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.
9. GE Vernova Inc. (NYSE:GEV)
Market value of shares owned: $849,326,463
% of portfolio: 3.72%
GE Vernova Inc. (NYSE:GEV) is one of the top 10 best stocks in Chase Coleman’s Tiger Global portfolio.
On June 4, 2026, GE Vernova Inc. (NYSE:GEV) announced the launch of its 3.8 MW–154m onshore wind turbine and the award of a 100 MW order from Powerica Limited, deepening its commitment to India’s renewable sector. The company will supply 28 turbines for the Botad Wind Farm in Gujarat, India, with the initial deliveries expected to commence in Q4 2026. GE Vernova Inc. (NYSE:GEV)’s Pune manufacturing facility, which supports up to 1,500 MW of annual capacity, will fulfill this order. Additionally, the company received crucial Approved List of Models and Manufacturers (ALMM) certification from India’s Ministry of New and Renewable Energy. These milestones turn the company into a significant supporter of India’s target of 100 GW of wind power by 2030.
Prior to this, on May 26, 2026, GE Vernova Inc. (NYSE:GEV) announced that its HA gas turbine fleet has surpassed 4 million commercial operating hours across 128 units in 21 countries. The fleet has generated a total of 74 GW of capacity, approximately. The company attributed the growth to the surge in data center and AI electricity demands.
Founded in 2023, GE Vernova Inc. (NYSE:GEV) is a global energy company focused on Power, Wind, and Electrification. Headquartered in Massachusetts, the company also operates a set of accelerator businesses that support these segments.
8. Microsoft Corporation (NASDAQ:MSFT)
Market value of shares owned: $925,425,000
% of portfolio: 4.05%
Microsoft Corporation (NASDAQ:MSFT) is one of the top 10 best stocks in Chase Coleman’s Tiger Global portfolio.
On June 3, 2026, at Microsoft’s annual Build conference, Microsoft Corporation (NASDAQ:MSFT)’s AI chief, Mustafa Suleyman, revealed that the company intends to establish itself as one of the top four artificial intelligence labs globally. Suleyman noted that the sector is heavily concentrated with Google DeepMind, OpenAI, and Anthropic as the only three dominant labs. He emphasized that renegotiating Microsoft’s contract with OpenAI served as a turning point, as it granted Microsoft the freedom to train large-scale, fully multimodal frontier models from scratch using its own intellectual property and data. With this shift, Microsoft Corporation (NASDAQ:MSFT) gains an opportunity to pursue superintelligence independently and to demonstrate its potential in developing all necessary technologies internally. Notably, the company and OpenAI effectively ended their exclusive partnership in late April 2026.
Separately, last month, on May 22, 2026, Activision Blizzard shareholders reached a $250 million settlement resolving claims that the company’s former executives and Microsoft Corporation (NASDAQ:MSFT) shortchanged investors during their 2023 merger. The settlement will be funded 40% by Microsoft Corporation (NASDAQ:MSFT) and 60% directors’ and officers’ liability insurance. The preliminary agreement filed awaits approval from a Delaware judge.
Founded in 1975, Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. The company’s headquarters is in Washington.
7. Broadcom Inc. (NASDAQ:AVGO)
Market value of shares owned: $1,109,535,781
% of portfolio: 4.86%
Broadcom Inc. (NASDAQ:AVGO) is one of the top 10 best stocks in Chase Coleman’s Tiger Global portfolio.
On June 4, 2026, Bank of America raised the price target on Broadcom Inc. (NASDAQ:AVGO) from $450 to $530 while keeping a Buy rating on the company’s stock. The fiscal second-quarter results and third-quarter guidance modestly beat consensus; however, the firm’s analyst emphasized that absolute AI growth remains firmly on track. Year-over-year AI revenue is anticipated to grow approximately 180% in FY26 and nearly 100% in FY27. Beyond a strong Google TPU base, multiple new custom XPU accounts, including OpenAI, Anthropic, and Meta, are expected to drive up production in the upcoming quarters.
Prior to this, Broadcom Inc. (NASDAQ:AVGO) reported its second quarter of 2026 earnings results, highlighting revenue of $22,187 million, up 48% year-over-year. The company attributed the growth primarily to the accelerating AI semiconductor demand. AI semiconductor revenue went up by 143% to $10.8 billion. For Q3, the company anticipates a revenue of approximately $29.4 billion, an 84% yearly increase, and projects AI revenue for the quarter to exceed $16.0 billion. The board also approved a quarterly cash dividend of $0.65 per share payable on June 30, 2026, to unit holders of record on June 22, 2026.
The global technology company, Broadcom Inc. (NASDAQ:AVGO), designs, develops, and supplies a broad portfolio of semiconductor and infrastructure software products. Initially established in 1961 as a division of Hewlett-Packard, it operates today as a combined entity from a 2016 acquisition. The company has its headquarters in California.
6. Sea Limited (NYSE:SE)
Market value of shares owned: $1,276,585,296
% of portfolio: 5.59%
Sea Limited (NYSE:SE) is one of the top 10 best stocks in Chase Coleman’s Tiger Global portfolio.
Sea Limited (NYSE:SE) CEO Forrest Li met with Vietnamese President Tô Lâm on May 30, 2026, and discussed accelerating the country’s digital economy through the company’s ecosystem, which includes Shopee, SPX Express, and Monee. Sea Limited (NYSE:SE), to capture regional growth, expects to expand its market presence by deploying AI and advancing digital banking and fintech initiatives to expand financial inclusion. The company’s upcoming investments were also part of the discussion. This includes SPX’s highly advanced warehousing and parcel-sorting logistics hub in Hưng Yên Province, scheduled to launch in 2027.
Earlier, on May 14, 2026, Sea Limited (NYSE:SE) and OpenAI announced the launch of the regional Sea x Codex Hackathon series in Singapore. With this collaboration, the companies accelerate AI innovation alongside developer ecosystems across Asia-Pacific. Over 150 builders will utilize AI-powered coding tools to develop practical solutions. Following the Singapore kickoff, the company expects to reach Indonesia, Taiwan, and Vietnam with its hackathon series.
Founded in 2009 and headquartered in Singapore, Sea Limited (NYSE:SE) is a digital platform company. It operates across e-commerce, digital entertainment, and financial services in Southeast Asia and Latin America. Its key businesses include Shopee, an online marketplace; Garena, a digital gaming platform; and SeaMoney, which provides digital payments and financial services.
While we acknowledge the potential of SE 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 SE and that has 100x upside potential, check out our report about the cheapest AI stock.
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