In a quarterly filing that reflects trades made by June 30, 2026, Chase Coleman's Tiger Global reported a 12.3% reduction in its Taiwan Semiconductor (TSM) shares, from 5.57 million to 4.88 million. Despite selling a portion of the stake, the reported value of the holding increased from $1.88 billion to $2.33 billion due to a significant rise in the stock's price during the quarter.
This adjustment occurred as Tiger Global trimmed several of its large technology positions. The sale of TSM shares was offset by the security's strong performance, which elevated it to become the fund's largest single holding by portfolio weight at 9.72%. Investors are reminded that 13F filings are delayed disclosures and do not represent the firm's current-day holdings.