This article first appeared on GuruFocus.
Chase Coleman (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2026, providing insights into his investment moves during this period. Chase Coleman (Trades, Portfolio) is the founder of Tiger Global Management, which was established in 2001. As one of the tiger cubs who learned from legendary investor Julian Robertson, the guru is known for his interest in small caps and technology stocks. The firm applies a fundamentally oriented, long-term investment approach. It seeks to invest in high-quality companies that benefit from powerful secular growth trends and are led by excellent management teams.
Summary of New Buy
Chase Coleman (Trades, Portfolio) added a total of 7 stocks, among them:
The most significant addition was MercadoLibre Inc (NASDAQ:MELI), with 135,006 shares, accounting for 1.02% of the portfolio and a total value of $233.43 million.
The second largest addition to the portfolio was Lumentum Holdings Inc (NASDAQ:LITE), consisting of 136,800 shares, representing approximately 0.42% of the portfolio, with a total value of $96.14 million.
The third largest addition was EquipmentShare.com Inc (NASDAQ:EQPT), with 4,579,646 shares, accounting for 0.41% of the portfolio and a total value of $93.29 million.
Key Position Increases
Chase Coleman (Trades, Portfolio) also increased stakes in a total of 8 stocks, among them:
The most notable increase was Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), with an additional 1,839,600 shares, bringing the total to 5,565,074 shares. This adjustment represents a significant 49.38% increase in share count, a 2.72% impact on the current portfolio, with a total value of $1,880,716,760.
The second largest increase was Applied Materials Inc (NASDAQ:AMAT), with an additional 761,700 shares, bringing the total to 1,656,900. This adjustment represents a significant 85.09% increase in share count, with a total value of $566,311,850.
Summary of Sold Out
Chase Coleman (Trades, Portfolio) completely exited 14 holdings in the first quarter of 2026, as detailed below:
