Billionaire Chase Coleman Sold 94% of His Fund's Stake in Uber and Is Loading Up on a Skyrocketing Stock Whose Addressable Market Can 11X by 2032
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Tiger Global Management's billionaire chief is piling into a market-leading company whose stock has catapulted close to 1,000% over the trailing decade.
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July 24, 2025
03:51 AM
The Motley Fool
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Interestingly, What's remarkable is Tiger Global Management's billionaire chief is piling into a market-leading company whose stock has catapulted close to 1,000% over the trailing decade
For some investors, earnings season is the pinnacle of data dumps on Wall Street
Additionally, The analysis reveals is the six-week period each quarter where the stock market's most minent and influential es lift the hood on their operating results
Meanwhile, However, a strong argument can be made that the quarterly filing of Form 13Fs with the Securities and Exchange Commission vides equally invaluable information to investors (something worth watching)
Nevertheless, A 13F is a required filing by institutional investors who have at least $100 million in assets under management (an important development)
Additionally, Moreover, What makes 13Fs so precious is they can clue investors into the stocks, industries, sectors, and trends that have piqued the attention of Wall Street's brightest money managers
Furthermore, Image source: Getty Images
Nevertheless, However, While Warren Buffett tends to be the most-ed of all fund managers, he's not the only billionaire capable of dering outsized returns or locating a good deal
Tiger Global Management's billionaire chief Chase Coleman is known for his love of small- and large-cap growth stocks, as well as his desire to pack his fund's portfolio with companies that can take advantage of Wall Street's next-big-thing trends, given the current landscape
During the March- quarter, Coleman green-lit the sale of most of his fund's stake in ride- colossus Uber nologies (UBER -2
Nevertheless, 01%), and piled into into a skyrocketing stock whose addressable market in the next-hottest investment trend -- no, not artificial intelligence (AI) -- can 11X by 2032
Billionaire Chase Coleman slams the door on Uber Though Tiger Global Management's billionaire chief pared down or exited his fund's stake in 11 companies during the first quarter, the 2,446,700 s of Uber nologies that were sold is the biggest eye-opener
This worked out to a 94% reduction from Tiger Global's position at the end of 2024
However, The most logical of all reasons for this selling activity is simple fit-taking
While few money managers hold for the long-term these days, Tiger Global's average holding period is a little over two years and eight months
Conversely, With Coleman's fund holding north of 5 million s of Uber during the third quarter of 2023, and Uber stock effectively doubling since then, locking in gains may have been viewed as a wise idea
Furthermore, However, there might be more to Chase Coleman's selling activity in Uber than just benign fit-taking
Perhaps the biggest risk for Uber in the ride-sharing arena is steadily growing competition
Since David Risher took over as CEO of Lyft (LYFT -0 (fascinating analysis). 88%) in April 2023, all he's done is clamp down on unnecessary costs and shift his company from a cash-burner to a significant cash generator, in this volatile climate
With Lyft now fitable on a recurring basis and generating boatloads of cash flow from operations, it has a genuine opportunity to chip away at Uber's market-leading
To build on this point regarding competitive pressures, Coleman may have also been anticipating downside pressure from robotaxis
Additionally, Alphabet's autonomous ride-hailing service Waymo is rapidly expanding its service in Los Angeles and San Francisco, while Tesla recently unveiled a test service of its robotaxis in portions of Austin, Texas
Uber nologies' valuation is a bit of an eyesore, as well
When 2023 began, Uber was valued at less than 2 times sales (quite telling)
As of this writing on July 20, it's now tipping the scales at nearly 4
Additionally, 3 times sales, in light of current trends
At the same time, Though its current price-to-sales (P/S) ratio is still less than half of its peak in 2021, it's roughly four times higher than chief rival Lyft
This issue is that Lyft appears to be a far better value than Uber, even with the latter viding sales channel diversification via Uber Eats and its logistics network
The final piece of the puzzle that may have enticed Chase Coleman to dump s of Uber is the spect of a U
