Chase Coleman Adjusts Holdings in Tiger Global Management’s 13F Filing
Billionaire Chase Coleman reported significant changes in his Tiger Global Management fund’s fourth-quarter 2025 holdings during the filing due on February 17. Notably, Coleman reduced his stakes in Meta Platforms by 2% and Microsoft by 16%, marking the first time in over three years that these companies were not his top holdings. This decision comes amid increased market valuation concerns, as the S&P 500’s Shiller Price-to-Earnings ratio approaches its second-highest level in history.
Despite these reductions, Coleman maintained his position in Alphabet, now the fund’s leading holding. Alphabet’s Google Cloud services experienced a remarkable 48% year-over-year sales growth in the fourth quarter, benefiting from advancements in generative AI technology. The continued strength of Google’s search advertising monopoly—accounting for 89% to 93% of the global market—supports its positive growth outlook.
