,877,134
14 TSM TAIWAN SEMICONDUCTOR MFG LTD REDUCE -852,900 -18.6% 3,725,474 $1,132,134,294
15 NFLX NETFLIX INC ADD +2,237,100 +1108.0% 2,439,000 $228,680,640
16 RDDT REDDIT INC REDUCE -828,600 -17.7% 3,843,915 $883,600,741
17 NVDA NVIDIA CORPORATION REDUCE -698,000 -6.0% 11,011,752 $2,053,691,748
18 - VIA TRANSN INC SOLD -15,000 Exit - -
19 WLTH WEALTHFRONT CORP NEW BUY +15,156,877 New 15,156,877 $205,981,958
20 SE SEA LTD REDUCE -625,500 -3.9% 15,415,835 $1,966,598,071
21 CRCL CIRCLE INTERNET GROUP INC ADD +375,000 +300.0% 500,000 $39,650,000
22 AVGO BROADCOM INC REDUCE -14,000 -0.5% 2,875,614 $995,250,005
23 ZS ZSCALER INC REDUCE -103,500 -6.1% 1,579,766 $355,320,969
24 GEV GE VERNOVA INC REDUCE -181,600 -15.7% 972,994 $635,919,689
25 SHW SHERWIN WILLIAMS CO REDUCE -72,092 -21.9% 257,083 $83,302,604
26 CHYM CHIME FINL INC ADD +1,721,731 +13.8% 14,192,499 $357,225,199
27 MSFT MICROSOFT CORP REDUCE -1,073,621 -16.4% 5,477,747 $2,649,148,004
28 NOW SERVICENOW INC ADD +1,826,890 +609.0% 2,126,890 $325,818,279
29 FLUT FLUTTER ENTMT PLC ADD +345,350 +9.4% 4,003,542 $860,921,672
30 BULL WEBULL CORP REDUCE -5,000,000 -42.6% 6,724,137 $52,246,544
31 META META PLATFORMS INC REDUCE -68,386 -2.4% 2,750,615 $1,815,653,455
32 UNH UNITEDHEALTH GROUP INC REDUCE -18,595 -4.2% 420,205 $138,713,873
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 Z ZILLOW GROUP INC REDUCE -221,600 -22.1% 783,043 $58,289,721
2 - MONGODB INC NEW BUY +341,000 New 341,000 $105,839,580
3 Z ZILLOW GROUP INC REDUCE -1,183,943 -19.0% 5,045,144 $388,728,345
4 FIG FIGMA INC NEW BUY +60,000 New 60,000 $3,112,200
5 CPNG COUPANG INC ADD +2,252,000 +16.6% 15,837,579 $509,970,044
6 CPAY CORPAY INC ADD +269,500 +17.9% 1,771,146 $510,196,317
7 SQ BLOCK INC ADD +478,872 +12.1% 4,423,312 $319,672,758
8 BLSH BULLISH NEW BUY +100,000 New 100,000 $6,361,000
9 GEMI GEMINI SPACE STA INC NEW BUY +70,000 New 70,000 $1,677,200
10 AMZN AMAZON COM INC ADD +357,900 +3.3% 11,043,441 $2,424,808,340
11 - NOVO-NORDISK A S SOLD -1,269,000 Exit - -
12 NFLX NETFLIX INC NEW BUY +201,900 New 201,900 $242,061,948
13 RDDT REDDIT INC REDUCE -1,476,469 -24.0% 4,672,515 $1,074,631,725
14 - VIA TRANSN INC NEW BUY +15,000 New 15,000 $721,200
15 AVGO BROADCOM INC ADD +186,400 +6.9% 2,889,614 $953,312,555
16 KLAR KLARNA GROUP PLC NEW BUY +175,000 New 175,000 $6,413,750
17 NTSK NETSKOPE INC NEW BUY +500,000 New 500,000 $11,365,000
18 GEV GE VERNOVA INC ADD +56,800 +5.2% 1,154,594 $709,959,851
