Tiger Global Management, LLC 13F holdings and portfolio analysis

ListoTiger Global Management, LLC · Chase Coleman

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Baseline

Mensajes de análisis
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Baselinetested
Referencia de preguntas y respuestas de estrategia3 preguntas de referencia

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baseline13FChat AI
What does directly following the disclosed baseline portfolio expose an investor to?

Directly following the baseline means accepting a concentrated growth-heavy portfolio with real 13F lag risk. The baseline top 5 hold 43.68%, top 10 hold 65.27%, and top 20 hold 87.75%, led by GOOGL at 11.81%, MSFT at 9.4%, AMZN at 8.2%, NVDA at 7.29%, and SE at 6.98%. Sector exposure is concentrated in Information Technology at 31.06%, Communication Services at 31.03%, and Consumer Discretionary at 20.68%. The payoff has been strong at 18.63% annualized return and 7.27 alpha, but investors also take on a -33.94% max drawdown, 650 trades, and disclosure-lag implementation risk.

Show the baseline top holdings, sector exposure, and drawdown profile together.
baseline13FChat AI
Which recent baseline periods best explain the risk-return trade-off?

The recent baseline periods that best show the trade-off are the strong excess-return quarters and the weaker quality-of-return quarters. In 2023-09-30 the baseline returned 18.31% versus 10.11% for SPY, an 8.21-point excess return, with turnover of 17.8 and 22 trades. In 2024-06-30 it returned 13.24% versus 9.83%, a 3.41-point excess return, with 19.88 turnover and 23 trades. But weaker periods show the cost of the strategy's cyclicality: 2023-12-31 returned only 1.27% versus 4.96% for SPY (-3.69 excess), and 2025-06-30 returned 1.16% versus 4.2% (-3.04 excess). These swings help explain why the portfolio still produced high alpha overall but also endured a deep -33.94% max drawdown.

Plot the baseline's best and worst recent quarters against turnover and excess return.
baseline13FChat AI
What should a user inspect next before deciding whether the baseline is acceptable?

Before accepting the baseline, a user should inspect three things: concentration, implementation drag, and recent changes. Concentration is high with 65.27% in the top 10 and 87.75% in the top 20. Implementation drag is not trivial because the backtest reports 650 trades and totalEstimatedCost of 2.727, and turnover reached 49.18 in 2023-06-30 and 23.98 in 2025-09-30. Recent holdings changes also matter because the latest disclosed positions are unchanged in the artifact view, meaning the baseline result reflects the disclosed portfolio as-is rather than an optimization layer. That makes the user decision mostly about whether the original sector and top-name concentration is acceptable after reporting lag.

Show me the baseline concentration, turnover history, and estimated cost in one view.
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