Tiger Global’s founder slashes Big Tech and pharma holdings, doubling down on surging software plays like MongoDB and Netflix amid shifting market signals.
Chase Coleman Offloads Meta Stake Worth $3.49B in Strategic Tech Pivot
Tiger Global Management’s billionaire founder Chase Coleman is making bold moves. In Q3 2025, he dumped $3.49 billion worth of Meta Platforms (META) shares, signaling a dramatic shift in his tech portfolio just as the stock slipped 10% since October.
- The selloff marks one of the largest single-asset divestments in Coleman’s recent investment history.
- The move comes amid slowing ad growth and regulatory overhang weighing on Meta’s valuation.
Why exit now? Coleman may be signaling that Big Tech’s upside is tapering—at least in the short term.
Bullish Bet on MongoDB After 2x Rally in 6 Months
In stark contrast, Coleman initiated a $105.84 million position in MongoDB (MDB), a high-growth software firm that’s surged 106% since July 2025.
- MongoDB recently touched a 23-month high of $440, driven by strong enterprise demand, AI integrations, and consecutive quarters of double-digit revenue and profit growth.
- The stock currently trades at $414, with analysts increasingly viewing it as a mission-critical data infrastructure play.
Is MongoDB the new Nvidia of enterprise software?
Coleman appears to think so, reallocating from established giants to leaner, high-momentum firms tied to cloud and AI innovation.
Netflix Also in the Mix With $242M Buy-In
In addition to MongoDB, Coleman opened a $242.06 million position in Netflix (NFLX), showing confidence in the streaming giant’s international expansion and advertising strategy.
- Netflix recently surpassed subscriber expectations and rolled out ad-tier growth in key markets.
- With original content dominance and gaming experiments in play, the bet reflects a pivot toward media-tech convergence.
Coleman’s combined bets on MongoDB and Netflix suggest a preference for platforms with differentiated revenue drivers and loyal user bases.
Shedding Pharma, Fintech, and Cybersecurity Giants
Alongside Meta, Coleman reduced exposure to multiple high-profile firms in Q3 2025, including:
- Eli Lilly (LLY): Sold $1.18B stake amid record highs and obesity drug hype.
- Novo Nordisk (NVO): Cut $87.59M, another GLP-1 leader.
- Sherwin-Williams (SHW): Offloaded $299.5M stake as cyclical demand slows.
- Crowdstrike (CRWD): Sold $254.7M amid consolidation in cybersecurity names.
- Chime Financial (CHYM): Let go of $178.8M stake amid rising fintech competition and margin pressure.
These sales hint at a broader portfolio recalibration away from late-stage growth and defensive sectors, toward mid-cap tech names with outsized upside potential.
A Broader Hedge Against Tech Fatigue?
Coleman’s trades suggest a tactical shift, not a retreat from tech. He’s rotating out of megacaps and mature plays into younger, faster-growing disruptors with cleaner balance sheets and clearer growth paths.
Could this be the beginning of a broader institutional pivot away from FAANG-era dominance?
With MongoDB and Netflix at the center of this reallocation, Coleman may be betting on new tech leadership for the next market cycle.
TL;DR:
Tiger Global’s Chase Coleman sold $3.49B in Meta shares in Q3 2025 while buying $105.84M of MongoDB, which is up 106% since July. He also took a $242M stake in Netflix, and trimmed positions in Eli Lilly, Novo Nordisk, Sherwin-Williams, Crowdstrike, and Chime, signaling a pivot toward fast-growth, mid-cap tech stocks.
