Chase Coleman portfolio
Latest reported portfolio for Q2 2026, straight from the SEC information table. Not investment advice.
Follow this investor and get an email the day they file — a 13D stake, an insider trade, or a new 13F. Free, no card.
Sign up free to followPortfolio value
$24B
Positions
46
Top 10 weight
67%
Quarter
Q2 2026
Recent SEC activity
13FQuarterly portfolio (13F)NEWthe quarterly snapshot, filed up to 45 days after quarter-end2026-08-147 days ago13GNew passive 5% stake (13G)a large but passive holder crossing 5%2026-05-2291 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2026-05-1598 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2026-02-17185 days ago13GNew passive 5% stake (13G)a large but passive holder crossing 5%2026-02-17185 days agoFORM 4Insider trade (Form 4)an insider / 10% owner trade, within 2 business days2025-12-16248 days agoFORM 4Initial insider ownership (Form 3)a new insider or 10% owner2025-12-11253 days ago13GPassive 5% stake update (13G/A)a large but passive holder crossing 5%2025-11-14280 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2025-11-14280 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2025-08-14372 days ago13GPassive 5% stake update (13G/A)a large but passive holder crossing 5%2025-08-14372 days ago13FQuarterly portfolio (13F)the quarterly snapshot, filed up to 45 days after quarter-end2025-05-15463 days ago
| Holding | Value | % of book | Shares | vs prior Q |
|---|---|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS · 874039100 | $2.3B | 9.7% | 4,881,008 | REDUCED -12% |
| AMZNAMAZON COM INC COM · 023135106 | $2.3B | 9.6% | 9,683,558 | REDUCED -3% |
| NVDANVIDIA CORPORATION COM · 67066G104 | $2.2B | 9.3% | 11,198,773 | REDUCED -7% |
| GOOGLALPHABET INC CAP STK CL A · 02079K305 | $2.1B | 8.7% | 5,805,687 | REDUCED -45% |
| METAMETA PLATFORMS INC CL A · 30303M102 | $1.6B | 6.6% | 2,823,180 | REDUCED -8% |
| LRCXLAM RESEARCH CORP COM NEW · 512807306 | $1.4B | 5.7% | 3,163,495 | REDUCED -19% |
| SESEA LTD SPONSORD ADS · 81141R100 | $1.2B | 5.0% | 12,559,152 | REDUCED -18% |
| AMATAPPLIED MATLS INC COM · 038222105 | $1.2B | 4.9% | 1,632,210 | REDUCED -2% |
| GEVGE VERNOVA INC COM · 36828A101 | $937M | 3.9% | 797,511 | REDUCED -18% |
| MSFTMICROSOFT CORP COM · 594918104 | $845.6M | 3.5% | 2,266,913 | REDUCED -9% |
| CPAYCORPAY INC COM SHS · 219948106 | $716.5M | 3.0% | 2,149,877 | ADDED +23% |
| CBRSCEREBRAS SYSTEMS INC COM CL A · 15675D103 | $662.8M | 2.8% | 2,999,000 | NEW |
| AVGOBROADCOM INC COM · 11135F101 | $662.6M | 2.8% | 1,754,062 | REDUCED -51% |
| CPNGCOUPANG INC CL A · 22266T109 | $633.4M | 2.6% | 36,467,972 | ADDED +5% |
| INTCINTEL CORP COM · 458140100 | $593.8M | 2.5% | 4,252,690 | ADDED +160% |
| SPOTIFY TECHNOLOGY S A SHS · L8681T102 | $537.8M | 2.2% | 1,171,427 | REDUCED -26% |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR COM · 874054109 | $452.3M | 1.9% | 1,809,348 | REDUCED -10% |
| RDDTREDDIT INC CL A · 75734B100 | $439M | 1.8% | 2,528,819 | ADDED +1% |
| AMDADVANCED MICRO DEVICES INC COM · 007903107 | $392M | 1.6% | 674,727 | NEW |
| XYZBLOCK INC CL A · 852234103 | $347.8M | 1.4% | 4,576,007 | ADDED +14% |
| APOAPOLLO GLOBAL MGMT INC COM · 03769M106 | $322.2M | 1.3% | 2,723,110 | REDUCED -17% |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS · G7997R103 | $275.1M | 1.1% | 285,100 | NEW |
| VVISA INC COM CL A · 92826C839 | $274M | 1.1% | 798,697 | NEW |
| MELIMERCADOLIBRE INC COM · 58733R102 | $259.9M | 1.1% | 153,126 | ADDED +13% |
| FWONKLIBERTY MEDIA CORP DEL COM LBTY ONE S C · 531229755 | $216.8M | 0.9% | 2,278,555 | REDUCED -15% |
| NU HLDGS LTD ORD SHS CL A · G6683N103 | $147.4M | 0.6% | 11,032,555 | HELD |
| WLTHWEALTHFRONT CORP COM · 947002101 | $135.5M | 0.6% | 15,156,877 | HELD |
| UNHUNITEDHEALTH GROUP INC COM · 91324P102 | $123.6M | 0.5% | 297,452 | REDUCED -15% |
| CHYMCHIME FINL INC COM SHS CL A · 16935C109 | $108.2M | 0.5% | 5,284,045 | REDUCED -52% |
| EQPTEQUIPMENTSHARE COM INC COM CL A · 29445S100 | $90M | 0.4% | 4,579,646 | HELD |
| SHWSHERWIN WILLIAMS CO COM · 824348106 | $88.5M | 0.4% | 257,083 | HELD |
| DHRDANAHER CORP DEL COM · 235851102 | $86.9M | 0.4% | 456,000 | NEW |
| NOWSERVICENOW INC COM · 81762P102 | $86.7M | 0.4% | 873,485 | REDUCED -42% |
| SPCXSPACE EXPLORATION TECHN CORP CLASS A COM STK · 84615Q103 | $64.1M | 0.3% | 375,000 | NEW |
| WEBULL CORP ORD SHS · G9572D103 | $43.8M | 0.2% | 6,724,137 | HELD |
| REREATRENEW INC SPONSORED ADS · 00138L108 | $38M | 0.2% | 9,831,218 | HELD |
| APLDAPPLIED DIGITAL CORP COM NEW · 038169207 | $33M | 0.1% | 885,000 | NEW |
| CIFRCIPHER DIGITAL INC COM · 17253J106 | $22.7M | 0.1% | 927,000 | NEW |
| CORZCORE SCIENTIFIC INC NEW COM · 21874A106 | $20.9M | 0.1% | 817,000 | NEW |
| UBERUBER TECHNOLOGIES INC COM · 90353T100 | $10.9M | 0.1% | 151,178 | HELD |
Sold out entirely last quarter
- APPLOVIN CORP
- ZILLOW GROUP INC
- NETFLIX INC.
- ZSCALER INC
- PROCORE TECHNOLOGIES INC
- LUMENTUM HLDGS INC
- COSTAR GROUP INC
- ZILLOW GROUP INC
- ROBINHOOD VENTURES FD I
- PAYPAY CORP
- FIGURE TECHNOLOGY SOLUTIO
- NETSKOPE INC