Managed by Chase Coleman
Tiger Cub fund focused on technology and internet-enabled businesses, both public equities and private venture.
| # | Company | Shares | Value | Weight | Change |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 10.63M | $3.33B | 11.20% | NEW |
| 2 | MSFTMICROSOFT CORP | 5.48M | $2.65B | 8.91% | NEW |
| 3 | AMZNAMAZON COM INC | 10.01M | $2.31B | 7.78% | NEW |
| 4 | NVDANVIDIA CORPORATION | 11.01M | $2.05B | 6.91% | NEW |
| 5 | SESEA LTD | 15.42M | $1.97B | 6.62% | NEW |
| 6 | METAMETA PLATFORMS INC | 2.75M | $1.82B | 6.11% | NEW |
| 7 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 5.84M | $1.50B | 5.03% | NEW |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3.73M | $1.13B | 3.81% | NEW |
| 9 | AVGOBROADCOM INC | 2.88M | $995.25M | 3.35% | NEW |
| 10 | APOAPOLLO GLOBAL MGMT INC | 6.21M | $898.89M | 3.02% | NEW |
| 11 | RDDTREDDIT INC | 3.84M | $883.60M | 2.97% | NEW |
| 12 | APPAPPLOVIN CORP | 1.29M | $871.24M | 2.93% | NEW |
| 13 | G3643J108FLUTTER ENTMT PLC | 4.00M | $860.92M | 2.90% | NEW |
| 14 | L8681T102SPOTIFY TECHNOLOGY S A | 1.26M | $732.54M | 2.46% | NEW |
| 15 | LRCXLAM RESEARCH CORP | 3.90M | $667.68M | 2.25% | NEW |
| 16 | GEVGE VERNOVA INC | 973K | $635.92M | 2.14% | NEW |
| 17 | CPNGCOUPANG INC | 26.27M | $619.64M | 2.08% | NEW |
| 18 | VEEVVEEVA SYS INC | 2.42M | $540.33M | 1.82% | NEW |
| 19 | CPAYCORPAY INC | 1.75M | $527.27M | 1.77% | NEW |
| 20 | G4124C109GRAB HOLDINGS LIMITED | 92.92M | $463.69M | 1.56% | NEW |
| 21 | XYZBLOCK INC | 6.36M | $414.29M | 1.39% | NEW |
| 22 | ZZILLOW GROUP INC | 6.06M | $413.21M | 1.39% | NEW |
| 23 | CHYMCHIME FINL INC | 14.19M | $357.23M | 1.20% | NEW |
| 24 | ZSZSCALER INC | 1.58M | $355.32M | 1.20% | NEW |
| 25 | NOWSERVICENOW INC | 2.13M | $325.82M | 1.10% | NEW |
| 26 | FWONKLIBERTY MEDIA CORP DEL | 2.68M | $264.20M | 0.89% | NEW |
| 27 | AMATAPPLIED MATLS INC | 895K | $230.06M | 0.77% | NEW |
| 28 | NFLXNETFLIX INC | 2.44M | $228.68M | 0.77% | NEW |
| 29 | WDAYWORKDAY INC | 1.00M | $214.78M | 0.72% | NEW |
| 30 | WLTHWEALTHFRONT CORP | 15.16M | $205.98M | 0.69% | NEW |
| 31 | G6683N103NU HLDGS LTD | 11.03M | $184.68M | 0.62% | NEW |
| 32 | PCORPROCORE TECHNOLOGIES INC | 2.34M | $170.18M | 0.57% | NEW |
| 33 | CSGPCOSTAR GROUP INC | 2.26M | $151.90M | 0.51% | NEW |
| 34 | UNHUNITEDHEALTH GROUP INC | 420K | $138.71M | 0.47% | NEW |
| 35 | N14506104ELASTIC N V | 1.69M | $127.55M | 0.43% | NEW |
| 36 | HNGEHINGE HEALTH INC | 1.81M | $83.88M | 0.28% | NEW |
| 37 | SHWSHERWIN WILLIAMS CO | 257K | $83.30M | 0.28% | NEW |
| 38 | ZGZILLOW GROUP INC | 1.02M | $69.85M | 0.23% | NEW |
| 39 | G9572D103WEBULL CORP | 6.72M | $52.25M | 0.18% | NEW |
| 40 | REREATRENEW INC | 9.83M | $52.11M | 0.17% | NEW |
| 41 | PONYPONY AI INC | 2.90M | $42.05M | 0.14% | NEW |
| 42 | CRCLCIRCLE INTERNET GROUP INC | 500K | $39.65M | 0.13% | NEW |
| 43 | UBERUBER TECHNOLOGIES INC | 151K | $12.35M | 0.04% | NEW |
| 44 | JDJD.COM INC | 344K | $9.88M | 0.03% | NEW |
| 45 | NTSKNETSKOPE INC | 500K | $8.77M | 0.03% | NEW |
| 46 | FIGRFIGURE TECHNOLOGY SOLUTIO | 200K | $8.17M | 0.03% | NEW |
| 47 | DASHDOORDASH INC | 25K | $5.74M | 0.02% | NEW |
| 48 | G5279N105KLARNA GROUP PLC | 175K | $5.06M | 0.02% | NEW |
| 49 | G16910120BULLISH | 100K | $3.79M | 0.01% | NEW |
| 50 | G32089107ETORO GROUP LTD | 80K | $2.81M | 0.01% | NEW |
| 51 | FIGFIGMA INC | 60K | $2.24M | 0.01% | NEW |
| 52 | G00894108ACCELERANT HOLDINGS | 75K | $1.23M | 0.00% | NEW |
| 53 | GEMIGEMINI SPACE STA INC | 70K | $694.4K | 0.00% | NEW |
| 54 | MNTNMNTN INC | 20K | $238.8K | 0.00% | NEW |
Data from SEC Form 13F-HR filings. 13Fs are filed 45 days after quarter-end and only show long US equity positions. Short positions, options, and intra-quarter trading are NOT shown. Research only – not investment advice.