Chase Coleman
Tiger Global Management · Chase Coleman 的科技成长與 crossover 平臺
Tiger Global Management 是 Tiger lineage 中最重要的科技成长平臺之一；Chase Coleman 把公開股票研究、私募成长投資和全球互聯網平臺放進同一套 crossover 框架。最值得看的是大型平臺、软件、AI 基础设施和金融科技倉位如何随估值周期、私募市場温度和科技叙事變化而調整。
| 股票 | 股數 | 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 | 動作 | 13F 時間 | 當前股數 | 上期股數 | 股數變化 | 13F市值變化 |
|---|---|---|---|---|---|---|
|
MSFT
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 2,500,000 | 5,477,747 | -54.4% | -$1.7B |
|
TTWO
|
大幅減持 | 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
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 2,500,000 | 3,843,915 | -35.0% | -$547.0M |
VEEV
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 2,420,500 | -100.0% | -$540.3M |
|
APO
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 3,293,334 | 6,209,496 | -47.0% | -$531.9M |
|
APP
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 1,000,000 | 1,292,984 | -22.7% | -$473.2M |
GRAB
|
清倉 | 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
|
小幅減持 | 2026-03-31 披露 2026-05-15 | 10,000,000 | 10,011,379 | -0.1% | -$228.1M |
WDAY
|
清倉 | 2026-03-31 披露 2026-05-15 | 0 | 1,000,000 | -100.0% | -$214.8M |
|
XYZ
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 4,000,000 | 6,364,840 | -37.2% | -$173.6M |
NOW
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 1,500,000 | 2,126,890 | -29.5% | -$169.0M |
CHYM
|
大幅減持 | 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
|
大幅減持 | 2026-03-31 披露 2026-05-15 | 1,500,000 | 2,259,109 | -33.6% | -$91.4M |
HNGE
|
清倉 | 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
|
大幅減持 | 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
|
清倉 | 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 |
|
SE
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 15,415,835 | 16,041,335 | -3.9% | -$900.5M |
|
MSFT
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 5,477,747 | 6,551,368 | -16.4% | -$744.1M |
|
APP
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 1,292,984 | 2,002,989 | -35.4% | -$568.0M |
|
META
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 2,750,615 | 2,819,001 | -2.4% | -$254.6M |
WLTH
|
新增 | 2025-12-31 披露 2026-02-17 | 15,156,877 | 0 | - | +$206.0M |
|
RDDT
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 3,843,915 | 4,672,515 | -17.7% | -$191.0M |
ZS
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 1,579,766 | 1,683,266 | -6.1% | -$149.1M |
|
TSM
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 3,725,474 | 4,578,374 | -18.6% | -$146.6M |
|
NVDA
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 11,011,752 | 11,709,752 | -6.0% | -$131.1M |
|
CSGP
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 2,259,109 | 3,245,109 | -30.4% | -$121.9M |
BULL
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 6,724,137 | 11,724,137 | -42.6% | -$121.2M |
|
AMZN
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 10,011,379 | 11,043,441 | -9.3% | -$114.0M |
|
CPNG
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 26,267,259 | 15,837,579 | 65.9% | +$109.7M |
MDB
|
清倉 | 2025-12-31 披露 2026-02-17 | 0 | 341,000 | -100.0% | -$105.8M |
|
CHYM
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 14,192,499 | 12,470,768 | 13.8% | +$105.7M |
|
XYZ
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 6,364,840 | 4,423,312 | 43.9% | +$94.6M |
|
GEV
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 972,994 | 1,154,594 | -15.7% | -$74.0M |
|
HNGE
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 1,805,751 | 552,008 | 227.1% | +$56.8M |
|
NOW
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,126,890 | 300,000 | 609.0% | +$49.7M |
|
AVGO
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 2,875,614 | 2,889,614 | -0.5% | +$41.9M |
|
LRCX
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 3,900,439 | 5,260,328 | -25.9% | -$36.7M |
PONY
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,900,000 | 370,000 | 683.8% | +$33.7M |
SHW
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 257,083 | 329,175 | -21.9% | -$30.7M |
|
Z
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 6,056,957 | 5,045,144 | 20.1% | +$24.5M |
|
CRCL
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 500,000 | 125,000 | 300.0% | +$23.1M |
|
CPAY
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 1,752,146 | 1,771,146 | -1.1% | +$17.1M |
NFLX
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,439,000 | 201,900 | 1108.0% | -$13.4M |
|
UNH
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 420,205 | 438,800 | -4.2% | -$12.8M |
ZG
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 1,023,733 | 783,043 | 30.7% | +$11.6M |
|
META
|
大幅減持 | 2025-09-30 披露 2025-11-14 | 2,819,001 | 7,533,525 | -62.6% | -$3.5B |
LLY
|
清倉 | 2025-09-30 披露 2025-11-14 | 0 | 1,511,160 | -100.0% | -$1.2B |
|
SHW
|
大幅減持 | 2025-09-30 披露 2025-11-14 | 329,175 | 1,204,175 | -72.7% | -$299.5M |
CRWD
|
清倉 | 2025-09-30 披露 2025-11-14 | 0 | 500,000 | -100.0% | -$254.7M |
|
NFLX
|
新增 | 2025-09-30 披露 2025-11-14 | 201,900 | 0 | - | +$242.1M |
|
AVGO
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 2,889,614 | 2,703,214 | 6.9% | +$208.2M |
|
RDDT
|
大幅減持 | 2025-09-30 披露 2025-11-14 | 4,672,515 | 6,148,984 | -24.0% | +$148.8M |
|
GEV
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 1,154,594 | 1,097,794 | 5.2% | +$129.1M |
|
MDB
|
新增 | 2025-09-30 披露 2025-11-14 | 341,000 | 0 | - | +$105.8M |
|
CPNG
|
大幅增持 | 2025-09-30 披露 2025-11-14 | 15,837,579 | 13,585,579 | 16.6% | +$102.9M |
NVO
|
清倉 | 2025-09-30 披露 2025-11-14 | 0 | 1,269,000 | -100.0% | -$87.6M |
|
AMZN
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 11,043,441 | 10,685,541 | 3.3% | +$80.5M |
|
XYZ
|
小幅增持 | 2025-09-30 披露 2025-11-14 | 4,423,312 | 3,944,440 | 12.1% | +$51.7M |
|
Z
|
大幅減持 | 2025-09-30 披露 2025-11-14 | 5,045,144 | 6,229,087 | -19.0% | -$47.6M |
|
CPAY
|
大幅增持 | 2025-09-30 披露 2025-11-14 | 1,771,146 | 1,501,646 | 17.9% | +$11.9M |
|
ZG
|
大幅減持 | 2025-09-30 披露 2025-11-14 | 783,043 | 1,004,643 | -22.1% | -$10.5M |
Tiger Global 官方 Chase Coleman 資料介绍其创始人身份、Tiger Management 背景、公開/私募成长投資平臺和长期研究導向。
Tiger Global 官網介绍其研究驱動、长期合作高質量创新公司的公開定位，是追踪 Coleman 投資平臺的穩定入口。