"Tracking Chase Coleman’s Tiger Global Portfolio - Q1 2017 Update"
"Chase Coleman’s 13F portfolio value increased from $8.03B to $9.96B this quarter.Tiger Global added Apollo Global while increasing Transdigm & Domino’s Pizza.The largest three positions are Priceline Group, JD.com, and Amazon.com Inc. and they add up to ~47% of the portfolio.Chase Coleman’s 13F portfolio value increased ~24% this quarter from $8.03B to $9.96B this quarter. Recent 13F reports have shown a total of around 20 individual stock positions in the portfolio. The largest five stakes are Priceline Group (PCLN), JD.com (JD), Amazon.com Inc. (AMZN), Apollo Global (APOL), and Transdigm (TDG) and they add up to ~58% of the entire 13F portfolio.Chase Coleman is a "tiger cub" best known for a stunning 44% annualized return during the 2001-2008 period. To know more about Julian Robertson and his legendary Tiger Management, check out .Below is a summary:Fiat Chrysler (FCAU): FCAU is a 3.81% of the portfolio position purchased last quarter at prices between $6 and $9. There was a one-third reduction this quarter at prices between $9.50 and $11.50. The stock is now at $10.84.Alibaba Group Holdings (BABA): BABA is a fairly large ~5% portfolio stake established in Q3 2016 at prices between $78.50 and $109 and the stock is now at $143. There was a ~10% trimming this quarter.Amazon.com Inc. (AMZN): AMZN is currently the third-largest 13F stake at ~12% of the portfolio. The position was established in Q2 & Q3 2015 at prices between $370 and $540. Q1 2016 had seen a two-thirds reduction at prices between $482 and $676. The following quarter saw a ~40% increase at prices between $586 and $728 and the stock is now at $1004. There was a very minor trimming this quarter.Note: AMZN has seen a previous round-trip in the portfolio. A 1M share stake purchased in 2010 in the low-100s price range was disposed of in Q1 2014 in the high-300s realizing huge gains.Charter Communications (CHTR): CHTR is a fairly large ~5% portfolio position. It was first purchased in Q3 2012 at a cost-basis of ~$75 per share. The position has wavered. Recent activity follows: The first three quarters of 2015 saw the position reduced by ~84% at prices between $150 and $195. The pattern reversed in Q4 2015: roughly thirteen-times increase at prices between $175 and $193 in the three quarters thru Q2 2016. There was a ~20% reduction the following quarter at prices between $232 and $278 and that was followed with another ~30% selling last quarter at prices between $244 and $292. This quarter saw a further one-third selling at prices between $286 and $333. The stock is now at $331. Tiger Global is realizing huge long-term gains.FleetCor Technologies (FLT): FLT is a ~2% of the portfolio stake first purchased in Q4 2012 at prices between $45 and $53. Q3 2015 also saw a ~47% increase at prices between $148 and $163. The three quarters thru Q3 2016 had seen selling: ~48% combined reduction at prices between $113 and $175. There was an about-turn last quarter: ~22% increase at prices between $141 and $175. The pattern reversed again this quarter: ~50% reduction at prices between $140 and $170. The stock is now at $144.Priceline Group (PCLN): PCLN is currently the largest position at ~20% of the portfolio. The position was purchased in Q4 2015 at prices between $1237 and $1465. Q3 2016 saw a one-third increase at prices between $1248 and $1473 and that was followed with another similar increase last quarter at prices between $1424 and $1578. The stock is now at $1874. There was a ~15% trimming this quarter.Note: PCLN has seen a previous roundtrip in the portfolio. A fairly large position first purchased in 2007 in the high double-digits was disposed of in Q3 2015 in the 1200s price range realizing huge gains.Note 1: Tiger Global has significant ownership stakes in the following businesses: 7.7% of Transdigm Group (TDG), 15% of Apollo Global (APOL), 9% of Teladoc (TDOC), and ~7.5% of Etsy (ETSY).Below is a spreadsheet that shows the changes to Chase Coleman's Tiger Global Holdings US long portfolio holdings as of Q1 2017. For a look at how the portfolio has progressed, :To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book .Regulatory Filings thru 3/11/2017: 13G - 2/17/2017 - DPZ - 3M shares - 6.2%. 13G/A filings on 2/14/2017: Etsy - 8.7M shares - 7.6%. ATHM  - 0. On Deck Capital - 2.4M shares - 3.4%. RH - 0, VIPS - 1M shares - 1%."