According to the latest 13F filing (positions as of March 31, filed on May 15), Tiger Global, the fund managed by billionaire investor Chase Coleman, has focused its portfolio on the five major players in the AI infrastructure supercycle.These companies include TSMC (TSMC), NVIDIA (NVIDIA), Amazon (Amazon), Meta, and Google (Alphabet).
The report notes that these companies all play key roles in the AI sector: TSMC manufactures chips for NVIDIA, Amazon, Google, and Meta; NVIDIA is a core chip supplier for AI factories; Amazon is actively investing in AI through AWS and its in-house chip business; Meta has increased its AI capital expenditures and launched AI models; and Google possesses chips (TPUs), cloud services, models (Gemini), and distribution channels.
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Billionaire investor Chase Coleman’s Tiger Global fund disclosed in its latest 13F filing that its top five growth stocks are all focused on AI infrastructure, including TSMC, NVIDIA, Amazon, Meta, and Google.
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