Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q1 2023)

As of Mar 31, 2023, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2023. 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 2023, the filing reported:

New Buys - Apple Inc., Applied Materials, Inc., KKR & Co. Inc., Lam Research Corporation, NVIDIA Corporation, and 3 more

Increases - Amazon.com, Inc., Apollo Global Management, Inc. , Confluent, Inc., Datadog, Inc., Nu Holdings, and 7 more

Reductions - KANZHUN LIMITED - American Depo, Coinbase Global, Inc., Dlocal, Freshworks Inc., HubSpot, Inc., and 11 more

Complete Exits - Applovin Corporation, Joby Aviation, Match Group, Inc., PDD Holdings Inc., Roblox Corporation, and 1 more

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 2023	AAPL Apple Inc.	Apple Inc.	Buy - Position Entry	+851,000	-	$140.33M	851,000
Q1 2023	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy - Position Entry	+419,500	-	$51.53M	419,500
Q1 2023	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+1,094,790	+12.7%	$1.00B	9,685,171
Q1 2023	APO Apollo Global Management, Inc.	Apollo Global Management, Inc.	Buy	+1,986,984	+316.4%	$165.16M	2,614,956
Q1 2023	APP Applovin Corporation	Applovin Corporation	Sell - Position Exit	-4,264,272	-100.0%	$0.00	-
Q1 2023	BZ KANZHUN LIMITED - American Depo	KANZHUN LIMITED - American Depo	Sell	-5,332,669	-38.5%	$162.19M	8,522,776
Q1 2023	CFLT Confluent, Inc.	Confluent, Inc.	Buy	+2,632,791	+84.4%	$138.48M	5,753,326
Q1 2023	COIN Coinbase Global, Inc.	Coinbase Global, Inc.	Sell	-1,778	-1.2%	$9.60M	142,148
Q1 2023	DDOG Datadog, Inc.	Datadog, Inc.	Buy	+1,676,279	+173.5%	$191.99M	2,642,279
Q1 2023	DLO Dlocal	Dlocal	Sell	-975,383	-13.7%	$100.05M	6,168,039
Q1 2023	FRSH Freshworks Inc.	Freshworks Inc.	Sell	-666,103	-21.8%	$36.74M	2,391,974
Q1 2023	G65163100 Joby Aviation	Joby Aviation	Sell - Position Exit	-370,000	-100.0%	$0.00	-
Q1 2023	G6683N103 Nu Holdings	Nu Holdings	Buy	+41,353	+0.2%	$120.82M	25,382,811
Q1 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+4,636,774	+124.4%	$867.60M	8,363,974
Q1 2023	HCP HashiCorp, Inc.	HashiCorp, Inc.	Buy	+166,498	+1812.1%	$5.15M	175,686
Q1 2023	HUBS HubSpot, Inc.	HubSpot, Inc.	Sell	-112,280	-33.4%	$95.96M	223,820
Q1 2023	INTU Intuit Inc.	Intuit Inc.	Buy	+447,032	+32677.8%	$199.91M	448,400
Q1 2023	JD JD.com, Inc.	JD.com, Inc.	Buy	+2,265,750	+10.4%	$1.06B	24,077,900
Q1 2023	KKR KKR & Co. Inc.	KKR & Co. Inc.	Buy - Position Entry	+511,000	-	$26.84M	511,000
Q1 2023	LRCX Lam Research Corporation	Lam Research Corporation	Buy - Position Entry	+100,228	-	$53.13M	100,228
Q1 2023	MDB MongoDB, Inc.	MongoDB, Inc.	Sell	-11,400	-5.0%	$50.47M	216,500
Q1 2023	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-487,400	-6.1%	$1.58B	7,457,081
Q1 2023	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+674,257	+12.8%	$1.71B	5,931,829
Q1 2023	MTCH Match Group, Inc.	Match Group, Inc.	Sell - Position Exit	-1,461,000	-100.0%	$0.00	-
Q1 2023	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy - Position Entry	+43,875	-	$12.19M	43,875
Q1 2023	PANW Palo Alto Networks, Inc.	Palo Alto Networks, Inc.	Buy - Position Entry	+257,700	-	$51.47M	257,700
Q1 2023	PDD PDD Holdings Inc.	PDD Holdings Inc.	Sell - Position Exit	-4,000	-100.0%	$0.00	-
Q1 2023	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Sell	-2,254,895	-91.9%	$2.27M	200,000
Q1 2023	RBLX Roblox Corporation	Roblox Corporation	Sell - Position Exit	-7,345	-100.0%	$0.00	-
Q1 2023	S SentinelOne, Inc.	SentinelOne, Inc.	Sell	-3,947,305	-99.1%	$599.33K	36,634

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