Chase Coleman Top 10 Holdings – Latest 13F, Buys NU, SNOW, JD, XPEV, DDOG
Sunday, May 1, 2022 · Johnny Hopkins

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.
As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.
This week we’ll take a look at superinvestor Chase Coleman (12-31-2021). The current market value of his portfolio is $45,937,539,000, with a top 10 holdings concentration of 47.44%.
Top 10 Holdings
| Stock | Shares | Market Value | % of Portfolio |
| JD / JDCOM INC | 53,729,171 | $3,764,803,000 | 8.17 |
| MSFT / MICROSOFT CORP | 8,482,234 | $2,852,745,000 | 6.19 |
| SE / SEA LTD | 11,390,139 | $2,548,088,000 | 5.53 |
| NU / NU HOLDINGS LTD/CAYMAN ISL-A | 265,981,658 | $2,494,908,000 | 5.42 |
| SNOW / SNOWFLAKE INC-CLASS A | 6,020,669 | $2,039,502,000 | 4.43 |
| DASH / DOORDASH INC – A | 11,643,634 | $1,733,737,000 | 3.76 |
| FB / FACEBOOK INC-CLASS A | 5,053,137 | $1,699,623,000 | 3.69 |
| CVNA / CARVANA CO | 7,262,905 | $1,683,469,000 | 3.66 |
| CRWD / CROWDSTRIKE HOLDINGS INC – A | 7,537,000 | $1,543,201,000 | 3.35 |
| NOW / SERVICENOW INC | 2,206,240 | $1,432,092,000 | 3.11 |
Top Buys
| Stock | % Change |
| NU / NU HOLDINGS LTD/CAYMAN ISL-A | 5.43 |
| SNOW / SNOWFLAKE INC-CLASS A | 1.44 |
| JD / JDCOM INC | 1.1 |
| XPEV / XPENG INC | 0.64 |
| DDOG / DATADOG INC – CLASS A | 0.63 |
Top Sells
| Stock | % Change |
| TDG / TRANSDIGM GROUP INC | 2.11 |
| APO / APOLLO GLOBAL MANAGEMENT INC | 1.64 |
| RBLX / ROBLOX CORP -CLASS A | 1.5 |
| DOCU / DOCUSIGN INC | 1.32 |
| WRBY / WARBY PARKER INC-CLASS A | 1.26 |
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