In this article, we will take a look at Chase Coleman’s Tiger Global Portfolio: 10 Best Stocks to Buy.
The billionaire investor Chase Coleman founded Tiger Global Management, a research-based investment firm in New York, in 2001. The latest 13F filing for the first quarter of 2026 reflects a public equity portfolio value of approximately $22.84 billion. Trained under Julian Robertson, who helped pioneer the modern-day hedge fund industry, Coleman is known for practicing a long-term investment philosophy focused on high-quality, innovative public and private growth businesses positioned within secular trends, particularly in the technology and AI sectors. For investors seeking to mimic institutional success, Coleman’s strategic allocation offers the key insights for building a sturdy portfolio.
Interest in institutional success is on the rise, especially in the current market environment, where technology companies continue to dominate corporate interest, but the growth is confined by unexpected crosswinds. For instance, on June 2, 2026, CNBC reported, based on flash data, that Eurozone inflation had risen to an estimated 3.2% in May, up from 3% in April and further above the European Central Bank’s 2% target. The ongoing war between the U.S. and Iran caused a 10.9% year-on-year surge in energy prices, making the conflict a key catalyst for inflation. Inflation remains elevated in the U.S., putting the Fed in a tight spot regarding any possibility of cutting interest rates.
Against this backdrop, the strategies adopted by prominent growth investors to anchor their capital amid persistent global inflation and tightening monetary cycles offer the guidance required for wealth preservation. Let’s explore Chase Coleman’s Tiger Global Portfolio: 10 Best Stocks to Buy to see which high-conviction stocks will potentially enter your portfolio.
Our Methodology
To compile our list of 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio, we reviewed the firm’s 13F filing for Q1 2026. We filtered the list using the percentage of portfolio value each stock represents and ranked them accordingly. We limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. All the pricing data are current as of market close on June 5, 2026.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
10. Lam Research Corporation (NASDAQ:LRCX)
Market value of shares owned: $833,367,797
% of portfolio: 3.65%
Lam Research Corporation (NASDAQ:LRCX) is one of the top 10 best stocks in Chase Coleman’s Tiger Global portfolio.
Lam Research Corporation (NASDAQ:LRCX) participated in the Bank of America Global Technology Conference on June 2, 2026, and during the event, Chief Financial Officer Douglas Bettinger announced that the company has raised its 2026 wafer fab equipment (WFE) market forecast to $140 billion. According to the CFO, the clean room space limitations currently constrain the industry. On the other hand, the growing AI workloads are speeding up the adoption of leading-edge 3D architectures, resulting in a surge in demand for advanced etch and deposition tools. Consequently, Lam Research Corporation (NASDAQ:LRCX) has increased its addressable market share to the mid-30% range. Additionally, the company anticipates strong growth through 2027 and is subsequently building a second manufacturing facility in Malaysia to support it.
In another development, on June 1, 2026, Wells Fargo raised its price target on Lam Research Corporation (NASDAQ:LRCX) from $500 to $575. The firm’s analyst, Aaron Rakers, maintained an Overweight rating on the stock. The firm reported highly positive demand across its Silicon Valley Bus Tour, driven by AI data center buildouts, agentic AI, and rising server CPU needs. It predicts persisting severe memory constraints through 2027, with the economies of scale becoming a major competitive advantage.
Founded in 1980, Lam Research Corporation (NASDAQ:LRCX) supplies semiconductor manufacturing equipment and services globally. The California-based company designs, manufactures, and markets semiconductor processing equipment used in the fabrication of integrated circuits.
