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For the First Time in 13 Quarters, Billionaire Chase Coleman's No. 1 Holding Isn't Meta Platforms or Microsoft -- but It Is a "Magnificent" Stock

Another member of the "Magnificent Seven" has become the favorite investment of Tiger Global Management's billionaire boss.

Mar 09, 2026 &03060909202631; 09:06 UTC www.fool.com Trending 4/5

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Neutral impact

Sentiment score: 0/100

Moderate impact Short-term (days)

WHAT THIS MEANS

Chase Coleman's Tiger Global Management has shifted its top holding away from Meta or Microsoft for the first time in 13 quarters, now favoring another 'Magnificent Seven' stock. This portfolio reallocation by a prominent billionaire investor signals changing conviction in mega-cap tech valuations and potential rotation within the elite tech cohort.

AI CONFIDENCE

65% High

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

⇅

Meta (Facebook)

METAStock

High volatility expected

No longer top holding for major institutional investor; potential profit-taking signal

⇅

Microsoft

MSFTStock

High volatility expected

Displaced from top position after 13 quarters; suggests reduced conviction

↑

Apple

AAPLStock

Expected to rise

Likely candidate as new top holding within Magnificent Seven

↑

NVIDIA

NVDAStock

Expected to rise

Alternative Magnificent Seven stock that could be new top holding

⇅

S&P 500

^GSPCIndex

High volatility expected

Mega-cap tech rotation may impact broader market sentiment

PRICE HISTORY

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⚡ SUGGESTED ACTION

Monitor which Magnificent Seven stock replaced META/MSFT as top holding for confirmation of sector rotation thesis. Consider tactical positioning in underweighted Mag 7 names while reassessing META/MSFT valuations relative to peers.

KEY SIGNALS

Portfolio reallocation by billionaire investorShift within Magnificent Seven stocksPotential valuation concerns for META/MSFTInstitutional conviction change13-quarter holding pattern break

SECTORS INVOLVED

TechnologyArtificial IntelligenceSoftware

Analysis generated on Mar 09, 2026 at 14:17 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by The Motley Fool. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

For the First Time in 13 Quarters, Billionaire Chase Coleman's No. 1 Holding Isn't Meta Platforms or Microsoft -- but It Is a "Magnificent" Stock

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