Chase Coleman
$100,000 to $268,753
$100,000 in SPY: $224,945.
Total return
+169%
Annualized (4Y CAGR)
+28%
vs SPY
+5.6 pts/yr
Moves a year
140
Avg hold
19.0 months
17 filings · quarters -9.8% to +24.1%
All time
+533% since Aug 14, 2013
Fund size $24B today
Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.
$24.0B in this filing46 positions
Holdings as of Jun 30, 2026. Filed Aug 14, 2026.
Share change vs Mar 31
Top 10 concentration: 67%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.
Q2 2026 holdings. Exact trade dates are not disclosed.