Tiger Global's Coleman just filed his latest moves—nine fresh buys and a clean sweep of 17 exits.
New money went into chips ($AMD, $STX), payments ($V), and a cluster of crypto miners ($APLD, $CIFR, $CORZ). He doubled down on $INTC, $CPAY, $MELI, $CPNG, and $RDDT.
Meanwhile, he dumped everything in streaming ($NFLX), real estate ($Z, $ZG), enterprise software ($ZS), and a pile of smaller names that weren't working.
The pattern: rotating out of 2021 darlings and into hardware, payments infrastructure, and AI compute. Whether that's conviction or damage control depends on your read of the next 12 months.
New money went into chips ($AMD, $STX), payments ($V), and a cluster of crypto miners ($APLD, $CIFR, $CORZ). He doubled down on $INTC, $CPAY, $MELI, $CPNG, and $RDDT.
Meanwhile, he dumped everything in streaming ($NFLX), real estate ($Z, $ZG), enterprise software ($ZS), and a pile of smaller names that weren't working.
The pattern: rotating out of 2021 darlings and into hardware, payments infrastructure, and AI compute. Whether that's conviction or damage control depends on your read of the next 12 months.