Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q1 2020)

As of Mar 31, 2020, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2020, the filing reported:

New Buys - Peloton Interactive, Inc.

Increases - Adobe Inc., Alibaba Group Holding Limited, Salesforce, Inc., Carvana Co., Datadog, Inc., and 4 more

Reductions - Amazon.com, Inc., Cardlytics, Inc. Common Stock, Alphabet Inc., JD.com, Inc., Microsoft Corporation, and 5 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2020	ADBE Adobe Inc.	Adobe Inc.	Buy	+20,000	+13.4%	$53.78K	169,000
Q1 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-59,720	-9.8%	$1.08M	552,320
Q1 2020	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+976,000	+27.8%	$873.54K	4,491,662
Q1 2020	CDLX Cardlytics, Inc. Common Stock	Cardlytics, Inc. Common Stock	Sell	-330,160	-72.5%	$4.37K	124,940
Q1 2020	CRM Salesforce, Inc.	Salesforce, Inc.	Buy	+393,104	+53.2%	$163.00K	1,132,104
Q1 2020	CVNA Carvana Co.	Carvana Co.	Buy	+1,100,000	+22.4%	$331.25K	6,012,907
Q1 2020	DDOG Datadog, Inc.	Datadog, Inc.	Buy	+3,230,572	+717.9%	$132.43K	3,680,572
Q1 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-75,860	-71.3%	$35.44K	30,500
Q1 2020	JD JD.com, Inc.	JD.com, Inc.	Sell	-2,200,000	-4.2%	$2.05M	50,650,366
Q1 2020	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+102,500	+16.4%	$175.98K	728,500
Q1 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+431,000	+5.2%	$1.46M	8,750,500
Q1 2020	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-89,316	-0.8%	$1.70M	10,793,784
Q1 2020	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Buy - Position Entry	+4,153,304	-	$110.27K	4,153,304
Q1 2020	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell	-128,000	-5.2%	$222.12K	2,320,000
Q1 2020	RNG Ringcentral, Inc.	Ringcentral, Inc.	Buy	+29,170	+0.9%	$704.89K	3,326,370
Q1 2020	SMAR Smartsheet Inc.	Smartsheet Inc.	Sell	-560,300	-11.9%	$172.08K	4,145,400
Q1 2020	SPOT Spotify	Spotify	Sell	-741,722	-21.3%	$332.56K	2,738,480
Q1 2020	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-308,755	-14.9%	$562.65K	1,757,245
Q1 2020	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Sell	-11,640,071	-53.9%	$278.49K	9,974,716
Q1 2020	WDAY Workday, Inc.	Workday, Inc.	Buy	+2,040,000	+733.8%	$301.85K	2,318,000