19 SHW SHERWIN WILLIAMS CO REDUCE -875,000 -72.7% 329,175 $113,980,136
20 - ZKH GROUP LTD SOLD -7,996,846 Exit - -
21 FLUT FLUTTER ENTMT PLC ADD +204,800 +5.9% 3,658,192 $929,180,768
22 - ELI LILLY & CO SOLD -1,511,160 Exit - -
23 - CROWDSTRIKE HLDGS INC SOLD -500,000 Exit - -
24 FIGR FIGURE TECHNOLOGY SOLUTIO NEW BUY +200,000 New 200,000 $7,274,000
25 META META PLATFORMS INC REDUCE -4,714,524 -62.6% 2,819,001 $2,070,217,954
26 ARX ACCELERANT HOLDINGS NEW BUY +75,000 New 75,000 $1,116,750
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 Z ZILLOW GROUP INC NEW BUY +902,643 New 902,643 $60,350,711
2 APP APPLOVIN CORP NEW BUY +1,668,240 New 1,668,240 $442,033,553
3 - PDD HOLDINGS INC ADD +1,787,000 +68.0% 4,415,681 $522,595,846
4 Z ZILLOW GROUP INC NEW BUY +5,215,000 New 5,215,000 $357,540,400
5 CPNG COUPANG INC ADD +5,208,306 +64.1% 13,328,319 $292,290,036
6 - RUBRIK INC. SOLD -250,000 Exit - -
7 NU NU HLDGS LTD ADD +2,153,696 +24.3% 11,032,555 $112,973,363
8 SQ BLOCK INC NEW BUY +1,884,867 New 1,884,867 $102,404,824
9 - OKLO INC SOLD -3,056,992 Exit - -
10 UBER UBER TECHNOLOGIES INC REDUCE -2,446,700 -94.2% 151,178 $11,014,829
11 - ATLASSIAN CORPORATION SOLD -400,545 Exit - -
12 LRCX LAM RESEARCH CORP ADD +467,000 +11.8% 4,424,700 $321,675,690
13 AMZN AMAZON COM INC ADD +173,000 +2.7% 6,588,488 $1,253,525,727
14 - DATADOG INC SOLD -979,400 Exit - -
15 TSM TAIWAN SEMICONDUCTOR MFG LTD ADD +606,494 +16.7% 4,241,474 $704,084,684
16 RDDT REDDIT INC ADD +1,218,600 +60.0% 3,249,600 $340,883,040
17 NVDA NVIDIA CORPORATION ADD +1,284,000 +13.3% 10,967,550 $1,188,663,069
18 APO APOLLO GLOBAL MGMT INC REDUCE -6,062,828 -49.4% 6,209,496 $850,328,382
19 - ARM HOLDINGS PLC SOLD -300,000 Exit - -
20 AVGO BROADCOM INC ADD +426,000 +23.1% 2,271,500 $380,317,245
21 ZS ZSCALER INC ADD +229,000 +15.8% 1,679,000 $333,147,180
22 - STANDARDAERO INC SOLD -160,000 Exit - -
23 VEEV VEEVA SYS INC ADD +2,042,500 +540.3% 2,420,500 $560,660,415
24 GEV GE VERNOVA INC NEW BUY +1,055,294 New 1,055,294 $322,160,152
25 - KLAVIYO INC SOLD -35,000 Exit - -
26 - DINGDONG CAYMAN LTD SOLD -118,539 Exit - -
27 SHW SHERWIN WILLIAMS CO ADD +199,870 +19.9% 1,204,175 $420,485,868
28 MSFT MICROSOFT CORP ADD +896,700 +16.8% 6,240,865 $2,342,758,312
29 - QUALCOMM INC SOLD -1,857,700 Exit - -
30 - ELI LILLY & CO ADD +25,000 +1.9% 1,334,960 $1,102,556,814
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 CSGP COSTAR GROUP INC NEW BUY +3,245,109 New 3,245,109 $232,317,353
