Chase Coleman Concentrates 56% of Portfolio in Seven AI Stocks

As of March 31, Tiger Global’s Chase Coleman holds seven AI names representing 56% of assets, led by Alphabet at 13.4% and Nvidia at 9.2%. In Q1 he added to Nvidia, lifted Broadcom 25% and TSMC 49%, while trimming Microsoft 54%. This follows Stanley Druckenmiller’s complete exit from Nvidia after a 600% gain and fresh purchases of 195,955 Broadcom, 411,400 Intel and 106,700 Arm shares, highlighting diverging institutional views on the next phase of AI infrastructure spending.