5 Best Stocks in Chase Coleman’s Tiger Global Portfolio

In this article, we will list the 5 Best Stocks in Chase Coleman’s Tiger Global Portfolio. Please visit 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio if you’d like to see the extended list and the methodology behind it.

5. Meta Platforms, Inc. (NASDAQ:META)

Market value of shares owned: $1,766,087,500

% of portfolio: 7.73%

Meta Platforms, Inc. (NASDAQ:META) is one of the top 10 best stocks in Chase Coleman’s Tiger Global portfolio.

5 Best Stocks in Chase Coleman's Tiger Global Portfolio

Meta Platforms, Inc. (NASDAQ:META) has repeatedly delayed the release of its proprietary Muse Spark AI model API to developers, threatening the timeline for monetizing its substantial AI infrastructure investments, The WSJ said on June 3, 2026.  The API was initially scheduled alongside the model’s April launch, but was delayed due to testing bugs in addition to infrastructure requirements. Meta Platforms, Inc. (NASDAQ:META)’s chief AI officer, Alexandr Wang, previously stated the API was coming soon. Based on the article’s sources, the company is expected to launch the model in June. The proprietary model represents a shift from open-source software, and as per the company’s internal benchmark evaluations, it competes against Anthropic and OpenAI. However, the WSJ noted that the delays are causing anxiety about the company’s projected $145 billion in capital expenditure.

In a separate development, Meta Platforms, Inc. (NASDAQ:META) launched Instagram Plus, a global optional subscription upgrade on June 4, 2026. Available at $3.99 per month, this optional paid subscription service offers exclusive premium features, including an extended time limit for stories and the ability to create multiple audience lists. The core Instagram platform remains free, and the company plans to roll out additional subscriber-only capabilities in the coming months.

Founded in 2004, Meta Platforms, Inc. (NASDAQ:META) is a global technology conglomerate headquartered in California. The company builds technologies that help people connect, find communities, and grow businesses through its “Family of Apps.”

4. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Market value of shares owned: $1,880,716,758

% of portfolio: 8.23%

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the top 10 best stocks in Chase Coleman’s Tiger Global portfolio.

On May 28, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) conducted the 2026 Technology Symposium, where the company highlighted its manufacturing excellence by noting that it has accelerated the new fab expansion at an unprecedented 2X pace and committed to a comprehensive global footprint. The company also showed the initiatives undertaken to maximize output and expedite capacity. This includes executing Super GIGAFABS operations, performing capacity fungibility, and deploying AI-driven technologies to boost N3, N5, and N7 production.

Following this, on May 31, 2026, NVIDIA announced a partnership with Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). The collaboration involves integrating NVIDIA’s AI models, CUDA-X libraries, Metropolis, and TAO Toolkit into the company’s workflows. Subsequently, the integrations bring vision AI into fabs to automate defect inspection and optimize lithography, simulations, and process control. The company leverages this accelerated computing to scale manufacturing and improve yields on advanced-node chips. C.C. Wei, chairman and CEO of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), gave the following statement.

By using NVIDIA accelerated computing and AI across fab operations optimization, lithography, process control and inspection, TSMC is strengthening our technology leadership and manufacturing excellence to support our customers’ future products and success.

Founded in 1987, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s leading dedicated semiconductor foundry. Based in Taiwan, the company engages in the business of manufacturing and selling integrated circuits and wafer-level semiconductor devices.

3. Amazon.com, Inc. (NASDAQ:AMZN)

Market value of shares owned: $2,082,700,000

% of portfolio: 9.12%

Amazon.com, Inc. (NASDAQ:AMZN) is one of the top 10 best stocks in Chase Coleman’s Tiger Global portfolio.

On June 4, 2026, Amazon.com, Inc. (NASDAQ:AMZN) unveiled its next-generation Proteus autonomous robot as part of a €10 billion investment to modernize its European fulfillment network.  The updated technology uses advanced AI to interpret natural-language commands from employees, eliminating the need for technical programming. Proteus can operate across fulfillment and delivery sites and handle strenuous tasks such as moving 400-kilogram carts over long distances. Alongside expansions of the Vulcan and STARK robotic systems, this modernization initiative aims to support the company’s European fulfillment workforce expansion by 25,000 employees over the coming years. Currently piloted in the company’s labs, Proteus is planned for European deployment in early 2027.