2 - PDD HOLDINGS INC NEW BUY +2,628,681 New 2,628,681 $254,955,770
3 - TOAST INC SOLD -78,521 Exit - -
4 FWONK LIBERTY MEDIA CORP DEL ADD +225,000 +9.2% 2,682,000 $248,514,120
5 CPNG COUPANG INC ADD +6,125,955 +307.2% 8,120,013 $178,477,886
6 PONY PONY AI INC NEW BUY +370,000 New 370,000 $5,309,500
7 NU NU HLDGS LTD REDUCE -9,554,254 -51.8% 8,878,859 $91,984,979
8 - STONECO LTD SOLD -13,788 Exit - -
9 - ZOOMINFO TECHNOLOGIES INC SOLD -9,359,311 Exit - -
10 LRCX LAM RESEARCH CORP NEW BUY +3,957,700 New 3,957,700 $285,864,671
11 - SERVICETITAN INC NEW BUY +1,301,398 New 1,301,398 $133,874,812
12 APO APOLLO GLOBAL MGMT INC REDUCE -12,869 -0.1% 12,272,324 $2,026,897,032
13 RDDT REDDIT INC ADD +1,531,000 +306.2% 2,031,000 $331,946,640
14 SPOT SPOTIFY TECHNOLOGY S A ADD +1,258,900 +49156.6% 1,261,461 $564,352,422
15 ZS ZSCALER INC NEW BUY +1,450,000 New 1,450,000 $261,594,500
16 - STANDARDAERO INC NEW BUY +160,000 New 160,000 $3,961,600
17 VEEV VEEVA SYS INC NEW BUY +378,000 New 378,000 $79,474,500
18 SHW SHERWIN WILLIAMS CO ADD +476,500 +90.3% 1,004,305 $341,393,399
19 - ELI LILLY & CO ADD +340,160 +35.1% 1,309,960 $1,011,289,120
20 - LAM RESEARCH CORP SOLD -353,183 Exit - -
21 UNH UNITEDHEALTH GROUP INC REDUCE -1,926,600 -81.4% 438,800 $221,971,368
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 FWONK LIBERTY MEDIA CORP DEL ADD +93,000 +3.9% 2,457,000 $190,245,510
2 CPNG COUPANG INC NEW BUY +1,994,058 New 1,994,058 $48,954,124
3 CPAY CORPAY INC ADD +200,977 +19.2% 1,247,577 $390,192,183
4 - STONECO LTD REDUCE -668,212 -98.0% 13,788 $155,253
5 TTWO TAKE-TWO INTERACTIVE SOFTWAR ADD +195,714 +3.5% 5,839,256 $897,552,040
6 UBER UBER TECHNOLOGIES INC REDUCE -408,818 -13.6% 2,597,878 $195,256,510
7 - DEXCOM INC SOLD -1,152,806 Exit - -
8 AMZN AMAZON COM INC ADD +94,408 +1.5% 6,415,488 $1,195,397,879
9 JD JD.COM INC REDUCE -478,406 -58.1% 344,309 $13,772,360
10 TSM TAIWAN SEMICONDUCTOR MFG LTD ADD +564,090 +18.4% 3,634,980 $631,286,977
11 AVGO BROADCOM INC ADD +1,663,200 +912.3% 1,845,500 $318,348,750
12 UNH UNITEDHEALTH GROUP INC ADD +17,800 +0.8% 2,365,400 $1,383,002,072
13 SHW SHERWIN WILLIAMS CO NEW BUY +527,805 New 527,805 $201,447,334
14 FLUT FLUTTER ENTMT PLC NEW BUY +3,377,392 New 3,377,392 $801,387,574
15 - ELI LILLY & CO ADD +39,800 +4.3% 969,800 $859,184,612
16 - ASTERA LABS INC SOLD -70,000 Exit - -
