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Put two managers' latest 13Fs side by side: the stocks they both own, then what only each one holds. Dollars are as filed.

Chase Coleman, Tiger Global Management LLC

$24B, 2026 Q2 vs 2026 Q1

46 stocks top 10 67.1%

Philippe Laffont, Coatue Management LLC

$48.6B, 2026 Q2 vs 2026 Q1

65 stocks top 10 61.9%

Blue: held by both managers, one shade per shared stock Gray: held by this manager only

  1. TSM, Taiwan Semiconductor 9.7%
  2. AMZN, Amazon 9.6%
  3. NVDA, Nvidia 9.4%
  4. GOOGL, Alphabet 8.7%
  5. META, Meta Platforms 6.6%
  6. LRCX, Lam Research 5.7%
  7. SE, Sea Limited 5.0%
  8. AMAT, Applied Materials 4.9%
  1. TSM, Taiwan Semiconductor 8.7%
  2. LRCX, Lam Research 8.4%
  3. MU, Micron Technology 7.5%
  4. SPCX, Space Exploration 6.5%
  5. AMAT, Applied Materials 6.3%
  6. GEV, GE Vernova 6.2%
  7. AMZN, Amazon 5.8%
  8. AVGO, Broadcom 4.5%

Stocks both hold

Overlap

18 stocks, 76.7% of A and 67.7% of B, changes vs the prior 13F

Holding Chase Coleman $ Δ weight Philippe Laffont $ Δ weight
TSM, Taiwan Semiconductor 9.7% $2.3B Reduce −12.3% sh +1.5% 8.8% $4.3B Reduce −4.0% sh −2.0%
AMZN, Amazon 9.6% $2.3B Reduce −3.2% sh +0.5% 5.8% $2.8B Add +49.2% sh +0.1%
NVDA, Nvidia 9.3% $2.2B Reduce −6.8% sh +0.2% 2.5% $1.2B Reduce −4.4% sh −1.3%
GOOGL, Alphabet 8.7% $2.1B Reduce −45.4% sh −4.7% 3.6% $1.7B Add +12.6% sh −0.7%
LRCX, Lam Research 5.7% $1.4B Reduce −18.9% sh +2.1% 8.4% $4.1B Reduce −6.0% sh +1.0%
META, Meta Platforms 6.6% $1.6B Reduce −8.5% sh −1.1% 2.9% $1.4B Reduce −10.2% sh −2.6%
SPCX, Space Exploration 0.27% $64M New 6.5% $3.2B New
AMAT, Applied Materials 4.9% $1.2B Reduce −1.5% sh +2.4% 6.3% $3B Reduce −19.7% sh +0.1%
GEV, GE Vernova 3.9% $937M Reduce −18.0% sh +0.2% 6.2% $3B Reduce −0.6% sh −1.6%
AVGO, Broadcom 2.8% $663M Reduce −51.1% sh −2.1% 4.5% $2.2B Add +6.2% sh −1.3%
MSFT, Microsoft 3.5% $846M Reduce −9.3% sh −0.5% 2.3% $1.1B Add +18.4% sh −0.9%
INTC, Intel 2.5% $594M Add +159.5% sh +2.2% 3.5% $1.7B New
CBRS, Cerebras Systems 2.8% $663M New 3.2% $1.5B New
SPOT, Spotify 2.2% $538M Reduce −25.9% sh −1.1% 1.2% $602M Reduce −0.8% sh −1.0%
RDDT, Reddit 1.8% $439M Add +1.2% sh +0.4% 1.00% $484M
AMD, Advanced Micro Devices 1.6% $392M New 0.11% $56M New
NU, Nu Holdings 0.61% $147M 0.81% $392M
DASH, DoorDash 0.02% $4.7M 0.20% $97M Reduce −4.9% sh −0.1%

Left the overlap

Shared last quarter, not in both latest books. CUSIP-true.

Holding Chase Coleman Philippe Laffont
APP, AppLovin Exit Reduce −9.2% sh −0.5%
Z, Zillow Exit
NFLX, Netflix Exit Reduce −31.7% sh −1.6%
CHYM, Chime Financial Reduce −52.3% sh −0.5% Exit
Z, Zillow Exit

