Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q2 2020)

As of Jun 30, 2020, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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 Q2 2020, the filing reported:

New Buys - Agora, Inc., Dada Nexus Limited, Kingsoft Cloud Holdings Limited, ZoomInfo Technologies Inc.

Increases - Amazon.com, Inc., Salesforce, Inc., CrowdStrike Holdings, Inc., Datadog, Inc., JD.com, Inc., and 7 more

Reductions - Mastercard Incorporated, PayPal Holdings, Inc., Redfin Corporation

Complete Exits - BILL Holdings, Inc., iQIYI, Inc.

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
Q2 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+40,710	+7.4%	$1.64M	593,030
Q2 2020	API Agora, Inc.	Agora, Inc.	Buy - Position Entry	+70,000	-	$3.09K	70,000
Q2 2020	BILL BILL Holdings, Inc.	BILL Holdings, Inc.	Sell - Position Exit	-80,000	-100.0%	$0.00	-
Q2 2020	CRM Salesforce, Inc.	Salesforce, Inc.	Buy	+1,197,596	+105.8%	$436.42K	2,329,700
Q2 2020	CRWD CrowdStrike Holdings, Inc.	CrowdStrike Holdings, Inc.	Buy	+4,792,000	+1916.8%	$505.66K	5,042,000
Q2 2020	DADA Dada Nexus Limited	Dada Nexus Limited	Buy - Position Entry	+50,000	-	$1.11K	50,000
Q2 2020	DDOG Datadog, Inc.	Datadog, Inc.	Buy	+1,076,428	+29.2%	$413.62K	4,757,000
Q2 2020	IQ iQIYI, Inc.	iQIYI, Inc.	Sell - Position Exit	-1,000,000	-100.0%	$0.00	-
Q2 2020	JD JD.com, Inc.	JD.com, Inc.	Buy	+1,000,000	+2.0%	$3.11M	51,650,366
Q2 2020	KC Kingsoft Cloud Holdings Limited	Kingsoft Cloud Holdings Limited	Buy - Position Entry	+10,000	-	$315.00	10,000
Q2 2020	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-107,000	-14.7%	$183.78K	621,500
Q2 2020	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+217,367	+2.0%	$2.24M	11,011,151
Q2 2020	NOW ServiceNow, Inc.	ServiceNow, Inc.	Buy	+165,300	+29.6%	$292.86K	723,000
Q2 2020	PDD PDD Holdings Inc.	PDD Holdings Inc.	Buy	+162,996	+2.7%	$523.45K	6,098,000
Q2 2020	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Buy	+1,146,604	+27.6%	$306.18K	5,299,908
Q2 2020	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell	-119,000	-5.1%	$383.48K	2,201,000
Q2 2020	RDFN Redfin Corporation	Redfin Corporation	Sell	-5,186	-11.5%	$1.68K	40,087
Q2 2020	SPOT Spotify	Spotify	Buy	+447,109	+16.3%	$822.49K	3,185,589
Q2 2020	WDAY Workday, Inc.	Workday, Inc.	Buy	+692,000	+29.9%	$563.95K	3,010,000
Q2 2020	ZI ZoomInfo Technologies Inc.	ZoomInfo Technologies Inc.	Buy - Position Entry	+150,000	-	$7.66K	150,000
Q2 2020	ZM Zoom Communications, Inc.	Zoom Communications, Inc.	Buy	+404,400	+33.0%	$413.52K	1,631,000