Chase Coleman increased holdings in three semiconductor stocks, now comprising over 22% of Tiger Global’s portfolio.
Tiger Global’s Chase Coleman raised stakes in Nvidia (NVDA), Broadcom (AVGO), and Taiwan Semiconductor (TSM) during Q1. The moves reflect confidence in AI-driven semiconductor demand, with NVDA now representing 9.2% of the fund’s holdings, TSM at 8.2%, and AVGO at 4.9%.
All three stocks rank among Coleman’s top 10 holdings, underscoring their strategic importance. NVDA leads in AI infrastructure, particularly for large language model training, while AVGO and TSM benefit from broader semiconductor market growth.
The AI sector’s expansion continues to drive investor interest in chipmakers, with NVDA’s dominance in GPUs and software platforms solidifying its market position.