One of the financial services that I subscribe to reports on the holdings of Chase Coleman’s ’97 Tiger Global Management hedgefund.
Charles Coleman founded Tiger Global with the blessing of [Julian] Robertson in 2001 to focus on Technology stocks. Coleman has stayed true to his roots as Technology stocks make up almost 50% of his $4.7B reported portfolio. Thanks to a new investment in Visa (V) and a modest increase to an existing investment in MasterCard (MA), the firm also has a healthy investment in credit card issuers.
I heard through the finance grapevine that Robertson is Chase’s godfather. True? Below the fold are new (equity) positions as of June 30, 2008. Comments?
Research In Motion (RIMM)
Level 3 Communicaitons (LVLT)
Starent Networks (STAR)
Macquarie Infrastructure (MIC)
General Motors (GM)