Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q2 2021)

According to the SEC 13F filed on Aug 16, 2021, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2021, the filing reported:

New Buys - Alkami Technology, Inc., Applovin Corporation, KANZHUN LIMITED - American Depo, Confluent, Inc., Coinbase Global, Inc., and 11 more

Increases - Carvana Co., DoorDash, Inc., Datadog, Inc., DocuSign, Inc., Futu Holdings Limited, and 11 more

Reductions - Amazon.com, Inc., Alibaba Group Holding Limited, Salesforce, Inc., GDS Holdings Limited, Intuit Inc., and 8 more

Complete Exits - Academy Sports and Outdoors, In

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 2021	ALKT Alkami Technology, Inc.	Alkami Technology, Inc.	Buy - Position Entry	+150,000	-	$5.35K	150,000
Q2 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-45,225	-7.4%	$1.95M	567,870
Q2 2021	APP Applovin Corporation	Applovin Corporation	Buy - Position Entry	+928,000	-	$69.76K	928,000
Q2 2021	ASO Academy Sports and Outdoors, In	Academy Sports and Outdoors, In	Sell - Position Exit	-1,750,000	-100.0%	$0.00	-
Q2 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-258,384	-5.8%	$956.94K	4,219,678
Q2 2021	BZ KANZHUN LIMITED - American Depo	KANZHUN LIMITED - American Depo	Buy - Position Entry	+1,050,000	-	$41.63K	1,050,000
Q2 2021	CFLT Confluent, Inc.	Confluent, Inc.	Buy - Position Entry	+400,000	-	$19.00K	400,000
Q2 2021	COIN Coinbase Global, Inc.	Coinbase Global, Inc.	Buy - Position Entry	+2,625,294	-	$664.99K	2,625,294
Q2 2021	CRM Salesforce, Inc.	Salesforce, Inc.	Sell	-1,901,000	-83.1%	$94.70K	387,700
Q2 2021	CVNA Carvana Co.	Carvana Co.	Buy	+342,200	+5.7%	$1.92M	6,355,107
Q2 2021	DASH DoorDash, Inc.	DoorDash, Inc.	Buy	+5,107,166	+88.0%	$1.95M	10,913,734
Q2 2021	DDL Dingdong (Cayman) Limited	Dingdong (Cayman) Limited	Buy - Position Entry	+1,050,000	-	$40.22K	1,050,000
Q2 2021	DDOG Datadog, Inc.	Datadog, Inc.	Buy	+235,437	+4.9%	$519.61K	4,992,437
Q2 2021	DLO Dlocal	Dlocal	Buy - Position Entry	+2,602,000	-	$136.68K	2,602,000
Q2 2021	DOCS Doximity, Inc.	Doximity, Inc.	Buy - Position Entry	+750,000	-	$43.65K	750,000
Q2 2021	DOCU DocuSign, Inc.	DocuSign, Inc.	Buy	+2,129,000	+41.3%	$2.04M	7,280,000
Q2 2021	DV DoubleVerify Holdings, Inc.	DoubleVerify Holdings, Inc.	Buy - Position Entry	+13,842,494	-	$586.09K	13,842,494
Q2 2021	EDR Endeavor Group Holdings, Inc.	Endeavor Group Holdings, Inc.	Buy - Position Entry	+400,000	-	$11.08K	400,000
Q2 2021	FUTU Futu Holdings Limited	Futu Holdings Limited	Buy	+128,000	+3.8%	$621.08K	3,468,000
Q2 2021	GDRX GoodRx Holdings, Inc.	GoodRx Holdings, Inc.	Buy	+200,000	+9.3%	$84.44K	2,345,000
Q2 2021	GDS GDS Holdings Limited	GDS Holdings Limited	Sell	-1,102,633	-30.0%	$201.94K	2,572,811
Q2 2021	INTU Intuit Inc.	Intuit Inc.	Sell	-3,317	-1.5%	$106.82K	217,920
Q2 2021	JD JD.com, Inc.	JD.com, Inc.	Sell	-55,613	-0.1%	$4.12M	51,594,753
Q2 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-507,000	-9.1%	$1.76M	5,053,137
Q2 2021	MNDY Monday.com	Monday.com	Buy - Position Entry	+200,000	-	$44.72K	200,000
Q2 2021	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-591,000	-4.3%	$3.56M	13,131,734
Q2 2021	NFLX Netflix, Inc.	Netflix, Inc.	Buy	+30,200	+2.9%	$573.89K	1,086,490
Q2 2021	NOW ServiceNow, Inc.	ServiceNow, Inc.	Buy	+50,240	+2.3%	$1.21M	2,206,240
Q2 2021	OSCR Oscar Health, Inc.	Oscar Health, Inc.	Buy	+619,419	+11.1%	$132.86K	6,179,409
Q2 2021	PATH UiPath, Inc.	UiPath, Inc.	Buy - Position Entry	+10,423,632	-	$708.08K	10,423,632

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