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Chase Coleman Bets Big on Roku and Alibaba

  //stocks-investing.news-articles.net/content/202 .. /chase-coleman-bets-big-on-roku-and-alibaba.html
  Published in Stocks and Investing on Friday, January 9th 2026 at 19:30 GMT by The Motley Fool
      Locales: UNITED STATES, CAYMAN ISLANDS

New York, NY - January 10th, 2026 - Billionaire Chase Coleman, the driving force behind the prominent investment firm Tiger Global Management, is making headlines once again. A recent SEC filing has revealed a striking concentration of the firm's capital into just two publicly traded companies: Roku (ROKU) and Alibaba (BABA). The move, representing nearly 40% of Tiger Global's portfolio, demonstrates a powerful conviction in these potentially transformative - yet also undeniably risky - ventures.

A Portfolio Divided: The Numbers Speak Volumes

As of December 2025, Tiger Global's holdings are substantial. The firm held 6.3 million shares of Roku, a valuation of approximately $1.8 billion. Even more significant is the stake in Alibaba, where Tiger Global holds 12.7 million shares representing a $2.3 billion investment. This level of concentration is uncommon in large investment portfolios and highlights the depth of Coleman's belief in the long-term prospects of these two companies.

Roku: Riding the Streaming Wave - But Facing a Turbulent Sea

Roku's presence in Coleman's portfolio is arguably the easier to understand. The company sits at the heart of the booming streaming entertainment landscape. As traditional cable and satellite subscriptions continue to decline, consumers increasingly turn to streaming services like Netflix, Disney+, and others - all accessible through devices like Roku's media streamers. Roku's business model, built around hardware sales and advertising revenue, has benefited tremendously from this trend.

However, the streaming market is becoming increasingly crowded. Competition from tech giants like Amazon (with its Fire TV devices), Google (with Chromecast), and Apple (with Apple TV) is intensifying. These competitors possess significant resources and existing user bases, creating a formidable challenge for Roku to maintain its market share and pricing power. Perhaps most crucially, Roku has yet to consistently demonstrate sustainable profitability. Investors are keenly watching to see if the company can navigate this competitive landscape and deliver consistent financial results.

Alibaba: A Chinese Giant Grappling with Regulatory Uncertainty

The investment in Alibaba presents a considerably more complex picture. Alibaba, the e-commerce behemoth based in China, is a dominant force in the world's most populous nation. Its reach extends far beyond online retail, encompassing cloud computing, digital payments, and a wide range of other services. The potential for growth within the Chinese market remains immense.

Yet, Alibaba's journey has been marred by persistent regulatory headwinds. For years, the company has faced increasing scrutiny from the Chinese government, leading to fines, investigations, and changes in operational practices. These interventions have generated considerable uncertainty among investors, contributing to volatility in the company's stock price. The core risk lies in the potential for these regulatory pressures to escalate further, impacting Alibaba's ability to operate and expand. Some analysts suggest a fundamental shift in Chinese economic policy could significantly impact Alibaba's trajectory.

Coleman's Conviction: A High-Risk, High-Reward Strategy

Despite these significant risks, Chase Coleman's decision to allocate such a substantial portion of Tiger Global's portfolio to Roku and Alibaba underscores his unwavering faith in their long-term prospects. It's a bold and concentrated strategy, characteristic of Coleman's investment style. If Coleman's assessment proves correct - if Roku can overcome the competition and achieve consistent profitability, and if Alibaba can successfully navigate the regulatory environment - the returns for Tiger Global could be substantial. Conversely, if either company falters, the impact on the firm's overall performance could be significant.

Expert Commentary & Future Outlook

Analysts are split on the wisdom of Coleman's bet. Some applaud his willingness to take calculated risks, arguing that the potential rewards outweigh the dangers. Others caution against the dangers of over-concentration, suggesting it leaves Tiger Global vulnerable to idiosyncratic risk associated with these individual companies. As geopolitical tensions and regulatory landscapes continue to evolve, the future performance of both Roku and Alibaba, and by extension Tiger Global's portfolio, remains highly dependent on external factors and company-specific execution. This situation will be closely watched by investors worldwide.