Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q1 2022)
As of Mar 31, 2022, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 16, 2022. 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 2022, the filing reported:
New Buys - Apollo Global Management, Inc.
Increases - KANZHUN LIMITED - American Depo, CrowdStrike Holdings, Inc., Carvana Co., Dingdong (Cayman) Limited, Freshworks Inc., and 14 more
Reductions - Amazon.com, Inc., AvidXchange Holdings, Inc., Alibaba Group Holding Limited, Blend Labs, Inc., Confluent, Inc., and 31 more
Complete Exits - Airbnb, Inc., Adobe Inc., Affirm Holdings, Inc., C3.ai, Inc., Alkami Technology, Inc., and 46 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2022
|
ABNB
Airbnb, Inc.
|
Sell - Position Exit |
-650,000
|
|
Q1 2022
|
ADBE
Adobe Inc.
|
Sell - Position Exit |
-737,500
|
|
Q1 2022
|
AFRM
Affirm Holdings, Inc.
|
Sell - Position Exit |
-200,000
|
|
Q1 2022
|
AI
C3.ai, Inc.
|
Sell - Position Exit |
-1,000,000
|
|
Q1 2022
|
ALKT
Alkami Technology, Inc.
|
Sell - Position Exit |
-150,000
|
|
Q1 2022
|
AMZN
Amazon.com, Inc.
|
Sell |
-205,549
|
|
Q1 2022
|
API
Agora, Inc.
|
Sell - Position Exit |
-70,000
|
|
Q1 2022
|
APO
Apollo Global Management, Inc.
|
Buy - Position Entry |
+744,248
|
|
Q1 2022
|
APP
Applovin Corporation
|
Sell - Position Exit |
-600,000
|
|
Q1 2022
|
ASAN
Asana, Inc.
|
Sell - Position Exit |
-1,955,000
|
|
Q1 2022
|
AVDX
AvidXchange Holdings, Inc.
|
Sell |
-720,939
|
|
Q1 2022
|
AVPT
AvePoint, Inc.
|
Sell - Position Exit |
-5,000,000
|
|
Q1 2022
|
BABA
Alibaba Group Holding Limited
|
Sell |
-4,218,644
|
|
Q1 2022
|
BEKE
KE Holdings Inc
|
Sell - Position Exit |
-665,416
|
|
Q1 2022
|
BIGC
BigCommerce Holdings, Inc. - Se
|
Sell - Position Exit |
-1,350,000
|
|
Q1 2022
|
BKSY
BlackSky Technology Inc.
|
Sell - Position Exit |
-5,000,000
|
|
Q1 2022
|
BLND
Blend Labs, Inc.
|
Sell |
-116,595
|
|
Q1 2022
|
BMBL
Bumble Inc.
|
Sell - Position Exit |
-1,000,000
|
|
Q1 2022
|
BRZE
Braze, Inc.
|
Sell - Position Exit |
-350,000
|
|
Q1 2022
|
BZ
KANZHUN LIMITED - American Depo
|
Buy |
+6,230,575
|
|
Q1 2022
|
CFLT
Confluent, Inc.
|
Sell |
-2,547,295
|
|
Q1 2022
|
COIN
Coinbase Global, Inc.
|
Sell |
-2,032,837
|
|
Q1 2022
|
CPNG
Coupang, Inc.
|
Sell - Position Exit |
-3,571,428
|
|
Q1 2022
|
CRWD
CrowdStrike Holdings, Inc.
|
Buy |
+1,271,818
|
|
Q1 2022
|
CVNA
Carvana Co.
|
Buy |
+1,268,272
|
|
Q1 2022
|
DADA
Dada Nexus Limited
|
Sell - Position Exit |
-50,000
|
|
Q1 2022
|
DASH
DoorDash, Inc.
|
Sell |
-3,443,854
|
|
Q1 2022
|
DBX
Dropbox, Inc.
|
Sell - Position Exit |
-200,000
|
|
Q1 2022
|
DDL
Dingdong (Cayman) Limited
|
Buy |
+11,091,140
|
|
Q1 2022
|
DDOG
Datadog, Inc.
|
Sell |
-3,071,568
|
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