Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q1 2021)

According to the SEC 13F filed on May 17, 2021, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2021. 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 2021, the filing reported:

New Buys - Affirm Holdings, Inc., Bumble Inc., Coupang, Inc., DigitalOcean Holdings, Inc., Futu Holdings Limited, and 7 more

Increases - Adobe Inc., Asana, Inc., DoorDash, Inc., DocuSign, Inc., Microsoft Corporation, and 7 more

Reductions - GDS Holdings Limited, Intuit Inc., Meta Platforms, Inc., Sunrun Inc., Spotify, and 1 more

Complete Exits - Gaotu Techedu Inc., Yalla Group Limited

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 2021	ADBE Adobe Inc.	Adobe Inc.	Buy	+570,000	+340.3%	$350.58K	737,500
Q1 2021	AFRM Affirm Holdings, Inc.	Affirm Holdings, Inc.	Buy - Position Entry	+200,000	-	$14.14K	200,000
Q1 2021	ASAN Asana, Inc.	Asana, Inc.	Buy	+461,748	+19.1%	$82.34K	2,881,202
Q1 2021	BMBL Bumble Inc.	Bumble Inc.	Buy - Position Entry	+1,000,000	-	$62.38K	1,000,000
Q1 2021	CPNG Coupang, Inc.	Coupang, Inc.	Buy - Position Entry	+3,571,428	-	$176.25K	3,571,428
Q1 2021	DASH DoorDash, Inc.	DoorDash, Inc.	Buy	+4,210,568	+263.8%	$761.41K	5,806,568
Q1 2021	DOCN DigitalOcean Holdings, Inc.	DigitalOcean Holdings, Inc.	Buy - Position Entry	+1,700,000	-	$71.62K	1,700,000
Q1 2021	DOCU DocuSign, Inc.	DocuSign, Inc.	Buy	+3,378,000	+190.5%	$1.04M	5,151,000
Q1 2021	FUTU Futu Holdings Limited	Futu Holdings Limited	Buy - Position Entry	+3,340,000	-	$530.46K	3,340,000
Q1 2021	GDS GDS Holdings Limited	GDS Holdings Limited	Sell	-685,072	-15.7%	$298.04K	3,675,444
Q1 2021	GOTU Gaotu Techedu Inc.	Gaotu Techedu Inc.	Sell - Position Exit	-3,020,769	-100.0%	$0.00	-
Q1 2021	INTU Intuit Inc.	Intuit Inc.	Sell	-50	-0.0%	$84.75K	221,237
Q1 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-766,663	-12.1%	$1.64M	5,560,137
Q1 2021	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+1,831,000	+15.4%	$3.24M	13,722,734
Q1 2021	NOW ServiceNow, Inc.	ServiceNow, Inc.	Buy	+513,000	+31.2%	$1.08M	2,156,000
Q1 2021	OLO Olo Inc.	Olo Inc.	Buy - Position Entry	+681,000	-	$17.97K	681,000
Q1 2021	ONTF ON24, Inc.	ON24, Inc.	Buy - Position Entry	+1,600,000	-	$77.62K	1,600,000
Q1 2021	OSCR Oscar Health, Inc.	Oscar Health, Inc.	Buy - Position Entry	+5,559,990	-	$149.45K	5,559,990
Q1 2021	PLTK Playtika Holding Corp.	Playtika Holding Corp.	Buy - Position Entry	+5,500,000	-	$149.66K	5,500,000
Q1 2021	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Buy	+14	+0.0%	$883.53K	7,857,772
Q1 2021	RBLX Roblox Corporation	Roblox Corporation	Buy - Position Entry	+40,428,863	-	$2.62M	40,428,863
Q1 2021	RUN Sunrun Inc.	Sunrun Inc.	Sell	-1,000,000	-12.4%	$427.79K	7,073,257
Q1 2021	SE Sea Limited	Sea Limited	Buy	+279,000	+3.0%	$2.12M	9,505,500
Q1 2021	SEMR SEMrush Holdings, Inc.	SEMrush Holdings, Inc.	Buy - Position Entry	+10,000	-	$119.00	10,000
Q1 2021	SHOP Shopify Inc.	Shopify Inc.	Buy	+323,734	+167.0%	$572.67K	517,550
Q1 2021	SNOW Snowflake Inc.	Snowflake Inc.	Buy	+478,055	+27.3%	$511.67K	2,231,652
Q1 2021	SPOT Spotify	Spotify	Sell	-827	-0.0%	$852.93K	3,183,186
Q1 2021	SQ Block, Inc.	Block, Inc.	Buy	+361,500	+88.5%	$174.83K	770,000
Q1 2021	TUYA Tuya Inc.	Tuya Inc.	Buy - Position Entry	+2,850,000	-	$60.25K	2,850,000
Q1 2021	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Sell	-6,859,687	-24.8%	$1.13M	20,821,712

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