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Billionaire Chase Coleman's Top Holding Shifts Away From Meta and Microsoft
For the first time in 13 quarters, the No. 1 holding in billionaire Chase Coleman's Tiger Global Management fund is not Meta Platforms or Microsoft.
Published on Mar. 9, 2026
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According to Tiger Global's latest 13F filing, billionaire Chase Coleman has reduced his fund's exposure to Meta Platforms and Microsoft, which had previously been his top holdings for over 2 years. Instead, Coleman's new No. 1 holding is now Alphabet, the parent company of Google. Coleman is a major proponent of the AI revolution and the "Magnificent Seven" tech stocks, and he appears to be shifting his portfolio to focus more on Alphabet's strong position in internet search advertising and the rapid growth of its Google Cloud platform.
Why it matters
This shift in Coleman's top holdings provides insight into how one of Wall Street's savviest investors is positioning his portfolio to capitalize on the AI trend and the continued dominance of the tech giants known as the "Magnificent Seven." It also suggests that Coleman may be concerned about potential market volatility, as he has been paring down exposure to some of his long-held mega-cap tech positions.
The details
According to Tiger Global's 13F filing, Coleman sold 1,073,621 shares of Microsoft (a 16% reduction) and 68,386 shares of Meta (a 2% cut) in the fourth quarter of 2025. However, he did not sell any shares of Alphabet, which is now the new No. 1 holding in his fund. Alphabet's strength in internet search advertising and the rapid growth of its Google Cloud platform, which is incorporating generative AI capabilities, appear to be the key factors driving Coleman's increased conviction in the stock.
- Tiger Global filed its 13F on February 17, 2026, revealing its holdings as of the end of Q4 2025.
- This marks the first time in 13 quarters, since September 30, 2022, that Meta Platforms or Microsoft was not Coleman's No. 1 holding.
The players
Chase Coleman
The billionaire founder and chief investment officer of Tiger Global Management, which oversees nearly $30 billion in assets.
Alphabet
The parent company of Google, which has a virtual monopoly in internet search-based advertising and is rapidly growing its cloud computing business with the incorporation of generative AI capabilities.
Meta Platforms
The social media giant formerly known as Facebook, which was previously one of Coleman's top holdings.
Microsoft
The software and cloud computing giant, which was also previously one of Coleman's top holdings.
The takeaway
This shift in billionaire Chase Coleman's top holdings highlights how savvy investors are positioning their portfolios to capitalize on the AI revolution and the continued dominance of tech giants, while also potentially bracing for market volatility by paring down exposure to some long-held mega-cap positions.
