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Coleman Trims Tech Giants, Doubles Down on AI Hardware

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GOOGL
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Tiger Global's founder Chase Coleman has made significant changes to his portfolio in Q2 2026, as revealed by his latest 13F filing. The most notable move was a substantial reduction in Alphabet Inc (GOOGL), which had a -6.07% impact on the portfolio.

Coleman added 9 new stocks to his portfolio during the quarter, indicating fresh conviction in specific sectors. Cerebras Systems Inc (CBRS) and Advanced Micro Devices Inc (AMD) were among the largest additions, with Coleman's firm showing continued interest in cutting-edge AI hardware and data storage infrastructure.

Coleman also increased stakes in 6 existing holdings, including a significant increase in Intel Corp (INTC), which represents a 159.52% increase in share count. He exited 17 holdings altogether, including AppLovin Corp (APP) and Zillow Group Inc (Z).

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