---
title: "Chase Coleman AI portfolio (13F)"
canonical: "https://supercyclehq.com/investors/chase-coleman"
type: "investor"
dataAsOf: "2026-08-14"
period: "2026-06-30"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Chase Coleman: Tiger Global

Founder of Tiger Global, the biggest of the Tiger cubs and one of the largest crossover investors in public and private tech.

13F for period 2026-06-30, filed 2026-08-14, compared with 2026-03-31. A 13F discloses long US equity positions at quarter end, reported up to 45 days later.

| Measure | Value |
| --- | --- |
| Reported portfolio value | $24.0B |
| In tracked AI stocks | $18.5B (77.0%) |
| Value-weighted AI Exposure Score | 68 |
| Top buildout layer | cloud-infrastructure |

## AI positions

| Ticker | Issuer | Value | Shares | Portfolio % | Change vs prior quarter |
| --- | --- | --- | --- | --- | --- |
| [TSM](https://supercyclehq.com/stock/taiwan-semiconductor.md) | TAIWAN SEMICONDUCTOR MANUFAC | $2.3B | 4,881,008 | 9.72% | trimmed (-12.3%) |
| [AMZN](https://supercyclehq.com/stock/amazon.md) | AMAZON COM INC | $2.3B | 9,683,558 | 9.62% | trimmed (-3.2%) |
| [NVDA](https://supercyclehq.com/stock/nvidia.md) | NVIDIA CORPORATION | $2.2B | 11,198,773 | 9.34% | trimmed (-6.8%) |
| [GOOGL](https://supercyclehq.com/stock/alphabet.md) | ALPHABET INC | $2.1B | 5,805,687 | 8.65% | trimmed (-45.4%) |
| [META](https://supercyclehq.com/stock/meta-platforms.md) | META PLATFORMS INC | $1.6B | 2,823,180 | 6.63% | trimmed (-8.5%) |
| [LRCX](https://supercyclehq.com/stock/lam-research.md) | LAM RESEARCH CORP | $1.4B | 3,163,495 | 5.72% | trimmed (-18.9%) |
| [AMAT](https://supercyclehq.com/stock/applied-materials.md) | APPLIED MATLS INC | $1.2B | 1,632,210 | 4.92% | trimmed (-1.5%) |
| [GEV](https://supercyclehq.com/stock/ge-vernova.md) | GE VERNOVA INC | $937.0M | 797,511 | 3.91% | trimmed (-18.0%) |
| [MSFT](https://supercyclehq.com/stock/microsoft.md) | MICROSOFT CORP | $845.6M | 2,266,913 | 3.53% | trimmed (-9.3%) |
| [CBRS](https://supercyclehq.com/stock/cerebras.md) | CEREBRAS SYSTEMS INC | $662.8M | 2,999,000 | 2.76% | new |
| [AVGO](https://supercyclehq.com/stock/broadcom.md) | BROADCOM INC | $662.6M | 1,754,062 | 2.76% | trimmed (-51.1%) |
| [INTC](https://supercyclehq.com/stock/intel.md) | INTEL CORP | $593.8M | 4,252,690 | 2.48% | increased (+159.5%) |
| [RDDT](https://supercyclehq.com/stock/reddit.md) | REDDIT INC | $439.0M | 2,528,819 | 1.83% | increased (+1.2%) |
| [AMD](https://supercyclehq.com/stock/advanced-micro-devices.md) | ADVANCED MICRO DEVICES INC | $392.0M | 674,727 | 1.63% | new |
| [XYZ](https://supercyclehq.com/stock/block.md) | BLOCK INC | $347.8M | 4,576,007 | 1.45% | increased (+14.4%) |
| [STX](https://supercyclehq.com/stock/seagate-technology.md) | SEAGATE TECHNOLOGY HLDNGS PL | $275.1M | 285,100 | 1.15% | new |
| [NOW](https://supercyclehq.com/stock/servicenow.md) | SERVICENOW INC | $86.7M | 873,485 | 0.36% | trimmed (-41.8%) |
| [SPCX](https://supercyclehq.com/stock/spacex.md) | SPACE EXPLORATION TECHN CORP | $64.1M | 375,000 | 0.27% | new |
| [APLD](https://supercyclehq.com/stock/applied-digital.md) | APPLIED DIGITAL CORP | $33.0M | 885,000 | 0.14% | new |
| [CORZ](https://supercyclehq.com/stock/core-scientific.md) | CORE SCIENTIFIC INC NEW | $20.9M | 817,000 | 0.09% | new |
| [UBER](https://supercyclehq.com/stock/uber-technologies.md) | UBER TECHNOLOGIES INC | $10.9M | 151,178 | 0.05% | unchanged |
| [PONY](https://supercyclehq.com/stock/pony-ai.md) | PONY AI INC | $2.2M | 310,287 | 0.01% | trimmed (-89.3%) |

Exited since the prior quarter: APP, ZS, LITE, NTSK, FIG.

---

Source: https://supercyclehq.com/investors/chase-coleman. Data as of 2026-08-14. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.