Only A

Chase Coleman, Tiger Global Management LLC

28 stocks the other doesn’t hold, changes vs 2026 Q1

Holding % $ Δ weight
SE, Sea Limited 5.0% $1.2B Reduce −18.5% sh −0.6%
CPAY, Corpay 3.0% $716M Add +22.7% sh +0.8%
CPNG, Coupang 2.6% $633M Add +5.4% sh −0.2%
TTWO, Take-Two Interactive 1.9% $452M Reduce −9.5% sh +0.2%
XYZ, Block 1.5% $348M Add +14.4% sh +0.4%
APO, Apollo Global Management 1.3% $322M Reduce −17.3% sh −0.3%
STX, Seagate Technology 1.1% $275M New
V, Visa 1.1% $274M New
MELI, MercadoLibre 1.1% $260M Add +13.4% sh +0.1%
FWONK, Liberty Media Corporation Formula 0.90% $217M Reduce −15.0% sh −0.1%
WLTH, Wealthfront 0.57% $136M
UNH, UnitedHealth Group 0.52% $124M Reduce −15.1% sh +0.1%
CHYM, Chime Financial 0.45% $108M Reduce −52.3% sh −0.5%
EQPT, Equipmentshare 0.38% $90M
SHW, Sherwin-Williams 0.37% $89M
DHR, Danaher 0.36% $87M New
NOW, ServiceNow 0.36% $87M Reduce −41.8% sh −0.3%
Webull 0.18% $44M
RERE, Atrenew 0.16% $38M
APLD, Applied Digital 0.14% $33M New
CIFR, Cipher Digital 0.09% $23M New
CORZ, Core Scientific 0.09% $21M New
UBER, Uber 0.05% $11M
JD, JD.com 0.02% $5.1M Reduce −41.5% sh 0.0%

Exited since 2026 Q1

Holding Was % $ Δ weight
APP, AppLovin 1.7% $398M Exit
Z, Zillow 1.3% $305M Exit
NFLX, Netflix 1.0% $235M Exit
ZS, Zscaler 0.97% $222M Exit
PCOR, Procore 0.58% $133M Exit
LITE, Lumentum 0.42% $96M Exit
CSGP, CoStar Group 0.26% $61M Exit
Z, Zillow 0.19% $42M Exit
HOOD, Robinhood 0.05% $11M Exit
PAYP, Paypay 0.04% $8.5M Exit
FIGR, Figure Technology 0.03% $6.8M Exit
BLSH, Bullish 0.02% $3.6M Exit
NTSK, Netskope 0.02% $4.2M Exit
XNDU 0.02% $3.8M Exit
Etoro Group 0.01% $2.4M Exit
FIG, Figma <0.01% $1.3M Exit
KLAC, KLA 0.01% $2.3M Exit

Only B

Philippe Laffont, Coatue Management LLC

47 stocks the other doesn’t hold, changes vs 2026 Q1

Holding % $ Δ weight
MU, Micron Technology 7.5% $3.6B Add +1793.7% sh +7.3%
ETN, Eaton 4.4% $2.1B Add +4.6% sh −1.5%
EQIX, Equinix 2.7% $1.3B Add +16.7% sh −1.0%
CEG, Constellation Energy 2.4% $1.2B
FPS, Forgent Power Solutions 2.4% $1.1B New
HUT, Hut 8 2.3% $1.1B New
NTRA, Natera 1.4% $680M Reduce −1.4% sh −0.4%
APP, AppLovin 1.2% $603M Reduce −9.2% sh −0.5%
ASML 1.2% $588M Reduce −40.5% sh −1.1%
NFLX, Netflix 0.69% $336M Reduce −31.7% sh −1.6%
GOOG, Alphabet 0.66% $321M Reduce −18.6% sh −0.4%
ISRG, Intuitive Surgical 0.65% $316M Reduce −7.2% sh −0.7%
FCNCA, First Citizens Bancshares 0.60% $290M
VRT, Vertiv 0.56% $270M Reduce −17.8% sh −0.3%
QCOM, Qualcomm 0.53% $256M
CVNA, Carvana 0.44% $216M Add +381.5% sh −0.3%
MTZ, Mastec 0.44% $215M Reduce −11.4% sh −0.2%
CAI, Caris Life Sciences 0.36% $175M
SNPS, Synopsys 0.29% $142M Reduce −58.3% sh −0.8%
GNRC, Generac 0.24% $114M
SFM, Sprouts 0.21% $102M
ENPH, Enphase 0.16% $77M Reduce −5.5% sh −0.1%
BAH 0.14% $66M New
PYPL, PayPal 0.11% $54M

Exited since 2026 Q1

Holding Was % $ Δ weight
V, Visa 0.75% $217M Exit
CHYM, Chime Financial 0.65% $189M Exit
SOLS, Solstice Advanced Materials 0.43% $126M Exit
CHRW, C.H. Robinson 0.33% $95M Exit
GBTC, Grayscale Bitcoin Trust <0.01% $2.6M Exit