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 AMAT APPLIED MATLS INC NEW BUY +895,200 New 895,200 $211,258,248
2 CPAY CORPAY INC REDUCE -287,091 -21.5% 1,046,600 $278,824,706
3 - RUBRIK INC. NEW BUY +250,000 New 250,000 $7,665,000
4 - ZOOMINFO TECHNOLOGIES INC REDUCE -2,226,416 -19.2% 9,359,311 $119,518,401
5 JD JD.COM INC REDUCE -2,316,104 -73.8% 822,715 $21,258,958
6 TSM TAIWAN SEMICONDUCTOR MFG LTD ADD +25,900 +0.9% 3,070,890 $533,751,391
7 NVDA NVIDIA CORPORATION ADD +8,715,195 +900.0% 9,683,550 $1,196,305,767
8 SE SEA LTD ADD +1,045,267 +7.0% 16,041,335 $1,145,672,146
9 UNH UNITEDHEALTH GROUP INC NEW BUY +2,347,600 New 2,347,600 $1,195,538,776
10 - QUALCOMM INC NEW BUY +1,857,700 New 1,857,700 $370,016,686
11 GRAB GRAB HOLDINGS LIMITED ADD +26,122,000 +39.1% 92,923,788 $329,879,447
12 - ZKH GROUP LTD NEW BUY +8,195,453 New 8,195,453 $31,962,267
13 - FRESHWORKS INC SOLD -196,683 Exit - -
14 - ELI LILLY & CO ADD +40,000 +4.5% 930,000 $842,003,400
15 - MAPLEBEAR INC SOLD -1,759,311 Exit - -
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 GOOGL ALPHABET INC ADD +6,251,875 +154.1% 10,308,800 $1,555,907,184
2 - PDD HOLDINGS INC SOLD -625,300 Exit - -
3 - TOAST INC REDUCE -1,017,240 -92.8% 78,521 $1,956,743
4 FWONK LIBERTY MEDIA CORP DEL NEW BUY +2,364,000 New 2,364,000 $155,078,400
5 CPAY CORPAY INC NEW BUY +1,333,691 New 1,333,691 $411,497,021
6 NU NU HLDGS LTD REDUCE -2,169,591 -10.5% 18,433,113 $219,907,038
7 - ZOOMINFO TECHNOLOGIES INC ADD +4,434,999 +62.0% 11,585,727 $185,719,204
8 - FLEETCOR TECHNOLOGIES INC SOLD -1,303,691 Exit - -
9 TTWO TAKE-TWO INTERACTIVE SOFTWAR ADD +487,368 +9.5% 5,643,542 $838,009,552
10 UBER UBER TECHNOLOGIES INC REDUCE -40,004 -1.3% 3,006,696 $231,485,525
11 AMZN AMAZON COM INC ADD +1,438,600 +29.5% 6,321,080 $1,140,196,410
12 WDAY WORKDAY INC REDUCE -101,000 -5.1% 1,880,237 $512,834,642
13 JD JD.COM INC REDUCE -5,665,172 -64.3% 3,138,819 $85,972,263
14 RDDT REDDIT INC NEW BUY +500,000 New 500,000 $24,660,000
15 PCOR PROCORE TECHNOLOGIES INC ADD +739,000 +46.2% 2,339,500 $192,236,715
16 SE SEA LTD ADD +675,900 +4.7% 14,996,068 $805,438,812
17 GRAB GRAB HOLDINGS LIMITED ADD +15,500,000 +30.2% 66,801,788 $209,757,614
18 - FRESHWORKS INC REDUCE -530,358 -72.9% 196,683 $3,581,597
19 - MAPLEBEAR INC ADD +1,584,311 +905.3% 1,759,311 $65,604,707
20 - LAM RESEARCH CORP REDUCE -49,800 -12.4% 353,183 $343,142,007
21 - ASTERA LABS INC NEW BUY +70,000 New 70,000 $5,193,300

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