Tiger Global Management

Chase Coleman's Tiger Global Management is the largest of the 'Tiger Cub' funds (descendants of Julian Robertson's original Tiger Management) and runs a global growth-equity book that spans public and private investments. The public-equity portion disclosed in the 13F-HR is roughly $22B notional across ~50 positions; the larger crossover platform (public + private) sits in the high tens of billions and was the most aggressive late-stage tech investor of the 2020-2022 bull cycle.

The 13F book is concentrated in mega-cap tech (Meta, Microsoft, Alphabet are the top three at ~35% combined weight), plus a growth-tail of names that survived the 2022-2023 drawdown (Sea Limited for SEA + LatAm growth-tech, Spotify on operating-leverage inflection, Uber on the multi-year profitability play). Tiger Global's positioning is heavily AI-buildout-correlated post-2023 - Meta, MSFT, GOOGL are all hyperscaler-capex beneficiaries, and the NVDA position expresses the picks-and-shovels exposure directly.

For retail traders, Tiger Global's 13F is informative as a growth-tech allocator snapshot. When Tiger rotates aggressively (the 2023 Mag-7 reweighting after the 2022 derate), the move is a coherent signal because the public-equity book is a small fraction of total AUM - the allocation matters because it's positioned, not because it's forced. The fund's private-side write-downs through 2022-2023 are a separate (and less encouraging) story not visible in the 13F.