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Investors looking for Chase Coleman stock picks need look no further than the long positions filed on form 13F as of 12/31/2023, versus the prior quarter. Comparing the most recent positions versus those of the prior quarter reveals to investors which stock picks are new investments, which prior picks were exited (arguably these could then be termed "stock pans"), and whether prior picks were sold down or the positions increased. Although the data is only updated quarterly, and funds are only required to report long positions (meaning there may be offsetting short positions we don't know about), this information can still be a great jumping-off point for further research.
EntityShares/Amount
Change
Position Value
Change
AVGO +182,300+$203,492
DXCM +1,152,806+$143,052
EntityShares/Amount
Change
Position Value
Change
INTU -508,000-$259,558
CFLT -5,193,901-$153,791
HUBS -260,200-$128,148
BABA -1,476,745-$128,093
SNOW -794,560-$121,385
BZ -3,306,567-$50,161
KKR -511,000-$31,478
PGY -3,565,657-$5,634
ODD -135,000-$3,827
COIN -38,850-$2,917
EntityShares/Amount
Change
Position Value
Change
SE +2,617,348+$65,628
TSM +983,200+$137,509
DASH +970,091+$119,740
AMZN +947,440+$241,622
FLT +519,221+$168,129
PCOR +423,200+$33,886
ZI +409,000+$21,653
NU +235,524+$23,959
LRCX +32,945+$83,711
APO UNCH+$42,138
EntityShares/Amount
Change
Position Value
Change
UBER -2,086,300-$48,482
META -1,430,767-$28,279
GOOGL -1,278,300-$131,456
JD -1,057,852-$32,928
ALCC -943,008-$9,118
WDAY -841,157-$59,451
MSFT -787,113+$73,669
PDD -743,100-$42,711
TOST -346,393-$7,003
Size ($ in 1000's)
At 12/31/2023: $14,053,203
At 09/30/2023: $13,562,699

Tiger Global Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tiger Global Management LLC 13F filings. Link to 13F filings: SEC filings

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