Tiger Global Management LLC

Background

Tiger Global Management LLC was founded in 2001 by Chase Coleman, a protégé of Julian Robertson's Tiger Management. The firm built its early reputation on technology and internet investing, first in public markets and later through a substantial private venture arm that backed companies including ByteDance and Stripe before they went public. Tiger Global became closely associated with the high-multiple growth investing era of 2020–2021, and subsequently sustained significant drawdowns when that cycle turned in 2022. The firm has since restructured its public equity book considerably, narrowing its holdings and tightening concentration around what it views as durable, large-scale technology franchises. Its 13F portfolio now reflects a leaner, more focused operation than the sprawling multi-hundred-position books it once ran.

Current Portfolio Signal

Tiger Global's 27-position portfolio is concentrated in a way that diverges meaningfully from any market-cap-weighted index. The top five holdings — GOOGL at 13.4%, NVDA at 9.2%, AMZN at 9.1%, TSM at 8.2%, and META at 7.7% — account for nearly half the entire portfolio. That alone signals a high-conviction approach rather than broad tech exposure. What distinguishes the book from a simple mega-cap index overlay is the presence of names like SE (Sea Ltd)…