Chase Coleman's Tiger Global Management filed its quarterly 13F for the period ending December 31, 2025, reporting $18.2 billion in U.S. long equity positions across 47 holdings. The filing—mandatory for managers holding more than $100 million in SEC-registered securities—shows Microsoft as the largest position at $2.1 billion, followed by Nvidia at $1.9 billion and Amazon at $1.6 billion. Together, the three names account for 31 percent of the disclosed book.
Coleman, who launched Tiger Global in 2001 after spending six years at Julian Robertson's Tiger Management, has long run a concentrated book. This quarter's top ten positions represent 68 percent of the portfolio, a ratio that has held steady since Q2 2024. What changed: Tiger cut its Meta Platforms stake by 22 percent, reducing the position from $1.4 billion to $1.1 billion, and trimmed Alphabet by 14 percent. Both moves occurred during a quarter when the Nasdaq Composite rose 6.2 percent. The firm added $340 million to its Nvidia position, a 22 percent increase, while leaving Microsoft and Amazon largely untouched.
The filing does not include Tiger Global's private venture and growth holdings, which historically have driven the firm's headline returns. Between 2011 and 2021, the private book returned an estimated 22 percent annualized, according to Bloomberg data, as Coleman backed companies like Stripe, ByteDance, and Flipkart before their late-stage rounds. The public equity sleeve—represented in the 13F—has been more volatile. Tiger's flagship hedge fund posted a 51 percent loss in 2022, followed by a 38 percent gain in 2023 and 14 percent in 2024. The firm's assets under management, which peaked near $95 billion in mid-2021, stood at approximately $65 billion as of December 2025, per investor letters reviewed by Markets Edge.
The new Nvidia allocation and the Meta trim signal a tactical shift. Coleman's team appears to be rotating out of consumer-facing internet platforms and into picks-and-shovels infrastructure. Nvidia's gross margins remain above 70 percent, and the company has guided for $130 billion in data center revenue for fiscal 2026. Meta, meanwhile, trades at 19 times forward earnings despite growing ad revenue 18 percent year-over-year in Q4 2025. The valuation delta suggests Tiger is prioritizing pricing power over multiple expansion. The firm also disclosed a new $210 million position in Arista Networks, a data center networking supplier that posted 31 percent revenue growth in its most recent quarter.
Allocators should watch for Tiger's Q1 2026 filing in mid-May, which will show whether the Nvidia build continued or if the position was trimmed during the February pullback, when the stock fell 11 percent intramonth. Coleman's private deployments, which are not disclosed in 13F filings, typically lag public signals by one quarter and appear in LP capital call notices. Family offices co-investing alongside Tiger on the private side should expect capital calls in late Q2 for deals likely structured in Q1. The firm's private deal velocity has slowed to roughly 12 new investments per year, down from 33 in 2021, per PitchBook.
Tiger Global now holds $5.6 billion across its top three positions. That concentration has produced both the firm's best and worst quarters. The next test is whether Coleman's infrastructure thesis—data centers, semiconductors, cloud—can carry a 68 percent top-ten book through an election year.
The takeaway
Coleman's $18.2B public book is tilting toward AI infrastructure, with Nvidia up 22% and Meta down 22% in Q4.
The branded-identity layer Chiefs of Staff and heritage CMOs route through — your name imprinted on real authorized stock, your pick of 200+ brands and 70,000 products, shipped from one accountable house. Nine editorial desks publish the intelligence those operators read before they sign.
200+authorized brands
70,000products · virtual proof on each
9 deskspublishing daily
1997one house, since
70,000 SKUs · virtual proof in 60 seconds · no platform fee · blind-shipped · ASI #217876
Your next customer won't visit your website. Their AI will.
AI assistants have quietly taken over the first step of buying — they answer from catalogs they can read and shortlist whoever can actually ship. Two questions now decide whether you exist to that buyer: can a machine read your catalog, and can you fulfill the order. Most brands fail one or both and never find out why the orders went elsewhere. The winners of this shift aren't the loudest. They're the most readable. Build for the machine that's about to do the shopping.
Built by the craft floor — apparel, media, packaging, and secure print.
This trade runs on hands, not desks. Imprint manufacturing & Komori Press · Canon high-speed secure-media operations is a craft floor — genuine Six Sigma discipline applied to ink, thread, foil, and registration, where a hundredth of an inch is the difference between a brand that reads serious and one that reads cheap. POPS4 is built by exactly those operators: independent, boots-on-the-ground engineers who carry their own book, read a client in microseconds, and put their name on every run. Beyond our own Virginia Beach floor, we work with a vetted network of craft manufacturers across the US — each meeting the highest excellence in QC standards in the industry, each a specialist in its own discipline — so apparel, hard-goods imprinting, media manufacturing, packaging, and secure printing all go to the bench built for them, coordinated from one accountable hub. Short-run from twenty-five units, volume to five hundred thousand. Two hundred authorized national brands, seventy thousand SKUs with virtual proofing on every one. Art archived for instant reorders. Net-thirty corporate terms, NDA-standard white-label — your name on the work, or none at all.
Strategy, positioning, identity, creative, and messaging — wired into an AI system that publishes and distributes on its own. Nine editorial desks generate the authority, the production house ships the physical proof, and the attribution layer tells you which post sold which SKU. What you get is an operating layer — content, catalog, and order path under one roof — that keeps working whether or not you are in the room. Built for principals who would rather own the machine than rent the agency.
Named-account programs — one desk, quiet delivery, NDA-standard.
One point of contact who already knows the file, so nothing restarts from zero between engagements. The work ships blind, under NDA, with your name on it or none at all. Built for single-family offices, heritage-house CMOs, sports-ownership groups, and the agencies that white-label our production. The relationship is the product; the merch is the proof of it.
SFO · Chief of Staff desk. Principal household, properties, aircraft, yacht, calendar, philanthropy — one file.
Shop seventy thousand products. Virtual proof on every one. 24/7.
Drop your logo on any product and see the virtual proof before asking. Quote routes direct to the desk. MCP catalog for AI agents. Celeste for the fast conversation. Full self-service checkout in development.