Billionaire investor Chase Coleman built Tiger Global into one of the most influential technology-focused hedge funds in the world, earning a reputation for identifying high-growth digital businesses before they become Wall Street favorites.
While Tiger Global has historically focused on disruptive technology and internet platforms, the firm’s latest holdings show continued conviction in companies benefiting from powerful long-term digitalization trends.
Coleman has recently built or expanded major positions in several platform businesses, including Netflix (NASDAQ:NFLX | NFLX Price Prediction), ServiceNow (NYSE:NOW), Coupang (NYSE:CPNG), and Sea Limited (NYSE:SE), signaling confidence in the durability of their long-term growth outlooks.
Here’s why Tiger Global is betting heavily on each and what investors should know about these companies.
Netflix Reflects Tiger Global’s Growing Confidence in Streaming
Netflix remains a relatively small but growing position for Tiger Global after Chase Coleman increased the fund’s stake by roughly 21% last quarter. While Netflix represents less than 1% of Tiger Global’s portfolio, the recent addition suggests Coleman sees continued upside in the streaming giant despite its strong performance in recent years.
One of Netflix’s most promising growth drivers is advertising, where revenue more than doubled in 2025 to over $1.5 billion. Management expects that business to roughly double again in 2026, creating a meaningful second growth engine beyond subscriptions. Tiger Global’s increased investment suggests Coleman believes Netflix still has room to run as it evolves into a broader digital media and advertising platform.
ServiceNow Gives Tiger Global Exposure to Enterprise AI
ServiceNow is another stock Tiger Global added to aggressively, increasing its position by nearly 42% last quarter to become approximately 1.1% of the fund’s portfolio. The software company has become one of Wall Street’s favorite enterprise AI plays thanks to strong adoption of its Now Assist platform. Net new annual contract value for the company’s AI offering more than doubled year over year in the latest quarter.
ServiceNow also reported current remaining performance obligations of $12.85 billion, up 25% year over year, providing investors with strong long-term revenue visibility. Tiger Global’s sizable addition suggests Coleman believes the recent pullback in shares may have created an attractive buying opportunity. The stock has fallen about 36% year-to-date to a share price of $97, which means the stock has meaningful upside to analysts’ average price target of $178 per share.
Sea Limited Remains a Core Tiger Global Conviction
Sea Limited remains one of Tiger Global’s highest-conviction positions, representing roughly 6.6% of the firm’s portfolio even after a 4% trim last quarter. That makes Sea by far the largest holding of the four stocks highlighted here and signals Coleman still sees major long-term upside in the Southeast Asian digital platform.
The company posted fourth-quarter 2025 revenue growth of 38% year over year to $6.85 billion, while its fintech loan book surged more than 80% to $9.2 billion. Although shares sold off after earnings due to margin pressure from reinvestment, Tiger Global maintaining such a large stake suggests Coleman remains highly bullish on Sea’s long-term monetization potential. Analysts have an average price target of roughly $140 for $SE stock, which shows that analysts see meaningful upside from the stock’s current share price of $91.
Coupang May Be Tiger Global’s Most Aggressive Contrarian Buy
Last, Coupang may represent Tiger Global’s boldest recent contrarian move after Coleman increased the fund’s stake by nearly 66% last quarter to 2% of the portfolio. The buying came after Coupang shares sold off sharply following a difficult quarter impacted by data breach concerns and weaker profitability. Operating income fell sharply year over year, causing many investors to question the company’s near-term outlook.
Despite that volatility, Tiger Global aggressively added to the position, suggesting Coleman believes the market may be overreacting to temporary setbacks. With product commerce gross margins holding near 32%, Tiger appears confident Coupang’s long-term logistics and e-commerce moat remains intact.
Should Retail Investors Buy These Names?
Tiger Global’s latest moves show that Chase Coleman is buying quality growth businesses when sentiment gets shaky, not when everyone is already bullish. Of the four names, Netflix probably looks like the safest and easiest thesis to understand. The company keeps putting up strong numbers, its ad business is becoming a real second growth driver, and management continues executing at a high level.
ServiceNow also stands out as a high-quality business that looks cheaper than it was a year ago. The stock has sold off sharply due to SaaSpocalypse, but the company’s underlying AI and enterprise software growth story still looks intact. Sea Limited and Coupang look a little riskier. Sea is still growing quickly, but management’s heavy reinvestment is weighing on profitability in the short term. Coupang’s story likely comes down to whether management can fully recover from the recent disruption and rebuild momentum.
The bigger takeaway here may be less about the individual stocks and more about Coleman’s strategy. He appears willing to buy into high-quality growth stocks when there’s temporary weakness rather than chasing stocks after they’ve already run higher.
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