Recession taking place
At the same time, Uber isn't time-tested in the sense that it hasn't navigated its way through an organic U
Moreover, This's yet another uncertainty that calls its somewhat premium valuation into question
Image source: Getty Images
This stock is up almost 1,000% in a decade, and Chase Coleman is gobbling up its s On the other end of the spectrum, Tiger Global Management's billionaire investor purchased five new stocks during the first quarter and added to 14 existing positions
Though quite a few of these buys bably turned heads, the 896,700 s of Microsoft (MSFT 0. 05%) that Coleman bought stands out
This upped Tiger Global's stake in Microsoft by 17% since the end of 2024
Most investors have been piling into Microsoft because of its cloud computing and artificial intelligence ties
On the other hand, Azure is the world's No
Additionally, 2 cloud infrastructure service platform by spending, based on estimates by Canalys, in today's market environment
Incorporating generative AI solutions, and giving its rs the ability to build and train large language models, vides Azure with an opportunity to sustain a 30% (or greater) growth rate
But this might not be the only reason Coleman is loading up on s of Microsoft, or why s of the company have skyrocketed just shy of 1,000% over the trailing decade
Nevertheless, In addition to AI, quantum computing has earned its time in the spotlight
The analysis reveals still- nology relies on specialized computers that use quantum mechanics to solve complex equations that traditional computers can't do
Furthermore, Quantum computing can potentially make AI algorithms more efficient, as well as aid with drug development, among other benefits
However, Based on an estimate from Fortune Insights, the global addressable market for quantum computing is expected to grow nearly 11-fold from $1, in this volatile climate
Additionally, 16 billion in 2024 to $12. 62 billion by 2032 (noteworthy indeed) (which is quite significant), considering recent developments
Note: Estimates are all over the map with quantum computing, with some foreseeing the cumulative economic impact of this nology apaching $1 trillion in a decade
However, In contrast, Microsoft is among the companies on the cutting-edge of this next hot trend
Microsoft has developed a quantum cessing unit known as Majorana 1, which is being integrated with a cloud-based compute platform that it's dubbed "Azure Quantum
Additionally, " While this is still in its very early stages, Microsoft's solutions can allow es to run quantum algorithms, as well as estimate what resources would be needed to scale quantum machines in the future, in today's financial world
Though Microsoft isn't a quantum computing pure-play, it's ly benefiting from the hype surrounding this nology, in this volatile climate
Something else noteworthy Microsoft is its cash flow generation and pristine balance sheet
Nevertheless, The company's legacy Windows and Office segments generate copious amounts of cash flow that it can redirect to faster-growing initiatives, such as cloud computing, AI, and quantum computing
Microsoft closed out the March quarter with almost $80 billion in cash, cash equivalents, and short-term investments, and it's generated over $93 billion in net cash from operations through the first nine months of fiscal 2025 (its fiscal year on June 30)
Microsoft has the ability to take innovative risks that most other companies can't afford to
This leads to the conclusion that Author Sean Williams is a data-driven Motley Fool contributing analyst who's been for 26 years and has penned north of 15,000
Moreover, You'll find him at the intersection of and tackling macroeconomic topics of interest (Social Security and Donald Trump's economic/tax policies), analyzing which stocks billionaire investors (e
Moreover, , Warren Buffett) are buying and selling, and digging into how the world's most-influential es and trends -- everything from the evolution of artificial intelligence (AI) to the next stock split -- are changing Wall Street
Furthermore, He holds a B
In Economics from the University of California, San Diego
TMFUltraLong X @AMCScam Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors
Sean Williams has positions in Alphabet (fascinating analysis)
The Motley Fool has positions in and recommends Alphabet, Microsoft, Tesla, and Uber nologies (noteworthy indeed)
What the re reveals is Motley Fool recommends Lyft and recommends the ing options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft
The Motley Fool has a disclosure policy.
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