On the same day, in a separate event, Pinterest (PINS) signed a $4 billion AI infrastructure deal with Amazon.com, Inc. (NASDAQ:AMZN)’s AWS through 2031. The deal marks the largest infrastructure commitment in Pinterest’s history. The platform will leverage AWS Trainium and Graviton chips to train and scale AI models and to power visual search for 600 million monthly users worldwide.

Founded in 1994, Amazon.com Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. The Washington-based company has invested heavily in vertical integration by designing its own specialized microprocessors, including Trainium and Inferentia, to scale AI models efficiently.

2. NVIDIA Corporation (NASDAQ:NVDA)

Market value of shares owned: $2,094,849,549

% of portfolio: 9.17%

NVIDIA Corporation (NASDAQ:NVDA) is one of the top 10 best stocks in Chase Coleman’s Tiger Global portfolio.

On June 3, 2026, NVIDIA Corporation (NASDAQ:NVDA) acquired Kumo AI, a four-year-old startup specializing in predictive business foundation models, according to sources familiar with the matter, said Fortune.  The financial terms of the acquisition remain undisclosed. Meanwhile, Kumo’s co-founders, Vanja Josifovski, Hema Raghavan, and Jure Leskovec, transitioned to NVIDIA last month. Kumo is backed by $37 million in venture capital from firms like Sequoia Capital and possesses technology that provides instant data predictions for customer churn and credit risk without additional training. This recent acquisition is seen as part of NVIDIA Corporation (NASDAQ:NVDA)’s aggressive M&A strategy, which aims at enhancing its full-stack AI ecosystem. Most visibly, in December 2025, the company entered into a $20 billion “acqui-hire” agreement to acquire crucial technology and personnel from Groq.

In another development, on June 1, 2026, NVIDIA Corporation (NASDAQ:NVDA) announced a new consumer “superchip” designed for personal AI agents – the RTX Spark. Rolling out this autumn, the hardware will power new Windows PCs from Microsoft, Dell, HP, and Asus. NVIDIA’s chief executive, Jensen Huang, gave the following comment.

This reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone

Founded in 1993, the California-based company, NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units.

1. Alphabet Inc. (NASDAQ:GOOGL)

Market value of shares owned: $3,057,165,959

% of portfolio: 13.38%

Alphabet Inc. (NASDAQ:GOOGL) is one of the top 10 best stocks in Chase Coleman’s Tiger Global portfolio.

On June 4, 2026, IBM (IBM), together with Alphabet Inc. (NASDAQ:GOOGL)’s Google Cloud, launched a new Google Cloud Practice to enhance enterprise AI scaling alongside core system modernization.  The new practice integrates IBM Consulting Advantage with Google Cloud’s Gemini Enterprise Agent Platform. Representing a multi-billion-dollar services opportunity, the new practice allows for thousands of certified IBM consultants to help clients deploy enterprise-grade AI agents as well as manage a complex hybrid technology environment. Kevin Ichhpurani, President, Global Partner Ecosystem at Google Cloud, made the following statement.

This partnership significantly expands the pool of expert Google Cloud consultants in the market to meet surging demand for AI.

In a separate development, on June 1, 2026, Piper Sandler raised the price target on Alphabet Inc. (NASDAQ:GOOGL) from $425 to $445. The firm’s analyst Thomas Champion maintained an Overweight rating on the stock. Piper’s first citation analysis of Google’s AI Overview reveals rapid expansion that aligns with surging Search revenue. Though citations do not directly equal revenue growth, the firm, based on the step-function increases since early 2025, confirms that AI queries are now three times longer.

Founded in 2015, Alphabet Inc. (NASDAQ:GOOGL) is a holding company that operates Google services such as search engines, ad platforms, Internet browsers, devices, mapping software, app stores, video streaming, and more. The company also offers cloud infrastructure and platform services, collaboration tools, and other services for enterprise customers, as well as healthcare-related services and internet services.

While we acknowledge the potential of GOOGL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GOOGL and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: Leopold Aschenbrenner’s Portfolio: 10 Best Stocks to Buy and Steve Cohen Stock Portfolio: Top 10 Stock Picks

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email below.

1281292 - 11759070 - 1