Chase Coleman
Tiger Global Management · Chase Coleman 的科技成长与 crossover 平台
Tiger Global Management 是 Tiger lineage 中最重要的科技成长平台之一；Chase Coleman 把公开股票研究、私募成长投资和全球互联网平台放进同一套 crossover 框架。最值得看的是大型平台、软件、AI 基础设施和金融科技仓位如何随估值周期、私募市场温度和科技叙事变化而调整。
| 股票 | 股数 | 市值 | 权重 |
|---|---|---|---|
GOOGL
|
10,631,402 | $3.1B | 13.4% |
NVDA
|
12,011,752 | $2.1B | 9.2% |
AMZN
|
10,000,000 | $2.1B | 9.1% |
TSM
|
5,565,074 | $1.9B | 8.2% |
META
|
3,086,864 | $1.8B | 7.7% |
SE
|
15,415,835 | $1.3B | 5.6% |
AVGO
|
3,584,814 | $1.1B | 4.9% |
MSFT
|
2,500,000 | $925.4M | 4.1% |
GEV
|
972,994 | $849.3M | 3.7% |
LRCX
|
3,900,439 | $833.4M | 3.6% |
SPOT
|
1,580,761 | $766.5M | 3.4% |
CPNG
|
34,595,407 | $653.2M | 2.9% |
AMAT
|
1,656,900 | $566.3M | 2.5% |
CPAY
|
1,752,146 | $509.9M | 2.2% |
APP
|
1,000,000 | $398.0M | 1.7% |
TTWO
|
2,000,000 | $395.0M | 1.7% |
APO
|
3,293,334 | $366.9M | 1.6% |
RDDT
|
2,500,000 | $336.6M | 1.5% |
Z
|
7,368,957 | $304.9M | 1.3% |
XYZ
|
4,000,000 | $240.7M | 1.1% |
| 股票 | 动作 | 13F 时间 | 当前股数 | 上期股数 | 股数变化 | 13F市值变化 |
|---|---|---|---|---|---|---|
|
MSFT
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 2,500,000 | 5,477,747 | -54.4% | -$1.7B |
|
TTWO
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 2,000,000 | 5,839,256 | -65.7% | -$1.1B |
|
TSM
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 5,565,074 | 3,725,474 | 49.4% | +$748.6M |
|
RDDT
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 2,500,000 | 3,843,915 | -35.0% | -$547.0M |
VEEV
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 2,420,500 | -100.0% | -$540.3M |
|
APO
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 3,293,334 | 6,209,496 | -47.0% | -$531.9M |
|
APP
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,000,000 | 1,292,984 | -22.7% | -$473.2M |
GRAB
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 92,923,788 | -100.0% | -$463.7M |
|
AMAT
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 1,656,900 | 895,200 | 85.1% | +$336.3M |
MELI
|
新增 | 2026-03-31 披露 2026-05-15 | 135,006 | 0 | - | +$233.4M |
|
AMZN
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 10,000,000 | 10,011,379 | -0.1% | -$228.1M |
WDAY
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 1,000,000 | -100.0% | -$214.8M |
|
XYZ
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 4,000,000 | 6,364,840 | -37.2% | -$173.6M |
NOW
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,500,000 | 2,126,890 | -29.5% | -$169.0M |
CHYM
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 11,081,780 | 14,192,499 | -21.9% | -$149.7M |
|
AVGO
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 3,584,814 | 2,875,614 | 24.7% | +$114.3M |
|
Z
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 7,368,957 | 6,056,957 | 21.7% | -$108.3M |
LITE
|
新增 | 2026-03-31 披露 2026-05-15 | 136,800 | 0 | - | +$96.1M |
EQPT
|
新增 | 2026-03-31 披露 2026-05-15 | 4,579,646 | 0 | - | +$93.3M |
CSGP
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,500,000 | 2,259,109 | -33.6% | -$91.4M |
HNGE
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 1,805,751 | -100.0% | -$83.9M |
INTC
|
新增 | 2026-03-31 披露 2026-05-15 | 1,638,700 | 0 | - | +$72.3M |
|
META
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 3,086,864 | 2,750,615 | 12.2% | -$49.6M |
UNH
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 350,445 | 420,205 | -16.6% | -$43.9M |
|
NVDA
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 12,011,752 | 11,011,752 | 9.1% | +$41.2M |
CRCL
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 500,000 | -100.0% | -$39.6M |
|
SPOT
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 1,580,761 | 1,261,461 | 25.3% | +$34.0M |
|
CPNG
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 34,595,407 | 26,267,259 | 31.7% | +$33.5M |
Tiger Global 官方 Chase Coleman 资料介绍其创始人身份、Tiger Management 背景、公开/私募成长投资平台和长期研究导向。
Tiger Global 官网介绍其研究驱动、长期合作高质量创新公司的公开定位，是追踪 Coleman 投资平台的稳定入口。