Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q1 2023)
According to the SEC 13F filed on May 15, 2023, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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, 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 | Type | Change Qty |
|---|---|---|---|
|
Q1 2023
|
AAPL
Apple Inc.
|
Buy - Position Entry |
+851,000
|
|
Q1 2023
|
AMAT
Applied Materials, Inc.
|
Buy - Position Entry |
+419,500
|
|
Q1 2023
|
AMZN
Amazon.com, Inc.
|
Buy |
+1,094,790
|
|
Q1 2023
|
APO
Apollo Global Management, Inc.
|
Buy |
+1,986,984
|
|
Q1 2023
|
APP
Applovin Corporation
|
Sell - Position Exit |
-4,264,272
|
|
Q1 2023
|
BZ
KANZHUN LIMITED - American Depo
|
Sell |
-5,332,669
|
|
Q1 2023
|
CFLT
Confluent, Inc.
|
Buy |
+2,632,791
|
|
Q1 2023
|
COIN
Coinbase Global, Inc.
|
Sell |
-1,778
|
|
Q1 2023
|
DDOG
Datadog, Inc.
|
Buy |
+1,676,279
|
|
Q1 2023
|
DLO
Dlocal
|
Sell |
-975,383
|
|
Q1 2023
|
FRSH
Freshworks Inc.
|
Sell |
-666,103
|
|
Q1 2023
|
G65163100
Joby Aviation
|
Sell - Position Exit |
-370,000
|
|
Q1 2023
|
G6683N103
Nu Holdings
|
Buy |
+41,353
|
|
Q1 2023
|
GOOGL
Alphabet Inc.
|
Buy |
+4,636,774
|
|
Q1 2023
|
HCP
HashiCorp, Inc.
|
Buy |
+166,498
|
|
Q1 2023
|
HUBS
HubSpot, Inc.
|
Sell |
-112,280
|
|
Q1 2023
|
INTU
Intuit Inc.
|
Buy |
+447,032
|
|
Q1 2023
|
JD
JD.com, Inc.
|
Buy |
+2,265,750
|
|
Q1 2023
|
KKR
KKR & Co. Inc.
|
Buy - Position Entry |
+511,000
|
|
Q1 2023
|
LRCX
Lam Research
|
Buy - Position Entry |
+100,228
|
|
Q1 2023
|
MDB
MongoDB, Inc.
|
Sell |
-11,400
|
|
Q1 2023
|
META
Meta Platforms, Inc.
|
Sell |
-487,400
|
|
Q1 2023
|
MSFT
Microsoft Corporation
|
Buy |
+674,257
|
|
Q1 2023
|
MTCH
Match Group, Inc.
|
Sell - Position Exit |
-1,461,000
|
|
Q1 2023
|
NVDA
NVIDIA Corporation
|
Buy - Position Entry |
+43,875
|
|
Q1 2023
|
PANW
Palo Alto Networks, Inc.
|
Buy - Position Entry |
+257,700
|
|
Q1 2023
|
PDD
PDD Holdings Inc.
|
Sell - Position Exit |
-4,000
|
|
Q1 2023
|
PTON
Peloton Interactive, Inc.
|
Sell |
-2,254,895
|
|
Q1 2023
|
RBLX
Roblox Corporation
|
Sell - Position Exit |
-7,345
|
|
Q1 2023
|
S
SentinelOne, Inc.
|
Sell |
-3,947,305
|
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