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Should You Buy Billionaire Investor Chase Coleman's Top 5 Growth Stocks in August?
xCruzo Brief
Tiger Global’s latest 13F (holdings as of March 31, filed May 15) points to a concentrated “AI infrastructure supercycle” bet: five mega-cap growth stocks tied to cloud spending. The fund’s lineup starts with Taiwan Semiconductor Manufacturing (TSM), framed as the “picks-and-shovels” supplier for GPU demand. TSM reported Q2 2026 EPS of $4.31 vs. a $3.89 estimate and revenue of $40.20 billion, up 36% year over year, with the 2nm node debuting at 3% of wafer revenue. NVIDIA follows with strong Q1 FY27 results filed May 20 and data center revenue growth of 92%.
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