Chase Coleman 10 Holdings – Q1 2022 – New Buys CRWD, NOW, SNOW, LI, MNDY

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 (3-31-2022). The current market value of his portfolio is $26,641,819,000, with a top 10 holdings concentration 61.71%.

Top 10 Holdings

SYM	ISSUER NAME	VALUE ($000)	%	SHARES
JD	JD.COM INC	2,822,609	11%	48,774,995
MSFT	MICROSOFT CORP	2,254,529	8.50%	7,312,539
CRWD	CROWDSTRIKE HLDGS INC	2,000,306	7.50%	8,808,818
NU	NU HLDGS LTD	1,966,968	7.40%	254,788,564
SE	SEA LTD	1,619,565	6.10%	13,520,038
SNOW	SNOWFLAKE INC	1,567,655	5.90%	6,841,769
NOW	SERVICENOW INC	1,361,599	5.10%	2,445,005
CVNA	CARVANA CO	1,017,684	3.80%	8,531,177
DASH	DOORDASH INC	960,932	3.60%	8,199,780
FB	META PLATFORMS INC	867,756	3.30%	3,902,482

New Buys

SYM	ISSUER NAME	%
CRWD	CROWDSTRIKE HLDGS INC	4.15%
NOW	SERVICENOW INC	1.99%
SNOW	SNOWFLAKE INC	1.44%
LI	LI AUTO INC	1.40%
MNDY	MONDAY COM LTD	1.10%

New Sells

SYM	ISSUER NAME	%
ZM	ZOOM VIDEO COMMUNICATIONS INC	2.00%
UBER	UBER TECHNOLOGIES INC	1.48%
NFLX	NETFLIX INC	1.42%
PDD	PINDUODUO INC	1.13%
BABA	ALIBABA GROUP HLDG LTD	1.09%