Chase Coleman - Tiger Global Management Portfolio Update Add: $XYZ $RDDT $AMZN $CPAY $APP $Z $AVGO $LRCX $LLY $ZG $TSM $NVDA $MSFT $GEV $GOOGL $FLUT $CPNG $META $ZS Buy (New Positions): $CHYM $BULL $HNGE $CRCL $ETOR $TFIN $MNTN Reduce: $ZKH $RERE $CRWD $WDAY $NOW $DASH Sell https://t.co/zwDJXuerbI
CHASE COLEMAN AND TIGER GLOBAL JUST UPDATED ITS $34.1 BILLION PORTFOLIO (Portfolio as of the end of Q2) https://t.co/kvS9R8bSZz
Q2 2025 13F Filing Highlights at Chase Coleman's Tiger Global: New Buys: $CHYM (12.5M) $BULL (11.7M) $HNGE $CRCL $ETOR * Adds to: $XYZ $RRDT $AMZN $CPAY $APP $Z $AVGO $LRCX $LLY $ZG $TSM $NVDA $MSFT Reduces: $DASH (98%) $NOW $WDAY $CRWD Exits: $PDD $TTAN *looks like Chase
Several prominent investment managers have updated their portfolios for the second quarter of 2025, reflecting shifts in holdings across various sectors. Leon Cooperman, managing approximately $2.8 billion in funds, filed his 13F report showing new additions of GE Healthcare (GEHC) and Aesthetic Technologies (AESI), while exiting Las Vegas Sands (LVS) and Microsoft (MSFT), and reducing positions in Alphabet (GOOGL), MetLife (MP), and Cigna (CI). David Einhorn updated his $2.3 billion portfolio, though specific changes were not detailed. Terry Smith's Fundsmith, overseeing $23 billion, also reported its Q2 portfolio update. Chris Hohn disclosed changes in his $50 billion portfolio. Chase Coleman’s Tiger Global Management, managing $34.1 billion, revealed a comprehensive update with new buys including Chymera (CHYM), Bullfrog AI (BULL), Hinge Health (HNGE), Circulor (CRCL), and eToro (ETOR). The fund added to positions in companies such as Amazon (AMZN), Affirm (AFRM), Zoom (ZM), Broadcom (AVGO), Lam Research (LRCX), Eli Lilly (LLY), Zillow (ZG), Taiwan Semiconductor (TSM), Nvidia (NVDA), Microsoft (MSFT), and Alphabet (GOOGL). Reductions were made in DoorDash (DASH), ServiceNow (NOW), Workday (WDAY), and CrowdStrike (CRWD), with full exits from Pinduoduo (PDD) and Titan Machinery (TTAN). These filings indicate active portfolio management and sector rotation among leading investment funds during Q2 2025.