Shares super investor Chase Coleman is buying

Super investor Chase Coleman pumped money into big tech in the first quarter of 2023, adding to his positions in Google, Apple, Microsoft, and Amazon. Coleman also sold most of his stakes in Spotify, Peloton, Sentinel, and Pinduoduo.

Super investors managing over $100 million in funds are required by the SEC to file a 13F form within 45 days of the previous quarter ending. This filing outlines their portfolios and any shares they bought or sold.

Coleman is a billionaire hedge fund manager and the founder of Tiger Global Management. He is one of the most successful investors in the world, and his firm has generated billions of dollars in profits for its investors. 

He was born in New York City in 1975 and attended Deerfield Academy and Williams College, where he studied economics. 

After graduating from Williams College, Coleman worked as a research analyst at Tiger Management, a hedge fund founded by Julian Robertson. 

In 2001, Coleman left Tiger Management to found his hedge fund, Tiger Global Management.

Tiger Global Management is a global investment firm that invests in public and private companies. The firm has been very successful, and Coleman has become one of the richest people in the world. 

He is known for his aggressive investment style and has made some of the most successful investments in recent history. 

For example, Coleman was an early investor in Facebook, LinkedIn, and Spotify.

In addition to his business interests, Coleman is also a philanthropist. He has donated money to several charities, including the Williams College Museum of Art, the Deerfield Academy, and the Council on Foreign Relations. 

He is also a co-founder of the Tiger Foundation, a charity that supports education and poverty alleviation in New York City.

What Chase Coleman is buying and selling

Coleman’s portfolio is worth nearly $11 billion and includes significant positions in prominent companies such as Microsoft, Meta, Amazon, and Alphabet.

He added significantly to his positions in Microsoft, Amazon, and Alphabet, and took up a new position in Apple. However, he also reduced his exposure to Meta and nearly completely sold out of Spotify.

Coleman also bought into TSMC and Nvidia for the first time. Below is a breakdown of Coleman’s portfolio and the shares he bought and sold in the first quarter of 2023.

CompanyShare of portfolioChange in shareValue of share
MSFT – Microsoft Corp.15.55Add 12.82%$1,710,146,000
META – Meta Platforms Inc.14.37Reduce 6.14%$1,580,454,000
JD – Inc.9.61Add 10.39%$1,056,779,000
AMZN – Inc.9.1Add 12.74%$1,000,381,000
GOOGL – Alphabet Inc.7.89Add 124.40%$867,595,000
WDAY – Workday Inc.4.73Reduce 8.98%$520,052,000
NOW – ServiceNow Inc.3.42No change$375,911,000
SE – Sea Ltd2.65Reduce 5.28%$291,813,000
SNOW – Snowflake Inc.2.6Reduce 27.44%$286,030,000
TTWO – Take-Two Interactive Software2.6Add 236.16%$286,345,000
MA – Mastercard Inc.2.39No change$263,109,000
INTU – Intuit Inc.1.82Add 32677.78%$199,910,000
DDOG – DATADOG Inc.1.75Add 173.53%$191,988,000
ZI – ZoomInfo Technologies Inc.1.68Add 20.05%$185,071,000
APO – Apollo Global Management1.5Add 316.41%$165,161,000
BZ – Kanzhun Ltd1.48Reduce 38.49%$162,188,000
TSM – Taiwan Semiconductor S.A.1.34Buy$147,767,000
AAPL – Apple Inc.1.28Buy$140,330,000
CFLT – Confluent Inc.1.26Add 84.37%$138,483,000
CRWD – CrowdStrike Holdings Inc.1.12No change$123,534,000
NU – Nu Holdings Ltd1.1Add 0.16%$120,822,000
SQ – Block Inc.1.03Reduce 12.47%$113,011,000
DLO – DLocal Ltd0.91Reduce 13.65%$100,046,000
HUBS – HubSpot Inc.0.87Reduce 33.41%$95,963,000
XP – XP Inc.0.79Buy$86,597,000
TEAM – Atlassian Corp.0.62No change$68,561,000
GRAB – Grab Holdings Ltd Cl A0.5No change$55,474,000
LRCX – Lam Research0.48Buy$53,133,000
AMAT – Applied Materials0.47Buy$51,527,000
PANW – Palo Alto Networks0.47Buy$51,473,000
MDB – MongoDB Inc.0.46Reduce 5.00%$50,470,000
PGY – Pagaya Technologies Ltd A0.4Reduce 30.75%$44,504,000
ALCC – AltC Acquisition Corp.0.37No change$40,600,000
OZON – Ozon Holdings plc0.37Reduce 41.37%$40,795,000
FRSH – Freshworks Inc.0.33Reduce 21.78%$36,741,000
V – Visa Inc.0.33No change$36,750,000
FLT – FleetCor Technologies Inc.0.32Buy$35,191,000
RERE – AiHuiShou International Co. Ltd. ADS0.32No change$35,018,000
TOST – Toast Inc.0.3Reduce 22.85%$33,167,000
KKR – KKR & Co. L.P.0.24Buy$26,838,000
WEAV – Weave Communications Inc0.22Reduce 5.98%$24,537,000
MBLY – Mobileye Global Inc.0.18No change$19,472,000
LW – Lamb Weston Hldgs Inc.0.17No change$18,791,000
UBER – Uber Technologies Inc.0.17No change$19,020,000
NVDA – NVIDIA Corp.0.11Buy$12,187,000
COIN – Coinbase Global Inc.0.09Reduce 1.24%$9,605,000
STNE – StoneCo Ltd.0.06Reduce 0.55%$6,506,000
HCP – Hashicorp Inc Cl A0.05Add 1812.12%$5,146,000
SHOP – Shopify Inc.0.04No change$4,578,000
PTON – Peloton Interactive Inc.0.02Reduce 91.85%$2,268,000
ONTF – ON24 Inc.0.01No change$734,000
S – SentinelOne Inc.0.01Reduce 99.08%$599,000
DDL – Dingdong Cayman Ltd0No change$458,000
JOBY.WS – Joby Aviation Inc. WTS0Reduce 3.81%$66,000
KPLT – Katapult Holdings Inc.0Reduce 54.60%$506,000
SPOT – Spotify Technology S.A.0Reduce 99.50%$342,000


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