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Midas Edge

13-F holdings, Q2 2026

Chase Coleman (Tiger Global)

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$24B
Positions
46
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. TSM$2.3B
    4,881,008 shares9.7% of the book
  2. AMZN$2.3B
    9,683,558 shares9.6% of the book
  3. NVDA$2.2B
    11,198,773 shares9.3% of the book
  4. GOOGL$2.1B
    5,805,687 shares8.7% of the book
  5. META$1.6B
    2,823,180 shares6.6% of the book
  6. LRCX$1.4B
    3,163,495 shares5.7% of the book
  7. SE$1.2B
    12,559,152 shares5% of the book
  8. AMAT$1.2B
    1,632,210 shares4.9% of the book
  9. GEV$937M
    797,511 shares3.9% of the book
  10. MSFT$845.6M
    2,266,913 shares3.5% of the book

What changed this quarter

7 new positions and 17 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • AMD

    ADVANCED MICRO DEVICES INC

    +$392M

    New

  • INTC

    INTEL CORP

    +$365M

    +159.5% shares

  • STX

    SEAGATE TECHNOLOGY HLDNGS PL

    +$275.1M

    New

  • V

    VISA INC

    +$274M

    New

  • CPAY

    CORPAY INC

    +$132.6M

    +22.7% shares

Largest sells

  • GOOGL

    ALPHABET INC

    −$1.7B

    -45.4% shares

  • AVGO

    BROADCOM INC

    −$691.6M

    -51.1% shares

  • APP

    APPLOVIN CORP

    −$398M

    Sold out, was 1.7% of the book

  • TSM

    TAIWAN SEMICONDUCTOR MANUFAC

    −$326.7M

    -12.3% shares

  • LRCX

    LAM RESEARCH CORP

    −$319.3M

    -18.9% shares

What was sold out, by size

  • 7 real positions, 0.25% of the book or more
  • 7 small, between 0.015% and 0.25%
  • 3 slivers under 0.015%, often rounding or client flows

Not counted as trades: CBRS (newly listed or spun off), SPCX (newly listed or spun off).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.