Chase Coleman's AI Stock Portfolio
Founder of Tiger Global, the biggest of the Tiger cubs and one of the largest crossover investors in public and private tech. This page filters Tiger Global's Q2 2026 13F filing through the Supercycle universe: 22 of its reported positions are AI buildout companies, together 77.0% of the portfolio by value.
From the 13F-HR filed for the quarter ended . 13F filings cover long US-listed positions only and lag the quarter by up to 45 days; positions may have changed since. Not investment advice.
AI holdings, scored
| # | Holding | Value | % of portfolio | AI score | Layer | Q/Q |
|---|---|---|---|---|---|---|
| 1 | TSMTaiwan Semiconductor | $2.33B | 9.7% | 78 | Chip Equipment & Foundries | Trimmed -12% |
| 2 | AMZNAmazon | $2.31B | 9.6% | 58 | Cloud & Hyperscalers | Trimmed -3% |
| 3 | NVDANVIDIA | $2.24B | 9.3% | 97 | Semiconductors | Trimmed -7% |
| 4 | GOOGLAlphabet | $2.07B | 8.7% | 70 | Cloud & Hyperscalers | Trimmed -45% |
| 5 | METAMeta Platforms | $1.59B | 6.6% | 60 | Foundation Models | Trimmed -9% |
| 6 | LRCXLam Research | $1.37B | 5.7% | 50 | Chip Equipment & Foundries | Trimmed -19% |
| 7 | AMATApplied Materials | $1.18B | 4.9% | 78 | Chip Equipment & Foundries | Trimmed -1% |
| 8 | GEVGE Vernova | $936.96M | 3.9% | 55 | Power & Energy | Trimmed -18% |
| 9 | MSFTMicrosoft | $845.60M | 3.5% | 75 | Cloud & Hyperscalers | Trimmed -9% |
| 10 | CBRSCerebras Systems | $662.78M | 2.8% | 100 | Semiconductors | New |
| 11 | AVGOBroadcom | $662.60M | 2.8% | 78 | Semiconductors | Trimmed -51% |
| 12 | INTCIntel | $593.80M | 2.5% | 30 | Semiconductors | Added +160% |
| 13 | RDDTReddit | $438.95M | 1.8% | 32 | AI Software & Platforms | Added +1% |
| 14 | AMDAdvanced Micro Devices | $391.96M | 1.6% | 75 | Semiconductors | New |
| 15 | XYZBlock | $347.78M | 1.5% | 8 | AI Applications | Added +14% |
| 16 | STXSeagate Technology | $275.12M | 1.1% | 45 | Memory & Storage | New |
| 17 | NOWServiceNow | $86.72M | 0.4% | 50 | AI Applications | Trimmed -42% |
| 18 | SPCXSpaceX | $64.07M | 0.3% | 35 | Defense & Aerospace AI | New |
| 19 | APLDApplied Digital | $33.01M | 0.1% | 95 | Neoclouds | New |
| 20 | CORZCore Scientific | $20.91M | 0.1% | 80 | Neoclouds | New |
| 21 | UBERUber Technologies | $10.91M | 0.0% | 20 | Autonomous Vehicles | Unchanged |
| 22 | PONYPony AI | $2.16M | 0.0% | 95 | Autonomous Vehicles | Trimmed -89% |
Where the AI money sits in the buildout
What changed: Q1 2026 to Q2 2026
- Trimmed TSM (-12% shares)
- Trimmed AMZN (-3% shares)
- Trimmed NVDA (-7% shares)
- Trimmed GOOGL (-45% shares)
- Trimmed META (-9% shares)
- Trimmed LRCX (-19% shares)
- Trimmed AMAT (-1% shares)
- Trimmed GEV (-18% shares)
- Trimmed MSFT (-9% shares)
- New CBRS
- Trimmed AVGO (-51% shares)
- Added INTC (+160% shares)
- Added RDDT (+1% shares)
- New AMD
- Added XYZ (+14% shares)
- New STX
- Trimmed NOW (-42% shares)
- New SPCX
- New APLD
- New CORZ
- Trimmed PONY (-89% shares)
- Exited APP (was $398.00M)
- Exited ZS (was $221.63M)
- Exited LITE (was $96.14M)
- Exited NTSK (was $4.25M)
- Exited FIG (was $1.27M)
Frequently asked questions
What is Chase Coleman's biggest AI stock?
In the Q2 2026 13F, Tiger Global's largest tracked AI position is Taiwan Semiconductor (TSM) at $2.33B, 9.7% of the reported portfolio. TSM carries an AI Exposure Score of 78.
How much of Chase Coleman's portfolio is in AI stocks?
77.0% of Tiger Global's Q2 2026 13F value ($18.47B of $23.98B) is in companies in the Supercycle AI universe, with a value-weighted AI Exposure Score of 68 (Strategic tier).
What did Chase Coleman change last quarter?
Between Q1 2026 and Q2 2026: trimmed TSM, trimmed AMZN, trimmed NVDA, trimmed GOOGL, trimmed META, trimmed LRCX, trimmed AMAT, trimmed GEV, trimmed MSFT, new CBRS, trimmed AVGO, added INTC, added RDDT, new AMD, added XYZ, new STX, trimmed NOW, new SPCX, new APLD, new CORZ, trimmed PONY, exited APP, exited ZS, exited LITE, exited NTSK, exited FIG.