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วันพุธ Sep 10 2025 08:00
2 นาที
Among the quarterly data releases, Form 13F filings stand out, offering investors a glimpse into the strategies of top fund managers. A 13F provides insight into the stocks, exchange-traded funds (ETFs), and options that institutional investors have bought and sold. While 13Fs aren't perfect, they offer valuable information regarding the trends and businesses that are attracting the attention of successful money managers. For example, Chase Coleman of Tiger Global Management is known for his investments in high-growth stocks. ### Tiger Global's CrowdStrike Reduction Coleman significantly reduced his fund's stake in CrowdStrike. In the second quarter of 2022, CrowdStrike was Tiger Global's third-largest holding. However, Coleman slashed his stake to 900,000 shares in the third quarter of 2022 and then sold an additional 400,000 shares in the second quarter of 2025. CrowdStrike's Falcon security platform is a robust software-as-a-service (SaaS) offering powered by AI and machine learning. However, CrowdStrike's high valuation may have contributed to Coleman's decision to reduce his fund's position. Analyzing valuation metrics such as price-to-sales and price-to-earnings ratios can help assess if a stock's price accurately reflects its growth potential. ### Amazon Stock Acquisition Conversely, Chase Coleman has continued to buy Amazon shares over the past two years. In the second quarter of 2025, he bought 4,097,053 shares of Amazon stock, increasing his fund's stake by 62% and making Amazon a top-four holding for Tiger Global. Coleman's interest in Amazon stems from its cloud computing platform, Amazon Web Services (AWS), as well as its advertising and subscription services. AWS accounts for a significant portion of Amazon's operating income. Companies' strategic investments in AI and machine learning for their cloud platforms can be a strong growth driver. Furthermore, Coleman is likely attracted to Amazon's historically cheap valuation relative to its future cash flows. He was able to add to his fund's position in Amazon during the second quarter for approximately 10 to 12 times the consensus cash flow estimate for 2026. Billionaire Chase Coleman's stock moves reflect a strategic shift towards companies with strong cash flows and promising future prospects. This analysis does not offer investment advice but highlights how one prominent investor is evaluating market opportunities. Investors should conduct thorough research and consider their personal risk tolerance before making investment decisions.
Risk Warning and Disclaimer: This article represents only the author’s views and is for reference only. It does not constitute investment advice or financial guidance, nor does it represent the stance of the Markets.com platform. Trading Contracts for Difference (CFDs) involves high leverage and significant risks. Before making any trading decisions, we recommend consulting a professional financial advisor to assess your financial situation and risk tolerance. Any trading decisions based on this article are at your own risk.
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