Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q2 2023)

As of Jun 30, 2023, the Tiger Global Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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 Q2 2023, the filing reported:

New Buys - Eli Lilly and Company, Novo Nordisk A/S

Increases - Apollo Global Management, Inc. , Grab, Intuit Inc., Lam Research Corporation, Meta Platforms, Inc., and 4 more

Reductions - Amazon.com, Inc., KANZHUN LIMITED - American Depo, Confluent, Inc., Coinbase Global, Inc., Datadog, Inc., and 12 more

Complete Exits - Apple Inc., Applied Materials, Inc., HashiCorp, Inc., Lamb Weston Holdings, Inc., Mastercard Incorporated, and 10 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
Q2 2023	AAPL Apple Inc.	Apple Inc.	Sell - Position Exit	-851,000	-100.0%	$0.00	-
Q2 2023	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell - Position Exit	-419,500	-100.0%	$0.00	-
Q2 2023	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-5,989,891	-61.8%	$481.72M	3,695,280
Q2 2023	APO Apollo Global Management, Inc.	Apollo Global Management, Inc.	Buy	+9,726,058	+371.9%	$947.91M	12,341,014
Q2 2023	BZ KANZHUN LIMITED - American Depo	KANZHUN LIMITED - American Depo	Sell	-1,564,269	-18.4%	$104.73M	6,958,507
Q2 2023	CFLT Confluent, Inc.	Confluent, Inc.	Sell	-2,731,600	-47.5%	$106.70M	3,021,726
Q2 2023	COIN Coinbase Global, Inc.	Coinbase Global, Inc.	Sell	-103,298	-72.7%	$2.78M	38,850
Q2 2023	DDOG Datadog, Inc.	Datadog, Inc.	Sell	-1,662,879	-62.9%	$96.35M	979,400
Q2 2023	DLO Dlocal	Dlocal	Sell	-5,599,039	-90.8%	$6.94M	569,000
Q2 2023	FRSH Freshworks Inc.	Freshworks Inc.	Sell	-1,483,773	-62.0%	$15.97M	908,201
Q2 2023	G4124C109 Grab	Grab	Buy	+4,995,469	+27.1%	$80.35M	23,425,469
Q2 2023	G6683N103 Nu Holdings	Nu Holdings	Sell	-5,056,903	-19.9%	$160.37M	20,325,908
Q2 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-4,551,949	-54.4%	$456.30M	3,812,025
Q2 2023	HCP HashiCorp, Inc.	HashiCorp, Inc.	Sell - Position Exit	-175,686	-100.0%	$0.00	-
Q2 2023	HUBS HubSpot, Inc.	HubSpot, Inc.	Sell	-144,820	-64.7%	$42.04M	79,000
Q2 2023	INTU Intuit Inc.	Intuit Inc.	Buy	+613,900	+136.9%	$486.74M	1,062,300
Q2 2023	JD JD.com, Inc.	JD.com, Inc.	Sell	-3,003,093	-12.5%	$719.28M	21,074,807
Q2 2023	LLY Eli Lilly and Company	Eli Lilly and Company	Buy - Position Entry	+724,100	-	$339.59M	724,100
Q2 2023	LRCX Lam Research Corporation	Lam Research Corporation	Buy	+241,300	+240.8%	$219.55M	341,528
Q2 2023	LW Lamb Weston Holdings, Inc.	Lamb Weston Holdings, Inc.	Sell - Position Exit	-179,784	-100.0%	$0.00	-
Q2 2023	MA Mastercard Incorporated	Mastercard Incorporated	Sell - Position Exit	-724,000	-100.0%	$0.00	-
Q2 2023	MBLY Mobileye Global Inc.	Mobileye Global Inc.	Sell - Position Exit	-450,000	-100.0%	$0.00	-
Q2 2023	MDB MongoDB, Inc.	MongoDB, Inc.	Sell - Position Exit	-216,500	-100.0%	$0.00	-
Q2 2023	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+1,108,025	+14.9%	$2.46B	8,565,106
Q2 2023	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-262,911	-4.4%	$1.93B	5,668,918
Q2 2023	NOW ServiceNow, Inc.	ServiceNow, Inc.	Sell	-188,302	-23.3%	$348.76M	620,595
Q2 2023	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy	+584,700	+1332.6%	$265.90M	628,575
Q2 2023	NVO Novo Nordisk A/S	Novo Nordisk A/S	Buy - Position Entry	+634,500	-	$102.68M	634,500
Q2 2023	ONTF ON24, Inc.	ON24, Inc.	Sell - Position Exit	-83,803	-100.0%	$0.00	-
Q2 2023	PANW Palo Alto Networks, Inc.	Palo Alto Networks, Inc.	Sell - Position Exit	-257,700	-100.0%	$0.00	-

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