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

According to the SEC 13F filed on Aug 14, 2026, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2020. 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