Wallsti
Macro Thu 08:30 Core PPI m/m 1.3%vs 0.3% hotter S&P fut -0.08%10y -3bp Thu 08:30 Core Retail Sales m/m 0.9%vs 0.6% stronger S&P fut -0.08%10y -3bp Thu 08:30 PPI m/m 1.3%vs 0.6% hotter S&P fut -0.08%10y -3bp Next

Tiger Global Chase Coleman

Holdings as of the end of Q4 2025, reported in its 13F filing on Feb 17, 2026; changes vs Q3 2025. Source

Reported value
$29.7B
at quarter-end prices
Positions
54
top 10 are 63% of it
Bought · Q4 2025
10
1 new, 9 added 20%+
Sold · Q4 2025
8
3 sold out, 5 cut 20%+

Holdings 54

#StockCompanySharesValueOf portfolio Shares vs Q3 2025
1 GOOGL ALPHABET INC 10,631,402 $3.3B 11.2% —
2 MSFT MICROSOFT CORP 5,477,747 $2.6B 8.9% -16%
3 AMZN AMAZON COM INC 10,011,379 $2.3B 7.8% -9%
4 NVDA NVIDIA CORPORATION 11,011,752 $2.1B 6.9% -6%
5 SE SEA LTD 15,415,835 $2B 6.6% -4%
6 META META PLATFORMS INC 2,750,615 $1.8B 6.1% -2%
7 TTWO TAKE-TWO INTERACTIVE SOFTWAR 5,839,256 $1.5B 5.0% —
8 TSM TAIWAN SEMICONDUCTOR MFG LTD 3,725,474 $1.1B 3.8% -19%
9 AVGO BROADCOM INC 2,875,614 $995.3M 3.3% —
10 APO APOLLO GLOBAL MGMT INC 6,209,496 $898.9M 3.0% —
11 RDDT REDDIT INC 3,843,915 $883.6M 3.0% -18%
12 APP APPLOVIN CORP 1,292,984 $871.2M 2.9% -35%
13 — FLUTTER ENTMT PLC 4,003,542 $860.9M 2.9% +9%
14 SPOT SPOTIFY TECHNOLOGY S A 1,261,461 $732.5M 2.5% —
15 LRCX LAM RESEARCH CORP 3,900,439 $667.7M 2.2% -26%
16 GEV GE VERNOVA INC 972,994 $635.9M 2.1% -16%
17 CPNG COUPANG INC 26,267,259 $619.6M 2.1% +66%
18 VEEV VEEVA SYS INC 2,420,500 $540.3M 1.8% —
19 CPAY CORPAY INC 1,752,146 $527.3M 1.8% -1%
20 — GRAB HOLDINGS LIMITED 92,923,788 $463.7M 1.6% —
21 XYZ BLOCK INC 6,364,840 $414.3M 1.4% +44%
22 Z ZILLOW GROUP INC 6,056,957 $413.2M 1.4% +20%
23 CHYM CHIME FINL INC 14,192,499 $357.2M 1.2% +14%
24 ZS ZSCALER INC 1,579,766 $355.3M 1.2% -6%
25 NOW SERVICENOW INC 2,126,890 $325.8M 1.1% +609%
26 FWONK LIBERTY MEDIA CORP DEL 2,682,000 $264.2M 0.89% —
27 AMAT APPLIED MATLS INC 895,200 $230.1M 0.77% —
28 NFLX NETFLIX INC 2,439,000 $228.7M 0.77% +1108%
29 WDAY WORKDAY INC 1,000,000 $214.8M 0.72% —
30 WLTH WEALTHFRONT CORP 15,156,877 $206M 0.69% new
31 — NU HLDGS LTD 11,032,555 $184.7M 0.62% —
32 PCOR PROCORE TECHNOLOGIES INC 2,339,500 $170.2M 0.57% —
33 CSGP COSTAR GROUP INC 2,259,109 $151.9M 0.51% -30%
34 UNH UNITEDHEALTH GROUP INC 420,205 $138.7M 0.47% -4%
35 ESTC ELASTIC N V 1,690,700 $127.5M 0.43% —
36 HNGE HINGE HEALTH INC 1,805,751 $83.9M 0.28% +227%
37 SHW SHERWIN WILLIAMS CO 257,083 $83.3M 0.28% -22%
38 ZG ZILLOW GROUP INC 1,023,733 $69.8M 0.24% +31%
39 — WEBULL CORP 6,724,137 $52.2M 0.18% -43%
40 RERE ATRENEW INC 9,831,218 $52.1M 0.18% —
41 PONY PONY AI INC 2,900,000 $42M 0.14% +684%
42 CRCL CIRCLE INTERNET GROUP INC 500,000 $39.6M 0.13% +300%
43 UBER UBER TECHNOLOGIES INC 151,178 $12.4M 0.04% —
44 JD JD.COM INC 344,309 $9.9M 0.03% —
45 NTSK NETSKOPE INC 500,000 $8.8M 0.03% —
46 FIGR FIGURE TECHNOLOGY SOLUTIO 200,000 $8.2M 0.03% —
47 DASH DOORDASH INC 25,337 $5.7M 0.02% —
48 KLAR KLARNA GROUP PLC 175,000 $5.1M 0.02% —
49 BLSH BULLISH 100,000 $3.8M 0.01% —
50 ETOR ETORO GROUP LTD 80,000 $2.8M 0.01% —

Sold out in Q4 2025 3

StockCompanyShares held in Q3 2025Value thenOf portfolio then
MDB MONGODB INC 341,000 $105.8M 0.33%
TFIN TRIUMPH FINANCIAL INC 43,708 $2.2M 0.01%
VIA VIA TRANSN INC 15,000 $721.2K 0.00%

13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.