📊 Coleman 13F — TIGER GLOBAL MANAGEMENT LLC: $24.0B portfolio, 46 positions (Q2 2026)

1. TSM — $2.3B (9.7%) 2. AMZN — $2.3B (9.6%) 3. NVDA — $2.2B (9.3%) 4. GOOGL — $2.1B (8.7%) 5. META — $1.6B (6.6%) 6. LRCX — $1.4B (5.7%) 7. SE — $1.2B (5.0%) 8. AMAT — $1.2B (4.9%) 9. GEV — $937M (3.9%) 10. MSFT — $846M (3.5%) 11. CPAY — $716M (3.0%) 12. CBRS — $663M (2.8%) 13. AVGO — $663M (2.8%) 14. CPNG — $633M (2.6%) 15. INTC — $594M (2.5%) 16. SPOTIFY TECHNOLOGY S A — $538M (2.2%) 17. TTWO — $452M (1.9%) 18. RDDT — $439M (1.8%) 19. AMD — $392M (1.6%) 20. XYZ — $348M (1.5%) … (+26 more)

1. TSM — $2.3B (9.7%)